Purpose of the Role

Production of documents and correspondence in line with house style templates and precedents.


  • Produces high quality and accurate documents
  • Meets clients expectations, ensuring deadlines are adhered to
  • Resolves technical issues and provides alternative solutions where required
  • Follows instructions to deliver documents in the manner and format requested
  • Adheres to the firm’s risk and compliance policies and procedures and raises any issues or queries promptly with the relevant Partner and/or Risk and Compliance
  • Successfully completes, on time, all compulsory firm training and returns all complaints and claims questionnaires

Knowledge, skills and experience required (bespoke to role)

  • Experience of working with a wide variety of complex documents and document formats
  • High degree of technical competence including experience of all Microsoft Office programmes
  • Experience of working with other internal teams to deliver client needs
  • Two years’ experience (or equivalent) gained within a comparable document production environment
  • Willingness to work flexibly to meet client needs


Tagged as: wp operator, shift