Joanna Markham

Detail-oriented personal assistant and administrative professional with extensive experience supporting senior teams, managing confidential documentation, coordinating schedules, maintaining accurate records, and delivering high-quality administrative support across healthcare, legal, and professional environments. Skilled in diary coordination, document management, client communication, reporting, data accuracy, and handling sensitive information with discretion. Experienced in managing competing priorities, maintaining organised systems, and providing reliable operational support in fast-paced environments.

Over 15 years experience in investigation, case management, AML/KYC, and financial reporting. Skilled in handling complex data, maintaining accurate records, and producing clear, structured documentation to support decision-making. Strong background in evidence management and compliance translates to precision in bookkeeping, reconciliations, and audit support.

Recognised for analytical ability, integrity, and clear communication when managing sensitive information and client accounts.

Medical Receptionist / Assistant at Shipston Upon Stour Medical Center (2025-12 – Present)

Provide professional administrative support within a busy GP practice, acting as a key point of contact for patients, clinicians, and healthcare professionals.

• Manage appointments, telephone enquiries, and clinical schedules using EMIS Web and Accurx.
• Maintain accurate electronic records, process confidential documentation, and ensure compliance with GDPR and information governance requirements.
• Review, verify, and process incoming correspondence through Docman, ensuring information is accurately recorded and distributed.
• Support daily operations through document management, data entry, record maintenance, and administrative coordination.
• Handle sensitive information with discretion while delivering professional communication and excellent customer service.

Company Director / Case Manager at Carlton Huxley Ltd (2020-01 – 2025-12)

• Managed complex client case files requiring strong organisation, accuracy, confidentiality, and attention to detail.
• Maintained electronic records and case management systems, ensuring information was accurate and accessible.
• Prepared detailed reports, correspondence, and documentation for clients, legal professionals, and regulatory bodies.
• Reviewed and analysed information to ensure, completeness, accuracy, and compliance.
• Managed confidential and sensitive information in line with legal and organisational requirements including AML/KYC.
• Liaised with clients, external agencies, and professional stakeholders to ensure effective communication and follow-up.
• Supported team members through guidance, mentoring, and process coordination.

Personal Assistant / Case Administrator at Carlton Huxley Ltd (2010-01 – 2020-12)

• Provided comprehensive administrative and personal assistant support, including diary management, meeting coordination, correspondence, and confidential documentation.
• Coordinated domestic and international travel arrangements, including itineraries, accommodation, and supporting documentation.
• Prepared, formatted, and proofread professional reports, correspondence, and legal documents.
• Maintained electronic and paper-based filing systems, ensuring records remained accurate, organised, and accessible.
• Managed administrative records, data entry, and financial documentation.
• Liaised with clients and external stakeholders, ensuring timely communication and follow-up.
• Supported multiple projects while managing competing priorities and deadlines.

Senior Benefits Officer at Cherwell District Council (1986-01 – 1993-12)

• Managed and supervised a team of 8 Housing Benefit Officers to ensure efficient processing of claims.
• Maintained accurate records and ensured adherence to data protection and organisational policies.
• Reviewed and validated benefit applications, supporting documentation, and compliance with regulations.
• Investigated suspected benefit fraud cases and liaised with enforcement agencies where necessary.
• Streamlined administrative processes, improving the accuracy and turnaround time for claims.
• Provided training and support to team members, ensuring policy adherence and service excellence.

Trainee Accountant at Burgis & Bullock (1983-01 – 1986-12)

• Assisted with bookkeeping, data entry, and financial record maintenance.
• Verified financial information and supporting documentation to ensure accuracy.
• Prepared documentation and reports in accordance with accounting standards and procedures.
• Developed strong analytical and attention-to-detail skills through the review and processing of financial records.

Licensed paralegal – Institute of Paralegal - United Kingdom (2012-01 – 2012-12)

O-Levels – Chenderit School (1979-01 – 1985-12)