Bookkeeper

• Aug 2022 - Present

Office Manager/Paralegal/Bookkeeper

• Dec 2015 - Jun 2022

• Input time and expenses for client billing; generated invoices and tracked until satisfied in full; wrote checks; deposited checks; reconciled bank accounts on a monthly basis • Drafted, filed, and e-filed probate-related documents such as petitions to administer estates, petitions to uphold and to challenge trust provisions, notices of hearing, notices of continuance, supplements to probate and trust petitions, replies and objections to petitions, and substitutions of attorney with State… Show more • Input time and expenses for client billing; generated invoices and tracked until satisfied in full; wrote checks; deposited checks; reconciled bank accounts on a monthly basis • Drafted, filed, and e-filed probate-related documents such as petitions to administer estates, petitions to uphold and to challenge trust provisions, notices of hearing, notices of continuance, supplements to probate and trust petitions, replies and objections to petitions, and substitutions of attorney with State Court; assembled trial binders • Drafted and prepared responsive discovery; propounded discovery; drafted and served deposition notices; drafted and served subpoenas and coordinated retrieval of responsive documents • Processed accounts payable and accounts receivable and corresponded with clients and vendors • Scheduled court reporters for taking depositions and arranged for CourtCall telephonic court appearances; coordinated service of process with vendors • Client file setup and management; conducted client intake and scheduled appointments Show less • Input time and expenses for client billing; generated invoices and tracked until satisfied in full; wrote checks; deposited checks; reconciled bank accounts on a monthly basis • Drafted, filed, and e-filed probate-related documents such as petitions to administer estates, petitions to uphold and to challenge trust provisions, notices of hearing, notices of continuance, supplements to probate and trust petitions, replies and objections to petitions, and substitutions of attorney with State… Show more • Input time and expenses for client billing; generated invoices and tracked until satisfied in full; wrote checks; deposited checks; reconciled bank accounts on a monthly basis • Drafted, filed, and e-filed probate-related documents such as petitions to administer estates, petitions to uphold and to challenge trust provisions, notices of hearing, notices of continuance, supplements to probate and trust petitions, replies and objections to petitions, and substitutions of attorney with State Court; assembled trial binders • Drafted and prepared responsive discovery; propounded discovery; drafted and served deposition notices; drafted and served subpoenas and coordinated retrieval of responsive documents • Processed accounts payable and accounts receivable and corresponded with clients and vendors • Scheduled court reporters for taking depositions and arranged for CourtCall telephonic court appearances; coordinated service of process with vendors • Client file setup and management; conducted client intake and scheduled appointments Show less

Legal Assistant

• Feb 2015 - Nov 2015

• Filed, eFiled motions to compel discovery responses motions to compel discovery responses and exhibits with State Court • Tracked, processed, and compiled documents for cases • Reviewed, summarized transcripts and assembled trial binders Compiled case-related documents such as entry of complaint, TOCs and TOAs • Managed data entry and database management with case information and documents • Proofread and formatted documents such as motions to compel and answers to… Show more • Filed, eFiled motions to compel discovery responses motions to compel discovery responses and exhibits with State Court • Tracked, processed, and compiled documents for cases • Reviewed, summarized transcripts and assembled trial binders Compiled case-related documents such as entry of complaint, TOCs and TOAs • Managed data entry and database management with case information and documents • Proofread and formatted documents such as motions to compel and answers to complaints • Handled client file management Show less • Filed, eFiled motions to compel discovery responses motions to compel discovery responses and exhibits with State Court • Tracked, processed, and compiled documents for cases • Reviewed, summarized transcripts and assembled trial binders Compiled case-related documents such as entry of complaint, TOCs and TOAs • Managed data entry and database management with case information and documents • Proofread and formatted documents such as motions to compel and answers to… Show more • Filed, eFiled motions to compel discovery responses motions to compel discovery responses and exhibits with State Court • Tracked, processed, and compiled documents for cases • Reviewed, summarized transcripts and assembled trial binders Compiled case-related documents such as entry of complaint, TOCs and TOAs • Managed data entry and database management with case information and documents • Proofread and formatted documents such as motions to compel and answers to complaints • Handled client file management Show less

Marketing Copywriter

• Jan 2014 - Jan 2015

• Drafted and revised Internet-based copies and performed informational research on multiple subjects according to client requests • Drafted and revised Internet-based copies and performed informational research on multiple subjects according to client requests

Outreach and Litigation Assistant

• May 2010 - Jul 2013

• Drafted affidavits based on information from clients and worked on mass mailing projects • Managed database for case information and case documents and handled data entry and setup of scripts for client interviews • Developed new databases for document tracking and client information • Corresponded with clients • Set up and managed client files • Drafted affidavits based on information from clients and worked on mass mailing projects • Managed database for case information and case documents and handled data entry and setup of scripts for client interviews • Developed new databases for document tracking and client information • Corresponded with clients • Set up and managed client files

Shipping and Receiving Clerk

• Jun 2006 - May 2010

• Inventory intake and management management • Shipment of retail mail orders and wholesale returns • Customer service • Inventory intake and management management • Shipment of retail mail orders and wholesale returns • Customer service