- Support the litigation team in various aspects of case management and legal document preparation including tasks aimed at ensuring seamless communication between clients, legal teams, and the court, as well as the effective preparation and execution of legal documents.- • Managed day-to-day oversight of files, including maintaining an orderly filing system, responding to routine inquiries, communicating with clients, courts, tribunals and other professionals, and conducting research and… Show more - Support the litigation team in various aspects of case management and legal document preparation including tasks aimed at ensuring seamless communication between clients, legal teams, and the court, as well as the effective preparation and execution of legal documents.- • Managed day-to-day oversight of files, including maintaining an orderly filing system, responding to routine inquiries, communicating with clients, courts, tribunals and other professionals, and conducting research and applying the Rules of Civil Procedure and legal precedent. Show less

- Execute comprehensive triage-related responsibilities, including collecting relevant KYC, evaluating client eligibility in accordance with PBLO’s policies and procedure, interviewing the client noting down pertinent information and essential legal issues client wants addressed, managing client expectations, assisting with court form completions and filings along with ensuring accurate completion of case disposition forms by volunteer lawyers. - Provide essential support during… Show more - Execute comprehensive triage-related responsibilities, including collecting relevant KYC, evaluating client eligibility in accordance with PBLO’s policies and procedure, interviewing the client noting down pertinent information and essential legal issues client wants addressed, managing client expectations, assisting with court form completions and filings along with ensuring accurate completion of case disposition forms by volunteer lawyers. - Provide essential support during client-lawyer meetings, including taking detailed notes and offering advice and opinions under the supervision of the volunteer lawyer. Show less

- Managed end-to-end real estate transactions, overseeing purchase, sale, and mortgage re-finance processes for both residential and commercial files.- Drafted and reviewed purchase and sale agreements, ensuring accuracy and adherence to legal standards.- Conducted comprehensive title searches, enquiry searches and requisition letters (using Teraview and PC Law)- Assisted in closing documents such as disbursement statements, ensuring completeness and compliance with legal… Show more - Managed end-to-end real estate transactions, overseeing purchase, sale, and mortgage re-finance processes for both residential and commercial files.- Drafted and reviewed purchase and sale agreements, ensuring accuracy and adherence to legal standards.- Conducted comprehensive title searches, enquiry searches and requisition letters (using Teraview and PC Law)- Assisted in closing documents such as disbursement statements, ensuring completeness and compliance with legal requirements. Show less

- Review and investigate policy inquiries from World Financial Group advisors while documenting the inquiries and responding with knowledgeable and professional answers and guidance. - Research and provide options and solutions in a timely manner while also managing the group mailbox and responding to advisor queries. - Provide follow ups and feedbacks to advisors after communicating with case coordinators, claims adjudicators and underwriters. Assist in coordinating sales and marketing… Show more - Review and investigate policy inquiries from World Financial Group advisors while documenting the inquiries and responding with knowledgeable and professional answers and guidance. - Research and provide options and solutions in a timely manner while also managing the group mailbox and responding to advisor queries. - Provide follow ups and feedbacks to advisors after communicating with case coordinators, claims adjudicators and underwriters. Assist in coordinating sales and marketing quarterly conferences Show less

- Maintain the CRM and partner portal by updating partner information and consolidating partner and company personal information to align with the sales objectives and goals.- Communicate with customers regarding technology trends and market

 Coordinate and prepare of all information and data used to produce the Work Force orders for Small Office Home Office clients Investigate and resolve reporting problems and be proactive in identifying reporting requirements for better efficiency, productivity and flow of corporate installations and work orders Support stakeholders by collecting, analyzing and developing reports for business improvements in delivery of products and services to clients

 Responsible for the coordination and preparation of all information and data used to produce the Work Force orders. Work closely with stakeholders to analyze and develop systems, processes and campaigns to support key objectives as outlined by the stakeholders.