Charlotte has several responsibilities within her role. She has to check daily for tasks allocated by the Team Leader, ensuring they are completed, and any specific instruction or advice is understood and followed. Charlotte also provides administrative support to the Process Team and other teams where necessary. Alongside this, she ensures the timely completion of any work necessary towards the successful completion of her apprenticeship.
Charlotte obtains any necessary documents to assist in the setting up of cases, saving and naming them in accordance with naming conventions. Along with reviewing data as required from client instructions, identifying inaccuracies, missing data or other anomalies. Charlotte cross checks all information as necessary to confirm its accuracy and imports case information swiftly and accurately using agreed processes and systems.
In addition, Charlotte communicates effectively with fee earners and teams ensuring the efficient completion of processes and ensure the accurate recording and break down of financial information. Charlotte ensures the timely production and accurate output of printed and electronic correspondence and then reviews, identifies, and corrects errors when they occur.