Stephen Ogg
Lancaster,OH
Summary
Dedicated client services and legal assistant with extensive experience assisting individuals and families through complex legal, healthcare, and financial situations. Skilled in conducting client assessments, coordinating services among multiple agencies and stakeholders, maintaining detailed documentation, and developing solutions to help clients achieve long-term stability and personal goals. Known for building strong relationships, providing compassionate support, and advocating for vulnerable populations while maintaining confidentiality and compliance standards. Certified Dementia Practitioner with experience working with older adults, healthcare providers, financial institutions, insurance companies, and community resources.
Overview
20
20
years of professional experience
1
1
Certification
Work History
City Council Member
City of Lancaster
Lancaster, Ohio
01.2026 - Current
- Review and evaluate proposed legislation and policies affecting community safety, municipal operations, and local government services.
- Participate in public meetings and hearings to address community concerns and provide oversight of city programs.
- Analyze reports, budgets, and documentation related to city departments and public services.
- Maintain compliance with public records laws and ethical standards governing public officials.
- Collaborate with municipal leadership and department heads to ensure accountability and effective delivery of services.
Client Success Manager / Legal Assistant
Jarvis Law Office
Lancaster, Ohio
02.2022 - Current
- Manage and maintain official legal records and case documentation while ensuring compliance with governing laws and firm procedures.
- Monitor case progress and deadlines, ensuring completion of required legal processes and documentation.
- Prepare legal correspondence, letters of instruction, and documentation related to estate administration matters.
- Review and verify documentation for accuracy and completeness prior to filing or execution.
- Serve as primary point of contact for clients, attorneys, financial institutions, and outside agencies.
- Coordinate with banks, insurance companies, accountants, and advisors to verify information and ensure compliance with legal requirements.
- Maintain confidential information and sensitive financial records.
- Assist attorneys in organizing case files and preparing documentation used in legal proceedings.
Pharmacy Technician
Fairfield Medical Center
Lancaster, Ohio
11.2013 - 02.2022
- Processed and reviewed high volumes of prescriptions and documentation requiring strict compliance with state and federal regulations.
- Maintained confidential patient records in accordance with HIPAA and institutional policies.
- Generated reports, prepared labels, and entered information into pharmacy systems while maintaining data accuracy.
- Responded to inquiries from patients and medical professionals while maintaining confidentiality standards.
- Monitored inventory and controlled substances documentation to ensure regulatory compliance.
Pharmacy Technician, Asset Protection, and other
Wal-Mart Supercenter
Canal Winchester, OH
11.2006 - 11.2013
- Performed clerical, compliance, and customer service duties in high-volume environments.
- Maintained records, processed transactions, and safeguarded sensitive information.
- Assisted with asset protection functions including monitoring activity, documenting incidents, and ensuring adherence to company policies.
- Demonstrated strong attention to detail and ability to enforce established procedures.
Education
High School Diploma -
Fairfield Christian Academy
Lancaster, Oh06.2005
Skills
- Incident Response & Investigations
- Report Writing
- Regulatory Compliance (State & Local Laws)
- Mental Health and Aging Population Awareness
- HIPAA & Confidentiality Compliance
- Interviewing & Information Gathering
- Conflict Resolution
- Public Relations & Customer Service
- Microsoft Office Suite
- Data Collection & Record Management
- Strong Written and Verbal Communication
Certification
- Notary Public - Commission Expires 29 Mar 2027
- Certified Dementia Practitioner (NCCDP)
- FMR Certified Pharmacy Technician (CPhT)
- CDP # 293871 - Expires 1/28/2027
- Notary Commission - 2022-RE-847079
Additional Qualifications
- Proficient with Microsoft Office: Word, Excel, Outlook, PowerPoint
- Experienced with electronic records management and document tracking systems
- Ability to analyze documentation and apply policies and procedures
- Experience working with confidential and regulated information
Timeline
City Council Member
City of Lancaster
01.2026 - Current
Client Success Manager / Legal Assistant
Jarvis Law Office
02.2022 - Current
Pharmacy Technician
Fairfield Medical Center
11.2013 - 02.2022
Pharmacy Technician, Asset Protection, and other
Wal-Mart Supercenter
11.2006 - 11.2013
High School Diploma -
Fairfield Christian Academy