Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
20
20
years of professional experience
Work History
LEGAL ASSISTANT
Katine Nechman McLaurin LLP
Houston, TX
01.2023 - Current
Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Organized documents to manage paper and electronic filing systems of clients.
Filed court documents and legal pleadings with court clerk on behalf of attorneys.
Created a spreadsheet to track payments received on a monthly basis.
Supported attorneys by preparing and organizing essential documents.
Created and implemented a Help Guide for new legal assistants to enhance office productivity and efficiency.
TAX SPECIALIST
REI Tax Firm
Houston, TX
01.2019 - 06.2022
Informed clients or employers on the tax preparation process.
Collected relevant financial documents to ensure proper tax preparation using ProSeries tax software.
Created a Help Guide outlining how to properly use ProSeries software.
Maintained client profiles with different software such as Canopy and Trello.
CONSULTANT
Freerolls Entertainment
Houston, TX
03.2018 - 01.2019
Train associates to ensure professional and courteous customer service interaction.
Aligned closely with business owners and employees to gather information and gain operational insight.
Evaluated customer needs and feedback to drive product and service improvements.
Conducted regular reviews of operations and identified areas for improvement.
Evaluated staff performance and provided coaching to address inefficiencies.
CASE MANAGER - CONTRACT
Career and Recovery Resources
Houston, TX
12.2017 - 03.2018
Processed housing assessments for the Homeless Harvey Disaster Relief Program.
Maintained accurate documentation on all cases.
Coordinated essential services for clients, resulting in improved overall well-being and self-sufficiency.
Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
ACCOUNTS MANAGER
One World Doll Project, Inc.
05.2013 - 11.2017
Manage all banking transactions and maintain all company expenses and accounts using Quick Books
Developed and implemented a spreadsheet to track all outstanding invoices and company spending to reduce outstanding receivables and improve cash flow.
Processed and distributed online customer orders
Streamlined account management processes for better organization and time management.
OFFICE MANAGER
Michael Plaks Income Tax Office
06.2012 - 11.2013
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Education
Bachelor of Arts Degree - Communications
PRAIRIE VIEW A&M
Prairie View, Texas
01.1988
Skills
Client Service and Support
Organizational Efficiency
Administrative Support
Legal Document Preparation and Filing
Multitasking
Attention to Detail
Conflict Resolution
Fast Learner
Microsoft Office
Time Management
Problem Solving
Employee Training
Office Management
Timeline
LEGAL ASSISTANT
Katine Nechman McLaurin LLP
01.2023 - Current
TAX SPECIALIST
REI Tax Firm
01.2019 - 06.2022
CONSULTANT
Freerolls Entertainment
03.2018 - 01.2019
CASE MANAGER - CONTRACT
Career and Recovery Resources
12.2017 - 03.2018
ACCOUNTS MANAGER
One World Doll Project, Inc.
05.2013 - 11.2017
OFFICE MANAGER
Michael Plaks Income Tax Office
06.2012 - 11.2013
Bachelor of Arts Degree - Communications
PRAIRIE VIEW A&M
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