Job Introduction
Due to an internal promotion, DACBeachcroft has an exciting opportunity for an organised, proactive, strong communicator, with a keen eye for detail to join our Clinical Risk team as an Administrative Assistant on a full-time, permanent basis in our Leeds office. Reporting into the Secretarial Team Leader, this role provides administrative and file management support across the team. Work will come either directly from the lawyer or through the Team Leader or Legal Secretaries. The role is accountable for establishing and maintaining an ongoing service-based relationship with the team they support, recognising and translating the needs and expectations into a responsive service.
We are a Disability Confident employer and guarantee to interview anyone with a disability, long-term health condition or neurodiversity whose application meets the essential criteria for the role. If this applies to you and you feel you meet the minimum criteria for this vacancy as set out in this advert then please contact ****** in confidence, quoting the reference number for this vacancy in the subject box of your email, and a member of the Recruitment team will be in touch.
Role Responsibility Client Relationship Management
- Taking instruction to undertake admin tasks relating to client relationship management.
- Responsible for ensuring current knowledge of client specific protocols and processes, and building these into current practices.Administrative
- File management – updating and maintaining all electronic files, ensuring documents are filed correctly and named in line with the business-wide naming convention and the correct folder structures are adopted.
- File opening - ensuring matters are set up on case management system and accounts system in line with clients' SLA.
- Checking incoming post – ensuring on Visualfiles that items are named correctly and filed either in retained PG&R files or batched post for Office Services to retain.
- Undertake all file closing/archiving procedures ensuring compliant at all times.
- Maintain accurate management and client information on an ongoing basis, in line with client and location protocols.
- Handle confidential information in line with the firm's data security protocols.
- Electronic File History Bundling and sending to costs draftsman using PDF docs binder and Sharefile.
- Sorting medical records and preparing index.
- Uploading to client's case management systems.
- Dealing with all instructions to counsel and experts for lawyers.Communication
- Liaising with fellow team members on workloads and ensure deadlines are consistently met.
- Answering internal calls for other members of the team.
- Liaising with and taking direction from your Team Leader and lawyers.
- Assume responsibility for basic financial administration relating to cases.Processing
- Responsible for managing priorities and workloads to ensure deadlines are met. Liaising with Team Leader where challenges arise.
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