Jesse Tran

I'm assisting Director, Partner, and Senior Solicitors in conveyancing matters, commercial loans from start to finish and Trust creation matters.

- Experienced with the following programs: * LINZ: prepare A&I, tax forms, release and submit e-dealing; * ADSL Webforms: drafting Sale and Purchase agreements and Enduring Power of Attorney with clients' instructions from the systems under lawyers' supervision; * Junior Partner: creating clients' matter and update their details; * Adobe Pro DC to arrange electronic signatures when clients cannot meet face-to-face while the legal professionals can witness IDs and sign via online applications: Skype, Whatsapp. * Zoom application. Areas of work practice: - Residential conveyancing with new builds, cross-leases, leasehold, unit title properties; - Refinancing; - Wills (drafting under lawyer's supervision)

- Experienced with the following programs: * LINZ: prepare A&I, tax forms, release and submit e-dealing; * ADSL Webforms: drafting Sale and Purchase agreements and Enduring Power of Attorney with clients' instructions from the systems under lawyers' supervision; * Junior Partner: creating clients' matter and update their details; * Adobe Pro DC to arrange electronic signatures when clients cannot meet face-to-face while the legal professionals can witness IDs and signing via online applications: Skype, Whatsapp. - Drafting Wills with clients' instructions and the supervision of lawyers

• Daily assistance to lawyers, from entering agreements on Action Step, meeting clients, taking phone calls and taking instructions. • Liaise via email, phone and fax with other party’s lawyer, bankers and agents. • Daily management of conveyancing sale, purchase and refinance matters from opening to closing. • High attention to conditions, prepare loan documents, advise clients on loan terms, security interest, priority amount and settlement. • Create invoices on Xero and send out billing to clients. • Understanding of Land Online New Zealand (LINZ) for title search, transfer and discharge mortgages. • 6-month Receptionist experience • Minutes taking for internal meeting • Attend to marketing events for the firm, get along with well with colleagues and share workload when needed.

• Working in teams, delivering outstanding service to our customers; from food preparation to serving 200+ guests and ensuring the smooth operation of the club/ restaurant • Managing workflow with excellent coordination and communications • Excellent attention to detail. High professional work ethic. Stay punctured on tight event schedules.

• Formulate and implement Sales & Marketing plans and strategy • Implementing Digital marketing strategy (Social Media, Websites, Direct email marketing) • Responsible for budget management of new and existing marketing activities • Continually review activities to ensure ongoing effectiveness of existing campaign (including reporting, process, result and analysis) • Proficient in business management systems such as inventory management system Unleashed, website admin Big Commerce, marketing tool MailChimp, accounting system Xero and more • Working with owners to manage daily end-to-end operations of the business including: sales, container paperwork, customer list management, delivery logistics and customer complaints

• Responsible for food quality processes and protocols • Driving staff empathetic cultural awareness in dealing with customers with disabilities • Great attention to details in dealing with stock management and admin duties

• Strong customer service skills; daily dealing with customers via telephone, email and face-to-face • Managing property porfolio to provide solutions to clients’ requirements • Ability to prioritise and follow up with strong administration skills

- Introduction to NZ Legal Systems - Law Office Practice - Litigation Practice - Wills, Trusts and Estate - Property Law - Business Law