Job Specifications
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 Executive (CSE) to join our high calibre Pensions team, playing a vital role in helping to deliver excellent client service and enabling our Trustee Directors to focus on leadership, technical excellence and business development. This is a support position combining engagement and client support, systems and technology administration and financial coordination.
The CSE role requires the ability to support multiple client engagements effectively for a portfolio of Pensions clients. This is a 12-month fixed-term contract (maternity cover).
Job Role & Responsibilities
Client and engagement administration for portfolio of client engagements
Support client onboarding and scheme setup processes
Strategic diary management and meeting coordination
Client and engagement travel arrangements and logistics
Engagement expense management and reconciliation
Meeting preparation and follow up as needed from the Trustee/Client
Undertaking client-specific chargeable work under direction of Trustee Directors
Assist with operational aspects of client service delivery
Coordinate client communications regarding meeting logistics, papers and reporting
Generate engagement and client reports as needed by the engagement owners
Systems and Technology Administration
Maintain client records and documentation in accordance with governance standards and across systems
Maintain data quality across client records and engagement information across key systems
Support technology adoption, and building confidence, helping Trustees use systems effectively
Assist with system changes and upgrades including systems testing and communicating changes to the wider team
Support data quality initiatives including data reconciliations and checks across systems as requested by Team Leader or Operations Lead
Financial Coordination
Process invoicing including WIP review, billing runs and client queries
Administer credit notes and rebills
Maintain accurate time recording against the right time categories
Understand basic engagement financials (revenues, costs and margin) to flag areas of concern
Management information updates (margin, utilisation and time reports)
General and Team Duties
Regulatory submissions - support regulatory submissions, registrations and filings where appropriate
Internal meetings – coordination and minute-taking where required including organisation of Away Days, Debates and social department events
Intranet – With CSE team colleagues, maintaining high quality intranet content
Team collaboration – Work proactively with CSE colleagues to ensure balanced workload, absence cover and seamless client service
Process improvement – Identify and implement efficiency opportunities
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 as you may be reasonably asked to do from time to time
Essential Knowledge, Skills, Experience
Experience in client, account and or engagement administration
Diary management and travel booking experience
Systems administration experience or aptitude for technology
Financial understanding, comfortable with invoicing, WIP, billing processes
Proactive problem-solver with a "sleeves rolled up" mentality who takes ownership
Outstanding organiser able to prioritise competing demands, meet deadlines, and manage complexity with confidence. Strong attention to detail
Adaptable, resilient, willing to learn, and committed to excellent client service
Experience supporting multiple senior stakeholders simultaneously
Experience managing complex workloads with competing priorities
Preferred Knowledge, Skills & Experien
About the Company
Established for over 125 years, Law Debenture today provides a wider range of services than ever before including corporate and pension trusts, process agent services, treasury management, corporate services including for special purpose vehicles, structured finance administration and whistleblowing services. Services available worldwide from offices in London, Sunderland, New York, Delaware, Hong Kong, the Channel Islands and the Cayman Islands.
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