Sign in

Administrative Assistant Customer Service

Tulsa, Oklahoma, United States
February 28, 2018

Contact this candidate



Shelley Jewell Moomaw

**** *. **** **** ***

Tulsa, OK 74131

918-***-**** Cell

Employment History

**/** – to Present -- H&R Block, Tulsa, OK (all Tulsa office locations) Seasonal/temporary position working as an Office Management Assistant working with tax professionals in scheduling, drafting and finalizing multiple state and federal tax forms from individual to corporate filings. Other duties include customer service, scheduling appointments and organizing documentation for tax professionals. File maintenance and other administrative office functions are also performed.

02/17 to 10/17 -- Gibbs Armstrong Borochoff Mullican & Hart, Tulsa, OK Civil litigation law firm with medical malpractice, insurance defense and other similar matters. I was primarily hired to work for the partners. Opening all new matters both defense and plaintiff cases that entailed heavy transcription, editing and final proofing of all documents which included attention to detail on grammar, punctuation and flow of the substance and chronological understanding of the content. Duties also included filing in State and Federal Courts, drafting and finalizing discovery pleadings as well as client and opposing counsel correspondence. Heavy docketing, calendar maintenance, scheduling of depositions and client meetings. Also in charge of drafting settlement documentation, new client conflict checks and client contracts as well as preparation of all marketing materials to be send to potential clients. Finally, I prepared tax documentation, expense reports and maintenance of all receipts for the accounting department for the law office. However, the firm’s partners have since disbanded the firm and opened private offices.

03/13 to 10/16 -- Windstream Communications, Broken Arrow, OK A long term temporary assignment with Byers Engineering, working as an administrative assistant in the Engineering Department assisting the Director of Accounting and Finances processing “Job” Orders, with high attention to detail and precision with reviewing and maintenance of schematics, financial summaries and all work order processing as well as much data entry and accurate review. Also assisted with all accounting functions for maintenance of documentation in DocuShare and high proficiency in Adobe Writer and document conversion, transferring multiple documents into one main file for later reviewing purposes. I also reviewed, maintained and finalized Contracts with outside vendors.

03/12 to 03/13 -- Transition from Loss of Husband: My husband was a soldier in Desert Storm. Unfortunately, he died in early 2012 at the age of 41. Therefore, I took a sabbatical with my family to overcome death.

07/11 to 02/12 -- Xcel Energy, Henderson, CO Employed as an Executive/Legal Administrative Assistant to the Director of Supply Chain/Process Control and corporate in-house legal counsel. This position entailed handling all aspects of the Director’s scheduling and calendar maintenance, travel arrangements, drafting and finalizing correspondence, corporate legal documentation and working directly with management as to maintaining the supply and cost controls for all aspects of the employees for Xcel and corporate legal contracts and documents. Also prepared PowerPoint presentations which entailed drafting and completion of such presentations, IT technical set-up and “driving” the presentations for the Director for in-house meetings as well as video-conferencing other employees from other offices and states. Resigned from position due to the death of my husband.

Shelley Jewell Moomaw


Page Two

02/00 to 05/11 -- Holland & Hart, LLP, Denver, CO Floating legal assistant supporting all the firms’ attorneys who have specialized in civil litigation, personal injury defense, Chapter 7 and 13 Federal Bankruptcy petition filings, large family estate planning documentation and other corporate matters. Primary responsibilities included dictation, drafting and finalizing correspondence, pleadings, discovery and trial preparation in the litigation department, drafting and finalizing Wills, Powers of Attorney and other large family estate documentation and also drafting Chapter 7 and 13 Federal Bankruptcy petitions and assisting in some Chapter 11 corporation reorganizational federal bankruptcy petitions as well. All other floating duties consisted of assisting other staff with over-flow work and all other legal administrative office functions. File maintenance, office utilities and general internal office functions were also performed.

02/93 – 10/99 Harrington, Foxx, Dubrow & San Diego, CA Legal Assistant to Senior Litigation Partner in the San Diego branch office, Thomas E. Lotz. Primary areas of practice were medical malpractice defense and wrongful death cases representing hospitals Sharp, Scripps and USCD Medical Center. Duties included receipt of Summons and Complaint and initial preparation of responsive Answer or, in some rare cases, filing of Demurrer, to review and approve and then serving and filing of same on Plaintiff(s) and/or Defendant(s). Also, preparing the draft for initial discovery which entailed request for interrogatories, request for production of documents and request for admissions, and docketing all the required deadlines for responsive productions. Prepared and obtained signed medical records authorization release forms (or HIPAA Privacy Authorization Form) from doctors and/or hospital, or patients, so as to begin the discovery process for reviewing all medical records pertaining to the case. Review and summarization of same for discovery and case preparation was done through dictation or personal review. Other standard legal assistant responsibilities included, drafting correspondence, motions, responses or reply pleadings. Maintaining docket, scheduling deposition(s) and locating expert(s)’ Curriculum Vitae’ if they should be required as the matter progressed. Trial preparation in case settlement negotiations did not prevail, etc. Other areas of practice entailed construction defect, trip and/or slip-and-fall matters or other personal injury cases.

Qualifications and Education

AA from San Diego City College – 1995: Journalism/Creative Writing/Musical Performance

Paralegal Certification and Medical Terminological Understanding Metro State – Denver, CO 2003

High proficiency in most Windows-based programs (i.e., Word, Excel, PowerPoint, etc.) Familiar with most billing software as in Timeslips. Westlaw, PCLaw and ProLaw, efiling and ECF.

Very proficient in Adobe Writer.

80-90 WPM Typing Speed and 10 Key

Notary Public in Oklahoma/Commission #17002746 - Expired on March 20, 2021

Contact this candidate