Michael Lind

• Documented visit summaries for each child, outlining key events and observations during parent-child interactions.
• Facilitated monitored, supervised, and transport-only visits with children and their biological parents, promoting communication and support among participants.
• Coordinated timely and effective visit schedules through collaboration with social workers, guardian ad litems, foster parents, and internal referrals team.
• Ensured compliance with DCYF and Family Impact Network (FIN) policies through detailed case documentation management.

Administered file management and organization while ensuring confidentiality of sensitive information.

- Answered phone calls, directed inquiries to appropriate personnel, and responded to customer requests in a timely manner.

- Provided administrative support to management staff, including scheduling meetings and appointments, preparing agendas, taking minutes, and maintaining records.

- Assisted in the preparation of appraisal reports using Microsoft Office Suite applications such as Word, Excel, and PowerPoint.

- Answered incoming calls from clients to schedule appointments, answer general inquiries, or direct call to the correct department.

- Developed and implemented strategic financial sales plans to optimize performance of client investment portfolios utilizing the e-money financial planning software.

- Communicated effectively both orally and in writing with clients during their meetings while journalizing notes to develop effective financial solutions aligned with their specific needs.

- Maintained organization of daily tasks on Redtail CRM system by preparing for client reviews and generating various financial reports.

• Provided administrative, sales, and accounting support to attorneys and paralegals.
• Proofread and corrected drafts for grammar, punctuation, spelling, and format issues while also producing legal reports.
• Facilitated payment processing on a global scale as an international liaison between firms and accounting team.
• Responded to public inquiries in a courteous & friendly manner while answering any questions in person and in written correspondence.