Client Engagement Assistant

1 month ago

London, United Kingdom Career Legal Full time

This law firm has an international network across 20 office locations and employs over 1000 lawyers. They have recently moved to amazing new offices that are ideally situated for a number of stations including Liverpool Street, Fenchurch Street or CannonStreet.

The Client Engagement Assistant will assist the Billings & Collections team with managing inventory, including raising bills, monitoring time records, chasing unpaid bills, and liaising with partners and clients with regards to maximising billing and collections.The role will also provide support to the Legal Cashier to facilitate client account transactions.

**Responsibilities**
- Liaising with partners and clients to maximise cash collections.
- Preparing bills in accordance with the firm's billing policies and UK VAT legislation, ensuring the bills are posted to CMS, signed by the Partner (either electronically or in person), saved to management workspace and sent out to the clients each month.
- Regularly reviewing the Prebill Manager and processing any changes as required.
- Escalating complex items or issues to the Finance Supervisor where necessary.
- Uploading any e-bills into the appropriate e-billing website and liaising with the e-billing team as necessary.
- Reviewing client/matter opening forms with reference to engagement letters and updating the inventory management system to ensure it properly reflects the terms of our engagements.
- Ongoing monitoring of matters to prompt billing and to ensure residual WIP is written off on completion of the matter as appropriate.
- Processing time transfers at lawyer and secretary request and recording reasons for transfers.
- Creating and distributing weekly WIP updates to clients when requested.
- Liaising with clients regarding Accounts Receivables on a monthly basis to ensure invoices have been received and dealing with any issues promptly. Monitoring and updating of comments in the Expert Collections module and escalating any issues to the FinanceSupervisor/Collections coordinator.
- Processing write-offs in accordance with the firm's policy and saving evidence in the firm management system.
- Providing AR and WIP updates in response to audit queries as requested.
- Providing cover for the Legal Cashier (two days per week and holidays).
- Reviewing requests for payments out of client account, transfers between client and office accounts, and transfers between client accounts to ensure compliance with the Firms policies and the Solicitors Accounts Rules.
- Obtaining authorisation for client account transactions in accordance with the Firm’s approval policy.
- Entering approved payments into the online banking system.
- Providing ad-hoc support to the Legal Cashier as needed (e.g. clearing residual balances, performing bank reconciliations etc.).
- Knowledge of Work, outlook, Excel.
- A-levels or equivalent.
- Previous experience working in a Law firm.

**Important Notice

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