Sumpton - Transcriptionist - Bellmere QLD 4510, Australia

Julie Sumpton

Bellmere QLD 4510, Australia

Summary

I am self-motivated which allows me to perform well under pressure and against aggressive deadlines in any pressurised environment. A keen eye for detail and presentation of work produced.

Services

Transcriptionist

Summary:

Typing speed is 78wpm with 98% accuracy

Work History

LEGAL SECRETARY/LITIGATION

McINNES WILSON LAWYERS

October 2013 - June 2014

Assisting Principals with secretarial duties for clients such as WorkCover Queensland, Aurizon and
QR to name a few. I have an extensive knowledge of litigation and its processes.

Duties as a secretary were as follows:

• Manage and support day to day activities of Principals;
• Liaising with medical expert assistants in scheduling medical reviews, preparing, collating and courier deliver of medical briefs;
• Liaising with Claimant Solicitors;
• Liaising with Counsel for availability for mediation or trials, preparing, collating and delivery of
Counsel brief;
• Drafting letters confirming medical review together with follow up reminder two weeks prior to review;
• Preparation, collation and deliver of investigator instructions;
• Diary management for myself as Personal Assistant as well as for the Principal and ensuring all
deadlines are met;
• Organise travel including booking and confirming flights or train travel, accommodation and calculating taxi fares in order to raise a cheque in payment of same;
• Drafting letters and raising cheques to be drawn for invoices to be paid;
• Management of email inbox;
• General filing;
• Voluminous and lengthy dictations;
• Preparing tax invoices, reviewing and settling;
• Drafting general letters to be signed and emailed;
• Drafting documents;
• Answering telephone.

These are to name only a few of the role performed.

PERSONAL ASSISTANT

WARLOW SCOTT LAWYERS

November 2012 - July 2013

A 5 director law firm with employed solicitors, paralegals secretarial and support staff totalling 23
personnel. The firm specialises in Property / Construction / Commercial Law. I originally commenced
working in the litigation department but due to a change within the company I was relocated into property at my request so as to grow my knowledge in this area. I was assisting a Partner, Senior
Associate and Solicitor within their practices. My role consisted of:

• Manage and support day to day activities;
• Diary management for myself as Personal Assistant as well as for the Principal and ensuring all
deadlines are met;
• Liaising with Property Developers regarding off the plan settlements;
• Booking settlements;
• CITEC searches, Council searches etc in preparation of settlements;
• Preparing and settling settlement figures;
• Raising of settlement cheques as required;
• Raising of First Home Owner documents;
• Completing OSR documentation upon settlement;
• Drafting letters to various government entities and to the clients upon settlement;
• Submitting settlement cheques to the client and other entities as required;
• Drafting letters and raising cheques to be drawn for invoices to be paid;
• Management of email inbox;
• Voluminous general filing;
• Dictation;
• Preparing tax invoices, reviewing and settling;
• Drafting general letters to be signed and emailed;
• Answering telephone.

OFFICE MANAGER

Warlow Scott Lawyers

August 2008 - October 2012

in the department of property I gained excellent
knowledge in the requirements and the deadlines that were needed to be met in a department such as property.
MVM LEGAL
19 August 2008 to 9 October 2012
OFFICE MANAGER

A two partner law firm with employed solicitors, paralegals, secretarial and support
staff totalling 20 personnel. The firm specializes in high volume insurance litigation. I joined MVM
Legal as part of the start up team. My role was very much hands on in orchestrating at the start up phase in commissioning computer systems, telecommunications, quality control and the like. My
role on a day to day, weekly, monthly and quarterly basis was as follows:

• Reporting to the Partners involving business administration.
• BAS preparation / finalisation / lodgement on a quarterly basis.
• PAYG preparation / finalisation / lodgement on a monthly basis.
• Liaising with Accountants regarding quarterly adjustments regarding partnership.
• Maintaining database on a daily basis.
• Monitoring expenditures.
• Prepare and monitor billing to ensure sufficient cash flow.
• Budget control.
• Preparation and finalizing monthly trial balance and end of month reconciliation for Trust,
General Account and GST Account as well as end of year requirements and payment
summaries.
• Preparing payroll of all staff and online banking.
• Drawing trust and office cheques. Depositing cheques accordingly.
• Maintaining office petty cash and inputting into system.
• Prepare monthly Profit and Loss and Balance Sheet Reports together with Budget
Comparison.
• Review yearly budget and upload into system.
• Responsible for operation of day to day functioning of law firm.
• Maintaining IT queries and support on a daily basis.
• Approval of annual leave and maintaining sick leave.
• Co-ordinating work flow amongst support staff.
• Liaising and negotiating with service providers on new prices for supplies of office
equipment, stationery, maintenance...

PA TO PARTNER IN CHARGE OF COMMERCIAL DISPUTE RESOLUTION

HOPGOOD GANIM LAWYERS

February 2007 - August 2008

Assisting in the management of matters
o Ensure all matters reviewed daily
o Attend to matters of an urgent or critical nature
o Liaising with clients and solicitors to keep updated
o Drafting of letters
o Drafting of documents
o Attending to diary notes of activities conducted by me
o Time costing for individual files
• Managing Partners diary
o Ensure all key dates and deadlines are entered and followed up o Organising meetings both professionally and personally
o Organising travel arrangements when required
• Reviewing and finalising accounts
• Dicta typing
o Correspondence
o Documents
• Liaising with clients on behalf of Partner
o Telephone
o Email

o In person

MEGALEC PTY LTD

January 2006 - December 2006

Megalec are an Electrical Contracting firm who contract on construction and domestic sites

• Weekly payroll in MYOB for 30+ employees. As there were many changes within either non- union and union awards as well as movement of staff from union or non-union sites it was
highly important that I kept up to date and focused on the correctness of pays.
• Monthly payment of payroll tax
• Monthly PAYG Withholding returns
• Quarterly BAS Returns
• Attended to accounts payable and receivable
• Maintained a Cash Flow Report
• As well as general office duties - such as purchase orders etc. We had a number of site
supervisors on various sites and I would be required to assist them in the purchasing of stock on a regular basis.

DIRECTOR OF AUSTBAS PTY LTD

AUSTBAS PTY LTD

December 1999 - January 2006

- MANAGED AND MARKETED THE BUSINESS

• Provided assistance in setting up Chart of Accounts for a variety of small business owners.
• Provided basic training in the functioning and recording of data in MYOB which incorporated
reconciling end of month bank accounts.
• Maintained staffing requirements, accounting requirements, share portfolios for a group of clients which consisted of:
o Holy Sheet - Chatswood and Bondi Junction
o Response Systems International (Australia) Pty Ltd. (This also included working in conjunction with the Canadian office)
o Philip Abram & Associates - Architect
o Alexandra Pope - Author
o Indepth Commercial Property Maintenance Pty Ltd
o Livetime Management Pty Ltd
o Collyns Homes Australia Pty Ltd

One primary client was Response Systems International (Australia) Pty Ltd. Originally I started out working as a consultant for Mr Gottlieb and his company as his Financial Controller three days per
week. After a company structure my role soon became to act as his PA whilst still maintaining my
original role for those three days. As his PA - my duties involved dictation, typing correspondence to various CEOs etc., of overseas companies, responding to his company emails and replying on his
behalf, arranging flights and accommodation, maintaining his itinerary and attending to his
personal affairs - to name just a few tasks involved.

As one of my clients wrote when I advised them that I was having a break from the industry:

'She became a key member of my team - indeed; I often referred to her as my alter ego. On both
Financial and administrative matters Very thorough, hard working, very loyal and dedicated.
She had a great relationship with everyone she dealt with and they all loved working with her. It
Was a pleasure to work with Julie.'
Another has said:

'Did everything fantastic. Tight ship. No hesitation in providing recommendation. Model
Member.'

OFFICE MANAGER

FERGUSON HOLZ

February 1992 - December 1999

A two partner and two associate firm with employed solicitors, paralegals, secretarial and support
staff totalling 21 personnel. The firm specializes in high volume insurance litigation.

• Reporting to the Partners involving business administration.
• Liaising with Accountants regarding quarterly adjustments regarding partnership and service
account.
• Maintaining database on a daily basis.
• Monitoring expenditures from the office and service accounts.
• Prepare and monitor billing to ensure sufficient cash flow.
• Budget control.
• Preparation and finalizing monthly trial balance and end of month reconciliation for Trust,
Company and service accounts as well as end of year requirements and group certifications.
• Preparing payroll of all staff and online banking.
• Drawing trust, office and service cheques. Depositing cheques accordingly.
• Maintaining office and service petty cash and inputting into system.
• Responsible for operation of day to day functioning of Ferguson Holz.
• Preparing and finalizing monthly, quarterly and bi-annual reports required by clients and the
Insurance Commission of Australia.
• Approval of annual leave and maintaining sick leave.
• Co-ordinating work flow amongst support staff.
• Liaising and negotiating with service providers on new prices for supplies of office
equipment, stationery, maintenance agreements etc.
• Ensuring maintenance of office equipment and purchasing of same as required.
• To maintain and functioning of support staff computers ie., if they develop a problem I am
required to correct the fault so as to alleviate the requirement for a technician, if possible.
Occasionally have to crash a system and re-install the appropriate programmes.
• Liaising with Property Manager of Stockland House with respect to rental requirements,
public facilities, security, fire control and maintenance requirements pertaining to floor.
• Design, implement and monitor office systems, including...

BOULTON CLEARY & KERN

December 1989 - December 1991

Senior Secretary

Commercial Litigation and Family Law Partners

December 1989 - December 1991

Word processing/dicta typing all correspondence.
• Preparation and finalizing Court documents for signature.
• Client liaison/conferences.
• Preparing files on behalf of partners to attend Court.
• General senior secretarial duties.

Senior Secretary to Company Law Partner and Personal Injuries Solicitor

TURNBULL HILL PARTNERS

May 1986 - May 1989

• Word processing/dicta typing of Leases and Contracts
• Preparing and finalising documents for signature
• Liaising with clients
• Office management and systems data input
• General senior secretarial duties

Senior Secretary

WARD KELLER

December 1984 - May 1986

Clerk A - Administrative Clerk

ROYAL AUSTRALIAN AIRFORCE

September 1979 - April 1984

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