Jodie Taylor

This role requires extensive knowledge of high-level administration procedures to ensure the smooth running of day to day office operations and to support the Principal/Director.

My responsibilities include, but are not limited to:-

• Supporting Principal through calendar management, travel coordination, correspondence drafting and meeting preparation.
• Aiding Principal in personal tasks such as scheduling appointments or running errands when needed.
• Supporting Principal in decision-making processes by researching topics and providing relevant information.
• Keeping office operations running smoothly by providing effective leadership and administrative skills.
• Managing multiple high-priority tasks simultaneously, meeting all deadlines while maintaining high level of accuracy.
• Providing exceptional customer service as first point of contact for clients, resolving issues promptly and maintaining strong relationships with key stakeholders.
• Handling sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Developing, implementing and improving office/management policies and procedures
• Answering and transferring incoming calls, taking down messages, and transmitting information and documents internally.
• Managing team of junior administrators, providing guidance and support
• Assisting with recruitment of junior administrators, screening resumes, conducting interviews and making hire recommendations, recording employee information, processing leave requests and employee payroll
• Assisting in preparation of spreadsheets, presentations and reports
• Overseeing office use of specialist software program (Migration Manager) and providing training to new staff, ensuring smooth onboarding process
• Managing office inventory ensuring supplies are always available while minimising costs.
• Monitoring expenses and maintaining well-organised filing system allowing easy access to important documents and financial records.
• Using Reckon Accounts Hosted for generating invoices and reports, monthly bank account and credit card reconciliation and handling payroll processing for employees

This role demonstrated my ability to work well as part of a team and in a professional and efficient manner whilst also having a friendly, approachable and cheerful attitude towards customers. My duties included:-

• Front of House - Taking Food and Drink Orders/Cashier
• Serving food and drink to customer tables
• Laying, clearing and cleaning tables, washing dishes

I was promoted to Conveyancing Executive in the in-house legal department of a house builder shortly after joining the Company as the Legal Administrator. My duties included, but were not limited to:

• Managing own caseload of plot sale files and part exchange re-sale files
• Attending to Law Society Formula B exchanges and Legal Completions
• Preparing & Proofreading own Legal documents such as Contracts, Transfers, Leases etc using knowledge of legal terminology and procedures
• Enhancing client relationships through timely communication and accurate case updates.
• Facilitating smooth transitions between cases by efficiently closing out completed matters and transferring files as needed
• Maintaining well-organised physical filing system that allowed for quick retrieval of necessary documents.
• All aspects of Conveyancing process

I worked with Irwin Mitchell Solicitors for 8 years and was promoted from an Office Assistant to a Support Services Team Member, Conveyancing to a Legal Secretary and finally to a Conveyancing Assistant working with purchase, sale, re-mortgage, and transfer of equity matters for both private clients and corporate companies. A re-organisation of the business saw my role made redundant in 2013.

My responsibilities were wide and varied and included but were not limited to:

• Assisting Solicitor in managing caseload, and handling straight-forward Sale files from start of transaction to end, increasing overall team productivity and timely completion of transactions.
• Enhancing efficiency of conveyancing process by diligently managing documents and organising client files.
• Producing legal documents using my knowledge of legal terminology and procedures and ensuring accuracy and compliance with relevant regulations.
• Preparing correspondence and professional letters by verbal dictation, copy and audio typing
• Liaising with clients and third parties via incoming and outgoing telephone calls and emails
• Completing data entry into electronic filing systems.
• Preparing Invoices & Statements and issuing to clients.
• Dealing with incoming and outgoing correspondence by letter, fax and email
• Dealing and maintaining logging of post, filing, faxing and other correspondence.
• Key contact for my team in respect of Home Information Packs, a government implemented scheme, producing reports and maintaining records to ensure compliance of legal procedures were carried out correctly