Dynamic legal assistant with expertise from Lloyd A Herman & Associates, PS, adept at case management and client relations. Proven ability to draft precise legal documents and maintain confidentiality while supporting attorneys in developing effective strategies. Exceptional communication skills enhance client interactions and ensure seamless office operations.
Overview
31
31
years of professional experience
Work History
Legal Assistant
Lloyd A Herman & Associates, PS
10.2000 - Current
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Responded to client inquiries, providing accurate legal advice and offering assistance.
Researched statutes, decisions, legal articles, and codes.
Communicated pertinent information to clients via phone, email, and mail.
Contacted clients to schedule appointments and discuss progress of cases.
Assisted attorneys with reviewing and organizing witness reports.
Revised and finalized letters, briefs, and memos.
Contacted witnesses to testify under oath at court hearings.
Collaborated with attorneys to develop strategies for each case.
Prepared various exhibits for attorneys for public meetings, zoning commission meetings, and legal resolutions.
Interviewed clients to obtain information relevant to cases.
Office Assistant
Held Chiropractic Clinic
08.1994 - 10.2000
Prepared and edited documents to produce precise, accurate and professional communication.
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Reviewed files, records and other documents to obtain information to respond to requests.
Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Coordinated patient scheduling, check-in, check-out and payments for billing.
Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
Adhered to strict HIPAA guidelines to protect patient privacy.
Received, recorded and filed medical payments by check, cash, and credit card.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Updated patient information and insurance details for accurate electronic medical records.
Prepared patient charts by gathering and organizing medical records ahead of appointments.
Registered patients and completed associated paperwork for accurate records.
Provided prompt, polite and professional in-person and telephone customer service.
Reconciled daily payments received and prepared deposits for smooth office finances.
Completed administrative patient intakes with case histories, insurance information and mandated forms.
Performed various administrative tasks by filing, copying and faxing documents.
Managed office logistics by scheduling appointments, maintaining files and collecting payments.
Greeted visitors and initiated triage processes for clients to streamline patient flow.
Organized and maintained patient chart filing system to promote quick data finding for staff.
Conducted patient intake interviews, recording and documenting relevant information.
Tax and Compliance Consultant at LBA (Lloyd and Business Associates) AccountingTax and Compliance Consultant at LBA (Lloyd and Business Associates) Accounting