Personal Assistant

• Filing, opening, closing, storage and retrieval of client files in accordance with the office procedures

• Maintaining client files in good order, collating documents

• Inputting time recording, financial and client information on the office case management system

• To prepare correspondence and enclosures for posting

• Photocopying, faxing, scanning, emailing

• To prepare bundles of documents

• To occasionally hand-deliver documents when necessary

• To take minutes or notes of meetings as required

• To prepare other documents and materials as directed

• To make appointments and arrange meetings

• To ensure the confidentiality of the firm’s and clients’ information and documentation

• To comply with office procedures and policies

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