Experienced Legal Assistant specializing in Estate Planning. Adept at managing multiple tasks and deadlines to ensure timely project completion and strategic decision-making. Dedicated to optimizing procedures to support the advancement of Estate Planning law and enhance overall efficiency within the field.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Mobile Notary Public
Self-employed
10.2019 - Current
Facilitated notarization of legal documents, ensuring compliance with state regulations and client requirements.
Maintained accurate records of all notarizations performed, enhancing documentation reliability and traceability.
Developed strong relationships with clients through effective communication and understanding of their needs, fostering repeat business.
Collaborated with legal professionals and institutions to streamline document preparation and signing processes.
Expanded clientele by effectively marketing mobile notary services to local businesses and community members.
Managed appointment scheduling, resulting in timely service for clients and optimal use of work hours.
Maintained strict confidentiality with sensitive client information, fostering trust and long-lasting professional relationships.
Established a strong reputation for reliability and accuracy, contributing to overall business growth and success.
Displayed professionalism and excellent communication skills while interacting with diverse clientele in a variety of settings.
Ensured compliance with state regulations through meticulous attention to detail in reviewing and verifying signer identification.
Social Media Manager and Administration
Greater Miracle Mile Chamber of Commerce
01.2016 - Current
Developed and implemented social media strategies to enhance brand awareness and engagement.
Created and curated engaging content across multiple platforms, increasing user interaction and retention.
Managed online community engagement, addressing inquiries and fostering customer relationships effectively.
Managed multiple social media platforms, ensuring a consistent brand voice and message.
Successfully built a loyal following by consistently sharing valuable content that resonated with the target audience.
Assisted with monthly, in-person community events.
Legal Assistant/Paralegal
Kramer Law Firm | Attorney Steve Kramer
02.2014 - Current
Managed case files and legal documentation to ensure compliance with regulations and deadlines.
Trained junior staff on office procedures and document management systems to enhance operational efficiency.
Implemented process improvements in file management that reduced retrieval time for critical documents.
Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Increased team efficiency by coordinating schedules, managing court dates, and ensuring timely filing of legal documents.
Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
Managed high-volume workload while maintaining strict attention to detail on every task such as drafting trust documents.
Streamlined communication between legal team members, fostering collaborative work environment.
Contributed to client retention by delivering exceptional support services and maintaining high levels of satisfaction.
Ensured compliance with legal procedures and court requirements through diligent monitoring and application of rules.
Facilitated client meetings and consultations, ensuring all necessary documentation was prepared and available for attorney review.
Drafted yearly Corporate Minutes and Waivers for clients.
Billing Clerk
Schawk, Inc
02.2007 - 11.2012
Billing clerk for a major printing and brand company.
Processed and verified billing statements for accuracy and compliance with company policies.
Coordinated with internal teams to resolve billing discrepancies efficiently.
Daily data entry of previous day’s shipping reports and uploading all final reports of sales, commissions and files from each day.
Month-end closing procedures including running statement reports to send to each client and updating a spreadsheet of revenue recognition deferrals.
Assisted with bi-weekly payroll, accounts payable and accounts receivable using programs such as PeopleSoft, Ariba, Invoice Works and Purchase Express.
Receptionist duties in front lobby as needed for breaks, answering and directing multi telephone lines and greeting clients as they arrive for appointments.
Education
Associate of Arts - Paralegal Studies
West Los Angeles College
Culver City, CA
06-2026
Skills
Proficient in Microsoft Office applications and WordPerfect