What are the responsibilities and job description for the Client Services Executive - PCT position at Withers?
Summary
The Client Services Executive position at Withers is responsible for providing a broad range of secretarial and administrative support to fee-earners, administrative personnel and clients. This role is resident the San Francisco office and is assigned to the Trust Estates and Charitable Planning team within the Private Client and Tax division. For California, the expected hourly range for this position is between $47 to $61.44. The actual compensation will be determined based on experience and other factors permitted by law. This role is deemed hybrid and expected to be in the office 3 days a week.
The Role
A law firm focused on people, performance, and collaboration.
For the past 130 years, we have supported some of the world’s most remarkable people and organizations at defining moments in their lives.
We are united in our commitment to integrity, quality and collaboration. We have a culture of high performance and deliver excellent service consistently across the firm. We provide tailored solutions built on trust and partner with our clients to achieve their goals.
Many of our clients are shaping the future and creating solutions to tackle many of the world’s problems. It makes for a fascinating and challenging practice.
Our role is to get to know each individual client, find out where they want to be, and help them to get there – whether they are building a business, buying a home or protecting and defending their interests.
To meet their unique needs we are exceptionally collaborative, working together across teams and time zones. And we are agile – focusing on strategy rather than rigid ideas and traditional hierarchy.
Join us to be part of a team that is always looking to the future. Where initiative, big ideas and bold moves are always encouraged. Where you can truly be yourself.
For more information on Withers, please visit the following links: General Career Site, LinkedIn, About Us
Equal Opportunities Employment Statement
The firm is an Equal Employment Opportunity employer. Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. For those applying for a position in the city of San Francisco, the firm will consider for employment qualified applicants with criminal history in a manner consistent with applicable federal, state and local law.
If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact the firm at 203 789 1320 or email us.recruiting@withersworldwide.com with your request. Determinations on requests for reasonable accommodation are made on a case-by-case basis.
Apply Now
The Client Services Executive position at Withers is responsible for providing a broad range of secretarial and administrative support to fee-earners, administrative personnel and clients. This role is resident the San Francisco office and is assigned to the Trust Estates and Charitable Planning team within the Private Client and Tax division. For California, the expected hourly range for this position is between $47 to $61.44. The actual compensation will be determined based on experience and other factors permitted by law. This role is deemed hybrid and expected to be in the office 3 days a week.
The Role
- Drafts letters and documents; collects and analyzes information; prepares charts, graphs, and other visuals.
- Supports fee-earners and clients by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents.
- Maintains attorneys' calendars by scheduling conferences, teleconferences, and travel.
- Maintains hard copy and electronic filing system (FileSite/iManage).
- Schedules meetings with internal and external participants and arranges conference rooms.
- Communicates and obtains information from/for internal and external clients.
- Inputs attorney time into timekeeping software (3E).
- Prepares Emburse reimbursement reports for assigned fee-earners.
- Coordinates monthly billing process between accounting and assigned partner(s). This includes preparation of draft and final client invoices and transmittal of same.
- Supports the New Client Intake process which includes the conflicts check, matter details and Engagement Letter preparation.
- Operates office equipment including photocopy machine and scanner when needed.
- Maintains confidentiality of client and firm matters.
- Performs other job-related duties as assigned.
- Must possess strong technical skills, with solid knowledge of Microsoft Word, Excel, Outlook, PowerPoint. Experience using a document management system such as FileSite/iManage is beneficial.
- Strong communication skills: the ability to express self effectively, both orally and in writing including excellent spelling, grammar, punctuation, form and style. Ability to compose correspondence as needed.
- Interpersonal skills: the ability to establish effective working relationships with colleagues.
- Knowledge of library operations and records storage procedures for retrieving materials and files.
- Familiarity with legal terminology pertinent to the areas of assignment.
- Ability to prioritize and multitask effectively.
- Ability to work both as a team as well as independently.
- California Notary strongly preferred.
- 3 years as a secretary or administrative assistant in a law firm, with experience in supporting partners in Private Client and Tax.
- Bachelor's Degree preferred.
A law firm focused on people, performance, and collaboration.
For the past 130 years, we have supported some of the world’s most remarkable people and organizations at defining moments in their lives.
We are united in our commitment to integrity, quality and collaboration. We have a culture of high performance and deliver excellent service consistently across the firm. We provide tailored solutions built on trust and partner with our clients to achieve their goals.
Many of our clients are shaping the future and creating solutions to tackle many of the world’s problems. It makes for a fascinating and challenging practice.
Our role is to get to know each individual client, find out where they want to be, and help them to get there – whether they are building a business, buying a home or protecting and defending their interests.
To meet their unique needs we are exceptionally collaborative, working together across teams and time zones. And we are agile – focusing on strategy rather than rigid ideas and traditional hierarchy.
Join us to be part of a team that is always looking to the future. Where initiative, big ideas and bold moves are always encouraged. Where you can truly be yourself.
For more information on Withers, please visit the following links: General Career Site, LinkedIn, About Us
Equal Opportunities Employment Statement
The firm is an Equal Employment Opportunity employer. Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. For those applying for a position in the city of San Francisco, the firm will consider for employment qualified applicants with criminal history in a manner consistent with applicable federal, state and local law.
If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact the firm at 203 789 1320 or email us.recruiting@withersworldwide.com with your request. Determinations on requests for reasonable accommodation are made on a case-by-case basis.
Apply Now
Salary : $47 - $61