Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Notary Public
Timeline
Generic

Jeffrey Johnson

San Francisco,CA

Summary

Highly skilled executive assistant, paralegal, legal secretary, administrative assistant, writer and editor with strong attention to detail. California Notary Public Commission #2426032; Commission expires 11/09/2026. Qualified paralegal pursuant to California Business and Professions Code 6450(c)(4). Strong executive assistant skills supporting high-level executives, including managing legal calendar, monitoring emails, arranging travel, managing expenses, arranging meetings, acting as liaison, preparing documents, reviewing and summarizing documents and document management and retention. Senior paralegal with mastery of litigation tracking, corporate governance due diligence, legal research and data analysis with special emphasis on entity formation and annual filings. Advanced knowledge of Probate and Estate Planning, Corporate Business, Civil Litigation, Corporate Litigation and Family Law, including complete knowledge of filing and e-filing, service, and notice requirements, as well as timeliness and proper execution of all Court-filed documents and non-Court-filed documents (such as meet and confer letters, discovery, notices, memoranda, etc.). Advanced knowledge of Probate Code, Family Law Code, Local Court Rules, IRS Rules, Evidence Code, and CCP. Advanced ability preparing, filing, and serving California Judicial Council Forms. Excellent verbal and written communication skills, including complete knowledge of the Chicago Manual of Style and AP Style and Libel Manual, as well as a keen eye for excellent proofreading and copy editing. Strong math and accounting skills with ability to prepare accounting schedules required for submission to the Probate Court during Court-approved conservatorships, estates and trust administration, as well as billing and invoicing processes and attorney/paralegal timekeeping.

Knowledgeable administrative assistant with proven track record in representing and promoting organizational objectives. Successfully forged strong relationships with diverse stakeholders, enhancing brand visibility and credibility. Demonstrated expertise in communication and diplomacy to foster positive engagements.

Experienced with diplomatic representation and advocacy. Utilizes advanced communication techniques to build and sustain relationships. Track record of leveraging interpersonal skills to achieve organizational goals. Knowledgeable administrative assistant with proven track record in representing and promoting organizational objectives. Successfully forged strong relationships with diverse stakeholders, enhancing brand visibility and credibility. Demonstrated expertise in communication and diplomacy to foster positive engagements. Charismatic administrative and executive assistant with strong history of success in building relationships, promoting brands and representing organizations in different settings. Knowledgeable about target audience and communicates key messaging effectively. Committed to driving brand awareness and achieving organizational goals.

Overview

37
37
years of professional experience
1
1
Certification

Work History

Event Staff, Security Staff, Ambassador, Assistant, Paralegal

1099 Independent Contractor
11.2023 - Current
  • Palace of Fine Arts Theater – Security Guard, Usher, Door Guard and Ticket Taker
  • Oasis Bar and Nightclub – Security Guard
  • 111 Minna Gallery – Security Guard
  • Kinetic Events – Event Staff - (various roles)
  • Valerie H. Lee – Personal Assistant - (as needed basis; approximately 8 hours per week)
  • Freelance Estate Planning Paralegal – Prepare Estate Plans for clients - (as needed basis; approximately one full estate plan for one client per month)
  • Caribou Public Relations - Ambassador for SFMTA (MUNI) - post signs and provide wayfinding during route closures - (contract ended 09/2024)
  • Promoted good customer relations and premier customer satisfaction by demonstrating friendly demeanor and can-do attitude.
  • Greeted customers and clients to create welcoming atmosphere.
  • Engaged guests in conversation to offer hospitality, aid in service recovery and engender trust.

Executive Legal Assistant to General Counsel

Immobiliare Management LLC (Private Family Office)
07.2022 - 11.2023
  • Executive legal assistant directly supporting the General Counsel and additional lawyers on the legal team
  • Duties included management of the General Counsel's personal and legal calendar and Legal Department general calendar, arranging meetings and sending out Zoom invitations, gathering information for General Counsel in preparation of meetings, managing legal contacts, monitoring General Counsel's email, document retention and reorganization for entire family office, preparing weekly reports summarizing legal projects, entity formation and corporate governance, arranging travel, preparing expense reports, preparing and updating organization charts and spreadsheets for various entities, including national and international real estate holdings, maritime, aviation, art and collectibles, automotive, philanthropy and nonprofits, and business and tax management entities, managing and preparing DocuSign documents, preparing UWCs, preparing PSAs, legal research, and all other aspects required in the support of a high-level executive and her team

Executive Personal Assistant

Valerie H. Lee
01.2022 - 07.2022
  • Executive personal assistant to multimillion dollar San Francisco real estate developer
  • Assist in all aspects of principal's personal, financial and business affairs

Paralegal - Estate Planning

Freelance Estate Planning Paralegal
04.2020 - 12.2021
  • Prepare estate planning documents including Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives and Grant Deeds; advise clients regarding their estate planning needs

Legal Assistant – Insurance Defense Litigation

Winet, Patrick, Gayer, Creighton & Hanes
11.2019 - 02.2020
  • Legal assistant and legal secretary for one principal partner, two associates, and one senior paralegal
  • Duties included preparing and revising various insurance defense legal documents and correspondence, managing the extensive legal calendar and preparing documents for attorney review prior to court hearings and court filing deadlines, setting depositions and service of subpoenas, reviewing and responding to discovery requests and responses, preparing expense reports, managing accounts payable for various vendors and courts, creating and updating Excel litigation tracking spreadsheets, client interfacing, preparing legal summaries, arranging travel, proofreading and editing documents, and all other aspects required in the support of a small insurance defense litigation team

Legal Secretary – Corporate Business, Litigation and Estate Planning

Sideman & Bancroft LLP
02.2018 - 03.2019
  • Legal secretary for three principal partners, three associates, and two senior paralegals
  • Duties included management of attorneys' legal calendars, researching, preparing and updating various legal documents, memoranda and correspondence, preparing and updating LLC entity documents and binders, investigating copyright infringement matters and preparing summaries for lawyer review, preparing expense reports, arranging meetings and travel, keeping lawyers on track with court and other statutory deadlines, client interfacing, proofreading and editing documents, managing proper document retention, and all other general secretarial duties required in support of busy high-level executives in a mid-sized law firm

Legal Assistant – Estate Planning

Friedman McCubbin Law Group LLP
09.2014 - 06.2017
  • Legal assistant and legal secretary for two principal partners
  • Duties included general secretarial and paralegal support to attorneys, management of attorneys' calendars, setting and preparing attorneys for client meetings and court appearances, preparing and revising all estate planning documents for attorney review, document retention and management, preparing expense reports, creating various estate planning and detailed tax tracking reports and spreadsheets, client interfacing, accounts payable and accounts receivable duties, arranging travel, extensive amount of notarial services, acting as back-up receptionist, extensive audio transcription for attorneys, proofreading and editing documents, and all other general secretarial and legal assistant duties required in support of high-level executives in a small law firm

Legal Assistant – Estate Planning

Springs & Associates
11.2012 - 07.2014
  • Legal assistant and legal secretary for principal partner
  • Duties included general secretarial and paralegal support to principal partner and one associate attorney, management of attorneys' calendars, setting and preparing attorneys for client meetings and court appearances, preparing and revising all estate planning documents for attorney review, document retention and management, preparing expense reports, creating various estate planning and detailed tax tracking reports and spreadsheets, client interfacing, accounts payable and accounts receivable duties, arranging travel, extensive amount of notarial services, acting as principal receptionist, extensive audio transcription for attorneys, proofreading and editing documents, and all other general secretarial and legal assistant duties required in support of high-level executives in a small law firm

Administrative and Legal Assistant

The Utility Reform Network
08.2011 - 10.2012
  • Administrative and legal assistant for nine attorneys fighting for reform among utility companies in California with the California Public Utilities Commission
  • Duties included preparing Excel spreadsheets and reports for attorney review, document retention and management, data entry, managing company calendar and tracking and providing updates on each attorney's projects during weekly review meetings, arranging meetings and travel, ordering and maintaining office supplies, front-desk reception, overseeing mass funding outreach mailings, processing incoming donations, electronically filing documents at CPUC including entering attorney time and consultant time and verifying invoices, providing assistance to consumers, writing monthly editorials for company newsletter, preparing exhibit lists and tables of authorities, managing and formatting weekly calendar of filings at CPUC, staying up to date and informing attorneys regarding changing procedures and rules at CPUC, updating and maintaining relevant library research materials, and general office support

Estate Planning, Probate and Civil Litigation Paralegal

Law Offices of Michael Blacksburg
06.2010 - 06.2011
  • Paralegal and legal secretary for one principal attorney
  • Duties included management of principal attorney's calendar, front-desk reception, preparing estate planning, probate (conservatorships, guardianships, estates, and trusts), and civil litigation documents, funding and administering trusts, meeting with clients and preparing client intake documents, preparing, serving and filling judicial council court forms, preparing discovery requests and responses, reviewing and summarizing discovery responses for attorney review, accounts payable and accounts receivable duties, legal research, maintaining and updating firm's website, and general office maintenance and support

Probate Accountant

Martin Harris Accounting Services
09.2009 - 06.2010
  • Probate accountant for one principal accountant
  • Duties included preparing accounting schedules for professional and non-professional fiduciaries of conservatorships, estates, and trusts for submission to Probate Court

Proofreader and Copy Editor

Jeitu Translation Services
11.2006 - 08.2009
  • Proofreader and copy editor for one principal translator
  • Duties included proofreading and editing various styles of Japanese to English translations for various organizations in Japan (telecommute from home in San Francisco, California)

Writer, Proofreader and Copy Editor

Marketing Designs, Inc.
03.2006 - 11.2006
  • Writer, proofreader and copy editor for high-end real estate marketing company
  • Duties included writing, proofreading and editing original copy for high-end real estate marketing materials through a close collaboration with graphic designers and clients

Family Law Paralegal

Law Offices of Robert Sanders
08.2003 - 02.2006
  • Paralegal for one principal attorney
  • Duties included preparing judicial council forms and pleadings related to family law, preparing discovery requests and responses and review of same, extensive audio transcription, management of attorney's legal calendar, document management and retention, meeting with clients and preparing client intake documents for attorney review, setting depositions and serving subpoenas, legal research, and all other general secretarial and office management duties required to support a high-level family law solo practitioner

Probate Law Paralegal

Witherspoon & Siracusa
07.1998 - 08.2003
  • Paralegal for two partners and one associate attorney in small probate law firm
  • Duties included managing my own caseload as assigned by the attorneys and being involved in all aspects of administering probate conservatorships, guardianships, estates, and trusts, from beginning of process to final distribution, such as extensive calendar management and daily contact with professional fiduciaries and probate courts in various counties in the state of California, preparing, filing, and serving judicial council forms and pleadings, preparing probate accountings for court approval, reviewing and recording documents, drafting correspondence and memoranda, daily review meetings with attorneys, and all other general secretarial and paralegal duties required to properly support a busy small probate law office

Senior Trial Litigation Paralegal

Buchalter, Nemer, Fields & Younger
11.1989 - 06.1998
  • Senior trial litigation paralegal for three partners and four associate attorneys
  • Duties included preparing cases for trial including sitting at counsel table and performing computer searches and assisting attorney in real time during trials, drafting discovery responses and requests and reviewing same, preparing trial theme documents, summarizing depositions, preparing judicial council court forms and pleadings and serving and filing same, management of legal calendar, legal research, including compiling complete legislative history of the Trust Indenture Act of 1939, interviewing witnesses and experts and preparing summaries of same, setting up and maintaining various litigation and trial tracking databases, reviewing and coding documents, supervising trial support team, data entry, filing and data management and all other general secretarial and paralegal duties required to successfully support busy high-level executives in a large litigation law firm

Purchasing Manager, Advertising Coordinator

Energy Sales, Inc.
10.1987 - 11.1989
  • Purchasing manager and advertising coordinator for a value-added battery distributorship
  • Duties included purchasing and expediting all materials for a multimillion dollar value-added battery distributorship, including maintaining base inventory, forecasting future inventory requirements and negotiating vendor contracts, specifying and designing trade advertising for trade papers and trade shows, including attendance at trade shows, acting as inside and outside salesperson and providing technical support when needed

Education

Bachelor of Arts - English

San Jose State University
San Jose, CA
06.1986

Some College (No Degree) - Department of English

University of California, Santa Barbara
Santa Barbara, CA

Skills

  • Executive assistant
  • Paralegal
  • Legal secretary
  • Administrative assistant
  • Writer
  • Editor
  • Attention to detail
  • Managing legal calendar
  • Monitoring emails
  • Arranging travel
  • Managing expenses
  • Arranging meetings
  • Acting as liaison
  • Preparing documents
  • Reviewing documents
  • Summarizing documents
  • Document management
  • Litigation tracking
  • Corporate governance due diligence
  • Legal research
  • Data analysis
  • Entity formation
  • Annual filings
  • Probate and Estate Planning
  • Corporate Business
  • Civil Litigation
  • Corporate Litigation
  • Family Law
  • Filing
  • E-filing
  • Service requirements
  • Notice requirements
  • Timeliness
  • Proper execution of Court-filed documents
  • Preparing California Judicial Council Forms
  • Verbal communication
  • Written communication
  • Chicago Manual of Style
  • AP Style
  • Libel Manual
  • Proofreading
  • Copy editing
  • Math skills
  • Accounting skills
  • Preparing accounting schedules
  • Billing processes
  • Invoicing processes
  • Timekeeping
  • Customer engagement
  • Brand awareness
  • Customer service
  • Problem-solving
  • Excellent communication
  • Community relations
  • Research and analysis
  • Protocol adherence
  • Multitasking
  • Decision-making
  • Team development
  • Communication management
  • Data entry
  • Task prioritization
  • Digital communications
  • Research proficiency
  • Information gathering and analysis
  • Report writing
  • Internal communications
  • Strategy development
  • Technical issue troubleshooting
  • Project management
  • Corporate communications
  • Presentation materials
  • Business correspondence
  • Google analytics
  • Contact database management
  • Time management
  • Schedule coordination
  • Teamwork and collaboration
  • Problem-solving abilities
  • Reliability
  • Organizational skills

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved [Result] by completing [Task] with accuracy and efficiency.
  • Documented and resolved [Issue] which led to [Results].
  • Collaborated with team of [Number] in the development of [Project name].

Certification

Qualified Paralegal pursuant to California Business and Professions Code 6450(c)(4)

Notary Public

California Notary Public Commission #2426032. Commission expires 11/09/2026

Timeline

Event Staff, Security Staff, Ambassador, Assistant, Paralegal

1099 Independent Contractor
11.2023 - Current

Executive Legal Assistant to General Counsel

Immobiliare Management LLC (Private Family Office)
07.2022 - 11.2023

Executive Personal Assistant

Valerie H. Lee
01.2022 - 07.2022

Paralegal - Estate Planning

Freelance Estate Planning Paralegal
04.2020 - 12.2021

Legal Assistant – Insurance Defense Litigation

Winet, Patrick, Gayer, Creighton & Hanes
11.2019 - 02.2020

Legal Secretary – Corporate Business, Litigation and Estate Planning

Sideman & Bancroft LLP
02.2018 - 03.2019

Legal Assistant – Estate Planning

Friedman McCubbin Law Group LLP
09.2014 - 06.2017

Legal Assistant – Estate Planning

Springs & Associates
11.2012 - 07.2014

Administrative and Legal Assistant

The Utility Reform Network
08.2011 - 10.2012

Estate Planning, Probate and Civil Litigation Paralegal

Law Offices of Michael Blacksburg
06.2010 - 06.2011

Probate Accountant

Martin Harris Accounting Services
09.2009 - 06.2010

Proofreader and Copy Editor

Jeitu Translation Services
11.2006 - 08.2009

Writer, Proofreader and Copy Editor

Marketing Designs, Inc.
03.2006 - 11.2006

Family Law Paralegal

Law Offices of Robert Sanders
08.2003 - 02.2006

Probate Law Paralegal

Witherspoon & Siracusa
07.1998 - 08.2003

Senior Trial Litigation Paralegal

Buchalter, Nemer, Fields & Younger
11.1989 - 06.1998

Purchasing Manager, Advertising Coordinator

Energy Sales, Inc.
10.1987 - 11.1989
Qualified Paralegal pursuant to California Business and Professions Code 6450(c)(4)

Bachelor of Arts - English

San Jose State University

Some College (No Degree) - Department of English

University of California, Santa Barbara
Jeffrey Johnson