Experience

BHW Solicitors

• United Kingdom
• Law Practice
• 1 - 100 Employee

• Trainee Solicitor

  • May 2021 - Present

  Seat 1: Residential Property

• Paralegal

  • Oct 2019 - Apr 2021

  • Working in a team of four, in a fast paced residential property team, managing around 140 transactions.• Drafting contracts for sale, as well as transfers and restrictions for submission to the LandRegistry. Practicing attention to detail when obtaining and reviewing official searches and titledocuments from the Land Registry.• Dealing with all financial aspects of the transactions, including; completing money launderingchecks, preparing completion statements, liaising with mortgage lenders and clients to obtainfunds and drafting and submitting stamp duty land tax forms.• Liaising with clients in person, in writing and over the phone, whilst being adaptive in myapproach, based on their understanding of the conveyancing process.• Corresponding with a variety of stakeholders on a daily basis, such as Estate Agents, MortgageBrokers, the Land Registry, Lenders and Leasehold Management Companies.• Overseeing completion of transactions by working closely with our accounts team and keepingall stakeholders informed of the progress of the matter.• Efficient organisation of both paper and digital files and effective prioritisation of workload.• Maintaining composure during busy periods by utilising my skills in time management.



Mattioli Woods plc

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Client Relationship Manager

  • Jan 2019 - Oct 2019

  Managing business relationships with high net worth individuals, whilst maintaining accurate and up to date records, (On SharePoint) that comply with pension scheme and personal investment regulatory requirements.Regularly drafting communication via email and letter to clients and third parties, often requesting signature of important documents and ensuring their return.Reviewing TR1 forms, Leases and Trust Deeds. Part of the Making Tax Digital Team.- Preparing to move over 800 pension schemes onto Deloitte’s MyInsight platform ready for HMRC’s innovative ‘Making Tax Digital’ plan.Practicing great attention to detail, whilst working with complex numerical data, such as share holdings, client bank details and large sums of money.Planning, organising and prioritising to a high level, in order to manage my own caseload alongside company wide projects and incoming time sensitive emails and post (such as investment instructions).Multi-tasking to a high level, consistently working on several complex matters at once.Proactively identifying scheme issues, such as the availability of liquidity for investments, and using initiative to resolve them in order to maintain excellent client outcomes.Regularly liaising with third party companies to obtain asset valuations and arrange property insurance, as well as placing highly time sensitive investments and disinvestments.Working closely with internal Financial Advisors in order to best serve the needs of a variety of clients with a variety of needs.



PPL PRS Ltd

• United Kingdom
• Music
• 100 - 200 Employee

• Copyright Infringement Advisor

  • Oct 2017 - Dec 2018

  - Managing a case load of copyright infringement matters, conducting due diligence and escorting cases through the legal process, liaising with solicitors to secure successful results.- Using CRM tool ‘Salesforce’ to manage financials, invoices and customer relationships.- Daily use of SharePoint to share case management tools and trackers with colleagues.- Regularly writing communications to customers and third party associates explaining complex processes and business decisions about ongoing case, system and account issues.- Liaising between multiple internal and external stakeholders with, at times, vastly different agendas, to resolve a variety of complex matters.- Providing system and process support to internal and external teams to help solve complex problems relating to account data.- Identifying, tracking and helping resolve system defects affecting a myriad of levels of system funcationality.- Planning, organising and prioritising to a high level, in order to efficiently and effectively manage my own caseload alongside additional requests from external partners and meet both internal and external deadlines.- Managing a diary of case progress, including internal and external case reviews with solicitors and occasionally attending civil and criminal court hearings around the country.- Working in cross-functional teams, consisting of both internal and external colleagues.



Apple

• United States
• Computers and Electronics Manufacturing
• 700 & Above Employee

• Product Specialist

  • Sep 2014 - Oct 2016

  Preservation and Operations Specialist: - Writing and delivering internal communications on a variety of topics.- Writing content and coordinating delivery of daily briefings and team building activities. - Managing several budgets, store facilities and dealing with emergency repairs.- Overseeing store maintenance and liaising with external contractors.- Ensuring maintenance and repair projects are completed in a timely manner.Product Specialist: - Dealing with ambiguity and maintaining composure in situations of conflict on a daily basis.- Problem solving to a level that consistently exceeds customer expectations. - Attending to a broad range of customer concerns and queries and developing tailored product and technical solutions, whilst providing world renowned service. - Writing and delivering training.- Coordinating colleagues to serve customers in a timely manner. - Taking customers through finance and network provider agreements.