Private Client legal assistant, archivist, and secretary – Wills, Trusts & Probate Glanvilles LLP, Fareham (March 2023 – present) Key achievements:
- Supporting the senior solicitor of our Private Client team, Erin Hunt and the team’s paralegal as a legal assistant and secretary
- Handling difficult phone calls by providing care support and advice to bereaved callers and clients
- Liaising with wealth management directors regarding client referrals and case management
- Meeting with clients for document collection and certification
- Writing formal letters and emails on behalf of the Solicitor
- Editing letters, emails and adding in general amends to draft Wills and Trust Deeds
- Providing general advice on Wills, Lasting Powers of Attorney and Probate matters
- Managing post in and out of the department
- Using LineTime software for creating, maintaining and closing client case files
- Preparing physical files for client matter information
- Managing the team diary as well as individual diaries for client home visits and office appointments
- Organising capacity assessments in tandem with our Court of Protection appointed contact and the Senior Solicitor
- Handling a busy client schedule and planning ahead in order to best meet departmental targets
- Managing client and office accounts for Probate payments
- Organising beneficiary legacy payments
- Managing complaints effectively to achieve the best possible outcome for all involved
- Organising team social events
- Acting as the sole archivist serving all four branches (Chichester, Petworth, Havant and Fareham), responsible for safely and diligently storing client information including original Wills, Deeds, Declarations of Trust and Probate packets
- Updating and maintaining the digital database to accurately reflect the physical archive
- Writing promotional articles for the Partner (Company, Corporate & Commercial) and Head of Marketing, which were featured in three local newspapers; this involved managing contributor’s submissions and deadlines
- On-site qualified first aider; St John’s Ambulance accredited.
Jury service, Portsmouth Crown Court Full-time, one week (February 2023)
- Served as a member of the jury during a criminal trial at Portsmouth Crown Court, adhering to the strict judicial guidelines I was sworn to.
English tutor, Powertutors Online, part-time (February 2023 – March 2023)
Key achievements
- Supporting students in KS2, KS3, GCSE and A-level studies as an English tutor
- Promoting original and creative thinking when approaching texts
- Providing different perspectives and interpretations of key texts
- Supporting students in approaching independent study and coursework
- Offering exam guidance for technique and execution.
Editor and journalist, PMGroup Worldwide Ltd Leatherhead/remote (November 2021 – January 2023)
Key achievements
To view my portfolio of articles for PMGroup, please click here.
- Researching and producing daily news stories covering research, healthcare, merger and acquisition pieces in the pharma, biotech and med comms industries
- Liaising with healthcare professionals through phone calls, interviews and video conferences to establish the steer of a journal article
- Producing copy from information provided by healthcare professionals and university professors
- Proofreading accurately under strict time pressures
- Editing daily news stories on PMLive and PharmaTimes
- Writing SEO content
- Sound understanding of tone of voice/ house style when editing articles
- Using Squiz Matrix platform in front-end web development
- Applying accurate and relevant metadata for news articles
- Editing using Adobe InDesign and InCopy
- Editing medical journals including Hayward's Dermatology in Practice
- Liaising with designers and proof-readers in order to meet magazine deadlines
- Contacting healthcare professionals to strike up interest from potential contributors
- Working with med comms and healthcare comms agencies to produce original content from press releases
- Attending and representing the company as a journalist, covering events including the Communique Awards, the Pharmaceutical Marketing Excellence Awards, the Quality in Care Diabetes awards at Sanofi headquarters in Reading and the Quality in Care Dermatology awards online
- Hosting client tables at prestigious industry events
- Live-tweeting and reporting on events
- Facilitating judging panels with industry experts at the Royal College of Nursing
- Facilitating judging panels with industry experts for the Quality in Care awards.
Front of house, Brasserie Blanc, Brasserie Bar Co & The Barley Mow, The White Brasserie Co Englefield Green site (May 2019 – October 2021) Chichester site (April 2018 – 2019)
Key achievements
- Serving customers in a polite and professional manner
- Awarded employee of the month, July 2021
- Recognised for providing excellent standards of customer service by Managing Director Richard Ferrier
- Consistently achieved high spend per head goals set by the company
- Replenishing and restocking the bar, always ensuring high level of stock management efficiency
- Training new team members in key competencies
- Demonstrating an in-depth knowledge of key health and safety standards used within the industry.