Driven Legal Assistant with 3 years of experience in Trust and Estate law. Highly skilled at multitasking and prioritizing tasks to complete projects on time and determine appropriate courses of action. Committed to streamlining processes to facilitate growth.
Overview
6
6
years of professional experience
Work History
Personal Legal Assistant to the Senior Partner
Scwartsman Law Group PLLC
09.2022 - 09.2025
Reference Contact: David Kohina, ESQ (646)515 7011
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.
Assisted attorneys with reviewing and organizing witness reports.
Communicated pertinent information to clients via phone, email, and mail.
Revised and finalized letters, briefs, and memos.
Conducted background investigations on defendant.
Researched statutes, decisions, legal articles, and codes.
LIFE INSURANCE SALES AGENT
American Income Life Insurance Company
03.2022 - 06.2022
Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions and changes and to change beneficiaries.
Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.
Ensured that policy requirements were fulfilled, including any necessary medical examinations and completion of appropriate forms.
Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
DISPATCHER
Bical Inc
05.2019 - 05.2021
Maintained files of work and services performed.
Scheduled and facilitated required repairs to restore service and schedules.
Conferred with customers or supervising personnel to address and resolve issues.
Supported timely and efficient movement of vehicles in alignment with schedules.