Kalan M. Lis
407-***-**** ad43uu@r.postjobfree.com
SUMMARY OF QUALIFICATIONS
Entity Management Leader with a keen ability to proactively provide support for my team, produce high quality results and maintain optimal organization with ease. Proficient in successfully providing clear written and verbal communication and support, striving in a variety of fast-paced environments ensuring seamless workflows. Effectively thrive in both independent and team-based environments. Highly skilled in MS Office Suite, Adobe Pro, Legal Tracker, CSC, Teams, SharePoint. Typing accuracy at 50 words per minute.
PROFESSIONAL WORK EXPERIENCE
BROWN & BROWN, INC. Port Orange, FL 2019 – Present Entity management Team Leader
Works closely with management on licensing matters for complex legal transactions
Supports activities and manages relationships to support transactions
Exercise judgment to drive decisions on routine and non-routine matters within area of practice
Coordinates business events and meetings as needed
Manager of a team of two
Cross trained on Employment Agreements
Works with Mergers and Acquisitions
RUE & ZIFFRA, P.A Port Orange, FL 2019
SSD Legal Assistant
Acted as liaison between clients and attorneys.
Communicated with the local SSA and ODD offices on behalf of the clients
Submitted appeals on behalf of the clients
Ensured legal documents were processed and handled in a timely and efficient manner to comply with appropriate regulations and deadlines.
Filed all documents through a web database for all office clients
Answered telephones, set up appointments, and interviewed clients for case intake COOMBER CONSTRUCTION New Smyrna Beach, FL 2018-2019 Office Administrator
Entered accounts payable receipts and invoices into company system for payment.
Processed Payroll using QuickBooks
Entered employee's time for payroll; help him/her with any HR questions/concerns.
Redesigned new hire packet documents and implemented procedures for tracking employees
Developed new business forms to improve production and management of products for the company.
Answered phone calls, assisted clients or set up meetings.
Assisted with hiring, reviewed resumes, assisted in applicants filling out new hire paperwork, scheduled and assisted interviews.
ALVAREZ, WINTHROP, THOMPSON & STOREY, P.A. Orlando, FL 2018 Legal Administrative Assistant
Assist attorneys and paralegals in drafting legal pleadings, agreements and correspondence, routinely documenting time-keeping for attorneys.
Typed dictation from Attorneys as needed.
Performed data entry and other administrative task assigned by attorneys or other team members.
Assist with overflow of clerical work from Legal Assistants and Paralegals
Cover for receptionist and legal assistants in their absence EVERIX OPTICAL FILTERS Orlando, FL 2017 – 2018
Executive Assistant
Completes a broad variety of administrative tasks for the CEO including: managing an extremely active calendar of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings.
Plans, coordinates and ensures the CEO's schedule is followed and respected. Provides
"gatekeeper" and "gateway" role, creating win-win situations for direct access to the CEO's time and office.
Communicates directly, and on behalf of the CEO, with Board members, donors, Foundation staff, and others, on matters related to CEO's programmatic initiatives.
Researches, prioritizes, and follows up on incoming issues and concerns addressed to the CEO, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response.
Works closely and effectively with the CEO to keep him/her well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a "barometer," having a sense for the issues taking place in the environment and keeping the CEO updated.
Successfully completes critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence, and other tasks that facilitate the CEO's ability to effectively lead the company.
Assisted in Hiring, screening applicants, reviewing resumes, and setting up interviews. STOVASH, CASE & TINGLEY Orlando, FL 2016 - 2017
Receptionist / Legal Assistant
Coordinate and schedule meetings, thoroughly communicating action plans to Partners, Senior Counsel as well as clients, and outside counsel, continuously developing positive rapport.
Proactively work with Partners and Senior Counsel in a fast-paced litigation environment aiding in updating the electronic and physical filing system, scanning, photocopying, faxing, and filing documents eliminating erroneous data ensuring quick, proficient turnaround to day to day deadlines.
Create and proofread PowerPoint meeting programs and hand out materials facilitating nationwide presentations for attorneys.
Assist attorneys in drafting legal pleadings, agreements and correspondence, routinely documenting time-keeping for attorneys.
Answer multi-line phones, route calls to appropriate offices, greet visitors and clients building positive, trusting relationships with a focus on providing excellent customer service.
Successfully maintain firm calendar, manage scheduling of conference rooms, maintain accurate postage logs, create new case files and ensure routing of time sensitive mail and hand-delivered packages.
VOLUSIA COUNTY SCHOOL BOARD Volusia County, FL 2014 - 2016 Substitute Teacher
Provided instruction in a variety of classroom environments assisting students to learn subject matter and skills which allowed students to maintain their continuity in absences of the regular teacher.
Displayed continuous flexibility and commitment to effectively implement teacher lesson plans.
Maintained established routines and procedures of the designated schools and classrooms to, assigning student class work and homework.
Maintained classroom control and discipline complying with all district and school directives, policies, rules and procedures and rules governing student life and conduct. SEASIDE MANOR Ormond Beach, FL 2015
Life Enrichment Director
Organized, planned, facilitated, and directed the overall operations of the Activities Department.
Provided a creative and social atmosphere throughout the community, promoting resident participation through regularly scheduled programs and guest speakers.
Created, published, and implemented the monthly resident Life Enrichment calendar of daily events.
EDUCATION & PROFESSIONAL DEVELOPMENT
Bachelors in Psychology (minor in Sociology)
University of South Florida Tampa, FL
Volunteer at Begin Again Children’s Grief Center
11/2013 to 04/2015 Daytona Beach, FL
REFERENCES
Stephanie Pignataro
Director of Operations
Foundation Risk Partners
David Findley
Payroll Consultant
RJ Reliance