Candidate Profile

    Roo5133

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    About

    A mature, witty and friendly woman – with 14+ years Exec SMT experience and over 20 year’s secretarial experience in a variety of fields, including Law, Customer Service, Logistics, Operations, Outdoor Media, Film, Testing & Assessment, Health Delivery, Hospitality, Construction & Media Supplies.

    Proficient in

    Legal SecretaryEvent / Travel CoordinatorProject SupportCustomer ServicesMS OfficeXLSincl PPGoogle SuiteIT SupportPayrollSalary DisbursementsBookkeepingTrainingAudio TranscriptionSocial Media Support
    International

    Yes

    Availability

    Part-time or Full-time

    Experience

    20 years

    Previous Roles

    3

    Work History

    Admin/ Office Manager
    Virtual Executive Assistant
    Virtual Executive Secretarial Services

    Key Responsibilities in Most Recent Role

    Job Title: Virtual Executive Assistant

    20 years
    • Manage Owner’s & Associate Attorney’s busy diary
    • Add national holidays, birthdays, leave, and anniversaries to all diaries
    • Manage extremely busy Owner’s email volume 75k unread
    • Search Owner’s email for relevant court documents & share with team member
    • Create & update office policies & procedures and implement; saved to shared drive
    • Implemented quarterly KPI’s
    • Prepare onboarding documentation for new starter
    • Implemented Clio Grow for Client Intake
    • Take minutes for daily/monthly meetings
    • Assist bookkeeper with invoices, payments, leave, and payroll
    • Compile and submit CEO monthly report XLS
    • Arrange personal appointments for the Owner
    • Local & international travel, accommodation and transport arrangement for the Owner
    • Created tracking monthly income to share with Team
    • Managing refreshments/lunch orders, events for the Team
    • Managing office stationery & marketing materials
    • Create and send PDF retainer agreements with DocuSign & Clio Grow
    • Sending client’s PDF billing and retainer replenishment reqs in Clio Manage and Swipe Simple
    • Webinar PowerPoint creation _ Implement Teams for the office, moved away from Slack

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