What are we looking for?
We are looking for a Client Matter Management Coordinator to work in the Business Division of the firm. The role will primarily consist of co-ordinating certain billing and finance functions and the position will develop, co-ordinate and implement consistent best practice.
This role would suit a proactive and competent individual, with a positive can-do attitude who has an interest and aptitude for financial administration. Previous financial administration experience would be an advantage and you will preferably be educated to A level standard (or equivalent).
Areas of focus and responsibilities:
- Financial Co-ordination: on-going monitoring of fees and other key financial metrics; regular updates to client on fees and disbursements; review of fee earner narratives to ensure they are consistent with client agreed format
- Production of monthly invoices, co-ordinating production of narratives and heads of charge
- Improve speed and accuracy of billing practices and cost recovery
- Co-ordinate work effort, scoping, planning, project set up, fee monitoring, status reporting, liaising with client, tracking scope changes, and liaising with all relevant practice groups and offices
- Provide support to the development of fee proposals and matter management frameworks
- Proactively deal with billing tasks outside of the billing period including:
- ensuring billable matters are fully opened
- transferring time to correct files (on request)
- checking VAT exemption are correct where applicable
- Deal with conflicts checks and New Business Intake (NBI) requests
- Identification of KYC requirements in respect of NBIs to include completing anti-money laundering paperwork and obtaining correct documentation
Key Performance Indicators
- Contribution to the Group's financial metrics
- Successful matter and client outcomes
- Positive client and partner feedback
- Achieve agreed milestones; and
- Positive internal stakeholder feedback
Skills and experience required
Key skills and experience
- It is essential that the incumbent is comfortable with financial co-ordination
- Advanced organisational and influencing skills. Flexibility of style, attention to detail and an ability to multi-task in a fast paced, detail-orientated environment
- Have a high level of initiative and independent judgement with excellent trouble shooting, decision making and follow-through skills
- Demonstrated ability to establish and maintain effective relationships with key stakeholders
- High level of inter-personal skills to facilitate communication in person, by email and telephone with professionalism and diplomacy. Very strong facilitation and presentation skills
- High level of proficiency with Microsoft Office Suite and the ability to learn new applications quickly
- Be able to work as part of a team and under pressure
- Hardworking, enthusiastic and inquisitive
- Minimum GCSEs in Maths and English