Isabel Socha
Singer Kwinter
Toronto,ON
1
Certification
25
years of professional experience
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.
Work History
Legal Administrative & Accounting Clerk
24 Years 9 Months- 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
1 Year 10 Months- 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
Ontario Secondary School Diploma (O.S.S.D.)
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
01.2002 - CurrentRead More
Secretary
Iberia Insurance
01.2001 - 11.2002Read More
Loretto College
Ontario Secondary School Diploma (O.S.S.D.)
Read More
George Brown Polytechnic
from Desktop Operation Systems Fundamental
Read More