Kellie Simpson

VP Customer Success & Insight at Seven Legal
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Contact Information
Location
Torrington, England, United Kingdom, GB
Languages
  • English Native or bilingual proficiency

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Kellie provided a typed transcript for a 3 day inquest i attended. She was very quick and efficient and her fee was very reasonable. I will no doubt be sending Kellie more work in the near future!

I've worked with Kellie for nearly a year now and she has been brilliant. She has enabled me to grow the business as she takes care of so much of the admin around meeting bookings and travel. She is a huge asset to my team and I have already recommended her to others in my industry who she is actively helping now too!

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Experience

    • United Kingdom
    • Legal Services
    • 1 - 100 Employee
    • VP Customer Success & Insight
      • Jul 2020 - Present

      Seven Legal helps founders unleash their full creative power with stage-specific legal advice delivered sustainably. We envision a world where stage-specific legal advice helps Founders to unleash the full creative power of their commercial endeavours from funding to exit.

    • United Kingdom
    • Executive Offices
    • Legal Personal Assistant
      • Oct 2018 - Present

      With extensive experience in the legal field supporting lawyers, managing workloads and working as a Senior Personal Assistant, I understand the unique challenges law firms and legal professionals face. I can provide the type of confidential support you need in order to free up time to achieve your business goals. Professional services include:Legal Support > Creation, editing and formatting of legal documents> Tenders and pitches in line with branding guidelines> Company newsletters and articles> Financial postings to client & office account> Creating / sending / chasing invoices> Client onboarding process (KYC / Engagement Letter)> Collating PDF docs / creating bundles> Arranging meetings (sending invitation / zoom link)> Gift sourcing for clients and colleagues> Taking minutes at virtual board meetings> Audio TranscriptionAdmin & Business Support> Calendar management – scheduling appointments> CRM management – inputting business cards> Data inputting> Research projects> Expenses – labelling and inputting into spreadsheet> Creation of full marketing materials including social media graphics/header images and template documentsTravel and Online Event Management> Organising international/domestic travel and accommodation - complex itineraries and travel packs> Setting up and listing your event on Eventbrite> Setting up event on Zoom> Sharing and promoting event on your social media platforms> Liaising with attendees and managing attendee list> Setting, maintaining and communicating timelines and priorities> Invitation design> Managing administrative functions to ensure specific projects are delivered

    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Senior PA & Resource Coordinator
      • Aug 2017 - Present

      Osborne Clarke is an International legal practice, with offices situated around Europe, Asia and the USA. My role is to provide effective and proactive PA support to a number of fee earners across the commercial team whilst helping to manage workflow, support, develop and train a small team of more junior PA's and admin assistants. My role includes:> Managing and organising workflows> Identifying training needs, mentoring and coaching of PA's> Supervising and assisting with appraisals> Travel arrangements, conference and meeting room bookings> Extensive diary management> Expenses> Powerpoint presentation and formatting> Document creating, editing and formatting> Updating CRM system> Generating agendas and minute taking> Implementing new procedures to streamline workflows> Providing PA support to the International Strategic Project Manager

    • Hong Kong
    • Law Practice
    • 1 - 100 Employee
    • Assistant Marketing Manager
      • Jan 2016 - Apr 2017

      Tanner De Witt is an established and recommended independent law firm in Hong Kong. My role was to deliver and improve fundamental marketing initiatives and strategies across many practice areas and providing administrative support to Partners and the Business Development and Marketing Manager. My role involved:> Extensive global travel planning and coordination including checklists and itineraries> Streamlining and managing calendars> Project & event management to include concept & planning, research, execution and follow up> Researching upcoming conferences and seminars and speaking opportunities> Maintaining and updating CRM system for BD purposes> Updating company website> Researching and purchasing gifts for clients> Meeting attendance to include generating agenda, minute taking and pursing action points> Illustrating and designing event invitations and sponsorship posters using Photoshop> Managing the design of company t-shirts, pens, rugby balls, aprons and stationery> Participating in sporting and charity related events> First point of client contact and hospitality hosting at the HK Rugby Sevens

    • Personal Assistant
      • Oct 2013 - Sep 2015

      Providing part time financial and administrative support to the Director including:> Travel arrangements> Expenses> Maintaining up to date company ledgers and balance sheets> Payroll> Diary and calendar management

    • Personal Assistant
      • Sep 2006 - Oct 2013

      Beale & Company is a specialist commercial law firm providing expert legal services to the insurance, construction and professions industries. Working for Equity and Senior Partners, Associates and Solicitors whilst managing two secretaries I undertook a wide variety of tasks including:> Managing diaries and calendars> Creating, editing and formatting of documents and letters> Generating agendas and taking minutes> Audio typing> Implementing policies and procedures> Management of file storage system> Business Travel> Expenses> Producing materials for in-house conferences and seminars> Maintaining and updating CPD records> Meeting regulatory Court deadlines and requirements> Document management processes> Filing and Archiving> Billing, receiving and paying external invoices > Credit control

    • Legal Secretary
      • Oct 2001 - Aug 2006

      Providing secretarial support to Conveyancing Partner of a busy high street law firm. Managing sale and purchase files from contract exchanges and completions. Dealing with incoming and outgoing post, drafting own letters, managing phone calls and liaising with clients via the phone and face to face. Covering reception when needed and dealing with various ad hoc admin tasks.

    • France
    • Real Estate
    • Legal Secretary
      • Feb 2001 - Oct 2001

      Providing secretarial support to conveyancing solicitor and working on the reception desk.

Education

  • Brighton School of Business & Management
    BTEC Level 5 Diploma, Management and Leadership
    2014 - 2015
  • North Devon College
    Administrative & Secretarial Procedures, Certificate
    1998 - 2000
  • Great Torrington Senior School
    1993 - 1998

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