Legal Secretary - O'Connor * Telezinski - Riverside, CA
(2022-05 - 2026-06)
- Managed legal documentation, ensuring accuracy and compliance with regulatory requirements
- Assisted in drafting legal correspondence, improving communication clarity with clients
- Prepared court filings and maintained case files, enhancing organizational efficiency
- Monitored deadlines and calendar events, ensuring timely completion of critical tasks
- Conducted research on legal precedents, supporting case preparation efforts
- Trained new staff on office procedures, fostering a collaborative work environment
- Implemented filing system improvements, streamlining document retrieval processes
- Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics
- Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries
- Arranged for delivery of legal correspondence to clients, witnesses, and court officials
- Organized files for court proceedings
- Organized and maintained an efficient electronic filing system for easy access to critical documents and data
- Received and placed telephone calls to clients and prospective clients
- Provided exceptional customer service when greeting clients and answering phone calls, fostering a welcoming environment
- Managed multiple high-priority tasks simultaneously, meeting all deadlines while maintaining a high level of accuracy
- Assisted in drafting legal documents such as pleadings, motions, and briefs, contributing to successful case resolutions
- Screened telephone calls and forwarded to appropriate departments
Financial Counselor - South Georgia Medical Center - Valdosta, GA
(2014-11 - 2021-01)
- Educated patients on financial assistance programs and insurance options
- Facilitated financial assessments to determine eligibility for various healthcare funding sources
- Developed and implemented strategies to improve patient financial literacy and access to resources
- Collaborated with clinical staff to address patient concerns regarding billing and payment processes
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course
- Managed caseload effectively, ensuring timely follow-up appointments and communication with clients
- Assisted clients in reducing debt through customized repayment strategies and budget adjustments
- Implemented crisis intervention strategies when necessary, connecting clients with appropriate emergency resources during times of severe financial hardship
Legal Secretary - Law Offices of Serembe, Bakke & Seaman - San Bernardino, CA
(2000-09 - 2005-12)
- Prepared legal correspondence and wrote professional letters for legal assistants and attorneys
- Filed documents with courts on behalf of attorney
- Transcribed legal documents and phone conversations
- Reduced errors in legal documents by implementing thorough proofreading processes
- Scheduled all appointments, appearances and briefings
- Supported attorneys during trials by efficiently coordinating exhibits, witness interviews, and other essential tasks
- Diligently edited legal correspondence for grammar and spelling
- Trained new staff members on office procedures and best practices, promoting a cohesive team dynamic within the firm
- Improved client satisfaction by providing timely and accurate legal document preparation
- Ensured compliance with court rules by staying up-to-date on changing regulations related to filings and other requirements
- Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents
- Coordinated scheduling for attorneys, optimizing time management and client consultations
- Developed and maintained filing and retrieval systems
- Coordinated meetings, conferences, and travel arrangements for attorneys, ensuring seamless scheduling across the firm
- Supported case preparation by drafting pleadings, motions, and other legal documents under attorney supervision
Lien Hearing Representative - Forensic Psychiatric Services - San Bernardino, CA
(1995-03 - 2000-09)
Workers' Compensation Lien Collection Lien Hearing Representative for Lien Conferences and Lien Trials at Workers' Compensation Appeals Boards throughout Southern California
- Coordinated scheduling of client meetings and court dates, improving firm's ability to meet clients' needs promptly
- Assisted with preparation of trial materials and documents
- Produced and filed various legal documents and electronically preserved updated case record system
