Esmeralda Ortiz
Sherman Oaks
Summary
Detail-oriented professional with a strong background in client intake and office administration. Proven ability to enhance operational efficiency through effective time management and clear communication, with a strong commitment to supporting and engaging with the community.
Overview
4
4
years of professional experience
Work History
Legal Receptionist
Shegerian & Associates
Los Angeles
08.2025 - 12.2025
- Conducted 80+ daily calls with prospective clients, completing intakes and updating CRM records
- Evaluated intake information to determine next steps for potential clients
- Coordinated 20+ calendars for staff and attorneys, facilitating 60+ daily intake appointments
- Adjusted appointment schedules to maximize time utilization
- Assisted attorneys with deposition preparation and daily office tasks
Teaching Assistant | Financial and Admin Associate
UCSB Children's Center
Santa Barbara
05.2023 - 06.2025
- Collaborated with lead teacher to implement structured classroom activities and maintain safety.
- Assisted in planning and executing educational activities for young children.
- Facilitated infant care for ages 6–18 months by providing meals, monitoring naps, and ensuring safety.
- Managed expense reporting and audit documentation through SAP Concur and Procurement Gateway for compliance.
- Coordinated student hiring, onboarding, payroll, and scheduling using UC Path and Kronos.
- Executed staff updates including raises, transfers, and attendance reporting to ensure accuracy.
Research Volunteer
Stein Psychological Associates
Los Angeles
06.2022 - 09.2022
- Conducted research and developed reports and infographics to present findings clearly.
- Designed and implemented an inventory system for patient intake assessments, digitizing materials.
- Interviewed staff to create detailed background profiles for enhanced understanding.
Education
Bachelor of Science - Psychological And Brain Sciences
University of California, Santa Barbara
Santa Barbara, CA06-2025
Skills
- Client intake and office administration
- Legal compliance
- Case management
- Documentation proficiency
- Time management
- Crisis intervention
- Team collaboration
- Clear communication
Languages
Spanish
Native/ Bilingual
Timeline
Legal Receptionist
Shegerian & Associates
08.2025 - 12.2025
Teaching Assistant | Financial and Admin Associate
UCSB Children's Center
05.2023 - 06.2025
Research Volunteer
Stein Psychological Associates
06.2022 - 09.2022
Bachelor of Science - Psychological And Brain Sciences
University of California, Santa Barbara