Skilled Bookkeeper and Legal Assistant with comprehensive experience in bookkeeping and billing for a law firm, drafting legal documents, managing case files, and performing research. Strong ability to maintain efficient office environment through exceptional organizational skills and attention to detail. Demonstrated capability in maintaining confidentiality, and contributing positively to team efforts.
Overview
36
36
years of professional experience
Work History
Legal Assistant
Falkenstein,Pond,Rahn & Nelson/Kevin D Rahn, PLLC
Longview
09.1999 - 06.2021
Bookkeeping services from 1993 until 1999. I also did some trust work and worked on 706 tax returns for probates.
Filed pleadings and paperwork with court clerk to meet strict deadlines.
Maintained client confidentiality in all matters.
Proofread drafts of legal documents for accuracy in grammar and punctuation.
Scanned physical documents into electronic format for storage in a secure database system.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Operated equipment and machinery according to safety guidelines.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Completed day-to-day duties accurately and efficiently.
Managed inventory and supplies to ensure materials were available when needed.
Drafted motions, briefs and other legal documents.
Processed incoming mail on a daily basis.
In 1999, I became Kevin Rahn's legal assistant.
Answered phones promptly while providing courteous customer service.
Opened and closed client files, and kept digital and hard copy files for conflict checks.
Organized legal documents in company filing systems and databases.
Responded to client calls and inquiries to deliver applicable information.
Knowledgeable dealing with pleadings, estate and trust planning documents and probate documents including affidavits, motions and exhibit preparation.
Greeted clients upon arrival at office and provided assistance as needed.
Reviewed and prepared legal documents, such as contracts, real estate deeds, excise tax affidavits, and property agreements. I also handled annual mailings for our corporate clients for annual meetings and minutes.
Drafted correspondence, documented data and submitted materials to appropriate parties.
Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
Maintained inventory levels of office supplies necessary for day-to-day operations.
Bookkeeper
Calbom, Pond, Falkenstein & Marshall
Longview
05.1993 - 06.2021
Posted journal entries to the TABS billing system for accounts payable, accounts receivable, trust accounts and posted client costs advanced as well as client costs returned in the accounts receivable.
Prepared monthly billing statements for attorneys and associates and legal assistants.
Prepared income statements and accounts receivable reports for review by management.
Documented transaction details to track and manage financial data.
Handled bi-monthly payroll services for company employees, as well as federal tax deposits, and quarterly reports.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Conducted month-end and year-end close processes, including preparation of forms W-2 and ensuring accuracy of financial reporting.