Melissa Lopez

Oversaw document execution processes, ensuring efficient routing of agreements for signatures and upkeep of electronic filing systems. Directed scheduling and meeting coordination for local team members to optimize productivity. Administered the processing of outside counsel invoices and managed necessary approvals for prompt payment of legal expenses. Supervised the preparation, scanning, and distribution of legal documents and records, maintaining organization within the department.

Assisted with daily administrative tasks, including scheduling and office coordination. Kept business records organized and maintained accurate documentation. Managed invoice processing and account reconciliation through NetSuite and Salesforce. Collaborated with various departments to address discrepancies and streamline operational processes.

Reviewed and analyzed account records to maintain accuracy and follow up on outstanding items. Processed invoices and coordinated payment schedules following company protocols. Communicated effectively with vendors and customers to address account inquiries. Assisted in audit preparation by organizing and retrieving necessary supporting documentation.

Oversaw operations of high-volume phone system while organizing appointment schedules for tax professionals. Evaluated tax returns and associated documents for accuracy and alignment with standards. Finalized client packets by ensuring thorough verification of documentation prior to delivery and submission. Served as main liaison for clients concerning scheduling and document retrieval.