Client Administration Specialist
1 week ago
Client Administrator Role
We are seeking a skilled Client Administrator to join our Client Administration team on a permanent basis. The ideal candidate will have experience in compliance and billing administration, with a strong focus on delivering exceptional results.
The primary focus of this role will be to take ownership of the day-to-day processing of compliance and billing administration of a variety of tasks on client matters. The Client Administration team assists with matters across all of our legal departments.
Key Responsibilities:
- Manage the Client Inception Module (CIM), liaising with Executive Assistants, Legal Secretaries, and fee earners as necessary, by ensuring all activities and duties adhere to risk and compliance requirements.
- Support on case-related work, complete tasks for matters/files e.g., engagement letters and maintain client & matter data within the case and the practice management system.
- Produce first draft engagement letters and liaise with the Executive Assistants, Legal Secretaries, and fee earners as necessary to ensure the letter is completed and saved to the appropriate area.
- Run the narratives from the system and give to the Executive Assistant or Legal Secretary.
- Print WIP reports and billing guides for the team.
- Work closely with the accounts team, being part of any change programme as and when related billing processes change.
- Liaise with relevant departments regarding billing, following up bills as necessary, KYC, file opening, and payments.
Forsters has in place a highly regarded Agile Framework that supports all staff to achieve their best.
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