Account and Executive Assistant

• May 2022 - Present

Office Manager

• Mar 2011 - Mar 2022

I managed a non-profit pooled special needs trust company by ensuring the efficiency of daily operations. This meant wearing multiple hats and included everything from overseeing staff productivity, creating and implementing procedures, HR functions, creating and maintaining vendor relationships, handling incoming mail. It meant working with law firms and government agencies concerning clients' trust needs, lawsuits, and compliance matters. It also meant working with prospects and referral sources to bring in clients and reviewing legal and corporate documents for content as well as for proofreading. Show less

Legal Secretary

• Mar 1999 - Sep 2010

I was a legal secretary for a paralegal and two attorneys, primarily in the areas of creditors bankruptcy litigation, real estate, and business. The managing partner was one of the West's premier complex creditor bankruptcy attorneys, so I acted as his "gate keeper." I also communicated with government agencies and courts, in addition to preparing, editing, and organizing agreements in multi-million-dollar financial transactions. I proofread and edited pleadings and filed them with the court. I drafted correspondence, transcribed dictation, entered time, and made travel arrangements. Show less