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Current Roles

Client Document Executive

Client Document Executive

The Role:
The role of Client Document Executive is to provide Partners and fee earners with an accurate, professional and efficient document production service. The Client Document Executives will take an active interest in the workload and requirements of each area of the Firm and will provide flexible services to ensure deadlines are consistently met.

This role will report to a Client Document Executive Lead or the Senior Client Document Executive where appropriate.

Key Tasks and Responsibilities (this is a broad but not exhaustive list):

Document Production
• Produce, format and amend emails, correspondence, documents, reports, faxes, deeds and attachments
• Produce and amend PowerPoint presentations, organisational charts, mail merges, Excel spreadsheets and graphs
• Create marketing documentation such as team sheets, seminar slides and pitch documents
• Ensure documents are formatted in the Firm’s house style and in line with existing systems and procedures
• Proof read and review documents to ensure accuracy and consistency in adhering to the Firm’s house style
• Dictations
• Use available systems and processes to ensure work is prioritised and completed effectively
• Ensure documents are produced within the required timescales and to the highest standards
• Liaise with Partners, fee earners and the team as appropriate in relation to document production
• Build solid relationships with, and provide regular updates to service users on the progress of tasks
• Support and help other team members by sharing system and best practice knowledge, ensuring continuous skills development

Other duties and responsibilities
• Assist other members of the team, both proactively and at the request of the Client Document Executive Lead or Senior Client Document
Executive where appropriate
• To provide Client Service Executive services where it is appropriate to do so or as cover requirements allow

For a detailed specification please download the job description in the documents section of this page.

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