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Client Support Assistant @ Lawdeb

LONDON, London, City ofOnsiteFull-time
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About this role

About Law Debenture

Law Debenture is an Investment Trust supported by a wholly owned professional services business. LawDeb is an unusual and exciting proposition; on a day–to-day basis we are nimble, ambitious and small enough to know everyone by name, whilst also benefiting from the profile and credibility of a listed business. This is thanks to our 135-year-old FTSE250 investment trust and our fast-growing independent professional services business of over 300 colleagues across 6 business lines.

At LawDeb, doing work that has a positive impact is important to us. We need the very best people to be the custodians of our business for the next stage of our proud history and growth. We’re ambitious to innovate, collaborate and push forward in providing peace of mind and excellence for our clients and each other.

We’re on a journey to shape a culture we’re all proud to be part of. One where everyone feels trusted, supported and empowered to own their success. Working at LawDeb, you will have access to our enviable network of clients and innovative projects, as well as brilliant colleagues to learn from and collaborate with.

Role Overview

We are looking for a Client Support Assistant to join our Pensions team, providing the operational and administrative backbone that keeps client engagements running smoothly.

This role sits at the heart of day-to-day client service activity, supporting our Client Support Executives and Trustee Directors by ensuring engagements are well organised, records are kept up to date and meetings are effectively supported. It spans client and team administration, systems management and financial processes.

This is an excellent opportunity for someone looking to build a meaningful career in professional services. You will be closely supported by our Client Support Executives, their Line Manager and the wider Pensions team, and we actively encourage curiosity, on-the-job learning and a genuine interest in using technology to do the role well.

Job Role & Responsibilities:

Main Responsibilities

• Client and engagement administration for portfolio of client engagements

• Support with diary management, including scheduling meetings, room bookings, invites, agendas and meeting papers.

• Assist with full travel arrangements and logistics where required, proactively identifying requirements in advance.

• Engagement expense management and reconciliation

• Understanding and actioning client-specific chargeable work under direction of Trustees and CSEs

• Assist with operational aspects of client service delivery

• Generate engagement and client reports as needed by the engagement owners

• Learning about and implementing the client onboarding and scheme setup processes.

• Systems and Technology Administration

• Maintain client records and documentation in accordance with governance standards and across all systems

• Maintain data quality across client records and engagement information across key systems

• Support technology adoption and building confidence, helping Trustees to use systems effectively

• Assist with routine data checks and record updates across systems as requested by Trustees or Managers

• Assist with document filing, version control and maintaining accurate records

• Support system updates, testing and process changes under guidance.

• Financial Coordination

• Assist with invoicing including WIP reviews, billing runs and client queries

• Help process expenses, credit notes and rebills under guidance

• Maintain accurate time recording against the right time categories following guidance from Trustees and CSEs

• Learn more about the basic engagement financials (revenues, costs and margin) to eventually flag areas of concern

• Escalate billing, WIP or client finance queries to the relevant CSE, Trustee or Manager.

General and Team Duties

• Help coordinate internal meetings, team events, away days and departmental activities.

• Support minute-taking, action tracking and meeting administration where required

• Assist with maintaining intranet content and team resources

• Team collaboration – Work proactively with CSE colleagues to ensure balanced workload, absence cover and seamless client service. Contribute ideas for improving team processes and efficiencies.

• Professional development – Undertake training as appropriate and engage fully in the performance management process

• Culture contribution – Contribute positively to the LawDeb culture, attend meetings as required and carry out duties willingly and diligently

• Carry out such other tasks and projects as you may be reasonably asked to do from time to time.

Knowledge, Skills, Experience:

• Previous administration or office support experience, ideally in a professional services or client-facing environment.

• Strong organisational skills and good attention to detail.

• Some experience of diary management, travel booking, invoicing or client administration would be helpful, but is not essential.

• Proactive problem-solver with a "sleeves rolled up" mentality who is flexible and keen to learn

• Good written and verbal communication skills while maintaining discretion

• Able to follow instructions, ask questions and escalate issues where appropriate.

• Confident using Microsoft Office, including Outlook, Word and Excel.

• Level 3 qualification in Business Administration, Office Administration, Secretarial Studies or a related course would be helpful, but not essential.

Your Reward

• Competitive salary with performance bonus scheme

• Generous pension contribution

• Full healthcare cover

• Health cash plan

• Life assurance

• Buy/sell annual leave scheme

Additional Information

People who thrive at LawDeb make the most of this foundation to grow themselves, help us improve and have fun playing their part in building the culture that’s fuelling our growth.

LawDeb hires people based on personal merit and qualifications regardless of age, disability, gender, gender identity, gender expression, race, religion or belief, sexual orientation, socioeconomic background or any other protected attribute. We celebrate the diversity of our colleagues and provide an inclusive environment so you can bring your true self to work. We recognise that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. If you feel that you require any reasonable adjustments to be able to participate in this recruitment process, please provide further details where prompted.

Please note that we have a thorough referencing process, which includes credit and criminal record checks.

Skills

Pensions

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