Holly Martin
Lomita,CA
Summary
Seeking to obtain a position with a strong, stable company with a challenging environment that will allow my professional growth while utilizing my skills, training, and experience.
Overview
18
18
years of professional experience
Work History
Legal Assistant/Probate Assistant
Robert H. Palmer Law Office
Torrance, CA
10.2017 - Current
- This is an Estate Planning Firm, I assist in all matters from answering phones to reviewing, scanning documents and preparing all Legal documents which include, Trusts, Wills, Health Care Directives and Power of Attorneys
- I draft all Probate Documents, sign with Clients, E-file with Greenfiling and take all credit cards through Lawpay.
ADMINISTRATIVE CLERICAL ASSISTANT
Andrew Meinzer Law Office
Torrance, CA
09.2015 - 10.2017
- Maintain attorney calendars
- Prepare routine probate forms and other simple court documents
- Draft and finalize correspondence and other documents
- Pick up and distribute office mail
- Process incoming and outgoing mail
- Open, maintain and close client files, per Firm procedure
- General administrative duties, such as filing, scanning, copying, faxing, etc
- Data entry
- Interact with clients, and related parties via telephone and e-mail
- Coordinate office maintenance and physical operation of a small office and other duties assigned.
ADMINISTRATIVE ASSISTANT/RESEARCHER
IRC, Inc
Torrance, CA
06.2006 - 04.2015
- Performed accounts payable and accounts receivable duties
- Obtained revenue and paid invoices by verifying and completing payable and receivable transactions
- Resolved account discrepancies by investigating circumstances for non-payment, negotiated and resolved conflict and billing disputes, applied client payments and credits for services, processed credit card payments, notified clients of insufficient payments and performed collection activities
- Prepared check payments for bank deposits and made daily bank deposits
- Performed payroll duties, purchased office supplies, obtained criminal records from county courthouse, checked post office box daily, any other miscellaneous duties.
Education
Online in Business Organizing -
IAP Career College
08.2023
Skills
- Westlaw
- Legal research
- Legal Drafting
- Administrative Experience
- Clerical experience
- Microsoft Outlook
- Organizational skills
- Smokeball - 6 years
- Proofreading
- Adobe Acrobat
- Computer skills
- Conflict Management
- Microsoft Word
Timeline
Legal Assistant/Probate Assistant
Robert H. Palmer Law Office
10.2017 - Current
ADMINISTRATIVE CLERICAL ASSISTANT
Andrew Meinzer Law Office
09.2015 - 10.2017
ADMINISTRATIVE ASSISTANT/RESEARCHER
IRC, Inc
06.2006 - 04.2015
Online in Business Organizing -
IAP Career College
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