CHARLOTTE WELCH
Kennewick,WA
Summary
Dynamic and adept professional with a strong background in financial assistance, legal support, and care coordination. Highly skilled in legal research, case management, and delivering exceptional client service. Demonstrates expertise in providing administrative support, managing financial investments, and preparing legal documents. Proven ability to excel in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Client Financial Assistant
Stifle Nicholaus
12.2024 - Current
- Reconciled statements and accounts and resolved variances.
- Created client profiles and managed classified documents.
- Supported clients needs by providing timely responses to inquiries regarding account status or transactions processed.
- Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
- Ensured compliance with relevant regulations through diligent filings and document processing practices and attention to detail.
Legal Assistant
Coke Roth Law
11.2019 - 08.2024
- Answered phones and provided customer service to clients regarding their inquiries or concerns
- Maintained confidential client files and other sensitive information with discretion and professionalism
- Provided administrative support to attorneys in a fast-paced legal environment, including filing and organizing documents, drafting correspondence, scheduling appointments, and managing calendars
Care Coordinator
Home Care Solutions
02.2017 - 11.2019
- Identified potential barriers that could impede successful outcomes for clients and developed strategies to mitigate them
- Organized and managed caseloads to ensure timely completion of goals and objectives
- Engaged in advocacy efforts on behalf of clients whenever necessary
- Assisted clients in navigating the healthcare system by providing referrals for needed medical services
Education
Richland High School
Richland, WASkills
- Legal Document Preparation
- Administrative Support
- Scheduling/Planning
- Document filing
- Client service and support
- Writing and editing
- Calendar Management
- Office Management
- Exceptional telephone etiquette
- Legal Research
- Case Management
- Microsoft Office
- Data Management
- Risk Management
- Legal research and writing
Timeline
Client Financial Assistant
Stifle Nicholaus
12.2024 - Current
Legal Assistant
Coke Roth Law
11.2019 - 08.2024
Care Coordinator
Home Care Solutions
02.2017 - 11.2019
Richland High School
Similar Profiles
Autumn ClendenenAutumn Clendenen
Georgies Bar and Grill at Nicholaus HooverGeorgies Bar and Grill at Nicholaus Hoover
Aminiasi YasaAminiasi Yasa
Carpenter Labourer at Nicholaus ConstructionsCarpenter Labourer at Nicholaus Constructions
Gina SchrankGina Schrank
Long-Term Substitute Teacher – 3rd Grade at Sunset View ElementaryLong-Term Substitute Teacher – 3rd Grade at Sunset View Elementary