Debra Robertson
Santa Rosa,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Resourceful and experienced worker offering expertise in customer service, travel coordination and file management. Detail-oriented team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy.
Overview
42
42
years of professional experience
Work History
Paralegal
Rodman & Associates
Santa Rosa, CA
8/1/202 - 3/17/23
- Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
Paralegal
Abbey, Weitzenberg, Warren & Emery
Santa Rosa, CA
08.2021 - 06.2022
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Prepared legal briefs, motions, and pleadings.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Edited and proofread legal documents to verify accuracy.
- Revised and finalized letters, briefs, and memos.
Paralegal
Johnston Thomas Attoreys At Law PC
Santa Rosa, CA
08.2019 - 06.2021
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Prepared legal briefs, motions, and pleadings.
- Conferred with clients and other involved parties to gather and track case information.
- Conducted detailed client intakes and entered information into company database.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Edited and proofread legal documents to verify accuracy.
- Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Executive Assistant
State Of California Board Of Psychology
Santa Rosa, CA
11.2017 - 07.2018
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Organized and coordinated conferences and monthly meetings.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Transcribed meeting minutes to support sales, business development and senior management teams.
- Used advanced software to prepare documents, reports, and presentations.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Handled confidential and sensitive information with discretion and tact.
- Took notes and dictation at meetings.
- Handled incoming and outgoing mail, email and faxes.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Admissions Officer
Empire College
Santa Rosa, CA
06.2012 - 08.2013
- Met with prospects and guardians to answer questions, discuss academics and provide tours.
- Collaborated with admissions team to determine optimal processes for reviewing applications.
- Followed up immediately when prospects reached out to quickly resolve concerns.
- Designed effective and user-friendly processes for both admissions and applicant review.
- Advised applicants on prospects for admission and strategies for meeting academic and extracurricular credentials.
- Served as primary contact for coordination of application screening and tracking, visit and interview arrangement and marketing communications.
- Collaborated with faculty, staff and students to identify and address institutional challenges.
- Coordinated and supervised academic advising activities.
CEO Marketing Director
Kristar Enterprises, Inc.
Santa Rosa, CA
03.1994 - 06.2004
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Represented organization at industry conferences and events.
- Formulated and executed strategic initiatives to improve product offerings.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Monitored key business risks and established risk management procedures.
- Oversaw divisional marketing, advertising and new product development.
- Managed financial, operational and human resources to optimize business performance.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Established and maintained strong relationships with customers, vendors and strategic partners.
Executive Assistant
Optical Coating Laboratory, Inc
Santa Rosa, CA
03.1980 - 06.1994
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Organized and coordinated conferences and monthly meetings.
- Answered high volume of phone calls and email inquiries.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Transcribed meeting minutes to support sales, business development and senior management teams.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Screened personal and business calls and directed to appropriate party.
- Wrote reports, executive summaries and newsletters.
- Updated and maintained confidential databases and records.
- Coordinated events and worked on ad hoc projects.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
- Worked with senior management to initiate new projects and assist in various processes.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Education
Specialized Associates Degree - Paralegal
06.2008
Skills
- 65 WPM typing speed
- Business writing
- Advanced MS Office Suite
- Travel accommodations
- Schedule Management
- Scheduling
- Project planning
- Conference planning
- Strategic planning
- Office management
- Office administration
- Human Resources Management (HRM)
- Travel coordination
- Administrative support
- Schedule & calendar planning
Timeline
Paralegal - Abbey, Weitzenberg, Warren & Emery
08.2021 - 06.2022
Paralegal - Johnston Thomas Attoreys At Law PC
08.2019 - 06.2021
Executive Assistant - State Of California Board Of Psychology
11.2017 - 07.2018
Admissions Officer - Empire College
06.2012 - 08.2013
CEO Marketing Director - Kristar Enterprises, Inc.
03.1994 - 06.2004
Executive Assistant - Optical Coating Laboratory, Inc
03.1980 - 06.1994
Paralegal - Rodman & Associates
8/1/202 - 3/17/23
Empire College - Specialized Associates Degree, Paralegal
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