Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tara Ellis

Wesley Chapel,FL

Summary

Ambitious and detail-oriented Legal Assistant with a solid foundation in legal support services, seeking to further my career in the legal field. Experienced in assisting attorneys with case preparation, document management, legal research, and client communications. Proficient in drafting and reviewing legal documents, managing case files, and utilizing legal software to streamline office operations. Strong organizational and multitasking abilities, with a proven track record of maintaining confidentiality and ensuring accuracy in all tasks. Committed to continuing professional development and contributing to the success of a dynamic legal team. Passionate about supporting legal professionals and enhancing operational efficiency in a fast-paced legal environment.

Overview

14
14
years of professional experience

Work History

Legal Assistant

Welter Law Office
12.2021 - Current

I played a crucial role in estate planning and probate processes, assisting the attorney and clients with various tasks throughout the legal proceedings.

Gathering relevant information about the client's assets and beneficiaries. Prepared legal documents related to estate planning, such as wills, trusts, powers of attorney, and healthcare directives. I ensure these documents accurately reflect the client's wishes. Also, prepared legal documents related to Probate for Summary and Formal Estates. Served as a point of contact between clients, beneficiaries, financial institutions, and other parties involved in the estate planning or probate process. I communicated updates, requested information, and schedule appointments on behalf of the attorney. During the probate process, I assisted with tasks such as filing court documents, notifying creditors and beneficiaries, managing estate assets, and coordinating with the executor or personal representative. Responsible for maintaining accurate records of estate planning documents, correspondence, and deadlines. I helped ensure all legal requirements are met within specified timelines. I often provide initial information to clients regarding estate planning procedures, probate processes, and legal requirements. I also assist in scheduling client meetings, managing appointments, and providing follow-up assistance.

Legal Assistant

Myrna Serrano Setty, P.A.
03.2023 - 11.2023

I played a crucial role in estate planning and probate processes, assisting the attorney and clients with various tasks throughout the legal proceedings.

Gathering relevant information about the client's assets and beneficiaries. Prepared legal documents related to estate planning, such as wills, trusts, powers of attorney, and healthcare directives. I ensure these documents accurately reflect the client's wishes. Also, prepared legal documents related to Probate for Summary and Formal Estates. Served as a point of contact between clients, beneficiaries, financial institutions, and other parties involved in the estate planning or probate process. I communicated updates, requested information, and schedule appointments on behalf of the attorney. During the probate process, I assisted with tasks such as filing court documents, notifying creditors and beneficiaries, managing estate assets, and coordinating with the executor or personal representative. Responsible for maintaining accurate records of estate planning documents, correspondence, and deadlines. I helped ensure all legal requirements are met within specified timelines. I often provide initial information to clients regarding estate planning procedures, probate processes, and legal requirements. I also assist in scheduling client meetings, managing appointments, and providing follow-up assistance.

Legal Assistant

The Law Offices Of Matthew J. Jowanna
12.2021 - 03.2023

Wills Trust and Probate - Overall, I played a critical role in supporting the attorney in estate planning and probate matters, contributing to efficient and effective legal representation for clients during important life and post-life planning stages.


When I worked for the Family Law Attorney I handled a wide range of tasks to support the attorney and clients throughout various legal proceedings. I often conducted initial client interviews to gather relevant information about the case to assist the attorney in understanding the client’s needs. I drafted legal documents such as divorce petitions, marital settlement agreements, child custody agreements, and financial disclosures. I ensured these documents complied with court rules and accurately reflect the client’s wishes and legal requirements. I conducted legal research on relevant statutes, case law, and regulations related to family law issues such as divorce, child custody, child support and alimony. I assisted in managing case files, organizing documents, and maintaining case calendars and deadlines. I tracked court dates, hearings, and filings to ensure all required actions are completed on time. I communicated with clients, opposing counsel, courts, and other parties involved in the case. I drafted correspondence, sent and received emails and letters, and followed up on requests for information or documents. I assisted with the discovery process by gathering and organizing evidence, preparing discovery requests and responses, and managing document production and reviews.

I played a role in educating clients about legal procedures, court processes, and case developments. I answered client questions, provide updates on case progress, and offer support during stressful legal proceedings.

Admissions Representative

Ultimate Medical Academy Online
01.2021 - 12.2021

Experienced Online Admissions Representative with a demonstrated history of successfully guiding prospective students through the admissions process at Ultimate Medical Academy. Proficient in evaluating applicant qualifications, conducting interviews, and providing comprehensive information about educational programs. Strong communicator with the ability to build rapport with potential students, assess their needs, and offer tailored guidance to help them achieve their academic and career goals.

Bartender Shift Manager

MainStreet Billiards
06.2019 - 01.2021

Extensive experience as both a Bartender and Manager, known for exceptional customer service, leadership, and operational expertise. As a Bartender, skilled in crafting a wide variety of cocktails, managing bar inventory, and creating a welcoming atmosphere for patrons. Demonstrated ability to handle high-pressure environments, ensure guest satisfaction, and maintain cleanliness and safety standards. In managerial roles, proficient in overseeing daily operations, training and supervising staff, scheduling, and optimizing workflow to enhance efficiency and profitability. Adept at conflict resolution, team building, and implementing strategic initiatives to drive sales and customer loyalty. Committed to a positive work environment and delivering an outstanding guest experience.

Manager

Concentrix / Convergys
09.2017 - 06.2019

Results-driven Call Center Manager with extensive experience in leading high-performance teams and optimizing customer service operations. Proven expertise in managing call center activities, including overseeing staff, implementing training programs, and developing performance metrics to ensure excellence in customer interactions. Adept at analyzing data to improve efficiency, and enhance overall customer satisfaction. Strong communicator with the ability to motivate and coach team members, fostering a collaborative and productive work environment.

Assistant Manager

Circle K
05.2015 - 06.2017

Successfully managed daily store activities, including inventory control, cash handling, and ensuring compliance with company policies and procedures. Demonstrated ability to train and supervise staff, create effective work schedules, and maintain a clean and organized store environment.

Team Leader

Burger King
09.2013 - 04.2015

Team Leader at Burger King with extensive experience in fast-food operations, team management, and customer service. Oversaw daily restaurant activities, including food preparation, order accuracy, and maintaining cleanliness and safety standards. Proven ability to train, supervise, and schedule team members, ensuring efficient and effective shift operations. Skilled in handling customer inquiries and resolving complaints to ensure a positive dining experience.

Team Member

Je Jo Jo Bagels
08.2011 - 08.2013

Provided excellent customer service, handling transactions, and maintaining a clean and organized store environment. Proficient in preparing and serving a variety of bagels, spreads, and beverages while adhering to food safety standards. Experienced in managing inventory, restocking supplies, and supporting daily store operations. Demonstrated ability to work effectively in a fast-paced setting, ensuring a pleasant and efficient experience for all customers.

Cleaner

Tri State Area Cleaning Services
01.2010 - 08.2013

Cleaner with extensive experience in maintaining cleanliness and order in office buildings, homes, and apartment complexes. Proficient in performing a wide range of cleaning tasks, including sweeping, mopping, dusting, vacuuming, and sanitizing surfaces to ensure a spotless environment. Very good at using various cleaning equipment and supplies, following safety protocols, and managing time efficiently to complete tasks promptly. Experienced in handling special cleaning projects, addressing client requests, and ensuring high standards of cleanliness and hygiene. Committed to providing exceptional service, maintaining a positive attitude, and contributing to a healthy and welcoming atmosphere in all settings.

Education

High School Diploma -

Centereach High School
Centereach, NY
06.2012

Skills

  • Microsoft Office
  • E-Filing Portal
  • CLS
  • JAWS
  • WestLaw Form Builder
  • Adobe
  • Outlook
  • OLS
  • Clio
  • Decision Vault
  • Fast Learner
  • Scheduling/Planning
  • File Organization
  • Calendar Management
  • Legal Document Preparation
  • Administrative Support
  • Legal Research
  • Interviewing Clients
  • Notary Public
  • Proofreading
  • Office Management
  • Task Prioritization
  • Legal/Court Processes
  • Exceptional telephone etiquette
  • Client service and support
  • Case Management
  • Correspondence
  • Court Filing
  • Ethics compliance
  • Attention to Detail
  • Critical Thinking
  • Effective Multitasking
  • Workload Management
  • Data Confidentiality
  • Client Billing

And more

Timeline

Legal Assistant

Myrna Serrano Setty, P.A.
03.2023 - 11.2023

Legal Assistant

Welter Law Office
12.2021 - Current

Legal Assistant

The Law Offices Of Matthew J. Jowanna
12.2021 - 03.2023

Admissions Representative

Ultimate Medical Academy Online
01.2021 - 12.2021

Bartender Shift Manager

MainStreet Billiards
06.2019 - 01.2021

Manager

Concentrix / Convergys
09.2017 - 06.2019

Assistant Manager

Circle K
05.2015 - 06.2017

Team Leader

Burger King
09.2013 - 04.2015

Team Member

Je Jo Jo Bagels
08.2011 - 08.2013

Cleaner

Tri State Area Cleaning Services
01.2010 - 08.2013

High School Diploma -

Centereach High School
Tara Ellis