Data Support/Formalities Administrator

Supporting a Senior Paralegal in Bristol with formalities/administrative tasks

Data audits, for example:

• Client bi-monthly portfolio review and implementation report
• Quarterly UPC opt outs and implementation
• Internal records system (Inproweb) data integrity audits
• Client records system (Anaqua) data integrity audits
• Monthly new filings report
• Post national phase entry data integrity checks

Anaqua and Inproweb record opening for the following, for example

• Priority
• PCT
• National Phase

Monitoring certain workflows and tasks including (but not limited to)

• Monitoring Anaqua client electronic mailbox
• Monitoring expired PCT cases
• Data integrity audits
• Contact Updates
• Regular review of bulk case abandonments
• Managing client overflow inbox and providing support to the paralegal team
• Case takeover maintenance
• Ensuring our client’s details correspond with Anaqua and our foreign attorneys’ records
• Uploading documents and Communications to Anaqua where required

Remote support with Senior Paralegal in Brighton with formalities/administrative tasks

Co‑ordinating and handling client meeting agendas where required

• Populating and sending agenda to our client
• Client meeting attendance and noting decisions
• Circ… (circulating notes/decisions to attorneys and paralegals)

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