Paralegal/Office Manager/Administrator

Amy L. Smith-Compos

858-***-**** *********@*******.***

OBJECTIVE

To obtain a position offering a challenge, diversification, responsibility and personal growth.

CAREER HISTORY

Dillon Gerardi Hershberger Miller & Ahuja, APC, February 2015 - Present

Office Administrator – (Civil Litigation, Real Estate, Corporate Formation, Transactional)

Maintains office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions. Keeps management informed by reviewing and analyzing special reports; summarizing information; identifying trends. Achieves financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions. Pays invoices by verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment. Obtains revenue by verifying transaction information; computing charges and refunds; preparing and mailing invoices; identifying delinquent accounts and insufficient payments. Collects revenue by reminding delinquent accounts; notifying customers of insufficient payments. Prepares financial reports by collecting, analyzing, and summarizing account information and trends. Maintains accounting ledgers by posting account transactions. Verifies accounts by reconciling statements and transactions. Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments. Maintains financial security by following internal accounting controls. Secures financial information by completing data base backups. Maintains financial historical records by filing accounting documents. Contributes to team effort by accomplishing related results as needed.

Corporate Paralegal - Prepare all documents required to form corporations (both business and not-for-profit corporations), partnerships and limited liability companies in any state. Assist lawyers in the preparation of documentation for amendments, withdrawals, mergers and dissolutions of corporations, partnerships and/or limited liability companies. Completion of stock certificates. Complete franchise tax forms for lawyer review. Create and maintain corporate minute books.- Complete and file of SS-4 Forms with the Internal Revenue Service for the purpose of obtaining Employee Identification Numbers (EINs) for corporations, partnerships and/or limited liability companies.

Johnson Law Group, APC, Carlsbad, California, November 2010 – February 2015

(Formerly Paul T. Johnson Law Group, APC, Carlsbad, California)

Senior Paralegal – (Civil Litigation (Federal and State)/Bankruptcy/Real Estate/Corporate Formation/Transaction) Preparation of court documents, dictation transcription, review, analysis and summary of documents. Responsible for drafting pleadings, discovery, and motions in limine. Client consultation, follow-up and deposition preparation. Organization and preparation of documents and exhibits for production and trial preparation. Coordination of trial witnesses and expert witness for trial testimony. Research and analysis of cases.

Administrative Assistant - Calendaring and file management, maintain client database and case information/status reports. Accounting, client billing, monthly reports utilizing Timeslips.

Workman Leasure, LLP, San Diego, California, March 2010 – November 2010

Senior Paralegal - (Insurance Defense/Personal Injury/Real Estate/Civil Litigation) Client consultation, follow-up and deposition preparation. Preparation of court documents, dictation transcription, review, analysis and summary of documents. Research and analysis of cases for insurance coverage opinions. Responsible for drafting pleadings, discovery, and motions in limine. Organization and preparation of documents and exhibits for production and trial preparation. Coordination of trial witnesses and expert witness for trial testimony. Legal Research and preparation or legal memoranda and issue analysis.

Office Administrator - Administrative duties relating to the establishment of the law firm. Travel arrangements and seminar preparation and coordination. Accounting, client billing, monthly reports utilizing Timeslips. Responsible for calendaring and database management for firm, including three attorneys and staff.

Del Mar Law Group, LLP, Del Mar, California, November 2009-March 2010

Senior Paralegal - (Insurance Defense/Personal Injury/Real Estate/Civil Litigation) Supervise junior paralegal case load and responsible for further education junior paralegals and staff. Legal Research and preparation or legal memoranda and issue analysis. Responsible for calendaring and maintenance of client database. Responsible for drafting pleadings, discovery, and motions in limine. Client consultation, follow-up and deposition preparation. Organization and preparation of documents and exhibits for production and trial preparation. Coordination of trial witnesses and expert witness for trial testimony. Preparation of court documents, dictation transcription, review, analysis and summary of documents. Travel arrangements. Calendaring and file management, maintain client database and case information/status reports.

Law Offices of Gary D. Leasure, APC, San Diego, California, January 2003 - December 2008

(Formerly Johnson & Leasure, LLP, Temecula, California )

Senior Paralegal - (Real Estate/Civil Litigation/Corporate Formation) Responsible for drafting pleadings, discovery, and motions in limine. Client consultation, follow-up and deposition preparation. Organization and preparation of documents and exhibits for production and trial preparation. Coordination of trial witnesses and expert witness for trial testimony. Legal Research and preparation or legal memoranda and issue analysis. Responsible for calendaring and maintenance of client database. Oversee junior paralegal case load and responsible for further education junior paralegals and staff. Secretarial duties included preparation of court documents, dictation transcription, review, analysis and summary of documents.

Office Administrator - Responsible for accounts payable/accounts receivable, Client Trust Account and bi-monthly client billing. Calendaring and file management, maintain client database and case information/status reports.

Paul, Plevin, Sullivan & Connaughton, San Diego, California, August 2001 - December 2002

Legal Assistant/Paralegal - (Employment/Discrimination Law) Responsible for drafting pleadings, discovery, and motions in limine. Trial preparation with a focus on the use of LiveNote and Trial Director technology. Organization and preparation of documents and exhibits for production and trial preparation. Responsible for calendaring and maintenance of client database. Research and analysis of cases. Secretarial duties included dictation transcription, review, analysis and summary of documents. Management and organization of Class Action cases. Travel arrangements and seminar preparation. Preparation of client and documents for depositions and witness interviews.

EDUCATION

Bachelor’s Degree from California State University San Marcos in Major in Gender Studies,

Minor in Sociology - May 2014

Associates Degree from MiraMar College in Liberal Studies - June 2005

University of San Diego Paralegal Program (ABA Certified) - July 1999

Associates Degree from MiraMar College in Administration of Justice - June 1998

PERSONAL/PROFESSIONAL ASSOCIATIONS

2014-Present Executive Board Member of the San Marcos Youth Soccer League, San Marcos, California

2007-2009 President of the Villa Aspara Homeowners Association, San Marcos, California

Member of the Alpha Kappa Delta Honor Society

Member of the California State University San Marcos Alumni Association

Member of the San Diego Paralegal Association

Member of Women in eDiscovery

Member of the California Alliance of Paralegal Associations

Member of the San Diego Legal Secretaries Association

Member of the Organization of Legal Professional

Member of the National Association of Legal Assistants • Paralegals

SKILLS

Highly self-motivated

Excellent oral and written communication skills

Organizational skills

Team player

Dictation/Transcription

Highly computer literate with working knowledge of Microsoft Office, Word, Excel, Word Perfect, Concordance, LiveNote, Relativity, iConnect, Trial Director, Document Director, Summation, CaseMap, Legal Solutions, Hot Docs, Abacus, Lexis-Nexis, Westlaw, Time Matters, Time Slips, Tabs3, Power Point, Quicken, Quick Books, and other word processing and business management programs.

REFERENCES

Provided upon request.

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