Description

The Coordinator, Client Terms (Finance) will provide operational support and facilitate the collection of financial terms and agreements that are used in our interactions with Firm clients.

Responsibilities:

  • Follow a standard process that enables the management of client financial terms
  • Support the evolution of the standard categories of financial terms on an ongoing basis
  • Review and analyse financial terms with clients and prepare reports in regard to this
  • Ensure that the Firm's central repository properly reflects the actual set-up of contracts/financial terms with clients
  • Monitor developments and changes to client terms, update the central repository, and communicate as needed
  • Serve as a key contact on financial terms management in conjunction with related processes
  • Provide guidance to stakeholders (e.g., Fee Earners, Client Teams, Business Development), on Intapp Terms of Business
  • Ensure compliance with policies and procedures for the ongoing review and maintenance of financial terms
  • Continually seek to improve the implementation function, service offerings for Partners and In-Market resources

Skills and Experience:

  • Bachelor's degree in finance, business administration or related courses or equivalent demonstrable experience in billing, financial analysis or pricing role
  • Proficiency with Microsoft Office suite of products (Outlook, Excel, Word, PowerPoint)
  • Passion for learning new tools and systems (e.g. Intapp Terms of Business) and data management is necessary
  • Business proficiency in written and oral English
  • Solid communication skills (verbal and written)
  • Excellent time management and organisational skills
  • Ability to make effective, accurate decisions and judgment calls
  • Effective time and task management essential to meet deadlines
  • Positivity and the adoption of a solution-based approach in all aspects of work