Office Medical

Wendy S. Sweet, CLM, PsyM

***** ******** **., ***** *******, CA; 213-***-**** ******@*****.*** LinkedIn Profile Page 1 EXPERIENCE

STELLAR MERCHANTS, LLC – Santa Clarita, CA

Small Business Owner from Dec 2019 – Present

ROUGHAN & ASSOCIATES AT LINC, INC. - Pasadena, CA

Director of Operations from Dec 2018 – Oct 2019; responsible for:

Oversight of cases, including client intake/referrals, team assignments, process, and managing deadlines for this life care planning and medical/legal consulting firm

Directing Human Resources functions, including hiring through termination, policy enforcement and development, coaching, process development

Recruiting, orienting, and training employees on processes, systems, and software (including a proprietary database specific to life care planning and case management)

Onsite IT support and liaison with IT service firms during migration of on-premises systems into Azure cloud- based environment; troubleshooting of hardware, software, and database; first line support for remote and onsite employees

Measuring and monitoring of employee productivity

Coordinating marketing and speaking events

Communicating with clients (attorneys), medical experts, vendors, building management JACKSON LEWIS P.C. - Los Angeles, CA

Office Administrator from Jul 2005 – Dec 2018; responsible for:

Directing overall operations of the Los Angeles office (120 attorneys and staff) of a then 57-office boutique firm practicing exclusively in workplace law

Managing Human Resources, including recruiting, training, employee orientation and progressive discipline, documentation, and termination; managed evaluation process, timecards, leaves, benefits administration, file maintenance (personnel, I-9, medical, confidential files, records retention); oversaw compliance with local, state, and federal regulations, including required postings and filings; coordinated AB12825 sexual harassment and code of conduct/ethics training; workflow management

Budgeting, financial analysis, A/P, A/R, compensation

Overseeing facilities, records management, office openings/relocations/buildouts, life safety/emergency programs

Event planning, including office events, summer associate programs; holiday parties, marketing activities, educational seminars

Strategic planning; research/analysis of industry surveys; policy/procedures

Collaborate on and design local and nationwide initiatives to improve efficiency, including multi-office resource guide, RFP review groups, systems design, technology rollouts, office policies/procedures

Opened, built out, relocated, and managed offices in Newport Beach 2006-2013, San Diego 2008-2013, and Napa Valley 2012-2013, while managing LA office

ANDREWS KURTH KENYON LLP - Los Angeles, CA

Office Administrator from Jan 1998 – Jun 2005; responsible for:

Managing the Los Angeles branch office and subtenants

Human resources, marketing, financial, facilities, and records management

Network administration, applications training, technology upgrades

Part of a firm-wide task force responsible for the creating and maintaining global policies and procedures, including firm employment application, handbooks, evaluation process, records retention, disaster preparedness, incentive programs

Office relocation, budgeting, evaluations, trust and operating account administration, event planning/coordination, vendor relations, operations and strategic planning

Electronic conversion of the records department of NY branch Wendy S. Sweet, CLM, PsyM

20517 Starling Ct., Santa Clarita, CA; 213-***-**** ******@*****.*** LinkedIn Profile Page 2 EDUCATION

Master of Science in Psychology (University of Phoenix; 2013)

Bachelor of Science in Business Management (University of Phoenix; 2008) CERTIFICATIONS

Certified Legal Manager from the Association of Legal Administrators (Since 2004)

Project Management Course Certificate from Training Connection (Oct 2019) TRAINING

Extensive participation in seminars, workshops, conferences, and courses in all areas of management, leadership, communication, ethics, motivation and employee development, technical systems, diversity and inclusion, sexual harassment prevention, and state and federal workplace laws LEADERSHIP AND MANAGEMENT SKILLS

Conflict Resolution

Creative Problem Solving

Strategic Planning

Team Building

Employee Development and Training

Excellent Written/Verbal Communication

HR Management

Benefits and Leave Administration

Budgeting and Forecasting

Policy and Procedures Design

Recruitment and Retention

Mentoring

Networking

Vendor Relations

Positivity, Enthusiasm, and Compassion

TECHNICAL SKILLS

Tech savvy user/trainer adept in Microsoft Office Suite 2013 and Office365 (Word, Outlook, Excel, PowerPoint), ADP Workforce Now, WageWorks, NetDocs, Aderant (Dashboard, Intapp Time, Expert Image), viDesktop, Concur Solutions, Nuance Power PDF Advanced, Adobe Acrobat Pro, InterAction

ORGANIZATIONS

Association of Legal Administrators (National and Local Member)

Greater LA Chapter Board Member – Chapter President 2006-2007; held additional board positions throughout 1998-2018; Regional Education Officer 2009-2010

Toastmasters International (International and Local Member) COMMUNITY INVOLVEMENT

Volunteer, Mentor, Fundraiser, and other involvement with several organizations, including: Covenant House, Constitutional Rights Foundation/Expanding Horizons, LitWorld, A Place Called Home, LA Regional Food Bank, Wounded Warriors

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