Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sara Simons

Santa Ana,CA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Reliable administrative and legal support professional with great attention to detail. Works well independently to carry out assignments. Maintains impeccable files and organized case materials.

Overview

23
23
years of professional experience

Work History

Clinical Assistant

New Directions for Women
03.2013 - 07.2023

- Responsible for adhering to accreditation and licensing standards relating to the clinical department.

- Collected both demographic and outcome data to measure impact of program.

- Conduct chart audits for the clinical department for completeness.

- Responsible for the policies and procedures of the clinical department review and update of same.

- Facilitated the monthly clinical meeting with the non-profit Board of Directors including the reporting of the current programming and all revisions to the agenda. Produced and maintained the Minutes for same.

- Responsible for managing the Clinical Schedule under the guidance of the Chief Clinical Officer

- Responsible for tracking and maintaining the clinical budget.

Senior Legal Secretary

Wheatley & Osaki, A Law Corporation
06.2009 - 02.2013
  • Enhanced attorney productivity by providing comprehensive administrative support, including calendar management and travel arrangements.
  • Expedited case preparation for trial, organizing exhibits and coordinating witness schedules.
  • Managed complex litigation cases from inception to resolution, coordinating efforts between attorneys and support staff.
  • Collaborated with attorneys on time-sensitive projects, meeting strict deadlines under pressure.
  • Reduced errors in legal documents with thorough proofreading and editing tasks, ensuring accuracy and compliance.
  • Streamlined legal documentation processes by implementing efficient filing and archiving systems.
  • Organized files for court proceedings.
  • Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
  • Filed documents with courts on behalf of attorney.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Scheduled all appointments, appearances and briefings.
  • Created, indexed, and maintained client binders.
  • Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents.

Legal Secretary

Lerner & McDonald
09.2000 - 04.2009
  • Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
  • Managed multiple high-priority tasks simultaneously, meeting all deadlines while maintaining a high level of accuracy.
  • Scheduled all appointments, appearances and briefings.
  • Supported attorneys during trials by efficiently coordinating exhibits, witness interviews, and other essential tasks.
  • Enhanced attorney productivity with proficient management of case files and schedules.
  • Collaborated with attorneys to prepare comprehensive trial materials, assisting in successful case outcomes.
  • Streamlined billing process, ensuring accurate and timely invoicing for firm's services.
  • Supported case preparation by drafting pleadings, motions, and other legal documents under attorney supervision.
  • Maintained strict confidentiality of all client and firm information, reinforcing firm's commitment to client privacy.
  • Assisted with preparation of trial binders, ensuring lawyers had all necessary materials for court appearances.
  • Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents.
  • Prioritized and handled multiple assignments and maintained firm commitment to deadlines.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Organized files for court proceedings.

Education

High School Diploma -

Marina High School
Huntington Beach, CA
06.1983

Skills

  • Type 70-80 WPM
  • Document Management
  • Document Preparation
  • MS Office Proficiency
  • Exceptional Communication Skills
  • Exhibit Preparation
  • Document and Correspondence
  • Court Administrative Processes
  • Legal Documentation
  • Litigation Support
  • Schedule Management
  • Deadline Tracking
  • Clerical Support
  • Medication Administration Support
  • Reliable team player
  • HIPAA Compliance

Timeline

Clinical Assistant

New Directions for Women
03.2013 - 07.2023

Senior Legal Secretary

Wheatley & Osaki, A Law Corporation
06.2009 - 02.2013

Legal Secretary

Lerner & McDonald
09.2000 - 04.2009

High School Diploma -

Marina High School
Sara Simons