Professional legal expert with focus on delivering high-quality administrative support in legal setting. Notable for assisting in complex case preparations and maintaining seamless office operations. Known for fostering team collaboration, adapting to dynamic environments, and excelling in legal research and document management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Legal Secretary
Joseph M Todd Attorney at Law
11.2024 - Current
Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries.
Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
Organized files for court proceedings.
Received and placed telephone calls to clients and prospective clients.
Managed high-volume caseloads by maintaining organized client files and tracking deadlines effectively.
Prepared legal documents, including pleadings, motions, and discovery requests to expedite case progression.
Improved overall office efficiency by providing cross-training to fellow support staff in key litigation procedures and tasks.
Assisted in mediation sessions while taking detailed notes, contributing to productive discussions and resolutions.
Prepared and processed invoices for attorney billing.
Legal Assistant/ Paralegal (Remote)
Scott Vaughan Law Firm, PC
08.2021 - 10.2024
Supporting attorneys and legal professionals in various aspects of legal work
Providing administrative support to legal team and ensuring smooth functioning of the firm's operations
Aiding in legal research, probates filling, document preparation, case management, client communication, and payment handling
Notarize legal documents related to estates or real estate contracts, ensuring their validity and legality
Prepare legal documents and correspondence, such as letters, pleadings, agreements, and contracts, under the guidance of attorneys, ensuring accuracy and compliance with established guidelines
Perform general administrative duties, such as data entry, filing, and record-keeping, and organize and maintain case files, documents, and exhibits for easy retrieval
Handle sensitive and confidential information with utmost discretion and adhere to ethical guidelines
Serve as first point of contact for clients, communicating with them via email to address inquiries, provide updates, and maintain positive relationships
Draft pleadings and discovery for personal injury, probate, and real estate.
Customer Representative
Wells Fargo
11.2018 - 04.2020
Interacted with customers in person, over the phone, and through digital channels to address their inquiries, requests, and concerns
Ensure that all interactions and transactions with customers comply with relevant banking regulations and policies
Delivered excellent customer service and support to clients, and contributed to maximizing bank recognition
Assisted clients with various account-related tasks, such as opening new accounts, updating personal information, and providing information on account balances and transactions
Analyzed customers' financial needs and guided customers in choosing most suitable products based on their needs
Introduced customers to various banking products and services offered by Wells Fargo, and identified opportunities to cross-sell additional banking products and services to customers
Maintained accurate and detailed records of customer interactions, transactions, and inquiries
Surpassed individual and team sales goals set by the bank, with a focus on delivering exceptional customer service while driving business growth
Office Assistant
B & D Cleaning Service
01.2009 - 12.2015
Performed administrative and clerical tasks and contributed to maintaining seamless day-to-day facility operations
Collaborated with senior management to resolve potential issues and allowed cleaning staff to focus on their core responsibilities
Fostered long-lasting relationships with clients by promptly addressing concerns and queries
Ordered office supplies, managed equipment, and ensured a well-organized work environment
Prepared and send invoices to clients, tracked payments, and handled any billing-related inquiries
Maintained updated records by regularly entering data, formulated reported, escalated potential issues to senior management, and proposed solutions to overcome problems obstructive in progress
Maximized client experience and initiated industry-leading practices to enhance customer retention
Managed communication flow between key stakeholders, answered and directed phone calls, handled correspondence, scheduled meetings, and contributed to overall efficiency and effectiveness of company's operations
Education
Business Administration -
Darton State College
12.2013
Skills
Clerical Tasks
Detail-Oriented
Inventory Management
Administrative Support
Performance Optimization
Problem-Solving
Legal Assistance
Customer Satisfaction
Process Improvement
Documentation & Presentation
Relationship Building
Regulatory Compliance
Corporate Communication
Team Training & Leadership
Cross-Functional Collaboration
Microsoft Word
Excel
Outlook
PowerPoint
Court filing
Appointment setting
Document formatting
Clio Grow
Clio Manage
Certification
Public Notary, 08/21, Present
CPR, 01/21, Present
Notablehighlights
Led morning meetings, recognized and rewarded for top introductions.
Within 2 years with the company, being promoted to a manager role in the office.
Delivered top-tier customer service and maintained 5-star service ratings in a fast-paced working environment.
Five years of experience of personal injury, real estate contracts and family wills.
Timeline
Legal Secretary
Joseph M Todd Attorney at Law
11.2024 - Current
Legal Assistant/ Paralegal (Remote)
Scott Vaughan Law Firm, PC
08.2021 - 10.2024
Customer Representative
Wells Fargo
11.2018 - 04.2020
Office Assistant
B & D Cleaning Service
01.2009 - 12.2015
Public Notary, 08/21, Present
CPR, 01/21, Present
Business Administration -
Darton State College
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