Practice Assistant - Bank Finance

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Practice Assistant - Bank Finance
Duties: Answers, screens and places calls in a professional manner. Accurately records phone messages and promptly informs attorneys. Responds timely to attorneys and clients. Communicates clearly and accurately any issues with workload to assigned attorneys on a timely basis. Interprets instructions to produce quality documents and keep legal staff apprised of the status of work and any problems encountered with systems or programs. Prioritizes and manages multiple assignments. Assists with marketing, research, and client development. Drafts routine letters, memos, and reports. Manages collection. Creates, organizes, and maintains hard and electronic files. Prepares and distributes closing sets. Meets and greets clients with courtesy and tact. Uses discretion and keeps information confidential when necessary. Works in a team environment and provides support to multiple lawyers and legal staff on the team including assisting with overflow work and practice specific responsibilities. Plans and organizes workflow to comply with established time constraints in order to meet deadlines. Carries out projects assigned effectively and on a timely basis. Works in an organized and efficient manner; uses good judgment at all times and asks follow up questions if instructions are unclear. Shows excellent attention to detail and is familiar with the resources available. Has a thorough knowledge of department and Firm procedures and upholds all rules and policies. Keeps Desk Reference information up to date and keeps it easily accessible for use by other Practice Assistants Makes travel arrangements (including transportation, lodging, and meals), and prepares business itineraries. Arrangea overtime coverage with Document Production for lawyers. Prepares American Express Bills for reimbursement. Prepares client bills for partners. Identifies, solves, or reporst technical problems for rapid resolution. Manages bills and collections files, prints and files correspondence, and manages form files. Creates, organizes, and maintains hard copy and electronic files. Drafts and submits diaries. Maintains client and matter lists. Creates and maintains Outlook contacts and e-mail distribution lists. Manages attorney calendar. Assists with client development, preparing proposals and pitches, and research. Manages and submits expense reports.

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