Expertise
Gerly is the Accounts Executive at Patel Nand Legal and has been with the firm for 1 and a half years. She runs the day-to-day operations of the trust account, under the supervision of the Practice Manager and Partners. Her responsibilities include setting up payments, processing receipts, handling IBD deposits, following up with debtors, processing invoices and monthly reporting to the management team.
Gerly also supports the wider team with firm administration duties, including opening new matters, assisting with client onboarding, and contacting clients when requested. She has completed the Trust Account Administrator course and the Xero Certification course, and is fluent in Filipino.
With a background in tech, Gerly brings a practical and adaptable approach to her work. She is well liked by both team members and clients, and is known for her attention to detail, collaborative nature, and can-do attitude. Her willingness to learn and take on new tasks makes her a valuable part of the firm’s operations.
Expertise