Led team responsible for taking key Company Product from Zero to OneSpearheaded design and implementation of a new monthly matching automation, increasing connections between members across CanadaDesigned and built comprehensive company dashboard, centralizing all documentation, brand guidelines and project planning

Ran multiple case working with clients understanding their needs, requirements and expectations; providing advice insight and strategic options. Researched and analyzed legal updates and best practices to devise well-informed and high-quality case strategies, ensuring successful outcomes for clients.Negotiated to deliver optimal outcomes for clients, while maintaining effective communication and relationships with third-party lawyers.Conducted user research and compiled feedback on case management systems usability, presenting findings to suppliers for UX improvements.Delivered real-time status updates to stakeholders, keeping them informed on case progress. Proactively identified and addressed potential issues, enabling effective decision-making and ensuring case success.

Drafted high-quality documentation in tight time frames, including court applications, budgets, engagement letters, and other legal documents, ensuring accuracy and attention to detail.Dealt with compliance to court timetables and statutory deadlines to ensure legal obligations were met on time.Developed and managed complex budgets, providing clients with detailed cost estimates for each stage of their case and offering insights to where budgeting changes could occur, enabling effective cost management.Collaborated with experts and vendors to obtain detailed information and quotes, presenting these to stakeholders with recommendations, enabling informed decision-making and strategic planning.

Made key decisions regarding financial suitability of clients in a high pressure and fast paced environment.Maintained a team conversation rate of over 90%.Collaborated with the head of department, writing requirements for new digital onboarding software. Resulting in a reduction in average client onboarding time.Created a more reliable data set for the Strategy and Marketing teams, allowing for more effective quarterly planning and targeted marketing campaigns. Wrote and implemented a playbook for the 'Client Relations' role using an agile workflow.

Maintained an over 95% personal conversion rate.Built and maintained relationships with approximately 50 clients per week, providing tailored client service to multiple ultra high net worth individuals. Managed end to end onboarding process, including signing of letters of engagement, terms of business and compliance with anti money laundering legislation.