Brooke Welter

Managing schedules, coordinating meetings, and communicating effectively with colleagues and outside counsel; Drafting and proofreading documents; Providing support to legal department colleagues; Managing multiple department email inboxes; Receiving and routing phone calls; Managing all invoice processing and maintaining detailed tracking for budget planning and analysis; and ensuring all necessary documents are uploaded and sent through DocuSign for timely signatures.

Providing daily support to a busy transactional and business law, and estate planning attorney. Duties include: drafting, proofing, and editing legal documents; using Microsoft Office Outlook, Word, and Excel on a daily basis; organizing and prioritizing numerous tasks and completing them under time constraints; scheduling and reserving conference rooms for client meetings; identifying and organizing documents for closings of complex business purchases, sales, and/or merger transactions; preparing initial and final checklists and managing formatting for uniformity and consistency across documents; assist with tax representation matters including filling IRS forms, tabulating and/or summarizing tax transcript information, and preparing initial drafts of letters; and handle special assignments as required.

Also assist in bookkeeping activities for internal accounting department by entering daily receipts in client management software and conducting weekly reconciliations of operating and trust accounts in Quickbooks.

Responsible for all payroll duties for 25+ employees; overseeing and reconciling 8 bank accounts using Quickbooks; assisting with the yearly budget and financial reports; responsible for preschool billing, invoicing, applying payments, and making deposits.

Auditing annual and final settlements up to multi-million dollar estates; clerking in the courtroom for all case types and multiple judges; and assisting attorneys and pro se litigants with questions about probate/family law procedures and forms.