Medina Akhmedova

Served as the primary point of contact for personal and small business clients, building lasting relationships through trust and consistent service.

Conducted financial reviews to understand client goals, and recommended tailored banking products, such as checking.

savings, credit cards, loans, and investments.

Identified opportunities to refer clients to appropriate specialists (e.g., mortgage, investments), and consistently met or

Exceeded referral and sales goals in a compliant manner.

Assisted clients with opening accounts, handling transactions, and educating them on digital tools, like the Chase Mobile®.

App and online banking platforms.

Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.

Advised clients on investment options based on their individual needs and risk tolerance levels.

Assist in the preparation of personal injury claims, including drafting demand letters, complaints, and discovery requests.

Conduct client interviews to gather necessary information for case development, and maintain detailed client records.

Prepare and file real estate documents, including deeds, title searches, and settlement agreements, for property transactions.

Draft and review contracts related to real estate transactions and personal injury settlements.

Provide trial support by organizing evidence, preparing exhibits, and creating trial binders.

Handle insurance claims and negotiations with adjusters, helping clients reach favorable settlements.

Utilize legal software (Clio, Westlaw), and document management systems to maintain accurate case files and streamline workflows.

Create, edit, and proofread legal documents, ensuring accuracy and compliance. Coordinate with attorneys for e-filing and PACER filings, maintaining meticulous records. Utilize firm technology to communicate on behalf of attorneys, facilitating smooth operations.

Support attorneys in client interactions, preparing new client matter packets, and conflict search coordination.

Manage attorney calendars, coordinate travel arrangements, and organize client meetings. Maintain electronic and paper files, ensuring compliance with firm guidelines.

Maintain electronic and paper files, ensuring compliance with firm guidelines.

Coordinated depositions, hearings, and examinations under oath, remotely.

Provided court-ready transcripts and recordings, ensuring timely delivery.

Summarized and organized health records for legal proceedings, maintaining accuracy.

Managed exhibits and case papers, ensuring seamless courtroom presentations.

Managed daily operations related to employee scheduling such as approving time off requests or assigning shift swaps.

Drafted correspondence, court filings, and pleadings for asbestos litigation cases.

Managed over 40 to 60 cases weekly, from calendaring to trial preparation.

Conducted extensive legal research on plaintiffs' health records and case documentation. Assisted attorneys during trials, ensuring smooth proceedings, and accurate documentation.

Assisted attorneys during trials, ensuring smooth proceedings, and accurate documentation.

Prepared trusts, wills, powers of attorney, and other estate planning documents.

Managed asset valuation and allocation, drafting necessary agreements, and documents.

Conducted research on estate tax laws, preparing estate and gift tax returns.

Formed legal entities such as LLCs, INCs, partnerships, and IENs for clients.