Summary
Overview
Work History
Education
Skills
References
Professional attributes
Timeline
Generic

Megan Palmer

Rowsley,VIC

Summary

Demonstrated success in managing diverse responsibilities, from clerical duties to providing crucial support in Deceased Estates and Conveyancing.

Currently pursuing a Diploma of Counselling, expanding expertise in human welfare and communication. Eager to contribute a unique blend of legal acumen, administrative proficiency, and counselling principles to the welfare workforce.


Overview

27
27
years of professional experience

Work History

Deceased Estates Paralegal

Baird & McGregor Solicitors
10.2018 - Current
  • DUTIES
  • Communicate effectively and compassionately with clients who are in varying stages of grieving
  • Provide guidance to Executors and Beneficiaries in an empathetic and understanding manner
  • Advise Executors on Probate process
  • Provide beneficiaries with regular progress updates
  • Draft and finalise legal documentation and correspondence with high degree of accuracy
  • Prepare Probate documents and lodge with Supreme Court
  • File management including opening and closing files
  • Diary management, including coordinating appointments, meetings and conferences
  • Attend to the holistic and overall administration process relating to Deceased Estate Administration
  • Liaise with a range of external stakeholders
  • CONVEYANCING DUTIES (Baird & McGregor cont’d)
  • Perform a vast array of clerical/administration duties with a high degree of accuracy
  • Ensure all industry legislative and regulative requirements are adhered to
  • Maintain accurate database and dairy system, ensuring all deadlines are met
  • Take client instructions
  • Draft Contract of Sale and Section 32 Vendors Statement in accordance with legislative requirements
  • Ascertain special condition deadlines and execute appropriate processes in a timely manner
  • Determine client’s eligibility for stamp duty rebate/concession and apply accordingly
  • Complete complex stamp duty applications
  • Liaise with a variety of external stakeholders including Legal firms, Real Estate Agents, Banks and Finance Institutions
  • Arranging and executing settlements
  • Competently access State Revenue Office, Land Titles Office, Duties Online and PEXA via the online platform
  • Maintain discretion and respect towards client’s confidential information
  • Edited and proofread legal documents to verify accuracy.

Conveyancing Clerk

Haines Conveyancing
01.2014 - 10.2018
  • Reception duties, including liaising with clients and external stakeholders via email and telephone in a professional and efficient manner
  • Perform a vast array of clerical/administration duties with a high degree of accuracy
  • Take client instructions
  • Ascertain special condition deadlines and execute appropriate processes in a timely manner
  • Determine client’s eligibility for stamp duty rebate/concession and apply accordingly
  • Liaise with a variety of external stakeholders including Legal firms, Real Estate Agents, Banks and Finance Institutions
  • Arranging and executing settlements
  • Competently access State Revenue Office, Land Titles Office, Duties Online and PEXA via the online platform
  • Maintain discretion and respect towards client’s confidential information
  • Ensure all industry legislative and regulative requirements are adhered to

Customer Service Team Leader

Coles Pty Ltd
02.2012 - 07.2014
  • Team management and mentoring of junior staff members
  • Rostering of department members whilst adhering to budget constraints
  • Administration duties relating department management
  • Assess weekly product sales data analysis and determine production requirements
  • Stock control and ordering processes
  • Liaise with external suppliers and maintain a good working rapport
  • Maintain fresh products and ensure adequate supply
  • Implement food production health and safety policies and procedures
  • Manage and resolve customer grievances/complaints
  • Stocktake control and regular internal audit
  • Clerical duties
  • Sanitation duties

Customer Service - Lay By/Service Desk Supervisor

Kmart Stores
01.1997 - 01.2012

Education

Diploma of Counselling -

Australian Institue of Professional Counsellers
Melbourne, VIC

Diploma - Diploma of Conveyancing

The Malka Group
Box Hill
2019

Skills

  • Written Communication
  • Social Perceptiveness
  • Customer Relations
  • Analytical and Critical Thinking
  • Multitasking Abilities
  • Time Management
  • Recordkeeping
  • Clerical Support
  • Flexible and Adaptable

References

References Available upon request

Professional attributes


  • Excellent interpersonal skills demonstrated in the ability to develop strong working relationships by displaying empathy and compassion with a diverse range of clients, stakeholders and fellow team members.
  • Strong written and verbal communication skills including conflict resolution.
  • The ability to manage multiple tasks, work under pressure and meet deadlines whilst maintaining a high degree of attention to detail and accuracy.
  • Proficient in Microsoft Office, Windows, Outlook, Word and Excel with the ability to learn new systems quickly and with ease
  • Confident working individually or as a member of a team

Timeline

Deceased Estates Paralegal

Baird & McGregor Solicitors
10.2018 - Current

Conveyancing Clerk

Haines Conveyancing
01.2014 - 10.2018

Customer Service Team Leader

Coles Pty Ltd
02.2012 - 07.2014

Customer Service - Lay By/Service Desk Supervisor

Kmart Stores
01.1997 - 01.2012

Diploma of Counselling -

Australian Institue of Professional Counsellers

Diploma - Diploma of Conveyancing

The Malka Group

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Megan Palmer