Legal Assistant Boca Raton
Resume:
Maritza Perez
Boca Raton, FL 33433
Email: ***********@*****.***
Gonzalez & Goetz Law Firm – Boca Raton FL Legal Assistant: 05/11/2022 – 04/30/2024
Assisting Clients for Social Security Disability Benefits
Assisting Prospects with Pre-Qualifying and Detail Questionnaire on Prevail System
Printing Representative Forms mailing them via USPS or sending via Email-Docu-sign for Requested Signature
Reviewing Representative Forms for all Signatures Uploading to Prevail System
Updating Medical, Work History and Medication List
Answering Phone Calls to Assist Prospects and Clients with Questions and Concerns
Answering Calls from Clients for Status Updates
Making Calls to Social Security District Office for Client Status Update
Preparing Certified Mail of Representative Forms Sending to Social Security Administration Office and Attach to Appropriate File
View all Emails Reply in a Timely Manner Attach Email to File
Sending New Lead, No Contact or No Interest letter to other attorneys that have sent Referrals.
Assisting Clients with Hearing Process
Assisting Clients with Denial letters Unfavorable Decision received from Social Security Administration Office
Process Payments from Clients with Credit Card or Debit Card Adding Notes to Clients File
Filing, Scanning and Copying Representative Forms
Faxing Change of Address or Phone Number to Social Security District Office
Reach Out to Case Manager or Assigned Attorney for Scheduled Hearing Hawkins Construction Inc. Boca Raton FL. Receptionist / Admin. Assistant: 07/2018-09/02/2021
Answered and Screened all Incoming Calls Take Messages
Viewed Sort and Distribute Mail to Appropriate Person
Kept Log of All Courier Packages in Logbook
Assisted Project Managers with Various Tasks
Ordered Supplies Online
Replied to all Emails in Timely Manner
Contacted Subcontractors for Closeout Documents -O&M’s/ Submittals/As-Built
Filing, Scanning and Faxing Closeout Documents
Maintained Inventory of Uniforms from Hawkins
Maintained and Updated Subcontractors Contact Information
Notarized All Permit Apps
Advanced Power Tech Inc. – Pompano Beach FL. Sales Manager Admin Assist: 03/2016-06/2018
Answered all Calls Screened and Took Messages
Processed Payments with Check or Credit Card
Maintained a Log for Tracking all Orders for Branches and Couriers
Provided Tracking Information to Customers for all Branches.
Contacted Material Vendors for Quotes on Part Numbers
Filed and Organized Filing System
Scanned/Copied and Faxed Documents
Replied to Emails in a Timely Manner
Diversified Fluid Control Inc.-Ft. Lauderdale FL. Temp Work Admin Assistant: 07/2015-02/20
Answered all calls Screened and Took Messages
Placed Lunch Orders for Sales Reps
Prepared Printed all Invoices for Customers
Contacted all Customers when Orders were Completed for Pickup
Processed Payments with Check or Credit Cards to Post on Proper Account
Filing and Organizing File System
Assisted President as needed.
Maintained and Updated Reports Using Excel
Rick Morse CPA Firm – Coral Springs FL – Temp Tax Season Admin Assistant: 02/2015-07/2015
Provided Administrative and Clerical Support to Presidents and Accountants
Answered Screened and took Messages.
Composed and Proofread Letters
Purchased Office Supplies
Entered Work Hours for Accountants
Sorted and Distributed Mail
Maintained Calendar and Scheduled Appointments
Updated and Maintained Customers Contact Information in System
Replied to Emails in a Timely Manner
Submitted Copy of Tax Return to Clients Via Courier
Organized File Rooms
Translated Information for the President and Accountants Netcom Tech. (Federal Gov. Bldg.) -Miramar -Project Executive Admin Assistant: 03/2014-11/2014
Assist Project Manager in Maryland
Prepared Timesheets for Staff
Updated Spreadsheets with PO# Information
Prepared all Correspondence and Reports
Answered Screened and Transferred Incoming Calls
Purchased Office Supplies and Maintained Inventory of Uniforms
Submitted and Processed Packing List to Corporate Office
Maintained Calendar and Scheduled Appointments
Scanned and Saved Documents for New Hire Employees Including Access Forms and Scheduling Fingerprints to have Access Online
CA Plus A/C and Refrigeration-Boca Raton FL Executive Admin Assistant: 06/2012-02/2014
Provided Administrative Support to Manager
Answered Screened and Took Messages
Prepared all Correspondence.
Submitted and Processed Invoices
Sorted and Distributed Incoming Mail
Maintained Calendar and Scheduled Appointments
Travel Arrangements
Purchased Office Supplies
Processed Purchase Orders and Posted Payments to Proper Account
Maintained and Updated Customer’s Contact Information
Prepared Health Benefits for Company
Roth Rousso & Katsman LLP – Aventura FL Receptionist/Legal Assistant: 02/2007-05/2012
Assisted Attorney with Various Tasks
E-Filed Legal Documents with Courts
Prepared Pleadings and other Legal Documents
Maintained Calendar and Scheduled Appointments for Firm
Entered Client’s Billing for Attorneys
Submitted Mail to Clients via Courier
Distributed Copies of Correspondence to Attorneys
Submitted and Processed Invoices
Dictaphone Dictation
Maintained a Log of Closed Files that went to Storage.
Prepared Renewal License for Attorneys
Relieved Front Desk as needed.
Education: Florida International University – Miami FL. Took Courses towards Paralegal Certificate
Skills:
Microsoft Word, Outlook, PowerPoint, Word Perfect, Internet Research, Perfect Practice, CIP Case in Point, Time Matters, Pacer, Lone Wolf Software for Real Estate and QuickBooks, Prevail Attorney Software
Language:
Proficient in Spanish and English Read, Write and Speak
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