Client Intake Specialist

AREAS OF EXPERIENCE

Legal Documentation

Administration

Documentation

Client Relations

Records/File Management

Process Improvements

Invoicing

COMPUTER SKILLS

Microsoft Office

Outlook, Excel, Word

Adobe

PC Law

Time Matters

Proclaim (Eclipse)

HotDocs

Time Off Manager

Align,

Copitrack

PROFESSIONAL SKILLS

Reliable

Ethical

Diligent

Detail-oriented

Organized

Confidentiality

White Hat Award Nominee in 2011

Conflict Resolution

Problem Solver

JAMIE TROTTIER

#2 329 Heritage Drive SE Calgary, AB E: **************@*****.*** T: 403-***-****

PERSONAL SUMMARY

I am a motivated, dedicated and accountable Customer Service Expert acknowledged for exceptional time management, organization and problem solving skills. My experience includes multiple levels of customer service and interdepartmental communication.

KEY QUALIFICATIONS

I was an integral part of building a new department:

Modified documents, protocols and processes of the department.

Prepared letters, reports, memos, spreadsheets and other documents utilized by the department on a daily basis.

Knowledge of collecting data to prepare client files for Lawyer consultations.

Assisted in the creation of the firm’s Client Intake Manual for the team’s use and training tools still utilized by the department.

11 years’ experience in customer relations:

Including 6 years in team management and leadership skills.

I have strong organizational skills and the ability to handle confidential information with a high level of professionalism and discretion.

Constant development within my direct team to meet quarterly and annual targets set out by the rapidly growing firm.

I have had the opportunity to take part in 2 years of business coaching with Petra Coach – Gazelles Growth Institute. Given the opportunity to create and build team dynamics and methods for professional development.

Administration & Customer Relations:

Prepared reports and maintained data entry.

Updated electronic files and procedures for the ongoing paperless transition.

Completed and implemented an array of administration and general office procedures.

Handled inventory, vendor relations and contract management for team events.

Ensured clients’ needs were met by answering inquiries by phone and in person within a timely manner.

Organized data and maintained a diary system for file management.

2 Page Jamie Trottier

PROFESSIONAL WORK EXPERIENCE

Client Intake Manager/Client Intake Specialist July 2015 – present

Litwiniuk & Company, Calgary, AB

Supporting the dynamic and function of the firm by being the first contact for new clients, ensuring all questions are answered and all documentation is completed for the client’s first interaction with the lawyer; documenting and updating all new leads that come into the firm and ensuring all stats are up to date for quarterly planning sessions.

Supporting the lawyers by drafting documents and gathering evidence when needed, being a witness to documents and meeting with clients as needed; Obtained my Commissioner for Oaths in the province of Alberta.

Managing the Client Intake team. Ensuring that the initial prospect clients were contacted in a timely fashion. Coordinated the initial appointments in Outlook for 12 lawyers.

Completed weekly and bi-weekly team meetings for my direct team. Set the high standard for client care and coached each team member in setting and obtaining quarterly priorities.

Filing Assistant/Administrative Assistant February 24, 2014 – July 2015

Litwiniuk & Company, Calgary, AB

Maintained and implemented a commendable diary system for the litigation department’s files. Dealt with backlog in the filing system due to prior turnover.

Reception coverage when needed in a professional manner.

Opened client files within the firm’s software, provided initial documents and corresponded with clients as needed.

Maintained the documentation and the diary system for the litigation files daily in utilizing the implemented filing system.

Assistant Supervisor/Cashier 2008 – 2014

Calgary Flames Hockey Club (Saddledome & McMahon Stadium), Calgary, AB

Maintained the cash floats for up to 13 team members.

Balanced and maintained inventory to complete cash deposits for all event types.

Directed the team at hand to completed initial prep and closing procedures as required for nightly and upcoming events.

Worked in numerous types of stands with different types of inventory.

Promoted to Assistant Supervisor within the first year.

EDUCATION

Leading in the Middle, Banff Centre for Arts & Creativity 2016

James Fowler High School 2004-2007

REFERENCES

Roland Kieken

Floor Supervisor – Calgary Flames Hockey Club

Ryan Abboud

Manager of Financial Services – Litwiniuk & Company

Kimberley Kucey

Legal Assistant & Team Lead for the Pre-Litigation Department – Litwiniuk & Company

Complete Reference Information Available Upon Request

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