NICHOLE RUSSELL
Kollmorgen, Schlue & Zahradnik, P.C.
Belle Plaine,IA
19
years of professional experience
Detail-oriented Legal Assistant with extensive experience supporting attorneys in estate planning, probate, real estate, litigation, municipal, and family law matters. Skilled in client intake, legal document preparation, case management, calendar management, electronic court filing, and client communications. Proven ability to manage multiple priorities while maintaining confidentiality, accuracy, and exceptional client service.
Work History
Legal Assistant & Intake Specialist
5 Years 5 Months- Support attorneys in estate planning, probate, real estate, litigation, family law, and municipal law matters.
- Prepare, review, and file legal documents with Iowa courts through the Electronic Document Management System (EDMS).
- Utilize Adapt Estate Planning Software and IowaDocs Drafting Software to prepare estate planning and related legal documents.
- Manage attorney calendars, deadlines, appointments, and court schedules.
- Conduct client intake and maintain accurate client records using a CRM.
- Communicate with clients regarding case status, documentation needs, appointments, and legal processes by phone, in-person, e-mail, text, and secure client portals.
- Maintain organized electronic and physical case files while ensuring confidentiality and accuracy.
- Record billable time and assist with administrative and case management functions.
- Assist with tax-related matters using Drake Tax Software.
Customer Service / Office Associate
3 Years 7 Months- Managed customer service operations and daily administrative functions.
- Entered and processed fundraising orders for multiple organizations.
- Prepared, packaged, and coordinated shipment of fundraising orders.
- Maintained accurate records and order information.
- Performed opening and closing responsibilities while maintaining efficient operations.
Customer Care / Quality Assurance Specialist
2 Years 2 Months- Delivered customer support through phone, email, and online communication channels.
- Resolved customer concerns and ensured high levels of customer satisfaction.
- Conducted quality assurance evaluations of employee interactions, and transcribed live calls.
- Coached team members on service expectations and performance standards.
- Collaborated with leadership to support employee development and service improvements.
Education
High School Diploma
Skills
Excellent Customer Service
Customer Relationship Management (CRM) Systems: Attorney Fuel
Lawmatics
Clio Manage
and Clio Grow
Drafting Documents
Administrative Support
Time Management & Organization
Microsoft Office 365
Google Docs
Adapt Estate Planning Software
IowaDocs Drafting Software
Iowa Land Records
Drake Tax Software
EasySoft 1099-S E-Filing System
QuickBooks
Canva
Timeline
Legal Assistant & Intake Specialist
Kollmorgen, Schlue & Zahradnik, P.C.
01.2021 - CurrentRead More
Customer Service / Office Associate
Red Wheel Fundraising
06.2016 - 01.2020Read More
Customer Care / Quality Assurance Specialist
Nordstrom, Inc.
10.2007 - 12.2009Read More
Prairie High School
High School Diploma
Read More