Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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JOLEEN LEONARD

JOLEEN LEONARD

Dana Point,CA

Summary

Executive Assistant with over 20 years of experience in legal environments, adept at coordinating complex travel and managing dynamic schedules to enhance operational efficiency. Demonstrates exceptional skills in communication, attention to detail, and project coordination, supporting successful outcomes in high-pressure settings. Passionate about fostering strong relationships and streamlining processes to drive productivity and innovation.

Overview

20
20
years of professional experience

Work History

Paralegal

Neale & Fhima, APC
01.2018 - 01.2021
  • Drafted legal documents and coordinated complex travel, ensuring seamless operations
  • Managed attorney schedules and communications, enhancing efficiency and client relations
  • Conducted legal research and e-filing, supporting successful case outcomes
  • Prepared trial materials, contributing to effective litigation strategies
  • Facilitated billing and administrative tasks, optimizing firm productivity
  • Utilized Microsoft Office Suite
  • Assisted attorneys in trial preparation, resulting in favorable outcomes
  • Developed efficient case management system, enhancing team productivity
  • Meticulously prepared legal documents, ensuring accuracy and compliance
  • Maintained comprehensive client records, facilitating swift information retrieval
  • Coordinated with legal team on high-profile cases
  • Liaised between clients and attorneys, fostering strong relationships and clear communication
  • Implemented new legal software, modernizing firm operations
  • Pioneered digital filing system, significantly improving document accessibility and security
  • Streamlined case management processes, enhancing team efficiency and reducing turnaround times for legal document preparation and filing

Paralegal - Executive Assistant

Law Office of Lyle Horton
Palm Desert, CA
01.2003 - 01.2018
  • Managed intricate booking logistics for domestic and international trips by organizing flights, transportations, lodgings while keeping itineraries current.
  • Coordinate meetings, conference calls, events, and appointments for CEO and stakeholders.
  • Coordinate attorney and CEO appointment logistics, meeting spaces, and catering.
  • Manage the attorney and CEO email by prioritizing responses and drafting communications on their behalf
  • Prepare materials in support of meetings, conference calls, presentations, and reports.
  • Facilitate professional and consistent communication with all necessary teams, both internal and external.
  • Conserve attorney and CEO time and resources by anticipating needs, and acting as a gatekeeper.
  • Research industry information, statistics, etc.
  • Create and maintain organized meeting minutes.
  • Delivered personal administrative assistance as required.
  • Drafted all pleading and discovery documents, including complaints, petitions, interrogatories, responses, settlement agreements, and judgments.
  • Maintained and organized various types of files, including correspondence, pleadings, and discovery.
  • Collaborated with IT teams for resolving issues, implementing updates, and ensuring continuous service.
  • Kept current with office software advancements.
  • Leveraged Microsoft Office Suite for efficient document creation.
  • Facilitated engagement with external service providers ensuring seamless collaboration.
  • Tracked MCLE credits.
  • Contributed to trial readiness.
  • Completed continuing education courses.
  • Handled the entire process of client billing on Time Matters and QuickBooks.

Education

Notary Public -

Notary Learning Center
Beaumont, CA
01.2019

Some College (No Degree) - Science, Paralegal Course

College of The Desert
Palm Desert, CA

Continued Legal Education -

Desert Palm Legal Professionals Association
Coachella Valley, CA

Skills

  • Strong problem solver
  • Communication
  • Meticulous attention to detail
  • Travel Coordination
  • Office management/Administration
  • Meeting planning
  • Calendar management/Scheduling
  • Software knowledge
  • Report analysis
  • Database management
  • Invoice processing
  • Conference planning
  • Document preparation
  • Articulate and well-spoken
  • Schedule management
  • Report development
  • Process improvements
  • Schedule & calendar planning

Personal Information

Title: EXECUTIVE ASSISTANT/PARALEGAL

Timeline

Paralegal

Neale & Fhima, APC
01.2018 - 01.2021

Paralegal - Executive Assistant

Law Office of Lyle Horton
01.2003 - 01.2018

Notary Public -

Notary Learning Center

Some College (No Degree) - Science, Paralegal Course

College of The Desert

Continued Legal Education -

Desert Palm Legal Professionals Association

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JOLEEN LEONARD