JoAnn Periard
Embrun,ON
Summary
Self-motivated Real Estate Legal Assistant facilitates case management for law firms. Offers broad spectrum of legal services under attorney supervision. Manages highly confidential information with professionalism and integrity.
Overview
5
5
years of professional experience
Work History
Law Office Assistant - Bookkeeper
Ault and Ault Law Office
Winchester, Ontario
09.2002 - 05.2007
- Answered phone calls and recorded messages, as well as reporting to clients.
- Acted as liaison between clients, vendors and attorneys.
- Opened and closed client files.
- Followed up on lawyers' undertakings as necessary to close files.
- Drafted or reviewed legal documents to support case preparation.
- Processed and invoices to bill clients.
- Checked office supplies stock and placed orders to maintain levels.
- Arranged case files and maintained records.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Prepared bank reconciliations and reviewed accounting records for accuracy.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Analyzed financial transactions, assigning to specific accounts.
- Reconciled vendor statements to assist in monthly closings.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Documented transaction details to track and manage financial data.
- Calculated and produced checks for utilities and other operational payments.
- Conducted real estate searches and closings at registry offices.
- Reduced financial discrepancies by accurately managing accounting documentation.
- Reconciled computer reports with manually maintained ledgers.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Checked postings and documents for correctness, accuracy and proper coding.
- Received and recorded cash, checks and transfers.
Education
Legal Assistant Certificate - Legal Assistance
Algonquin College
Ottawa, ON05-1994
Skills
- Client service and support
- Legal Document Preparation
- Legal research and writing
- Document Preparation
- Administrative assistance
Languages
English
Full Professional
French
Limited
References
References available upon request.
Timeline
Law Office Assistant - Bookkeeper
Ault and Ault Law Office
09.2002 - 05.2007
Legal Assistant Certificate - Legal Assistance
Algonquin College
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