Personal Assistant

Personal Assistant
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Job title: Personal Assistant - Family
Location: Bath, BA1 1RG
Contract: Full Time, Permanent. Hybrid after successful probation. (Part time will also be considered)
Shifts: 37.5 hours per week, Monday – Friday, 9am-5:30pm with 1 hour unpaid break
Williams Lea seeks a Personal Assistant to join our team!
Williams Lea is the leading global provider of skilled business-critical support services to financial, legal and professional services firms.
Built on a strong heritage, great client relationships and a talented team, Williams Lea is the trusted global outsourcing provider to clients in highly regulated environments.
Williams Lea serves clients in 20 countries across four continents and has 7,000 employees worldwide.
Purpose of role
The role of the Personal Assistant is to provide enhanced, proactive support to fee earners to enable them to operate efficiently. The support provided needs to be a seamless legal service to clients. The Personal Assistant role is expected to use a high degree of self-management and initiative and to maintain a high level of confidentiality.
The Personal Assistant will act as workflow manager for other support services. This includes delegating and supervising the completion of document production, file management and copying/scanning work which are primarily undertaken by other relevant business support services.
Key responsibilities
Proactively managing complex diaries for both partners and fee earners
Answering telephone calls in a timely fashion, taking clear and detailed messages
Organising internal and external meetings, greeting visitors and arranging client refreshments
Assisting fee earners in the billing and credit control process. Generating accurate billing reports, draft bills, and accompanying letters in a timely manner
Assisting fee earners with finance tasks, namely requesting cheques, CHAPS/BACS payments, bank transfers and paying in money received, as appropriate
Maintaining up to date client records on the firm’s client relationship management tool, including client contact details, client specific requests in relation to billing and bill formats, details of other parties etc in line with the firm’s policy and processes
Co-ordinating fee earner movements and making travel arrangements
Managing the client and matter inception process ensuring files are opened in a timely manner in accordance with the firm’s policies
Managing the process of submitting partner/fee earners expenses in a timely manner
Co-ordinating the completion of document production (including digital dictations/manuscript amendments), e-filing and file management, photocopying and scanning services, organising couriers, sending out of letters/faxes etc
Undertaking any departmental specific tasks (e.g. working with Bundledocs, Land Registry portal, Searchflow etc)
Adhering to and participating in the AML processes as per the firm’s protocol
Demonstrating flexibility with working practices/processes in line with the business need, especially in times of pressure/ high workload
Assisting other members of the department, both proactively and at the request of the team leader and work effectively with other legal and support departments as required
Personal attributes
Exceptional standard of written and verbal communication
Proficient multi-tasker
Competent with the Microsoft Office suite
Team player
Excellent interpersonal skills
Solutions focused
Have a high level of confidentiality and integrity
Exceptional attention to detail
REWARDS & BENEFITS
We believe in supporting our employees in both their professional and personal lives. As part of our commitment to your well-being, we offer a comprehensive benefits package, including but not limited to:
25 days holiday plus bank holidays
Salary sacrifice schemes, retail vouchers – including our TechScheme which can be used on a range of gadgets such as Smart TV’s, laptops and computers or household appliances.
Life Assurance
Private Medical Insurance
Dental Insurance
Health Assessments
Cycle-to-work scheme
Gym memberships
Referral Scheme
You will also have the opportunity to work for a global employer who is dedicated to offering each and every employee an enjoyable, challenging and rewarding career with future career development prospects!
EQUALITY & DIVERSITY
The Company values the differences that a diverse workforce brings to the organisation and will not discriminate because of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (which includes colour, nationality and ethnic or national origins), religion or belief, sex or sexual orientation (each of these being a “protected characteristic” in discrimination law). It will not discriminate because of any other irrelevant factor and will build a culture that values openness, fairness and transparency.
If you have a disability and would prefer to apply in a different format or would like to make a reasonable adjustment to enable you to make an interview please contact us at #####.