Anna Woodall
Fort Myers,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Legal Assistant
Green Schoenfeld & Kyle
03.2021 - 07.2024
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Maintaining calendars, scheduling appointments, directing and prioritizing calls and emails.
- Clear and professional communication with clients and colleagues.
- Delivered exceptional service to clients by assisting them with routine needs like obtaining copies of pertinent records or directing them to appropriate resources when needed.
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
- Official Notary of the Public
Office Assistant/Receptionist
F.I.S.H. of SanCap
07.2018 - 02.2021
- Provide front desk reception duties including handling all phone calls
- Prepare the daily and monthly schedules
- Receive and greet visitors in a professional and warm manner
- Keep the Food Pantry and office organized
- Collect and distribute all incoming mail
- Organize and maintain filing general office filing and document systems
- Assist with data base entries
- Maintain office supply inventory and ordering
- Oversee maintenance of office equipment
- Assist with projects and activities.
Legal Assistant
Frank, Frank & Scherr, LLC
10.2016 - 05.2018
- Ability to multitask and support a team of three attorneys in elder law and estate planning - two Managing Partners, one Associate Attorney and one paralegal
- Drafting Wills, Trusts, Durable Power of Attorneys, Health Care Directives and proofreading and finalizing documents for signing
- Sending Wills to court for safekeeping and recording Deeds in Land Records
- E-Filing Petitions and Memorandums
- Strong verbal and interpersonal communication skills with the ability to interact directly with clients
- Maintain and organize files; update files with case status and information, copy, label and scan documents
- Scheduling appointments, managing of attorneys calendar
- Backup Receptionist - answer and direct phone calls to proper personnel and process mail
- Official Notary of the Public.
Office Manager
Applied Building Technologies, Inc
02.2013 - 08.2014
- Handle the office when the boss is away
- Interact with customers and outside contractors such as Whiting Turner, Denver-Elek, Horton Mechanical and Baldwin Mechanical to schedule work as well as to understand and resolve problems
- Assign work to field employees including kitchen exhaust cleaners, filter service technicians and the HVAC crew
- Write proposals for HVAC projects that are submitted to potential customers
- Compose bid letters to generate new business
- Creates any needed data in the form of letters or proposals or reports
- Answers incoming calls and reviews emails and responds accordingly
- Assists in the hiring process of new employees - application, scheduling interview, reference checks and completing the new hire employee process
- Assisting with payroll and accounts receivable
- Assuring work van documentations are up to date
- Assuring all licenses and certifications for the company are up-to-date
- Accomplishments: Kept a busy office running smoothly
- Revamped the scheduling system to ensure that missed customers were back on the schedule
- Reduced the amount of job cancellations
- Improved communication between management and employees
- Built a great relationship with customers and contractors.
Paralegal
Law Offices of Peter Angelos
01.2011 - 01.2011
- Inputting Client Information and Preparing Asbestos checks for mailing
Paralegal
Covahey, Boozer, Devan & Dore, P.A
01.2011 - 01.2011
- Responsible for inputting information into the system regarding Bankruptcy client
Paralegal/Administrative Assistant
Law Offices of Nomiki B. Wetzel & Associates
01.2007 - 01.2009
- Responsible for the administration of Estates - Probate process from the initial filing through the final accounting
- Reviewed and analyzed will and trust provisions
- Drafted Petition for Probate and supporting documents
- Prepared and maintained a calendar system
- Notified heirs devisees and creditors of probate processing
- Published Notice of Petition to Administer
- Drafted correspondence, and reviewed decedent's records
- Assisted personal representative and/or client in collecting other death benefits such as insurance, and social security benefits
- Arranged for bond, collected information and assets for preparation of inventory and appraisal, determined titling of assets, verified cash and bank balances at date of death, obtained Federal Tax ID number, evaluated assets
- Maintained financial records of estate and drafted inventory and appraisal list
- Drafted accountings for probate and trust
- Prepared and filed probate documents in administration of estate
- Drafted petitions and Orders for Partial Distribution and Petition for Final Distribution and supporting documents
- Initial verbal and written communication with clients, appointment scheduling and management of attorneys calendar, maintained employees schedules, dictation, filing, answered phones, etc
- Updated law books and registered Wills with the court and Notarized.
Education
Associates in Paralegal - Paralegal
Institute of Paralegal Studies
03.2009
Secretarial and Business -
Villa Julie College
01.1987
Business -
Essex Community College
01.1985
Towson State University
01.1983
Skills
- Administrative Experience
- Receptionist/Front Desk
- Outlook
- Time Matters
- Worldox
- Microsoft Office
- Proofreading
- Verbal Communication
- Dedicated Team Player
- Resourceful
- Prioritizing Work
- Appointment Scheduling
- File Maintenance
Certification
Paralegal Certificate
Workauthorization
Authorized to work in the US for any employer
Assessments
- Written communication, Proficient, 05/01/18
- Scheduling, Proficient, 05/01/18
Personal Information
Title: Office Assistant/Receptionist
Languages
Greek
Native or Bilingual
Timeline
Legal Assistant
Green Schoenfeld & Kyle
03.2021 - 07.2024
Office Assistant/Receptionist
F.I.S.H. of SanCap
07.2018 - 02.2021
Legal Assistant
Frank, Frank & Scherr, LLC
10.2016 - 05.2018
Office Manager
Applied Building Technologies, Inc
02.2013 - 08.2014
Paralegal
Law Offices of Peter Angelos
01.2011 - 01.2011
Paralegal
Covahey, Boozer, Devan & Dore, P.A
01.2011 - 01.2011
Paralegal/Administrative Assistant
Law Offices of Nomiki B. Wetzel & Associates
01.2007 - 01.2009
Associates in Paralegal - Paralegal
Institute of Paralegal Studies
Secretarial and Business -
Villa Julie College
Business -
Essex Community College
Towson State University
Paralegal Certificate
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