Legal PA, Private Client - Wealth and Succession
. Specific knowledge of Wills, Probate and Lifetime Planning would be advantageous. Experience with BigHand, Elite 3E, Intapp...
. Specific knowledge of Wills, Probate and Lifetime Planning would be advantageous. Experience with BigHand, Elite 3E, Intapp...
software (Intapp Open and Intapp Walls). Proactively consider the impact of potential legal and regulatory changes...
(or equivalent) desirable Proven experience using Microsoft Word and Excel. Experience using Intapp Intake (Open...
. Desirable: Knowledge of the legal or professional services sector and familiarity with IntApp suite. You’ll play a key role...
applications and systems, including Windows 10, Office 365, iManage, Litera Change Pro, Intapp Time (DTE), and Adobe Acrobat...
prior Conflicts and AML experience within a US/ international law firm, worked previously with Intapp Open...
with closing InTapp entries and assisting with narratives where required. Processing expenses/invoices using Emburse. Supporting...
, Concur, Workday, CMS, InTapp. Ability to manage / prioritise tasks Be a proactive member of the team Ability to readily...
. Maintain systems such as Intapp and blackbook, ensuring accurate and up-to-date records. Assist with drafting conflicts... and identifying Conflicts Analytical and communication sills Experience with InTapp What's in it for you? Join a growing...
Supporting the development of internal procedures and delivering training Maintaining key systems such as Intapp and managing...