Katherine Longstaff Email and Phone Number

Completed CILEX Level 3 Diploma in Law and Practice. Currently studying CILEX Level 6 to become a fully qualified Legal Executive

• Dictation, recording case details and typing up document transcripts.• Answering first line call from clients and assessing their need and coordinating client correspondence• Taking initial instructions• Issuing client care documentation and other relevant documentation• Highlight and escalate any issues to solicitors within the team• Verifying documents and ID checks• Interviewing clients and taking of instructions• Ensuring clients are kept up to date with progress and responding to any queries they may have• Opening, managing, reviewing and closing files• Assisting Fee Earners• Adhering to SRA code of conduct

• Wealth Management of Residents• Legal Compliance & Execution (MCA 2005 & DoLS 2016) • Finance - Petty Cash, Invoices & timesheet processing, Weekly expenditure checking, monitoring payments and processing expenses • Diary Management • Travel arrangements - for staff, visitors and residents. • Meeting coordination - Agenda, Invites, Venue & room booking, refreshments, minutes and reports • Maintaining filing systems electronically and hard copy

This role involved delivery of Customer Service within an account group, and involved daily communication and interactions with Customer’s Supply Chain team. My particular responsibilities were focussed on building and maintaining a high degree of customer care, mentoring and supporting other colleagues, Implementation of and monitoring KPI’s on target.• Processing orders for designated customers/categories.• Reporting and understanding weekly service failures, seeking to anticipate and prevent reoccurrence.• Handling customer logistics issues, queries and discrepancies in a professional manner, from accurate investigation to issue resolution.• Day to day relationship management with the designated Customer(s), including periodic visits to customer head-office.• Execute Terms of Trade compliance at the point of order (MOQ, delivery drop, delivery slot etc.).• Provide cover for other categories, account groups or weekend order cycle processing.• Support the Customer Service Manager in developing a detailed understanding of customer requirements and opportunities (strategy, structure, targets, operational standards, routines, systems etc.).• Handle execution of product returns, withdrawals or recalls when necessary. • Execute electronic master data exchange with customer and maintain up-to-date and accurate master data for customer ship-to and sold-to data plus relevant EDI mechanisms (GTINs/GLNs etc.).• Ensure departments delivery claims were kept to a minimum and on target• Attend monthly departmental meetings• Work in close collaboration with the Customer Service Manager (and Team) to achieve consistency of service delivery for all customers; as well as ensuring consistency of internal processes and procedures.