Key responsibilities
Timesheet analysis, investigation and amendments including:
Basic amends – transfer between matters, update various codes
Basic time recording policy – allocating to correct files, introducing the time recording guidelines for internal matters
Forensics – locating missing time, reading modification history etc
Intermediate amends – changing hours, splitting entries, rounding time
Understanding matter plans and settings in a time recording context
Inputting new rates
Running Rates Enquiries for existing rates
Diagnose and correct issues with existing rates
Responsible for responding to all rates requests / queries within the agreed SLAs
Making sure approval processes are adhered to
Liaising with team leaders and managers within all areas of Business Finance
Liaising with senior management, Partners and key members of the Departments and Divisions that the team is responsible for
Gaining an overall understanding of the charging structures within different offices, Divisions/Depts, and large or high profile clients/matters.
Provide, as far as possible, a “one stop shop” for the business community on rates matters, and providing guidance wherever possible on and if necessary referring colleagues to the appropriate source of help
Ensuring that key objectives are agreed (with Manager / Head of Revenue), monitored and met at all times;
Maintaining integrity of internal filing for reference / approval purposes
Ad-hoc tasks relating to the reporting and presenting of rates related information
Undertake any other duties as required by the Revenue Management team
Create, maintain and develop relationships with business stakeholders in the legal and support communities
Qualifications, skills and experience
Excellent customer service orientation skills
Consistent, fast and accurate data entry with high attention to detail
Competent IT skills, good working knowledge of Word, Excel and Outlook
Suggests new ideas or ways of doing things in a confident, constructive and sensitive way
Experience of working in the legal industry, or professional services environment would be an advantage
Ability to analyse problems and present solutions to management or the business
Solid commercial skills, including reviewing and validating proposals, making recommendations
Competencies
Personal Leadership
Positively impacts those around them, makes quality decisions and develops themselves both personally and professionally
Demonstrates sound knowledge in their field
Anticipates potential problems and identifies a range of possible solutions
Adapts their interpersonal style to suit different audiences in a genuine way
Builds Authentic Relationships
Takes time to get to know people beyond their role
Treats people with respect and in a fair and consistent way
Recognises when colleagues are under pressure and volunteers to assist them where possible
Collaborates with others
Works within teams and across boundaries to share knowledge and achieve results
Identifies and builds relationships required to achieve the best outcomes for the firm
Engages people with the right skills, knowledge and expertise to provide advice and assist with tasks
Connects other people in the firm who have mutual interests or work objectives
Generously shares their time, knowledge, expertise and talent to support others’ success
Enhances the Client Experience
Creates opportunities to enhance the experience of the firm’s clients through their daily tasks
Behaves consistently with the firm’s values in their interactions with others
Conducts themselves in a way that reflects positively on the firm’s brand, both inside and outside the firm
Achieves Results
Maintains focus and drive to achieve quality outcomes
Focuses their time and efforts on issues that will have the greatest impact on agreed objectives
Anticipates responses and plans their approach accordingly
Looks for the most effective way to achieve outcomes
Maintains perspective and optimism when faced with setbacks
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