Kellie Simpson 👩🏼‍💻 Email & Phone Number

Bideford, Gb

Bideford, England, United Kingdom

With over twenty years of experience in the legal sector I understand the unique challenges law firms and legal professionals face. I started Kellie Simpson Legal Ltd to provide professional support to help law firms to organise and grow their business.Our professional services include:Legal Support > Creation, editing and formatting of legal documents> Tenders and pitches in line with branding guidelines> Company newsletters and articles> Financial postings to client & office account> Creating / sending / chasing invoices> Collating PDF docs / creating bundles> Arranging meetings > Gift sourcing for clients and colleagues> Taking minutes at virtual board meetings> Audio Transcription > Paralegal / Company Secretarial supportAdmin & Business Support> Executive Assistant support> CRM management> Data inputting> Research projects> ExpensesCustomer Relationship Management> Pipeline & lead tracking> Client onboarding process (KYC / Engagement Letter)> Using Clio to streamline and organise client relationship processes> Workflow management> Creation of organisational documents for full client life-journeyMarketing> Creation of full marketing materials including social media graphics/header images and template documents> Social media management and posting> Email marketing and e-newsletters> Website copy> Blogging

Bristol, United Kingdom

Osborne Clarke is an International legal practice, with offices situated around Europe, Asia and the USA. My role is to provide effective and proactive PA support to a number of fee earners across the commercial team whilst helping to manage workflow, support, develop and train a small team of more junior PA's and admin assistants. My role includes:> Managing and organising workflows> Identifying training needs, mentoring and coaching of PA's> Supervising and assisting with appraisals> Travel arrangements, conference and meeting room bookings> Extensive diary management> Expenses> Powerpoint presentation and formatting> Document creating, editing and formatting> Updating CRM system> Generating agendas and minute taking> Implementing new procedures to streamline workflows> Providing PA support to the International Strategic Project Manager

Hong Kong

Tanner De Witt is an established and recommended independent law firm in Hong Kong. My role was to deliver and improve fundamental marketing initiatives and strategies across many practice areas and providing administrative support to Partners and the Business Development and Marketing Manager. My role involved:> Extensive global travel planning and coordination including checklists and itineraries> Streamlining and managing calendars> Project & event management to include concept & planning, research, execution and follow up> Researching upcoming conferences and seminars and speaking opportunities> Maintaining and updating CRM system for BD purposes> Updating company website> Researching and purchasing gifts for clients> Meeting attendance to include generating agenda, minute taking and pursing action points> Illustrating and designing event invitations and sponsorship posters using Photoshop> Managing the design of company t-shirts, pens, rugby balls, aprons and stationery> Participating in sporting and charity related events> First point of client contact and hospitality hosting at the HK Rugby Sevens

Taiwan

Providing part time financial and administrative support to the Director including:> Travel arrangements> Expenses> Maintaining up to date company ledgers and balance sheets> Payroll> Diary and calendar management

Bristol, United Kingdom

Beale & Company is a specialist commercial law firm providing expert legal services to the insurance, construction and professions industries. Working for Equity and Senior Partners, Associates and Solicitors whilst managing two secretaries I undertook a wide variety of tasks including:> Managing diaries and calendars> Creating, editing and formatting of documents and letters> Generating agendas and taking minutes> Audio typing> Implementing policies and procedures> Management of file storage system> Business Travel> Expenses> Producing materials for in-house conferences and seminars> Maintaining and updating CPD records> Meeting regulatory Court deadlines and requirements> Document management processes> Filing and Archiving> Billing, receiving and paying external invoices > Credit control

Barnstaple, Devon

Providing secretarial support to Conveyancing Partner of a busy high street law firm. Managing sale and purchase files from contract exchanges and completions. Dealing with incoming and outgoing post, drafting own letters, managing phone calls and liaising with clients via the phone and face to face. Covering reception when needed and dealing with various ad hoc admin tasks.

Barnstaple, Devon

Providing secretarial support to conveyancing solicitor and working on the reception desk.

Btec Level 5 Diploma, Management And Leadership, Distinction

Administrative & Secretarial Procedures, Certificate

Education record