Melissa Nerez
Legal Virtual Assistant at Pineapple | Virtual Assistant Agency- Claim this Profile
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Bio
Experience
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Pineapple | Virtual Assistant Agency
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United States
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Outsourcing and Offshoring Consulting
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100 - 200 Employee
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Legal Virtual Assistant
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Sep 2022 - Present
-Utilized Clio Grow and Clio Manage, to efficiently manage and organize case information, track deadlines, and generate reports. -Successfully managed and organized legal documents using electronic document management systems such as Google Drive and Clio Manage , ensuring efficient retrieval and maintenance of important files. -Effectively communicated with clients, demonstrating strong interpersonal skills and the ability to gather relevant information during client interviews or intake processes. -Reviewed intake documents, such as intake forms, retainer agreements, and correspondence, ensuring accuracy, clarity, and completeness. -Demonstrated experience in preparing and filing legal documents with courts, including drafting motions, pleadings, and other necessary filings, and ensuring compliance with court rules and deadlines. -Effectively managed calendars and deadlines, coordinating with attorneys and clients to schedule appointments, inform them of court dates, and other important events, and ensuring timely follow-up. -Efficiently managed and organized email inboxes using Gmail, prioritizing and responding to incoming emails in a timely manner, and effectively categorizing and archiving messages for easy retrieval. -Proficiently prepared professional correspondences and letters to clients, opposing counsel, and other parties. Examples of these are status update letters, disengagement letters, negotiation letters and subpoena letters. Show less
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Data Entry Specialist
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Aug 2022 - Present
-Performed data-entry tasks by transposing data from financial statements and tax returns to an Excel file format that the client uses to value the business. -Demonstrated proficiency in utilizing data entry software such as Microsoft Excel, Google Sheets, and specialized data entry tools to accurately input and manage data. -Applied experience in working with Optical Character Recognition (OCR) tools to extract data from scanned documents, ensuring accurate and efficient conversion into digital formats. -Reviewed OCR-extracted data for accuracy and performed necessary corrections, demonstrating meticulous attention to detail. -Implemented knowledge of data validation and cleansing techniques, utilizing various tools to verify and maintain data accuracy and integrity. -Utilized proficiency in spreadsheet functions, including formulas, sorting, filtering, and pivot tables, to analyze and manipulate data effectively. -Showcased proficiency in converting data between different file formats, such as CSV, Excel, and PDF, ensuring seamless compatibility and accessibility. -Utilized skills in identifying and resolving data discrepancies, conducting data audits, and ensuring data quality through meticulous quality control and error-checking procedures. Show less
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St. Michael Guard Watch Security Systems, Inc.
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Baguio City, Cordillera Admin Region, Philippines
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Staff Administrator
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Feb 2021 - Sep 2022
-Maintained accurate and confidential employee records, including personnel files, performance evaluations, and disciplinary actions, ensuring compliance with data protection regulations. -Successfully facilitated the onboarding and off-boarding processes, including preparing new hire documentation, conducting orientations, and ensuring smooth transitions for departing employees. -Ensured adherence to employment laws and company policies, updating and communicating policies, and addressing employee inquiries related to policies and procedures. -Maintained and organized up-to-date administrative records, including employee files, contracts, policies, and other relevant documentation. -Enhanced the design of the Security Service Proposal given to prospective clients by incorporating modern and professional techniques to make it more appealing. -Oversees the client negotiations, and the preparation of Service Agreements or Contracts. Show less
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Payroll Supervisor
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Jul 2019 - Feb 2021
-Created excel templates that aided the company in the simplification of payroll transactions and service costing. -Successfully managed payroll processes, including calculating employee salaries, deductions, and benefits, and ensuring accurate and timely payment distribution. -Effectively managed time and attendance systems, accurately recording employee work hours, absences, and leaves, and generating reports for payroll and performance analysis. -Created and designed forms for internal control procedures within the finance department. -Converted the payslip method of the company from manual to electronic by designing the "e-payslip" which is sent to employees via email. Show less
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Self Employed
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United States
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700 & Above Employee
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Bookkeeper
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Apr 2020 - Jan 2021
-Aided in the registration of individuals and businesses with the Bureau of Internal Revenue. -Prepared tax returns for businesses and individuals. -Utilized financial statements and reconciled financial data to facilitate tax preparation. -Assisted clients in the closure of their businesses with the Bureau of Internal Revenue, including managing the assessment and payment of open cases. -Aided in the registration of individuals and businesses with the Bureau of Internal Revenue. -Prepared tax returns for businesses and individuals. -Utilized financial statements and reconciled financial data to facilitate tax preparation. -Assisted clients in the closure of their businesses with the Bureau of Internal Revenue, including managing the assessment and payment of open cases.
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Department of Environment and Natural Resources
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Philippines
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Government Administration
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700 & Above Employee
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Accounting Intern
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Aug 2018 - Dec 2018
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Education
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University of Baguio
Bachelor of Science in Accountancy, Accounting and Business/Management