Summary
Overview
Work History
Education
Skills
Certification
Languages
Legal Software Programs
Timeline
Generic

Ana Soto

Rialto,CA

Summary

Driven, organized and dependable candidate accustomed to high stress, high-pressure environments and situations involving constant change. Ready to help achieve company goals and willing to take on added responsibilities.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Legal/ Executive Assistant & Intake Specialist

Holstrom, Block & Parke, APLC
07.2023 - Current
  • Deliver exceptional client service while maintaining strict confidentiality and safeguarding sensitive information during client intake interviews.
  • Act as a reliable point of contact for clients seeking information or guidance regarding legal matters.
  • Conduct initial intake calls and telephone conferences with prospective clients; screen and route inquiries appropriately.
  • Coordinate and schedule appointments between clients and attorneys, ensuring efficient calendar management and time utilization.
  • Draft retainer agreements and other routine legal correspondence as needed.
  • Provide case support by preparing, faxing, mailing, and managing legal correspondence and documents.
  • Manage and maintain attorneys' calendars, meetings, deadlines, and task lists to ensure compliance with court and case requirements.
  • Enter and track attorney billing accurately and timely.
  • Communicate effectively with clients, opposing counsel, and court personnel to provide updates and facilitate case progression.

Assisting Paralegal

EBL Law Group
09.2022 - 07.2023
  • Complete all case filings via fax, electronic filing or with a process server
  • Edit and proofread legal documents to verify accuracy and help avoid filings being rejected and returned
  • Experience with Thomas Reuters and Westlaw
  • Supervise office calendar
  • Including all second calls, hearings, trials, depositions, client mediation, consultations, and all meetings for the attorneys and paralegals
  • Daily review of register of actions and minute orders for clients for all county websites
  • Contact clients to provide limited case status, request pending documents and keep them up to date with their upcoming hearings
  • Prepare and draft correspondence, pleadings and notices
  • Opened medical and medicare health insurance claims
  • Scan all incoming mail including correspondence, discovery, pleadings, filings, etc
  • Conduct client intake
  • Communicate with clients, opposing counsel, and court personnel to keep all parties informed on case updates.
  • Obtained and reviewed all client medical records and bills
  • Scheduled treatment for client's injuries with different facilities.

Legal Assistant

Law Office Of Christopher R. Abernathy
09.2021 - 09.2022
  • Complete all case filings via fax, electronic filing or with a process server
  • In addition to preparing some filings as well Experience with Essential Forms, Clio, and E-Legal Services programs
  • Daily review of register of actions and minute orders for clients for all county websites
  • In charge of office calendar including hearings, trials, depositions, client mediation, consultations, and all meetings for the attorneys and paralegals
  • Contact clients to provide limited case status, request pending documents and keep them up to date with their upcoming hearings
  • Set up attorney, client, and witness court calls or remote appearances for hearings
  • Answer all incoming phone calls Set up all consultations Developed positive working relationship with courts, clients, opposing counsels and attorneys
  • Prepared and drafted correspondence and some legal forms.

Receptionist

The LaBrada Group
11.2020 - 09.2021
  • Restocked supplies and submitted purchase orders to maintain stock levels
  • Corresponded with tenants through email, telephone or postal mail
  • Answered large volume of incoming calls daily to resolve customer issues and schedule appointments
  • Provided callers with address, directions, company website and related information
  • Resolved tenant problems and complaints
  • Provided clerical support to company employees by copying, faxing and filing documents
  • Scheduled and confirmed appointments for tenants, vendors and staff
  • Kept reception area clean and neat to give visitors positive first impression
  • Sorted, received and distributed mail correspondence between departments and personnel
  • Maintained files and records by implementing effective filing systems that boosted efficiency and organization
  • Experience with Appfolio program.

Legal Assistant

Law Offices Of Sergio J. Siderman
05.2020 - 11.2020
  • Prepared intake sheets for clients in Spanish and English
  • Filed all FOIA forms on behalf of paralegal
  • Reviewed case files and reported case progress to clients
  • Received and documented client payments
  • Answered phone promptly and directed incoming calls to correct offices
  • Resolved client problems and complaints
  • Responded to inquiries from callers seeking information.

Receptionist/ Accounting Assistant

STG Auto Group
01.2018 - 10.2019
  • Investigated daily variances and corrected errors to resolve discrepancies
  • Maintained clean and organized files by keeping accounts payable records up-to-date
  • Directed customers to appropriate departments, answered phone calls and replied to office emails for excellent customer service
  • Restocked supplies and submitted purchase orders to maintain stock levels
  • Provided callers with address, directions, company website and related information
  • Scheduled and confirmed appointments and meetings for customers vehicle services
  • Sorted, received and distributed mail correspondence between departments and personnel
  • Provided clerical support to company employees by copying, faxing and filing documents
  • Resolved customer problems and complaints
  • Kept reception area clean and neat to give visitors positive first impression
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
  • Experience with Dealer Track and Vin Solutions programs
  • Programmed vehicle tracking devices.

Customer Service Representative

Global Processing Systems
10.2016 - 01.2018
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Responded to customer requests for products, services and company information
  • Updated account information to maintain customer records
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints
  • Educated customers about billing and payment processing procedures
  • Handled EBT merchant application approvals from USCIS.

Receptionist

Montclair Royale Assisted Living With Memory Care
06.2015 - 10.2016
  • Answered central telephone system and directed calls accordingly
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
  • Restocked supplies and submitted purchase orders to maintain stock
  • Corresponded with residents or residents family through email, telephone or postal mail
  • Screened visitors to maintain safety and security
  • Provided clerical support to company employees by copying, faxing and filing documents
  • Kept reception area clean and neat to give visitors positive first impression
  • Sorted, received and distributed mail correspondence between residents and personnel
  • Contacted housekeeping staff and maintenance department to resolve issues with residents' rooms
  • Maintained updated medical records of residents
  • Coordinated patient care assistants to residents daily activities.

Crew Member

Chipotle
01.2014 - 01.2015

● Greeted guests, took orders, assembled meals at the line, and ensured a welcoming atmosphere.

● Kept all stations, kitchen, and dining areas clean and organized.

● Trained to work at different stations (Grill, Cashier, Prep, Salsa, Expo) to support the team.

● Followed strict procedures for food handling, storage, and preparation to ensure safe and delicious food.

● Processed payments and issue receipts or refunds.

● Restocked drink stations, napkins, and utensils; clean the lobby, and tables; sweep; and manage trash.

Crew Member

Little Caesars Pizza
01.2013 - 01.2014

● Followed recipes to prepare pizzas, sides, and desserts; operated equipment for dough/sauce; stocking ingredients.

● Greeted customers, took orders accurately, handed payments, and ensured positive experiences.

● Performed daily cleaning duties such as cleaning dishes, mopping, sanitizing, taking out trash, and maintaining a tidy appearance.

● Restocked supplies, assisting with opening/closing, and learning all stations in the Pizza Pride Production System.

● Adhered to the companies policies, health regulations, and safety procedures, including specific rules for equipment use.

Education

Paralegal -

Riverside City College, CA

High School Diploma -

International Polytechnic High School, CA

Skills

  • Phone etiquette

  • Phone etiquette

  • Phone etiquette

  • Phone etiquette

  • Phone etiquette

  • Phone etiquette

Certification

NSLT- Legal Technology Certificate

Languages

Spanish
Native or Bilingual

Legal Software Programs

  • Thomas Reuters
  • Westlaw
  • Essential Forms
  • E-Legal Services
  • Rapid Legal
  • Abacus Law
  • Clio

Timeline

Legal/ Executive Assistant & Intake Specialist

Holstrom, Block & Parke, APLC
07.2023 - Current

Assisting Paralegal

EBL Law Group
09.2022 - 07.2023

Legal Assistant

Law Office Of Christopher R. Abernathy
09.2021 - 09.2022

Receptionist

The LaBrada Group
11.2020 - 09.2021

Legal Assistant

Law Offices Of Sergio J. Siderman
05.2020 - 11.2020

Receptionist/ Accounting Assistant

STG Auto Group
01.2018 - 10.2019

Customer Service Representative

Global Processing Systems
10.2016 - 01.2018

Receptionist

Montclair Royale Assisted Living With Memory Care
06.2015 - 10.2016

Crew Member

Chipotle
01.2014 - 01.2015

Crew Member

Little Caesars Pizza
01.2013 - 01.2014

High School Diploma -

International Polytechnic High School, CA

Paralegal -

Riverside City College, CA