Laura Harvey

Experience

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  DWF

  Sept 2011 - Oct 2012

  Checking WIP on closed files General Admin duties e.g. Filing, photocopying, post etc. Setting up new casesRunning the “Robot” so that all initial letters and chasers go out to Clients.Inputting Customer Survey ResponsesTraining new starter within administration & archiving.Conflict Checks Midis SearchesChasing cost cheques.Answering phones for teams when in meetings.Working towards Ilex qualifications and developing understandings of legal processes.Working on the solcase system & 3e System Show less

  • Junior Paralegal

    Jul 2012 - Oct 2012

  • Admin Assistant

    Sept 2011 - Jul 2012
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  Scott Rees & Co

  Nov 2012 - Jul 2013

  Legal Clerk

  Creating new PI cases Liaising with clients, in regards to their claimProducing claimant statements and witness statements.Receiving initial instructions.Uploading documents to Echosign.Using the Solcase system.Producing conflict searches and Call ML searches.Chasing initial paperwork.Setting up new RTA cases & new EL/PL cases.Allocating cases to the relevant fee earners.Midis searches.Training newcomers what process to carry out in our day to day tasks.Handling my own case load and files.Completing stage 1 of the legal process.Requesting insurance policies.Instructing agencies to sign up our clients. Show less

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  Bright PR

  Aug 2013 - Aug 2013

  Accounts assistant (Internship)

  Producing paper notes on the daily newspapers and media. Collecting data from magazines that mention our clients or client’s competitors.Answering telephones & taking messages.Calling up journalists, local newspapers, magazines.Researching for our clients events.Getting press packs ready for press eventsGetting products packed and ready for look books and photo shoots.Booking suppliers for our client’s events and projects

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  Next Group PLC

  Oct 2013 - Dec 2013

  Sales Assistant ( temp Christmas staff)

  Till operator Promoting our in-store and online deals to customers whilstworking the shop floor.Cleaning the shop floorTag and size cube checksinaccurate location checksUsing HHT Stockroom clearing.

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  Weightmans

  Mar 2014 - May 2014

  Admin Assistant

  Completing Enclosures and trial bundles Ensuring filing is kept up to date, and that files are indexed correctly.Ensuring key dates have been placed in the Case Manager system, such as: Acknowledgement of Service, Defence, Court Hearing dates and Court directions.Opening new matter filesClosing matter filesArranging for files to be sent to off site storage and, to retrieve files.Organising the retrieval of closed files from archives.Carrying out general file maintenance duties.Hand delivery of documents to local chambers.Inputting, checking and maintaining client management information reports.Organizing and maintaining the team’s collective diary.Preparing and collating documents for internal and external presentations.General Admin duties.Continuing to work towards ILEX qualification from august 2014. Show less

• 

  Racsel Building Services Ltd

  Jul 2014 - Mar 2015

  Contract administrator

  CONTRACT ADMINISTRATOR July 2014 – March 2015Working as part of a team and supporting the line manager. Responsible for the day-to-day tasks and administrative duties of the office including covering the reception area.• Meeting and greeting clients and visitors to the office.• Working from management reports and dealing with KPI’s• Handling incoming / outgoing calls, correspondence and filing.• Faxing, printing, photocopying, and scanning. • Data Inputting• Complaint Management• Confirming appointments with customers and clients• Monitoring daily reports to action existing jobs.• To oversee all day-to-day works associated with the contract.• Answer telephone calls from residents and clients. Record messages and details accurately.• Client relations – being the first point of contact and maintain good working relationship with the client• Invoicing.• Monitoring inventory, office stock and ordering supplies as necessary.• Liasing with customers, sub contractors and engineers. Show less

• 

  Atkins

  May 2015 - Nov 2017

  Practice Support Assistant

  Working as part of the practice support team to help with the day to day tasks of making the practice run Smoothly. Responsible for the office management, along with timesheet management and data analysis of financial budgets and any other ad hoc duties required by the business. Key responsibilities Practice Support: • Office Management – Ordering of stationary, and refreshments, completing weekly office walkover checks for health and safety, managing new starters along with the organization of office seating plans and the ordering of IT equipment for all members of staff• Management of the team’s diary’s• Organising various events for our teams and our graduates, such as fieldtrips and Christmas parties • Booking meeting rooms and travel arrangements• Timesheet management for the ground engineering staff • Complying with QSSE and making sure all approved suppliers and their supporting documents updated on our systems • Business support Representative for the south east and London, thinking of innovative ways to create a better office environment, along with assisting the house manager with all aspects of running the office.• Covering for the Executive assistant to the director while on leaveFinancial Analysis:• Analyzing financial data on overhead items such as time and expenses.• Comparing budget vs spend and creating interactive dashboards to show my findings• Running time reports on specific projects • Identifying trends or anomalies whilst analyzing data and creating financial reports, whilst using pivot tables and V lookups.• Reporting on our weekly productivity figuresMarketing / Design Support:• Organising branding materials for career/event days• Sharepoint training and assistance for project and team sites• Creation of PowerPoint presentations for marketing purposes• Assistance on bid and technical investment documents Show less

• 

  BdhSterling

  Feb 2018 - Nov 2022

  Throughout my time at bdhSterling, I consistently provided excellent support to the finance manager, financial advisers, operations manager, paraplanning team and directors. I have assisted in maintaining and improving the quality of service provided to all our clients. I was involved in liaising with all departments across the business to assist in rolling out various projects. Along with managing our CRM system for our users and being the main point of contact for people with issues relating to any of our internal Systems.• Proficiently managed Salesforce roles, profiles, sharing rules, workflows, and groups.• Oversaw the creation of new user licenses for Salesforce, Dropbox, and Office 365.• Developed custom objects, workflow rules, approval processes, and validation rules within Salesforce.• Generated insightful reports and dashboards tailored to meet the needs of Salesforce users.• Spearheaded the creation of envelopes and DocuSign templates for engagement documents.• Conducted comprehensive training sessions for employees on systems like Office 365 and Salesforce.• Led the rollout of projects across the organization, providing essential training sessions.• Prepared presentations, training videos, and guides for our primary internal systems.• Actively participated in the implementation of operational projects, ensuring seamless integration.• Addressed operational requests from employees, demonstrating a proactive approach to problem-solving.• Managed the booking of third-party suppliers for office maintenance and cleaning services.• Orchestrated the procurement of office equipment and stationary supplies.• Recorded minutes for operation and departmental meetings.• Contributed to the testing and validation of new business processes, ensuring efficiency and effectiveness. Show less Client Administration:• Day to day management of the office diary including client meetings• Assisting with and producing various business reports through excel• Taking meeting minutes as requested• Organising currency trades on behalf of clients• Communicating with pension providers to obtain information in a timely manner and chasing pension transfers• Answering phone calls and responding to emails from clients, service providers and business partners• Managing and building relationships with service providers and clients• Processing overseas and UK transfers• Collating and sending financial investment reports to clients• Arranging pension benefit requests to pension providers• Preparing and submitting UK product applications, including ISAs, Protection, GIAs, Annuities & Trusts• Branding official documents for bdhSterling Show less

  • Operations Support

    May 2021 - Nov 2022

  • Client Administrator

    Feb 2018 - May 2021
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  Your Wellbeing Hub

  Jun 2023 - now

  Assistant & Business Administrator