Haunani Nelson
Yuma,AZ
Summary
Results-driven and resourceful administrative professional with 11+ years of experience assisting with work of high-achieving executives. Proven success in supporting professional needs with well-organized precision and overseeing diverse responsibilities. Successfully manages high-volume workloads in rapidly changing environments. Comprehensive background in operations management and customer relations. Committed to maintaining high standards of excellence and creating a positive, collaborative workplace.
Overview
11
11
years of professional experience
Work History
Executive Assistant
Yuma Investment Group Wealth Management
10.2018 - Current
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Improved office efficiency by implementing new filing systems and document management processes.
- Enhanced productivity by organizing client and inter-office meetings.
- Provided professional administrative support during board meetings, including agenda preparation and note-taking duties.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Optimized operational processes, contributing to a more organized work environment.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Screened calls and emails and initiated actions to respond or direct messages for partners.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Used advanced software to prepare documents, reports, and presentations.
- Developed and maintained automated alert systems for important deadlines.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Updated spreadsheets and databases to track, analyze, and report on performance and client data.
- Facilitated training and onboarding for incoming office staff.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Updated and maintained confidential databases and records.
- Volunteered to help with special projects of varying degrees of complexity.
- Filed paperwork and organized computer-based information.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Worked with senior management to initiate new projects and assist in various processes.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Strategically guided leadership and operational initiatives
- Facilitated weekly leadership meetings
- Point of contact for business partners
- Point of contact for client inquiries and requests: money management and transfers, data updates, trading, operational questions
Executive Legal Assistant
Law Office Of William Crimmins
10.2012 - 12.2018
- Provided essential administrative support during depositions, maintaining accurate records while ensuring a smooth process for all involved.
- Reduced case processing time with thorough research and timely preparation of legal documents.
- Streamlined office operations for increased efficiency by implementing new document management systems.
- Ensured accurate billing practices for optimal revenue generation by meticulously tracking billable hours.
- Increased attorney productivity by expertly managing heavy caseloads and prioritizing tasks based on urgency.
- Maintained strict confidentiality in handling sensitive client information, adhering to professional ethics guidelines.
- Reviewed contracts thoroughly for potential risks, advising executives on recommended revisions for optimal results.
- Scheduled appointments, court appearances, and depositions for busy law firm.
- Managed firm administrative matters.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Created spreadsheets to track client progress and document billable hours.
- Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
- Organized documents to manage paper and electronic filing systems of clients.
- Conducted legal research, compiled and organized evidence and identified relevant legal articles and statutes to use for legal proceedings.
- Responded to client inquiries to provide accurate legal advice and offer assistance.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
- Created and printed legal documents for attorneys to review.
- Completed data entry of legal documents into electronic filing systems.
- Diligently edited legal correspondence for grammar and spelling.
- Assisted with preparation of trial materials and documents.
- Conducted research on legal cases and prepared summaries for attorneys.
- Composed contracts, pleadings and motions in accordance with established guidelines.
- Developed and maintained positive relationships with clients and colleagues.
- Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
- Researched and identified legal precedents and statutes.
- Prepared and processed invoices for attorney billing.
- Facilitated onboarding and training of new staff.
Education
Bachelor of Science -
Arizona State University
Tempe, United States12.2011
High School Diploma -
Yuma High School
Yuma, AZ05.2007
Skills
- Database Management
- Office Management
- Phone Etiquette
- Customer Service-Oriented
- Task Delegation
- Strong Problem Solver
- Information confidentiality
- Scheduling and Calendar Management
- Financial Services
- Executive Support
- Spreadsheet tracking
- Project Management
- Software Knowledge
- Work Prioritization
Timeline
Executive Assistant
Yuma Investment Group Wealth Management
10.2018 - Current
Executive Legal Assistant
Law Office Of William Crimmins
10.2012 - 12.2018
Bachelor of Science -
Arizona State University
High School Diploma -
Yuma High School
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