Dynamic Family Law Legal Assistant with proven expertise at the Law Offices of Rose Marie Gallegos, adept at document preparation and calendar management. Recognized for streamlining processes and maintaining strict confidentiality, while efficiently supporting attorneys and clients. A fast learner committed to achieving results and enhancing office productivity.
Overview
51
51
years of professional experience
Work History
FAMILY LAW LEGAL ASSISTANT
LAW OFFICES OF ROSE MARIE GALLEGOS, ESQ.,CFLS
01.2015 - Current
Maintain strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Respond to Client and Opposing Counsel emails and letters via Outlook email and some with Word Perfect correspondence letters.
Handle office scheduling using Outlook and made notes for Deadlines of Motions,and other important dates.
Answer phones for scheduling Consultation Appointments using Outlook for Attorney and responding to Active Clients.
Monitor Outlook emails through out the day and informed Attorney of all emails.
Open up daily mail for Attorney.
Inform Attorney of Court locations requirements for Trial Setting Conference and Trials ensuring requirements are met.
Use LASC Portal, Orange County website, San Bernardino, and Riverside website to print Case Summaries and Minute Orders.
Work closely with A & G Attorney Services for picking up documents at San Bernardino Court and to Serve Opposing Parties.
Schedule Meet and Confer Meetings, providing status updates, and relaying critical information promptly.
Efficiently manage case files and promptly addressed inquiries to Attorney
Prepare Pace Packages for Parents of Minor's for Cases appointed by the Court including appointments with Parents, Minors, Therapist, and any other Third Party needed.
Prepare Production of Documents and Interrogatories letter for our Client when served by Opposing Party or Opposing Counsel.
File Pace payment through LASC Pace Portal.
Prepare Order After Hearing Notice including the 10 day notice, Proof of Service, and Notice of Continuance using Word Perfect.
Prepare Schedule of Assets, Income and Expense Declaration, Preliminary Declaration of Disclosure, Substitution of Attorney, Limited Scope, Notice of Withdrawal, Proof of Service, Financial and Employer Subpoena's, and Remote Appearance using Essential Forms.
Back up Legal Assistant by updating Judgment packages, Request for Orders, Declarations and Supplemental Declarations, Request for Order and Request for Order Responses, Schedule of Assets, Preliminary Declaration of Disclosures, 9b and 10b's, Custody, Visitation, and Dissolution forms using Essential Forms and Word Perfect.
E-file Judgment packages, Default notice, Request for Orders, Declarations, Supplemental Declarations, Request for Order Responses, Request for Continuance, Remote Appearance, Proof of Service, Limited Scope Representation, Substitution of Attorney and Notice of Withdrawal using One Legal and A & G E-File.
TRUST ADMINISTRATOR AND GENERAL OFFICE ASSISTANE
CAPITAL GROUP COMPANIES
05.2003 - 07.2013
Processed imaged Traditional/Roth IRAS, Simple and SEP Plans, and Distributions for American Funds.
Supported office of several hundred in the workflow area updating scanned worktypes to be distributed to Associates for processing while ensuring daily end of day reports were completed for Management.
Streamlined office processes by implementing efficient administrative systems and procedures.
MARKETING ASSISTANT
IBM CORPORATION
03.1974 - 03.2004
Assisted in revenue attainment of $2.3B by Managing all financial deals up to $500K for IBM Credit Corporation, Remarketer Customer Financing.
Prepared IBM Credit Corporation and IBM Credit Corporation Remarketer Finance Contracts while ensuring equipment was delivered, contracts signed, billed and paid for revenue to flow.
Met objectives while having "0" Customer complaints.
Responded to Accounts Receivable within 5 days and reconciled all issues.
As a Customer Support Rep for IBM Corporation I Ordered IBM Hardware/Software/Maintenance, delivered equipment to Customers, installed using IBM's order system, IBM Hardware/Software/Maintenance for Revenue to Flow to Marketing Department by end of week, quarter, half and end of year deadlines with no complaints from Marketing.
Prepared weekly, monthly, quarterly, half and end of year forecasts while tracking billing to ensure revenue flowed.
Responsible for preparing Education Packages for IBM Engineers school classes in Chicago and New York, ensuring their training packages were complete.