Megan Watts
11 Storm Mountain Place, Okotoks,Alberta
Summary
To obtain employment that would allow me to utilize my administrative background.
Knowledgeable administrator with expertise in managing legal documentation and coordinating schedules. Demonstrated success in supporting legal teams by drafting correspondence and maintaining client files. Proven ability to handle confidential information with discretion and efficiently manage multiple tasks.
Overview
23
23
years of professional experience
Work History
Legal Administrative Assistant
Harmony Law
01.2022 - Current
- Managed client correspondence, ensuring timely and accurate communication between clients and attorneys.
- Organized case files using legal management software, enhancing document retrieval efficiency.
- Coordinated schedules for attorney meetings, optimizing time management and workflow efficiency.
- Drafted legal documents and ensuring compliance with deadlines.
- Trained new administrative staff on office protocols and software systems to ensure seamless integration.
- Reviewed billing statements for accuracy, contributing to improved financial tracking processes.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Scheduled and coordinated meetings between legal teams and clients.
- Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
- Screened phone calls to effectively handle less important inquiries and keep senior staff free for more important matters.
- Helped with intake of new clients and materials by setting up files and documenting important information.
- Provided exceptional customer service when interacting with clients fostering strong relationships and positive outcomes.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Safeguarded confidential information with strict adherence to privacy policies and professional discretion.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Developed and maintained positive relationships with clients and colleagues.
- Completed data entry of legal documents into electronic filing systems.
Administrator
Creative Builders – Contracting Company
04.2002 - 06.2021
- Accounts payable and receivable
- Government filing and payroll
- Bookkeeping and data entry
- Site labour as needed. Assessment of safety needs for site and staff.
- General office duties as needed
- Oversaw project scheduling to optimize workflow and resource allocation.
- Managed contract documentation ensuring compliance with industry standards.
- Conducted regular audits of project progress, identifying areas for improvement.
- Maintained personnel records and updated internal databases to support document management.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Managed human resources functions, including hiring, onboarding, and employee evaluations for optimal team performance.
Quantitative Surveyor Administrator
Skyline QS Consultants Ltd
04.2020 - 01.2021
- Post loss property inspections and assessments on site.
- Assessment of safety conditions
- Preparing a scope of work, SIU Reports, Bid Documents and Project Proposals
- Accountable for efficient operation and managing customer service in Calgary and Saskatchewan offices.
- Accounts payable and receivable
- Vendor Audits
- Analyzed survey data to prepare comprehensive reports for stakeholders and regulatory compliance.
- Collected, arranged, and input information into database system.
Asset Specialist
Bromwich and Smith – Insolvency Trustee
10.2018 - 05.2020
- Customer service and general office duties
- Evaluation of property and liquidation of assets
- Land title and property searches.
- Land title and property security registrations
- Trustee and stakeholder reports
- Designated staff member with First and CPR
- Analyzed asset portfolios to identify opportunities for optimal liquidation strategies.
- Developed comprehensive reports detailing asset valuations and recovery projections.
- Collaborated with stakeholders to coordinate asset management processes and compliance requirements.
- Managed the timely completion of all required documentation for asset transactions, ensuring full compliance with regulatory requirements.
- Managed relationships with external partners to facilitate seamless transactions and optimize communication channels.
- Disposed of assets and tracked credits and refunds to update financial information in inventory system.
Administrative Assistant/Business Analyst
Community Futures Highwood – Non-Profit
01.2009 - 05.2018
- Customer service and general office duties
- Website maintenance and social media updates
- Accounts payable and receivable for loan funds, operations and business incubator
- Process of loan application to include credit checks, references and provided security
- Security and land title registrations
- Legal document preparations and loan proposals
- Designated staff member with First Aid and CPR
- Managed scheduling and coordination of meetings for board members and community stakeholders.
- Developed and maintained filing systems to ensure efficient document retrieval.
- Assisted in preparing reports and presentations for funding proposals and community outreach initiatives.
- Implemented office procedures that improved workflow efficiency and reduced administrative errors.
- Trained new staff on organizational policies, software tools, and best practices for administrative tasks.
- Collaborated with team members to streamline communication between departments, enhancing project outcomes.
- Oversaw volunteer coordination efforts, ensuring effective utilization of resources for community programs.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Supported recruitment processes, scheduling interviews and communicating with applicants to improve hiring timelines.
- Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
- Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Volunteered to help with special projects of varying degrees of complexity.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Education
Office Technology Certificate -
NAIT
Skills
- Advanced technical skills in MS Office: including Word, Excel, Teams, Outlook , Powerpoint and Google Workplace
- Office administration
- File management
- Calendar management
- Document preparation
- Billing and invoicing
- Client support
- Confidentiality
- File organization
- Administrative support
- Client service and support
- Office management
Education/ Training/ Professional Development
- Valid Class 5 Drivers Licence (AB)
- Legal Document Preparation
- Collections
- Mental Health First Aid
- Financial accounting principles 1 & 2
- Organizational Behaviours/ Organizational Management
- Business Communication
- Business Mathematics
- Business Law
- Computerized Accounting for Management
- Marketing
- WHMIS
Timeline
Legal Administrative Assistant
Harmony Law
01.2022 - Current
Quantitative Surveyor Administrator
Skyline QS Consultants Ltd
04.2020 - 01.2021
Asset Specialist
Bromwich and Smith – Insolvency Trustee
10.2018 - 05.2020
Administrative Assistant/Business Analyst
Community Futures Highwood – Non-Profit
01.2009 - 05.2018
Administrator
Creative Builders – Contracting Company
04.2002 - 06.2021
Office Technology Certificate -
NAIT
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