Jocelyn Williams
Memphis,TN
Summary
Dedicated professional with strong business acumen in legal and banking environments. Experienced in managing office procedures, enhancing accuracy, and contributing to financial integrity through effective expense tracking and communicative spirit. My expertise in analytical thinking and cost control has led to improved operational efficiency and higher internal and external customer satisfaction. Meticulous, conscientious and methodical in approach. Also brings positive attitude and commitment to continuous learning and growth. I am pursuing a full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and confilct resolution.
Overview
5
5
years of professional experience
Work History
Legal Assistant
Dinkelspiel Rasmussen & Mink PLLC
2023.07 - Current
- Managed scheduling and communication for attorneys, ensuring seamless workflow and timely client interactions.
- Prepared legal documents and correspondence, enhancing accuracy and adherence to deadlines.
- Assisted in billing processes by tracking expenses and preparing invoices for client accounts.
- Trained new staff on office procedures, fostering a collaborative work environment and knowledge sharing.
- Provided essential administrative support during depositions, maintaining accurate records while ensuring a smooth process for all involved.
- Organized case files and maintained document management systems, streamlining access to critical information.
- Implemented office supply inventory management procedures, reducing costs through careful tracking.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Monitored office budgets and expenses, contributing to financial accuracy and operational efficiency.
- Safeguarded company information by maintaining strict confidentiality protocols and ensuring secure document storage practices.
- Facilitated smooth operations by maintaining updated inventory records, anticipating supply needs, and placing timely orders for essential materials.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Supported HR activities, facilitating hiring process by scheduling interviews and liaising with candidates.
- Collaborated with cross-functional teams to streamline project delivery and improve service quality.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Managed vendor communications to ensure timely payments.
- Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Managed a high volume of cases simultaneously, prioritizing tasks effectively to meet deadlines consistently.
- Collaborated with legal teams to prepare cases for court proceedings when necessary.
- Reviewed contracts thoroughly before initiating collections activities to ensure understanding of terms and conditions applicable to each unique situation.
Universal Banker/Vault Teller
Indepedent Bank
2021.08 - 2023.07
- Managed cash flow, balancing tills accurately at the beginning and end of shifts.
- Replenished ATM funds in empty canisters prior to validation process.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
- Collaborated with management to develop strategies for promoting bank services and products.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Collaborated with cross-functional teams to ensure seamless execution of banking services.
- Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
- Reconciled vault cash against transaction records to maintain financial integrity.
- Managed high volumes of cash movement accurately, supporting the ongoing operation of the branch effectively.
- Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Education
Bachelor of Science - Business Administration And General Finance
Lemoyne-Owen College
Memphis, TN2020-05
Skills
- Cost control
- Relationship management
- Analytical thinking
- Documentation and reporting
- Conflict Resolution
- Cross-functional collaboration
- MS office suite
- Data analysis
- Stakeholder communication
- Database management
- Account reconciliation
- Invoicing proficiency
- Research and due diligence
- Cash management expertise
- Regulatory compliance awareness
- Internal controls implementation
- Cashflow processes
- Electronic banking systems
- Foundational Excel knowledge
Timeline
Legal Assistant
Dinkelspiel Rasmussen & Mink PLLC
2023.07 - Current
Universal Banker/Vault Teller
Indepedent Bank
2021.08 - 2023.07
Bachelor of Science - Business Administration And General Finance
Lemoyne-Owen College