Natalia Rich

Responsibilities:

• Led the coordination of team calendars and travel arrangements, ensuring seamless operations.
• Oversaw the management of client files, including comprehensive file opening and closing. Directed AML documentation processes and deed management. Supervised billing activities and settlement procedures, ensuring accurate fund distribution. Guided the preparation of settlement statements and detailed reporting.
• Managed the preparation and filing of court documents, enhancing legal processes. Reviewed and refined legal documents for solicitors, ensuring precision.
• Administered client trust files, including AGM minutes and comprehensive reporting.
• Facilitated the transcription and electronic signing of documents using Adobe and DocuSign.
• Achieved effective debtor management by maintaining consistent follow-ups throughout the process. Collaborated with partners to make informed decisions on debt escalation to collection agencies. Streamlined the uploading of debtor information to the portal and enhanced communication with debtors. Facilitated prompt payment processing and efficient file closure.
• Achieved accurate processing of receipts and payments through collaboration with trust accountant. Streamlined payment and settlement setups, enhancing operational efficiency.
• Delivered precise daily bank reconciliations and managed write-offs and WIP transfers effectively. Executed timely posting of disbursements and bills. Produced comprehensive end-of-month reports as necessary.

Technical Proficiency:

Microsoft Office, Infinity Law, ActionStep, Silverstripe, WordPress, ActiveCampaign, Adobe Acrobat and DocuSign, Adobe InDesign, Facebook, LinkedIn.

Responsibilities:

• Administration and sales support to the Club Manager
• Member Experience
• Marketing Support - Providing local Club marketing support to the national marketing team, including campaign execution, and consulting with local partners
• Planning - Creation and delivery of the annual marketing plan, to support national marketing campaigns
• Internal Communications - coordinate all staff and member communications
• External Communications - coordinate all external third party, community, and other associated communications
• Online Marketing - social media and website
• Event Coordination - Create, manage, and deliver all club and staff events on time, budget and achieved defined outcomes. Source and manage external suppliers
• Assist Club Manager in developing the annual club plan and financial budget
• Front desk and sales support when required
• Facility quality control

Key Achievements:

Facilitated community wellness through free outdoor group fitness classes, resulting in increased participation. Drove corporate wellness challenges with key partners, including Warehouse Group and Canon, enhancing employee engagement. Championed staff adaptation to new systems and IT projects, improving operational efficiency. Established strong relationships with local businesses, securing sponsorships and community partnerships. Consistently exceeded financial and lead generation objectives while meeting deadlines.