Summary
Overview
Work History
Education
Skills
Timeline
Generic

ALLISON TAYLOR

San Jose

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude and a willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience

Work History

Legal Assistant / Personal Assistant

WealthPLAN, PC
05.2021 - Current
  • Managed a high-volume workload while drafting and proofreading a wide range of legal documents, ensuring accuracy and compliance with legal standards.
  • Maintained financial logs and processed vendor payments, keeping office accounts up to date.
  • Handled office scheduling and ensured that all deadlines and important procedures were met in a timely manner.
  • Assisted the principal attorney with travel arrangements, calendar management, and office operations.
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Obtained notary license, providing additional client services and legal support.
  • Coordinated internal communications and managed correspondence with clients and external vendors.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.

Administrative Assistant / Personal Assistant

Chico Creek Counseling
01.2019 - 04.2021
  • Managed scheduling for 30+ clinicians, coordinating 150+ daily appointments and ensuring smooth office operations.
  • Created onboarding handbooks for new administrative staff, assisting in training and development.
  • Led efforts to modernize the company's online presence, building a website and managing social media accounts.
  • Worked with the CEO to manage Google AdWords campaigns, optimizing digital marketing strategies.
  • Assisted the clinical director with travel planning for conferences and supported the hiring process.
  • Managed office operations during the COVID-19 pandemic, ensuring adherence to safety protocols and client/clinician safety.
  • Project-managed internal events for 30+ attendees, overseeing vendor coordination, event setup, and alignment with company goals.
  • 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.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.

Administrative Assistant

Hignell, Inc.
01.2020 - 04.2021
  • Supported data entry for 15+ homeowner associations, maintaining communication with over 300 homeowners.
  • Streamlined office operations by digitizing and organizing all company records, improving access to important documents and enhancing workflow efficiency.
  • Provided general administrative support, assisting with day-to-day office operations and ensuring smooth communication between teams.
  • Assisted coworkers and staff members with additional special tasks on daily basis.
  • Enhanced office environment, organizing spaces for better workflow and employee comfort.

Apartment Manager

Chico Area Realty
01.2018 - 06.2020
  • Conducted routine inspections for 16 apartment units, ensuring compliance with property safety guidelines.
  • Addressed tenant concerns and coordinated maintenance requests, ensuring timely resolution of issues.
  • Facilitated move-in and move-out processes, coordinating dates and preparing apartments for new tenants.
  • Developed property listings and led apartment tours, successfully attracting new tenants.
  • Managed tenant communications, ensuring a positive tenant experience and maintaining high occupancy rates.
  • Managed property financial records by collecting rent from 48 tenants and reconciling monthly accounts payable and receivable.
  • Managed lease renewals process efficiently while negotiating optimal terms for both landlord and tenants.

Education

Bachelor of Arts - History

California State University, Chico
Chico, CA
12-2020

Associate of Arts - History

Butte College
Oroville, CA
12-2018

Skills

  • Customer Service
  • Event Planning
  • Calendar Management
  • Phone Etiquette
  • Leadership
  • Management
  • Adaptability
  • Communication
  • Organization
  • HIPAA Regulations
  • Microsoft Office
  • Google Suite
  • Microsoft 365
  • Notary
  • Slack
  • Canva

Timeline

Legal Assistant / Personal Assistant

WealthPLAN, PC
05.2021 - Current

Administrative Assistant

Hignell, Inc.
01.2020 - 04.2021

Administrative Assistant / Personal Assistant

Chico Creek Counseling
01.2019 - 04.2021

Apartment Manager

Chico Area Realty
01.2018 - 06.2020

Bachelor of Arts - History

California State University, Chico

Associate of Arts - History

Butte College
ALLISON TAYLOR