Kayleigh Maria Roe
Sheffield,South Yorkshire
Summary
A highly organised and detail-oriented professional with extensive expertise in secretarial and administrative assistance. A passion for travel and proven success working remotely. Skilled in client communication, itinerary planning and problem solving. Also proficient in database management, case system management, and legal administrative support, ensuring efficient electronic file management and adherence to file administration procedures. Demonstrates exceptional skills in diary and travel management, customer service, scheduling, and calendar management. Adept at data entry with advanced typing speed and Microsoft Office Suite proficiency. Known for maintaining confidentiality, professional correspondence, and excellent written and verbal communication. Committed to enhancing organisational efficiency through prioritisation and effective telephone etiquette.
Overview
12
12
years of professional experience
20140
20140
years of post-secondary education
Work history
Legal Matter Administrator - Finance
CMS Law
Sheffield, United Kingdom
02.2019 - 06.2025
- Guaranteed client confidentiality and verified upholding and adherence to legal privileges across tasks.
- Using company software to create and onboard new clients and new matters in various industries, including Real Estate, Corporate, and Energy, and maintaining these through the course of their life. Also making necessary changes and amendments when requested.
- Producing, formatting and checking documents for different legal teams, such as retainer letters.
- Making changes to different charge out rates for partners, and different associates of the business.
- Speaking to, and dealing with different departments of the business on a daily basis, such as Partners, Senior Associates, and working closely with the Risk & Conflicts team.
- Reviewing incoming retainers and executed background checks before onboarding clients.
- Maximising solicitors' productivity by performing general administrative and secretarial duties.
- Performing file closures and archiving processes to keep case information safe.
Bank Finance Administrator
RBS
Rotherham, United Kingdom
02.2017 - 02.2019
- Assisting clients with their banking accounting package, and resolving any issues with their system.
- Advising clients on their month end reports, to help them with their business finances.
- Handling sensitive information in a confidential manner.
- Assisting clients with their bank loans for planes, boats and cars.
- Planning, problem solving and promoting the banks finance services.
- Meeting deadlines and targets within a timely manner.
- Performing account reconciliations and conducting investigations into any discrepancies.
Retentions Administrator & Advisor - Insurance
Direct Line Group
Doncaster, United Kingdom
01.2016 - 02.2017
- Effectively managing incoming and outgoing mail, to maximise office efficiency.
- Interacting with customers professionally by phone, email and in-person to deliver accurate service information.
- Liaising with customers to resolve enquiries, appointment requests and billing questions.
- Organising physical files and digitised records to support ease of access and GDPR compliance.
Retentions Administrator & Customer Advisor
O2
Rotherham, United Kingdom
01.2014 - 01.2016
- Liaising with customers to resolve enquiries, appointment requests and billing questions.
- Producing high-quality documents, spreadsheets and presentations, for internal and customer-facing needs.
- Effectively managing incoming and outgoing mail to maximise office efficiency.
- Interacting with customers professionally by phone, email and in-person, to deliver accurate service information.
Accounts Assistant & Administrator
ILC Solicitors
Doncaster, United Kingdom
01.2013 - 01.2014
- Managing office supply inventory, performing stocktake duties and ordering additional supplies to meet staff needs.
- Liaising with customers to resolve enquiries, appointment requests and billing questions.
- Interacting with customers professionally by phone, email and in-person to deliver accurate service information.
- Organising physical files and digitised records to support ease of access and GDPR compliance.
- Effectively managing incoming and outgoing mail, to maximise office efficiency.
- Collecting and distributing incoming mail, employing strict confidentiality throughout.
- Keeping the reception area clean and neat to give visitors positive impression of the company.
- Producing high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
- Greeting incoming customers in a professional manner and providing friendly, knowledgeable assistance.
Education
GCSEs - Travel & Tourism
Hallcross Academy
English - English
Hallcross Academy
Mathematics - Mathematics
Hallcross Academy
GCSEs - Business Studies
Hallcross Academy
DoncasterGCSEs - Art & Design
Hallcross Academy
Principles of Business & Administration - Business
Doncaster
Business Skills -
Doncaster
09.2014
Business & Administration - Business
Doncaster
09.2014
Workskills -
Doncaster College
09.2013
Exploring Enterprise Skills -
Doncaster College
09.2014
ICT -
Hallcross Academy
09.2012
Skills
- Excellent written and verbal communication
- Self-motivation and time management
- Travel planning for myself, friends and family
- Patience under pressure
- Attention to detail
- Customer service
- Ability to prioritize
- Highly organised
Affiliations
- Reading
- Swimming
- Walking
- Travelling
- Music
- Creativity
- Family Days Out
References
References available upon request.
Timeline
Legal Matter Administrator - Finance
CMS Law
02.2019 - 06.2025
Bank Finance Administrator
RBS
02.2017 - 02.2019
Retentions Administrator & Advisor - Insurance
Direct Line Group
01.2016 - 02.2017
Retentions Administrator & Customer Advisor
O2
01.2014 - 01.2016
Accounts Assistant & Administrator
ILC Solicitors
01.2013 - 01.2014
GCSEs - Travel & Tourism
Hallcross Academy
English - English
Hallcross Academy
Mathematics - Mathematics
Hallcross Academy
GCSEs - Business Studies
Hallcross Academy
GCSEs - Art & Design
Hallcross Academy
Principles of Business & Administration - Business
Doncaster
Business Skills -
Doncaster
Business & Administration - Business
Doncaster
Workskills -
Doncaster College
Exploring Enterprise Skills -
Doncaster College
ICT -
Hallcross Academy
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