Allyson Viera

As an Engagement Concierge at PwC, I played a key role in supporting various engagement teams by managing a range of administrative tasks and facilitating seamless project execution. My responsibilities spanned across multiple operational functions, ensuring that engagements ran smoothly and were aligned with both internal processes and client expectations.

Key Responsibilities:

• New Deal Administration: Managed the initial administrative tasks for new engagements, including creating Salesforce opportunities, conducting relationship checks, initiating AFS, A&C, Digital Start processes, and generating code creation for tracking purposes.
• Project Management & Organization: Oversaw the organization and coordination of multiple projects simultaneously, ensuring that deliverables were met on time and in alignment with client and internal requirements.
• Reporting & Analysis: Produced detailed reports and tracked progress against key performance indicators. Analyzed incoming data to provide insights and support decision-making processes for the engagement teams.
• Task Delegation: Assigned tasks to various team members, ensuring effective workload distribution and prioritization, which contributed to the smooth execution of engagements.
• Invoice & Billing Management: Managed the creation and processing of invoices, along with billing allocations. Ensured accuracy in financial transactions and proper tracking of fees for each engagement.
• Client & Team Coordination: Facilitated communication between engagement teams and clients by scheduling and organizing meetings, coordinating agendas, and ensuring clear communication across all stakeholders.
• Working Group & Fee Tracking: Created and maintained working group lists and fee tracking documents to support financial monitoring and project alignment.
• Partner Coordination: Scheduled and organized meetings between partners and internal/external stakeholders to ensure efficient decision-making and collaboration.
• Continuous Learning & Flexibility: Maintained a proactive and adaptable approach by taking on new tasks as required, continuously expanding my skill set and supporting the needs of the team.

As a Paralegal specializing in Estate Administration, I managed a diverse caseload and played a key role in preparing and handling legal documentation for various types of estate proceedings. With extensive experience in formal and summary administrations, creditor administrations, and ancillary processes, I worked closely with clients and attorneys to ensure compliance with Florida statutes and efficient case progression from initiation through discharge.

Key Responsibilities:

• Preparation of Administrative Documents: Prepared and organized key legal documents for various estate proceedings, including Formal Administrations, Summary Administrations, Ancillary Formal Administration, Ancillary Summary Administration, and Creditor Administration.
• Client Interaction & Case Management: Managed a caseload of 100 to 120 cases, providing direct daily communication with clients to gather information, answer questions, and guide them through the administrative process. Formulated intake forms and compiled lists of required documents/information to prepare opening documents for each case.
• Legal Research & Compliance: Conducted legal research related to estate administration matters, utilizing Florida Statutes and ensuring compliance with relevant legal and regulatory requirements throughout the lifecycle of each case.
• Data Analysis & Document Management: Analyzed, deciphered, and organized large volumes of case data to ensure accurate documentation, identify key issues, and support attorneys in case strategy.
• Comprehensive Case Management: Managed cases from start to finish, including initial intake, document preparation, legal research, filings, and coordination of court dates through to final discharge.
• Attention to Detail & Organization: Maintained meticulous records and documentation to ensure cases proceeded smoothly and deadlines were met.
• Team Collaboration: Worked collaboratively within a team of legal professionals to manage workflows, provide support, and meet deadlines for all cases.