Summary
Work History
Education
Skills
Timeline
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Heather Daniels

Heather Daniels

Legal Assistant
Phoenix,AZ

Summary

Ambitious Legal Assistant driven to provide exceptional administrative support and customer service. Strengths include legal research, time management and trial preparation. Clear knowledge of court processes and legal proceedings.

Work History

Independent Personal Trainer

Beyond Bodyz Fitness
Phoenix, AZ
03.1998 - Current
  • Developed, planned and led personal and group fitness sessions as well as well-known specialty fitness programs.
  • Designed specific workout systems for individual clients based on performance ability.
  • Screened clients and performed client assessments.
  • Created inspirational physical training initiatives to foster healthy lifestyle decisions.
  • Educated customers on preventative care, nutrition, fitness, stress management and ergonomics.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Maintained and processed invoices, deposits and money logs.
  • Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.

Paralegal & Office Manager

Matheson & Matheson, PLC
Scottsdale, AZ
2008.01 - 2012.04
  • Report directly to two attorneys; direct contact/interviewing of clients, intake, interviewing and draft complaints, draft answers, perform legal research; subpoena documents; draft correspondence to clients; prepare trial notebooks; and organize and summarize medical records.
  • Created highly researched and articulate legal paperwork such as pleadings, contracts and briefs.
  • Coordinated trial exhibits by organizing materials, writing documentation and preparing digital materials and displays.
  • Created weekly, monthly and quarterly expense reports
  • Managed payment agreements with vendors for office supplies and technology specialists.
  • Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Quickbooks software.

Executive Sales Assistant

Real World Sales Management
Phoenix, AZ
01.2005 - 04.2008
  • Primary responsibilities include extensive client contact, perform real estate legal research, real estate transactions, secretarial duties, accounts payable, accounts receivable, data entry and customer service.
  • Provide support and manage investor relationships for this real estate management company.

Education

AA - PARALEGAL STUDIES

EVEREST COLLEGE

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GRANT CARDONE SALES UNIVERSITY

Skills

    Account Administration

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Timeline

Paralegal & Office Manager

Matheson & Matheson, PLC
2008.01 - 2012.04

Executive Sales Assistant

Real World Sales Management
01.2005 - 04.2008

Independent Personal Trainer

Beyond Bodyz Fitness
03.1998 - Current

AA - PARALEGAL STUDIES

EVEREST COLLEGE

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GRANT CARDONE SALES UNIVERSITY
Heather DanielsLegal Assistant