Summary
Overview
Work History
Education
Skills
Timeline
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Terri Thomas

San Antonio,TX

Summary

Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.

Overview

7
7
years of professional experience

Work History

Legal Administrative Assistant

Morgan and Morgan
07.2022 - 01.2024
  • Draft paperwork, such as, correspondence, depositions, complaints, and motions
  • Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
  • Verbal and written communication
  • Facilitated timely resolution of legal matters by preparing and organizing essential documents.
  • Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Scheduled appointments, court appearances, and depositions for busy law firm.
  • Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
  • Communicated pertinent information to clients via phone, email, and mail.

Legal Administrative Assistant

Packard Law Firm
11.2021 - 06.2022
  • Draft estate documents for attorney's review (wills, power of attorney, healthcare directives, living wills, and guardianship applications)
  • Provide general administrative assistance, such as maintaining attorney's calendar and making travel arrangements
  • Prepare and file probate documents (petitions, motions, testamentary letters, inventories, and accounting)
  • Answer phone calls
  • Schedule court hearings
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
  • Handled billing tasks efficiently and accurately, ensuring smooth financial operations for the legal team.
  • Facilitated timely resolution of legal matters by preparing and organizing essential documents.
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.

Insurance Professional Sales and Service II

United Services Auto Association
06.2021 - 10.2021
  • Facilitate the Property and Casualty member experience by answering inbound calls, emails, and/or other contacts from members
  • Utilize tools and resources available to support members with minimal assistance
  • Identify, assess, and understand members needs and consistently provide complete and accurate advice and solutions, including products and services
  • Follow written risk and compliance policies and procedures for business activities
  • Apply proficient knowledge of personal lines insurance to assist member with moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract, and coverage provisions.
  • Skilled at working independently and collaboratively in a team environment.

Administrative Assistant (Admin Assistant)

Ernst Young
09.2019 - 06.2021
  • Responsible for greeting visitors and providing access to building for meetings
  • Regularly interfaces with internal management and staff to complete task
  • Coordinate timing and logistics of staff meeting and company; including preparation of meeting materials and meals ahead of time
  • Assist with the on-boarding process of new hires and employees departing company, taking badge photos, input new hires information int our Employee Directory, provide tours of workplace, and remove employees information from Employee Directory upon departure from company
  • Complete all classes and training
  • Respond to various inquires for information according to general guidelines.

Receptionist

Bradford and Barthel
06.2019 - 07.2019
  • Greet and welcome onsite visitors
  • Process incoming mail, identify priority mail, and distribute mail accordingly
  • Process overnight or special delivery packages
  • Complete photocopy jobs as requested by management
  • Assist with file maintenance
  • Responsible for placing monthly supply order.

Legal Administrative Assistant

Imhoff & Associates
02.2017 - 04.2019
  • Support case managers by performing administrative, clerical, and accounting functions
  • Ensured prompt responses to phone/email inquires and displayed professionalism in all client interactions
  • Managed a range of confidential records and documents throughout clients
  • Followed up with clients throughout the entirety of their cases and was the liaison of communication between client, case manager, and attorney
  • Responsible for answering multiple phone lines.

Education

High School Diploma -

Narbonne High School

Skills

  • Litigation Support
  • Oral and written communication
  • Travel Coordination
  • Court Filing
  • Data Management
  • Proficient in MS Office
  • Notary Public
  • Calendar Management

Timeline

Legal Administrative Assistant

Morgan and Morgan
07.2022 - 01.2024

Legal Administrative Assistant

Packard Law Firm
11.2021 - 06.2022

Insurance Professional Sales and Service II

United Services Auto Association
06.2021 - 10.2021

Administrative Assistant (Admin Assistant)

Ernst Young
09.2019 - 06.2021

Receptionist

Bradford and Barthel
06.2019 - 07.2019

Legal Administrative Assistant

Imhoff & Associates
02.2017 - 04.2019

High School Diploma -

Narbonne High School

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Terri Thomas