
Jade W
Executive Support and Workflow Optimisation, No Hand Holding Required
Compétences

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Expérience professionnelle
Company
Temps plein • 18 yrs 5 mos
Personal/Executive Assistant and Company Secretary
Jan 2011 - Nov 2024 • 13 yrs 10 mos
Provided strategic and operational support to Senior Partner and leadership team within a medium-sized London accounting firm, while operating in a highly regulated environment and overseeing statutory compliance across 800+ entities. Managed complex executive calendars, balancing client commitments, regulatory deadlines and internal priorities. Acted as a trusted gatekeeper and liaison between partners, clients, regulators and third parties. Reviewed and prioritised executive correspondence, drafting responses and resolving matters independently. Prepared board documentation, minutes, resolutions and statutory filings within required deadlines. Managed compliance portfolio of 800+ companies and LLPs, ensuring adherence to Companies House and ICAEW requirements. Evaluated and tested new software solutions, producing reports to support senior leadership decision-making. Led implementation of document management system and migration to paperless operations. Implemented GDPR-compliant client portal to enhance data security and modernise client communication. Designed and implemented a firm-wide AML framework aligned with ICAEW standards, including ongoing risk assessments. Oversaw ICAEW annual reviews and maintained full regulatory compliance. Selected Achievements Maintained compliance across 800+ entities with no regulatory breaches. Led firm-wide transition to paperless operations through the implementation of a document management system. Introduced a GDPR-compliant client portal, enhancing data protection and client communication. Implemented a structured AML framework aligned with ICAEW standards, improving audit readiness and risk management.
Legal Secretary/PA
Jul 2007 - Dec 2010 • 3 yrs 5 mos
Provided dedicated support to the Partner and two Solicitors within a busy conveyancing department. Managed electronic diaries and coordinated exchange and completion timelines Prepared contracts, completion statements, bills and court bundles. Contributed to the implementation of document management software and transition to paperless working. Acted as the first point of contact for clients, handling sensitive matters with discretion.
Legal Secretary
Jan 2006 - Mar 2007 • 1 yr 2 mos
Supported two Partners and a Solicitor within a high-volume legal environment. Prepared legal documentation and court bundles. Managed diaries and client communications. Maintained front-of-house responsibilities and office administration.