Summary
Overview
Work History
Education
Skills
Timeline
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Anshu Puri

Caroline Springs,VIC

Summary

Accomplished Conveyancing Clerk with a proven track record at Senia Lawyers, adept in PEXA settlements and fostering strong relationships with stakeholders. Demonstrates exceptional service delivery, leveraging strong communication and time management skills. Enhanced operational efficiency through innovative file management and client engagement strategies. Proficient in Microsoft Office suite, embodying a positive team attitude and initiative-driven approach.

Overview

6
6
years of professional experience

Work History

Conveyancing Clerk

Senia Lawyers
10.2023 - Current
  • Developed strong relationships with external partners such as mortgage brokers, surveyors, and fellow solicitors to enhance overall efficiency.
  • Conduct thorough title searches and prepare all necessary legal documentation.
  • Prepare settlements (PEXA) and SRO Duties online to ensure smooth and timely settlements
  • Opening, closing and managing residential,off the plan and subdivisions conveyancing files.
  • Preparation of sale and contracts, section 32 statements.
  • Prepare invoices and statement of Adjustments
  • Solely Manage settlement and post settlement activities .
  • Working for the company and have my own clients as well.
  • Strong understand of leap and Infotrack.

Migration Case and Operations Manager

Vision Overseas Group
06.2019 - 05.2024
  • Maintained professional working relationships and promoted open lines of communication with employees.
  • Managed all business files, documentation and databases to keep records secure, accurate and current.
  • Kept software updated with latest patches to prevent unauthorized access.
  • Smoothly facilitated communication between departments, management and customers to resolve issues and achieve performance targets .
  • Collection of documents as per visa needs and preparing File for further use in visas.
  • Monitored financial bookkeeping for accuracy and compliance, resolving identified discrepancies.
  • Enhanced data collection accuracy, preparing, authoring and updating communications and policy memorandums.
  • Increased office organization by developing more efficient filing system and customer database protocols.
  • Developed talented team, participating in hiring, coaching, and performance management processes.
  • Reviewed customer and staff feedback to improve operational strategies and eliminate obstacles.
  • Ensured compliance with all applicable laws, regulations, and policies across the organization.
  • Prepared Employee's work schedules and assigned specific duties.

Administration

Vision Overseas Complete Migration Solutions
06.2018 - 05.2019

• Oversee reception area, including greeting visitors and responding to telephone and in-person requests for information.

• Write support letters detailing how the candidate fit the visa requirements.

• Designed electronic file systems and maintained electronic and paper files.

• Used xero software to create quotes and invoices for the clients.

• Reconciliation of payments. Created PowerPoint presentation used for business development.

• Doing social media marketing and content writing.

• Managed all day to day calendar for company directors.

• Drafted meeting agendas (Diary Management).

• Greet numerous visitors, include VIP's.

• Ability to maintain Privacy.

• Initiated and managed case files for visa applicants.

• Follow Procedure for appropriate documentation.

• Meet with clients and prepare all required documentation.

• Limited financial discrepancies through accurate coordination of accounts payable and accounts receivables.

• Elevated productivity initiatives by managing client and international executive calendars, scheduling appointments and managing both internal and external communications.

Education

Advanced Diploma - Conveyancing

Monarch Institute
Melbourne
01.2026

Certificate IV - Disability Studies

Genu
Geelong
12.2021

MBA - Finance And Marketing

Apeejay Institute of Management Technical Campus
India
05.2016

Bachelor of Commerce - Commerce

Apeejay College of Fine Arts
05.2014

Skills

  • Previous experience as conveyancing clerk
  • Strong communication skills with the ability to confidently engage with clients and stakeholders
  • Proven experience using PEXA settlements and Duties Online
  • Commitment to delivering exceptional service
  • Highly organised with excellent time management skills
  • Proficient in Microsoft Office suite
  • A positive and pro-active team attitude
  • The ability to manage time efficiently and use initiative

Timeline

Conveyancing Clerk

Senia Lawyers
10.2023 - Current

Migration Case and Operations Manager

Vision Overseas Group
06.2019 - 05.2024

Administration

Vision Overseas Complete Migration Solutions
06.2018 - 05.2019

Advanced Diploma - Conveyancing

Monarch Institute

Certificate IV - Disability Studies

Genu

MBA - Finance And Marketing

Apeejay Institute of Management Technical Campus

Bachelor of Commerce - Commerce

Apeejay College of Fine Arts
Anshu Puri