Estate Administration Legal Assistant

• Oct 2020 - Present

Accounting Assistant

• Oct 2019 - Oct 2020

In charge of creating weekly Accounts Payable Reports, bi-monthly Accounts Receivable Reports, monthly Attorney’s Work in Progress Reports, and any other financial reports requested by the managing partner. Generate the firm’s monthly invoices and handle the distribution of invoices to clients via mail, email, and billing portals such as: Ops Merchant, Vendor Café, Serengeti, Paymode and Nexus Connect. Assist in managing the client intake process, along with keeping track and sending established clients updated contracts when needed. Keep QuickBooks Vendor W-9s up to date and determine what vendors are in need of 1099s. Assist in monitoring, updating and auditing our Client Trust Account. Reorganized the company’s previous Accounts Payable process to ensure a more organized system and on time payments to our vendors.

Front Office Administrator

• Aug 2018 - Oct 2019

Ensured the smooth running of day-to-day activities within a busy office environment. Communicated with clients in-person, as well as via phone and email, to maintain positive relationships and client satisfaction. Prioritized and performed multiple tasks with consistent accuracy, while meeting all established deadlines. Utilized a variety of analytical reports to boost production and maintain efficient scheduling. Ensured the smooth running of day-to-day activities within a busy office environment. Communicated with clients in-person, as well as via phone and email, to maintain positive relationships and client satisfaction. Prioritized and performed multiple tasks with consistent accuracy, while meeting all established deadlines. Utilized a variety of analytical reports to boost production and maintain efficient scheduling.

Front Office Specialist and Physical Therapy Technician

• Nov 2017 - Sep 2018

Worked closely with the senior population with a ride range of conditions including stroke, Parkinson’s, Multiple Sclerosis, chronic pain, and acute pain. Performed modalities such as electrical stimulation, ultrasound, and infrared. Conferred with physical therapy and front office staff to discuss and evaluate patient information for planning, modifying, and coordinating treatment. Assisted with clerical duties such as scheduling new and existing patients, creating new patient charts, verifying insurance, collecting and posting payments, and counseling patients.

Physical Therapy Aide

• Aug 2016 - Mar 2017

Recorded detailed prognosis, treatment, responses and progress notes in patient charts.Aided Physical Therapists in the prevention and rehabilitation of patients who had knee and hip replacements, chronic pain, strokes, amputations, and balance disorders.Administered active and passive manual therapeutic exercise, hot and cold packs, paraffin baths, ultrasound, and electrical modality treatments.Performed administrative duties such as answering the telephone, scheduling appointments, and updating patient information using a computer.

Volunteer Physical Therapy Aide

• May 2016 - Jul 2016

Changed linens, cleaned work area, and disinfected equipment after treatment.Observed and gained knowledge of the role of a Physical Therapist.Organized, filed, and prepped patient charts for upcoming appointments.Assisted Physical Therapists in a variety of treatment methods, including therapeutic exercise, manual therapy, and patient education. Have performed over 160 hours of voluntary PT assistance activities.

Sales Associate

• Jul 2012 - Jan 2015

Created personalized shopping experiences for customers such as advising them on popular trends and product information. Maintained knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices. Completed all cleaning, stocking, and organizing task in assigned sales area. Handled all customer relations issues in a gracious manner, and in accordance with company policies. Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner.