LITIGATION SUPPORT & CASE FINANCE ADMINISTRATOR

SUMMARY:
LITIGATION SUPPORT & CASE FINANCE ADMINISTRATOR

BOLAND

MARKET RELATED, DEPENDING ON EXPERIENCE

POSITION INFO:
Minimum requirements:

• Matric essential; a paralegal, legal secretarial, or finance/administration qualification advantageous
• 3–5 years' experience in a legal administration, litigation support, paralegal or finance administration role
• Exposure to medical negligence, personal injury or litigation funding environments strongly preferred
• Experience with banking platforms and bulk payment uploads advantageous
• Strong administration and document management, including drafting legal agreements from templates (fee agreements, mandates, SLAs, powers of attorney)
• Working knowledge of litigation practice, ideally medical negligence / personal injury (merits experts, court documents, settlement processes)
• Solid financial administration: banking uploads (CSV), payment processing, invoice verification, budget maintenance and reconciliation-style checking
• Proficiency with case management systems (Synaps or similar), MS Excel and Word, email, WeTransfer, and file-sharing/imaging platforms (e.g. DICOM handling)
• Accurate, professional written English for legal and client correspondence
• CASE MANAGEMENT:
• Maintain and update attorney user matter lists and active matter lists received
• Approve or query new service providers created by internal staff and attorneys
• Request and manage confirmation and verification of bank account details
• Verify all expert reports, court documents and invoices uploaded by attorneys (first verification/query), and upload those received by email
• Provide day-to-day support to all attorneys via email, WhatsApp and telephone
• CONTRACTS AND AGREEMENTS:
• Draft Fee Agreements, Directives, Mandates, Powers of Attorney and Service Level Agreements.
• Draft Finalisation Agreements for matters settled
• Follow up on all agreements sent; peruse and verify signed agreements and mark matters as running on the CMS
• CORRESPONDENCE AND MATTER PROGRESSION:
• Reply to all correspondence and follow up on progress reports across the cases matters
• Follow up weekly on matters on the financial year budget
• Handle client telephone calls and WhatsApps; send travelling requisition forms; verify amounts claimed and query discrepancies
• Instruct merits experts, arrange and communicate appointments, transfer document bundles, upload DICOM imaging files, and send letters of instruction to radiologists
• Follow up on outstanding merits reports, capital and costs
• Keep the finance department informed of incoming payments, matters at risk, and matters that should not be financed
• FINANCE & BANKING:
• Work on budgets for the current financial year through to 2035
• Upload weekly banking CSVs; download Customer Transaction Reports for each payment; submit banking for approval and prepare ordered banking bundles for the finance department
• Track counsel's invoices for payment within 90 days; attend to wallet payments
• Load settlements, interim payments and client payments; request settlement figures from the discounting provider on finalisation
• Download, save, merge and upload invoices across the case-funding product lines for finance
• Attend to queried invoices and outstanding-payment queries; send proof of payment to attorneys and clients
• Meticulous and detail-obsessed
• Highly organised and systematic
• An assertive and confident communicator
• Discreet and trustworthy in a highly pressurized work-environment