Sophie Jackson
York,North Yorkshire
Summary
Highly motivated individual with experience in law, customer service, administration, and investment support. Skilled in providing administrative, legal, and technical support, and driven by an ambition for success and a commitment to providing exceptional service.
Currently studying Law at undergraduate level.
Overview
7
7
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Propositions Technical Support Consultant
Aviva
York, North Yorkshire
01.2018 - 05.2021
- Supported Heritage Aviva and Friends Life fund factsheet production.
- Generated diverse reports on corporate pension performance.
- Provided funding and investment support to team members.
- Answered queries on advised and consumer platforms, life and pension funds.
- Delivered governance assistance for advised and consumer platforms.
- Provided technical support by answering internal and external queries.
- Liaised with Data team to resolve data discrepancies.
- Provided technical guidance to junior staff and escalated complex inquiries when required.
Legal Administrator
Aviva
York, NYK
09.2017 - 01.2018
- Ensured Document Authority Forms were signed by appropriate signatories.
- Ensured all completed and signed forms were documented for auditing purposes.
- Supported Legal Counsels with travel arrangements and administrative tasks.
- Processed expenses using the approved system.
- Managed filing, scanning, and photocopying tasks.
- Distributed workloads and organised mailboxes.
- Distributed posts to relevant Legal Counsels.
- Coordinated 1:1 and team meetings for Hof.
- Reviewed marketing literature and liaised with legal for approval.
- Reviewed ALPS policies, logging details onto database and sealing with Co Sec seal.
Customer Service Representative
Aviva
York, NYK
11.2015 - 09.2017
- Demonstrated Aviva's values when assisting clients with protection policies.
- Collaborated with clients, financial advisers, and staff to maintain high service standards.
- Coordinated daily GP report requests to assist underwriters.
- Collected medical information and processed payments using IT applications.
- Liaised with GP surgeries to update clients on applications.
- Engaged with underwriters to resolve medical queries via telephone, Skype, and face-to-face interactions.
- Handled team mailbox on a regular basis.
- Conducted regular quarantine checks and reported issues to relevant team.
- Collaborated on systems thinking interventions to enhance customer journeys.
- Managed frequent Subject Access Requests, supporting Data Protection Specialists with confidentiality.
Conveyancing Administrator
Langley's Solicitors
York, NYK
12.2013 - 02.2014
- Handled client document storage, retrieval, and file closure.
- Opened files and prepared paperwork for client matters.
- Maintained and organised information in firm's Case Management system.
- Handled administrative tasks including typing, processing, and photocopying.
- Delivered high standards of client care to clients and third parties.
Real Estate and Property Legal Secretary
Andrew Jackson Solicitors
York, North Yorkshire
11.2023 - I currently work here
- Assist in producing engagement letters and drafting documents for posting.
- Manage and maintained client files, including archiving and creating Deed packets.
- Coordinate and arranged meetings, events, and telephone conferences.
- Manage and distributed incoming post.
- Support Fee Earners by dictating audio and written notes.
- Amend property documents, including leases.
- Handle phone enquiries and performed general administrative tasks including photocopying, scanning, and printing.
- Perform anti-money laundering checks using SmartSearch
- Process invoices as directed by Fee Earners.
Education
Certificate of Higher Education - Health Science Professions
York College
09.2021 - 07.2022
A-Levels -
York College
GCSE -
Oaklands Secondary School, York College
Skills
- Numerical Proficiency and Communication Skills
- Strong interpersonal and Relationship Skills
- Organisational and Planning Excellence
- Teamwork; Working collaboratively with others to achieve a common goal
- Independent Work Ability
- Adaptability
- Workload Prioritisation and Pressure Management
- Technical Support and Data Analysis
- Time Management
- Critical Thinking Skills
- Self-motivation and proactive learning
Certification
I have attended and completed various courses such as Excel courses (covering from Beginner, right through to Advanced), ran by York College.
Accomplishments
During my time at York College, I won the awards of Student of the Year and Student of the Month.
Timeline
Real Estate and Property Legal Secretary
Andrew Jackson Solicitors
11.2023 - I currently work here
Certificate of Higher Education - Health Science Professions
York College
09.2021 - 07.2022
Propositions Technical Support Consultant
Aviva
01.2018 - 05.2021
Legal Administrator
Aviva
09.2017 - 01.2018
Customer Service Representative
Aviva
11.2015 - 09.2017
Conveyancing Administrator
Langley's Solicitors
12.2013 - 02.2014
A-Levels -
York College
GCSE -
Oaklands Secondary School, York College
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