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Manager of Tax ofc, Executive Assistant, Legal Assistant

San Francisco, California, United States
August 29, 2018

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CELL: 925-***-**** / EMAIL:


Paralegal-5 years; Legal Secretary-10 years. Experienced in Law Specialties: Litigation, Ins. Defense, County Administrative law, Construction Defect, Worker’s Comp./Labor, Corporate, Bankruptcy, Dissolution, Immigration, Criminal, Wills/Probate. ALSO Executive Assistant/Human Resources-10 years; Collections Manager; Data Entry Operator; Receptionist; Librarian & Office Manager of Consulting Office; filed HUD $$Million Contracts and Corporate Tax filings; and performed general Accounting. ALSO Promoted in 3 companies to Management positions.

KAISER PERMANENTE, HR & Labor Relations Dept., 1950 Franklin, 4th Floor, Oakland, CA 06/05/17-present

ADMIN/EXEC. ASSISTANT II to Director, David J. Frizzell 510-***-****; Manager/CNA Lead, Betty Sargent;

510-***-****; Consultant, Norah Eller 510-***-****

Review Data/Analyze, then Data entry (Excel, MSWord) into complex Databases by Union Issues/Subcategories/Legal Contracts, etc.

Draft/compose correspondence, Distribute mail (Lotus/IBM Notes), Answer/Direct calls (Cisco IP phone) to Dept. of Consultants

(14); Set up (WebEx) Video conferences, Calendar meetings (Meeting Room Manager, Outlook, PowerPoint), process Vendor Accts.

through (One Link), Order Supplies (One Link), Prepare expense reports(One Link), billing; High volume in-house filing

Contract Work: AppleOne Agency, Walnut Creek, CA John Moran 925-***-**** 12/2016-06/2017

(Short-Term Assignments, i.e. V. Smith Law Office, Orinda, CA)

VERA SANZ INSURANCE AGENCY, Antioch, CA 07/2013-12/2016


(Laid-off, Sole Owner closed Company)

Reviewed insurance contracts in cases that proceed to litigation; aided adjusters gather trial binder info

Liaised with Outside Counsel regarding document input

Reviewed/gathered medical documents for potential insurance fraud cases

Managed multi-line telephone system, fielded questions, directed calls, delivered all messages

Kept CEO Calendar and Expense reports

Composed correspondence to adjusters using Formatted letters

Assisted part-time Bookkeeper in miscellaneous projects; Kept in-house filing system

Kept track of petty cash, ordered all office supplies, maintained Vendor office equipment leases

Setup meetings (WebEx), confirmed all parties’ attendance, prepared meeting materials (PowerPoint)

Kept office and kitchen clean, ordered catered luncheons

COMPASSIONATE COMMUNITY CARE, San Francisco, CA (NA, Homes/Hospitals, joined 2012) 07/2009-7/2013

& PRIVATE IN-HOME HEALTHCARE, Concord, CA (Live-In Residence Nurse Assistant)

GORDON & REES, San Francisco, CA (Worked under Susan Roe, former HR Director) 6/2007 – 6/2009

LEGAL SECRETARY to All Departments as Floating Contractor

Typed (iManage) Pleadings, Discovery, Subpoenas, TOC/TOA (MSJs), redlining, etc. for review

Prepared trial binders; Handled daily prioritizing workloads, Met all Court Filing deadlines

Kept attorney calendars; Prepared expense reports; Answered telephones, relayed messages

Input attorney timesheets, Review and make edits of client-billing

Set Motion hearings and other court dates in local courts

Booked Travel arrangements/itineraries (Domestic and International

Troubleshoot with limited authority-daily conflicts

Composed, proofread, copy, distribute correspondence

Hired outside Vendors, Court reporters, Caterers, Investigators

Setup Meeting Venues, Conference Rooms and followed-up confirmed attendees

Followed-up attendances, Prepared meeting materials, Setup Conference calls/Codes distributed, Attendees verified.

PRIVATE IN-HOME HEALTHCARE, Concord, CA Recession Years 01/2004-06/2007

KEVIN GILBERT, ESQ., currently at Orbach, Huff, et al., Oakland, CA 11/2001-01/2004

(Mr. Gilbert was a former Associate of BRADLEY, et al.) LEGAL SECRETARY 4 ATTORNEYS-Insurance

Defense/Product Liability/Med. Mal. (Partners Split-Laid-off 6 of 15 personnel, including Ins. Def. Dept.)

Prepared Pleadings, Discovery, Subpoenas for Federal/State court E-filings (ECF) and Retrieved Court document copies;

Composed correspondence, edit/proofed briefs

Directed all incoming calls, prioritize daily workloads, Greet clients, vendors and Expert Witnesses

Set Motion hearings and other court dates in local courts

Opened, calendared, sorted, distributed all incoming mail and faxes

Kept attorney calendars, generate Expense reports, edit/proof attorney Timesheets and client billing entries

Booked Travel arrangements/itineraries, Setup in-house meetings, equipment, lunches;

Setup Conference calls, equipment, Participant codes, Followed-up on confirmed Attendance

Prepared Materials for Expert Witnesses; Secured Exhibits

Hired outside copy vendors, court reporters, investigators and process servers

Kept petty cash for (some) Court Fees and office expenses

Ordered and managed stock of Department office supplies

BROBECK, PHLEGER & HARRISON, San Francisco, CA 05/2000-11/2001

LEGAL SECRETARY TO 3-5 Attorney Depts. in litigation, insurance, administrative law, construction defect, worker’s comp., corporate, bankruptcy, dissolution, criminal, wills/probate Law Specialties as the Permanent Floater

(I was Laid-off with 400 of 600 persons due to Partnership split, Firm Restructured)

ASSIGNED daily/weekly/monthly to all Depts. for the Out Sick/Vacationing, etc. Legal Secretaries

Adapted quickly and efficiently learning many legal forums for typing/edited/proofed Pleadings, Discovery, all documents

and filing in Federal or State courts, met daily deadlines, analyzed and submitted Court Costs

Set Motion Hearings and other court dates in local courts

Calendared all Court filings and Attorneys meeting dates

Handled telephone calls, relayed messages, Prioritized daily workloads

Communicated with Attorneys, clients, vendors and Expert Witnesses

Hired outside copy vendors, court reporters, investigators and process servers

Booked Travel plans/itineraries, Set up conference calls, rooms, equipment using Resource Scheduler software

Prepared attorney Expense reports, Timesheets and reviewed/proofed client billing entries

Researched on Lexis/Nexis, some Westlaw

Ordered office supplies for Human Resources Department


SECRETARY-PROMOTED to OFFICE MGR. to AVP/Financial Consultants, David Brandt, Clark Bennett

(I resigned to return to CA. I interviewed, hired & trained my Florida replacement)

Performed financial research of corporate credit histories, liabilities in preparing Housing Authority (HA) & HUD (Housing & Urban Development) Financial Loans

Took live dictation Minutes of the Meeting, proofed, copied, distributed to all Parties

Typed, copied, cut and bound (2 inch thick) Private Placement Memoranda (PPM), Official Statements (OS) and Bid Proposals

Seeking to underwrite, rate, re-insure real estate projects or County Authorities to purchase Refundings or Municipal Bonds

Performed data entry, coordinated meetings in-house and Conference calls and verify attendee confirmation

Handled all incoming telephone calls, Kept Consultants calendars

Kept Library in-house of all County real estate projects and loans granted

Librarian of HUD contracts/files & liaison to Public-at-large researching HUD or Housing Authority PPMs, OS, loans (back 50 years)

Worked closely with in-house General Counsel (Stephen Sanford, Esq. of Greenberg, Traurig of Miami)

Responsible for 10% input of the Bid Proposals & PPMs & OS via spreadsheets involving real estate value due to population increases,

Traffic increases and highway building projections, etc.

SHIELD BOOKKEEPING SERVICES, Walnut Creek, CA 06/1989-06/1995


Performed 10-key by touch on maintenance of 12 Individual client Tax Accounts and Collections reimbursements

Prepared financial spreadsheets (Excel), Data entry input of IRS forms on computer software

Cross-trained employees (5) on computer software

Coordinated, hired work crews to build and/or renovate client-owned real estate rental properties

Receptionist duties answered telephones, directed all calls, Communicated with CEO daily priority workload

Kept CEO’s calendar, kept petty cash, Maintained in-house filing (hardcopy and computer files)

DEAN WITTER, INC. LEGAL DEPT., San Francisco, CA 01/1987-06/1989

LEGAL SECRETARY to 4 ATTORNEYS in class action, litigation and corporate Law Specialties

(PROMOTED to SALES-Stockbroker Trainee and Sponsored for Series 7 License & Collections Manager)

Performed data entry of financial reports, acquisitions and quarterly reports to Securities & Exchange Commission

Communicated Nationwide with stockbroker office managers regarding monthly informational spreadsheets, forms, reports

Typed, Edited, Proofed, Copied pleadings, discovery, briefs, deposition summaries; & E-filed Court pleadings in State and Federal Courts

Filed lawsuits, served subpoenas, Hired copy vendors, court reporters and communicated

With Expert Witnesses

Set Motion hearings, and other court dates in local courts

Successful COLLECTIONS MGR. of 301 (Fortune 500) corporations’ accounts – owing legal fees to Dean Witter as part of a court-ordered collections from the disintegration of a Start-up company which declared bankruptcy; I collected up to $100,000.

Handled all incoming telephone calls, directed to appropriate personnel; Set up meetings, Filed hard copy & computer files.


TYPE: 75-85 wpm

SHORTHAND: 75 spm Includes Live Board Meeting Minutes

TECHNICAL EXPERIENCE: Microsoft Word 2010, 2003, 2007, Use STYLES; TOA/TOC; Wordperfect; Outlook/Outlook Express; Excel Spreadsheets and Data Entry; PowerPoint; Adobe; Google Docs; QuickBooks; iManage; SAP; FileMaker Pro; Hummingbird; Case One/Next Generation; Lotus/IBM Notes; One Link (Set up Conferences, Reserve Rooms, Process Invoices, Order Supplies); Transcription Module; Live Note; CompuLaw; Quattro Pro; Concur; Carpe Diem; Pro-Forma; US Court Forms; Legal Solutions; Westlaw; Nexis/Lexis


Paralegal Degree 1993, ROLLINS COLLEGE, Wintergarden, FL (Attended on campus at FAU, Boca Raton, FL)

Nursing Assistant Training & Work Experience via San Francisco/Concord Healthcare Agencies

Continuing Ed., DIABLO VALLEY COLLEGE, Pleasant Hill, CA (toward AA degree)

Regional Occupational Program, Intern to the LEGAL DEPARTMENT OF THE CITY OF CONCORD

High School Diploma, 3.95 gpa. with Honors, YGNACIO VALLEY HIGH, Concord, CA


Own a U.S. DESIGN PATENT, 1990

CASA-COURT APPOINTED SPECIAL ADVOCATE, 1991-1993, Volunteer Mentorship to Children, Wards of the Contra Costa County Family Law Judges’ Program


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