Kate Gullifer

Paralegal Responsibilities

Research & Document Preparation

• Creation and distribution of clients quotes, schedules of fees, onboarding letters and interim documentation.
• Draft and prepare legal documents such as property contracts, statutory declarations and client authorisations.
• Prepare all appointment documentation required for each licensed conveyancers appointments, ensuring they are relevant and compliant with each individual matter.

Case & Client Management

• Maintain case files, organise legal documents and track deadlines.
• Communicate with clients to gather information and provide updates.
• Liaise with government agencies, and external legal professionals.
• Streamline document management systems, to enhance efficiency.
• Constant email and phone updates for clients, lenders, mortgage brokers and agents to ensure a smooth transaction.
• Make file notes and keep accurate records of all client and external stakeholder conversations.

Compliance & Legal Assistance

• Research and stay updated on relevant laws, regulations, and industry standards and ensure our offices are compliant across these fields.
• Conduct due diligence and background checks for legal matters.
• Help ensure adherence to data privacy laws by maintaining proper handling and storage of sensitive information.

Executive Assistant Responsibilities

Administrative & Office Management

• Manage the directors and licensed conveyancers calendars and schedule meetings.
• Receipt payments from clients and chase debtors.
• Assist with financial administration.
• Create and distribute invoices to clients.
• Handle correspondence, emails, and confidential documents.
• Prepare end of month reporting.
• Certify required documentation.
• Assist in the onboarding of new employees.
• Everyday tasks ie; stationary and uniform orders.
• Manage and create all social media and newsletter releases.
• Maintain Google domains for both Bathurst and Orange offices.
• Assist in creating office policies, procedures and checklists.

Meeting & Event Coordination

• Coordinate client appointments, internal events and external seminars.
• Active on Microsoft teams with coworkers for weekly meetings.
• Collaborate with coworkers to host an Annual Biggest Morning Tea to raise money for cancer research.

Project & Task Management

• Maintain and update databases, filing systems, and legal records.
• Utilise technology to enhance workflow and in turn increase productivity.
• Train new employees, fostering a collaborative team environment.
• Business development, building and nurturing current and prospective referrer relationships.

This role consisted of constant care of 97 boarding house students with multiple other team leaders. We were to ensure that these young boys developed into respectable young men. As part of my role, I was to be efficient, organised and adaptable. I was in control of administration of boarding house systems and procedures in order for team leaders to maintain a positive, clean, safe and well-maintained boarding environment. I provided support in ensuring we had effective communication systems between students, parents, boarding staff and administration.
As team leader we had a strong emphasis on the commitment to study so that each student may reach their academic potential. I would support and promote student involvement and dedication in extra-curricular programs through college co-curricular activities, boarding community recreation and sporting opportunities.

• Managed my own portfolio of 240 Bathurst properties with a property officer to assist.
• Dealing with conflict between landlords and tenants.
• Comprehensive knowledge of Microsoft Office Suite.
• Ability to communicate with landlords, from the onboarding process to either sale of property or ongoing management.
• Take photos, create written listings and advertise properties on a variety of real estate platforms to ensure minimal vacancy for my clients.
• Negotiate fees and contract agreements with landlords.
• Assist with end of month, mid-month and daily reconciliations.
• Providing supervision and guidance to property management assistants.
• Managed receipting for rent payable. This also involved following up with clients for outstanding payments and ensuring timely debt recovery whilst keeping my clients informed if their tenant did ever fall in arrears.
• Ability to independently prospect new business and cold call.
• Preparing files and necessary documentation to represent a landlord at the Administrative Tribunal.
• Processing applications for tenants. This involved working out affordability for a property based on their weekly income, gathering previous rental history and retrieving references (personal, employment and rental).
• Constructing and distributing work orders for trades people to carry out necessary maintenance. Conduct property inspections (entry, vacate, routine and open home inspections).
• Assisting office management in the hiring and termination of employees within the property management sector.

• Managed equipment inventory, ensuring availability of necessary tools for effective instruction while minimising costs associated with replacements or repairs.
• Promoted teamwork and sportsmanship among swimmers.
• Improved swimmer performance by developing personalised training plans for individual students.
• Maintained accurate records of student progress, communicating regularly with parents regarding achievements and goals.
• Ensured all lessons and training sessions comply with water safety regulations.
• Designed and structured lessons based on swimmers' abilities and progression goals.
• Maintained attendance records, lesson plans, and progress reports.