Financial Support Specialist

2 weeks ago


Nottingham, Nottingham, United Kingdom Prescient Recruitment Group Ltd Full time
Financial Support Specialist

The Prescient Recruitment Group Ltd is seeking an experienced Legal Secretary to join their team. This role involves providing professional and proactive support to key law professionals and Partners. The successful candidate will be part of the Practice Group Support team, managing diaries, supporting case matters, and organizing meetings. Key responsibilities include client communication, email management, and financial administrative support. If you have experience in a similar environment and excellent communication and organizational skills, this could be the ideal role for you.

Key Responsibilities:
  1. Client focused with regular meetings with stakeholders
  2. Diary management
  3. Supporting case matters
  4. Organising and planning meetings, arranging for necessary equipment and refreshments
  5. Managing and prioritising your own workload
  6. Acting as a liaison point for colleagues and clients
  7. Supporting and speaking with clients - dealing with queries for legal professionals
  8. Management of emails and correspondence
  9. Preparing and submitting expenses
  10. Opening / closing of case files
  11. Utilising CRM as a key business tool, including managing, updating, reporting, and research
  12. Providing comprehensive financial administrative support to stakeholders; ensuring compliance with legal, firm-wide policies and procedures
  13. Assisting the team on business development follow-ups, sending emails and diarising important client call backs
Requirements:
  1. Experience of working within a similar environment as a PA, Legal PA or Legal Secretary
  2. Excellent communication, organisation and interpersonal skills, with the confidence to liaise with senior team members
  3. Seeks to provide an outstanding level of client services at all times
  4. Good relationship building skills, both internal and external
  5. Ability to delegate and manage own workloads
  6. Strong team ethic; offer to support where necessary
  7. Intermediate skills in Microsoft applications including Outlook and Teams


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