Isabel Socha
Toronto,ON
Summary
Highly experienced Legal Administrative and Accounting Professional with over 20 years of experience supporting busy legal and insurance environments. Skilled in legal file administration, accounting procedures, conflict searches, client intake, office operations, HR support, staff training, and records management. Recognized for exceptional organizational abilities, attention to detail, strong problem-solving skills, and the ability to manage multiple priorities in fast-paced office settings. Proficient in Filevine, Soluno, Primafact, document management systems, trust accounting procedures, and office administration.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Legal Administrative & Accounting Clerk
Singer Kwinter
2002.01 - Current
- Manage daily administrative operations for high-volume legal files using Filevine, Soluno, Primafact, and physical filing systems.
- Open and maintain legal files, including entering client information, referral sources, matter types, limitation dates, and deadlines.
- Conduct conflict searches for claims, referrals, and potential new clients.
- Coordinate file transfers internally and externally between law firms.
- Ensure files remain compliant with Law Society requirements, including retainers, ID verification, Redress, and referral documentation.
- Monitor limitation periods and follow up with legal staff regarding outstanding documentation and deadlines.
- Organize and maintain physical and electronic filing systems.
- Process accounts payable invoices, trust transactions, settlement deposits, and cheque requisitions.
- Enter and maintain financial records in Soluno.
- Review, approve, and process draft docket accounts.
- Prepare disbursement summaries for Accident Benefits and Tort files.
- Coordinate payment of office expenses, vendor invoices, registered mail, and courier services.
- Handle banking transactions including deposits, bill payments, HST payments, petty cash, and trust account administration.
- Track outstanding reports, invoices, and facility charges.
- Assist staff with legal procedures, office systems, and software training.
- Train new employees on Filevine, Primafact, document management, docketing, accounting procedures, and office protocols.
- Coordinate office supply ordering, vendor services, office equipment maintenance, and facilities issues.
- Support office operations including IT coordination, phone systems, emergency kits, office moves, and storage management.
- Assist with office policy development and procedural improvements.
- Assist management with staff interviews, onboarding, attendance tracking, and employee procedures.
- Support management during vacations and absences by overseeing settlements, deposits, accounts, and cheque issuance.
- Help develop office procedures and policies to improve efficiency and compliance.
Secretary
Iberia Insurance
2001.01 - 2002.11
- Answered and directed incoming telephone calls and client inquiries.
- Maintained electronic and paper filing systems.
- Prepared correspondence, forms, reports, and routine letters.
- Managed incoming and outgoing mail distribution.
- Coordinated office communications internally and externally.
- Operated office equipment including fax machines, copiers, and phone systems.
- Assisted with administrative support, database management, and recordkeeping.
Education
Desktop Operation Systems Fundamental
George Brown Polytechnic
1998-01
Ontario Secondary School Diploma (O.S.S.D.) - undefined
Loretto College
1997-01
Skills
- Legal Administration & File Management
- Filevine & Soluno Administration
- Conflict Searches & Compliance
- Trust & General Accounting
- Accounts Payable & Billing
- Client Intake & File Opening
- Limitation Tracking & Deadline Management
- Office Operations & Facilities Coordination
- Staff Training & Procedure Development
- HR & Interview Assistance
- Document & Records Management
- Insurance & Medical Documentation
- MTO Searches & Compliance
- Vendor & Service Coordination
- Office Supply & Inventory Management
- Banking & Deposits
- Policy & Procedure Development
- Customer Service & Client Relations
- Fluent in English & Portuguese
- Filevine
- Soluno
- Primafact
- Microsoft Office Suite
- Document Management Systems
- Trust Accounting
- Legal Billing Procedures
- Electronic Filing Systems
- Office Equipment & Phone Systems
Languages
English – Full Professional Proficiency
Portuguese – Native/Bilingual Proficiency
Certification
Canadian Red Cross - First Aid & CPR/AED Level C (BL) CSA St. Z1210-17 - Intermediate (#104243964)
Timeline
Legal Administrative & Accounting Clerk
Singer Kwinter
2002.01 - Current
Secretary
Iberia Insurance
2001.01 - 2002.11
Ontario Secondary School Diploma (O.S.S.D.) - undefined
Loretto College
Desktop Operation Systems Fundamental
George Brown Polytechnic