Strong communicator with excellent organizational and time management skills. Efficiently manages multiple projects simultaneously while adhering to strict deadlines. Possesses excellent problem-solving skills and ability to think and act quickly to find creative solutions.
- Create and maintain closing binders for client acquisitions, sales, joint ventures, and refinancing real estate transactions.
- Compile signature packets for clients to execute various contracts and closing documents.
- Provide administrative assistance to attorneys and Partners of the Real Estate practice including but not limited to: forming/dissolving corporate entities on behalf of clients, distributing and mailing documents for execution, creating/distributing closing set documents for transactions, and maintaining record of relevant contact information.
- Create/maintain best practices and process guidelines for work exclusively related to large clients' intricate processes related to the Lucernex platform's use.
- Create and maintain process guidelines for clients' corporate entities, including the process of formation, state qualification, renewal, and dissolution.
- Maintained confidentiality of sensitive information while handling a high volume of client data.
- Assist attorneys and paralegals of Franchise Law in maintaining files, drafting summary reports, and compiling documents to support projects for clients and prospective clients.
- Retrieve and organize older documentation from the Franchise Law practice files such as previous presentations and specific types of clauses from franchise agreements.
- Create and maintain closing binders for client acquisitions, sales, joint ventures, and refinancing transactions.
• Increase reference efficiency of products by proactively creating a digital file management of records
• Serve as the gatekeeper for the company's product library of 150+ active and archived products, organizing the products by implementing a labeling and categorization system.
• Conduct market research for reference throughout the development stage of new products
• Work with the Art Development Team to check and correct product artwork before sending approved files for mass printing for up to 10,000 product copies at a time.
• Answered/directed telephone calls, received/directed visitors, accepted deliveries, document filing and participated in meeting preparation.
• Maintained office supplies by checking stock to determine inventory level on a weekly basis
• Served as a knowledgeable resource for other ThinkFun departments regarding vendors, assisting other departments in finding safety tests, certifications, and other resources.
• Review samples from production and report quality issues using the established process, communicating all issues found back to the vendor
• Answer and route calls for office employees, including the company CEO
• Sort incoming mail and prepare outgoing mail, including client payments
• Maintain organization of the front desk and common areas
In this position, I worked with an accounting firm through their busy season.
- Answer/route phone calls for office managers, accountants, and partners of the firm.
- Scan tax return documents and prepping the documents for the accountants to view.
- Utilize GoFileRoom to properly route tax returns within their proper stages of preparation.
- Use GruntWorx to organize scanned files for accountant viewing.
- Prepare tax return documents for shipment/mailing and scheduling FedEx package pickups.
- Maintain organization of the front desk, kitchen, and common areas of the firm.
• Performed customer specific research and analysis
• Ensured compliance of all written materials
• Edited, standardized, and revised material prepared by other staff members.
Created guidelines and SOPs for other paralegals and attorneys to follow in serving one of the practice's largest clients' corporate matters.