Morgan Dwinell
Las Vegas,NV
Summary
Focused and dedicated Legal Assistant with exceptional work ethic and proven strengths in case management support. Strong multitasker skilled at managing high-volume caseloads while consistently meeting deadlines. Persistent and resourceful problem-solver with excellent research and communication skills.
Overview
7
7
years of professional experience
Work History
Legal Assistant
Jeffrey Burr, Ltd.
Henderson, NV
07.2022 - Current
- Scanned physical documents into electronic format for storage in a secure database system.
- Stored physical documents in a secure location for safekeeping and add physical documents to the file as needed.
- Submit documents for recording with Clark County and keep records of pending documents sent.
- Open new client files in a secure database system.
- Draft supporting documents related to estate planning.
- Meet with clients to notarize documents as needed.
- Oversee the release and transfer of original document files.
- Updated databases with new information received from attorneys or clients.
- Provide clients with copies of documents they have signed.
- Communicate with potential clients via telephone and email to schedule an initial consultation with attorneys regarding estate planning.
- Order supplies as needed.
- Keep a shared copy room stocked with materials for paralegals and attorneys.
- Cover receptionist duties on a weekly basis and as needed.
- Maintain monthly programs for Nevada Trust meetings, Corporation and LLC annual filings, and Installment Note reminders.
Estate Planning Clerk
Jeffrey Burr, Ltd.
Henderson, NV
06.2018 - 07.2022
- Scanned physical documents into electronic format for storage in a secure database system.
- Updated databases with new information received from attorneys or clients.
- Answered phones promptly while providing courteous customer service.
- Maintained client confidentiality in all matters.
- Ensured that all paperwork was properly filed according to established procedures.
- Scanned physical documents into electronic format for storage in a secure database system.
- Stored physical documents in a secure location for safekeeping and add physical documents to the file as needed.
- Submit documents for recording with Clark County and keep records of pending documents sent.
- Open new client files in a secure database system.
- Draft supporting documents related to estate planning.
- Order supplies as needed.
- Keep a shared copy room stocked with materials for paralegals and attorneys.
- Cover receptionist duties on a weekly basis and as needed.
Receptionist
Jeffrey Burr, Ltd.
Las Vegas, NV
09.2017 - 06.2018
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Greeted visitors and provided them with assistance.
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Ordered supplies as needed.
Education
High School Diploma -
Liberty High School
Las Vegas06-2015
Some College (No Degree) - Undeclared
University of Nevada, Las Vegas
Las Vegas, NVSkills
- MS Office proficient
- Client Communication
- Proofreading
- Organizational Efficiency
- Confidentiality
- File Organization
- Document Editing
- Database entry
- Schedule and calendar management
- Mail handling
- Calendar Management
- Verbal and writing communication
- Scanning and copying
- Prioritization
Timeline
Legal Assistant
Jeffrey Burr, Ltd.
07.2022 - Current
Estate Planning Clerk
Jeffrey Burr, Ltd.
06.2018 - 07.2022
Receptionist
Jeffrey Burr, Ltd.
09.2017 - 06.2018
High School Diploma -
Liberty High School
Some College (No Degree) - Undeclared
University of Nevada, Las Vegas