Donna Lehman
Birdsboro,PA
Summary
A legal professional with 20 years' experience in Executive Administrative Assistant and Paralegal positions. Having been tasked with providing excellent communicating skills, along with managerial abilities to support to all staff along with direct contact with the Managing Attorney, clients and associated court professionals.
Overview
18
18
years of professional experience
Work History
Office Manager, Billing Manager, Paralegal
Pile Law Firm
08.2017 - Current
- Handle sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provide exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintain accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conduct regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Coordinate office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamline office operations by implementing efficient filing systems and organizational strategies.
- Assist with conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Serve as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Manage vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Support department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Oversee facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Reduce costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Manage scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Streamline mail and processing, reducing turnaround time for client inquiries and requests.
- Handle sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Enhance office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Provide comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Reduce overhead costs significantly through negotiation of vendor contracts for office supplies and services.
- Facilitated smooth office relocations by meticulously planning and coordinating all aspects of move.
- Maintain positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintain professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Review billing problems, researched issues, and resolved concerns.
- Manage monthly billing process to complete billings and returns to meet company revenue recognition policies.
- Reduce errors and discrepancies in invoicing by closely monitoring billing data and conducting regular audits.
- Implemented policies that improved accounts receivable collections, resulting in reduced outstanding balances and increased cash flow.
- Work with clients to develop payment plans and bring accounts current.
- Review contracts for accuracy before finalization, ensuring that all agreed-upon terms were documented correctly per customer negotiations.
- Improve transparency with clients through development of clear, concise billing statements, reducing inquiries and increasing customer satisfaction.
- Reduce attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Manage scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Enhance case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Edit and proofread legal documents to verify accuracy.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Contribute to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Communicate with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Maintain and update organized client contact information to keep in touch with clients and provide updates on cases.
- Assist attorneys with preparation for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Ensure compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
- Facilitate timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
- Confer with clients and other involved parties to gather and track case information.
- Conduct detailed client intakes and entered information into company database.
- Improve client trust and satisfaction, providing comprehensive support and updates throughout case progression.
- Revise and finalized letters, briefs, and memos.
- Collaborate with attorneys to develop strategies for each case.
- Review, edit, and proofread litigation documents for proper grammar, spelling and punctuation.
- Contact witnesses to testify under oath at court hearings.
- Conduct background investigations on defendant.
- Prepared various exhibits for attorneys for legal resolutions.
- Reviewed Deed of Trust, Title Commitment, and prior bankruptcies documents.
Executive Assistant
Friends Life Care Partners
01.2017 - 06.2017
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Answered high volume of phone calls and email inquiries.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Managed complex calendars for senior executives to facilitate efficient scheduling and meeting planning.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Screened personal and business calls and directed to appropriate party.
- Wrote reports, executive summaries and newsletters.
- Updated and maintained confidential databases and records.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Filed paperwork and organized computer-based information.
Administrative Assistant
KS/MST
06.2011 - 10.2016
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Maintained inventory of office supplies and placed orders.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Developed filing system for historical documents, preserving important company records and improving access to information.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Administrative Assistant
Bucks County Drug and Alcohol Commission
04.2007 - 06.2011
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Lead support for front office.
- Administrative work which includes typing and processing of letters, reports, contracts and forms.
- Managing daily work assignments and prioritizing work as necessary.
- Lead for all board responsibilities, including attendance at evening board meetings.
- Liaison with service representatives for maintenance of equipment (copier, fax, postage equipment, etc.)
- Responsible for ordering and maintaining inventory of supplies.
- Lead for mail distribution
- Lead for processing daily checks and/or currency received.
- Lead for opening and closing the office.
- Maintain current and retired files according to procedure.
- Lead for scheduling.
Education
High School Diploma -
Hatboro-Horsham High School
Horsham, PA06-1999
Skills
- Preparation in Estate Planning Documentation
- Proficient in Estate Administration Process
- Proficient in Guardianship Proceedings
- Proficient in Long Term Care Planning (Medicaid)
- Billing (Accounts Payable, Accounts Receivable, Collections)
- Scheduling and calendar management
- Mail handling
- Training and coaching
- Meeting planning
- Senior leadership support
- Vendor engagement and management
- Regulatory Compliance
- Problem-solving abilities
- Reliability
- Professionalism
- Time management abilities
- Performance Management
- Supply Chain Management
- Communication Skills
- Reporting and documenting
Notary Public: Commonwealth of Pennsylvania
Commission expires September 13, 2027
Timeline
Office Manager, Billing Manager, Paralegal
Pile Law Firm
08.2017 - Current
Executive Assistant
Friends Life Care Partners
01.2017 - 06.2017
Administrative Assistant
KS/MST
06.2011 - 10.2016
Administrative Assistant
Bucks County Drug and Alcohol Commission
04.2007 - 06.2011
High School Diploma -
Hatboro-Horsham High School
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