RooCruit Candidate:
Roo5133
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About the Candidate
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.
Area of Expertise
Legal Secretary, Event / Travel Coordinator, Project Support, Customer Services, MS Office, XLS, incl PP, Google Suite, IT Support, Payroll, Salary Disbursements, Bookkeeping, Training, Audio Transcription, Social Media Support
Experience & Availability
International Experience:
Yes
Availability:
10, 20 or 40 hours a week
Years Experience:
20
Current and Previous Roles:
Relevant Experience
Job Title: Virtual Executive Assistant
Duration: 20
Key Responsibilities: 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
