Administrator

QUALIFICATIONS PROFILE

Goal-driven, performance-focused, multifaceted professional with extensive experience in office management and administrative support.

CORE COMPETENCIES

Account Management Employee Engagement Payment Processing Report Documentation File Maintenance

Data Entry Cross-functional Collaboration Time Management Event Planning and Coordination Problem Solving

Organizational Leadership Interpersonal and Communication Skills Relationship Building

PROFESSIONAL EXPERIENCE

Halpern May Ybarra Gelberg LLP, Los Angeles, CA

Manager of Office / Accounting / Personnel Jan 2020–Sep 2020

Administered various office operations such as answering the switchboard, distributing incoming/outgoing mail and packages and scanning same to supervising attorneys/paralegals during pandemic

Processed payments of all AP accounts and credit card statements; managing all deposits of AR accounts ; and recording deposits/payments in Clio and QuickBooks towards client bill

Held accountability in executing online banking maintenance, generating online banking ACH payments and wires; conducting transfers from client trust account to operating account; reconciling multiple bank accounts; and onboarding and setting up new employees and employee’s deductions with Paychex

Closely collaborated with broker for medical benefit plans for employees; plan administrator on the firm’s 401K plan on various issues; building management with COIs upon request

Performed various tasks such as off-boarding employees, ordering office supplies, maintaining all office equipment, processing online 401K deductions for participants each payroll, and gathering census information for TPA for 401K

Carried out reconciliation and distribution of QuickBooks file to the accountant for tax filings; development of vendor relationships; and setup of a new Paychex account for payroll and a new insurance plan

Coordinated and oversaw move from AHH to HMYG, transition of appropriate accounts and services, and setup of new offices

Played a vital role in saving a client from wiring $150K to a fraudulent account in Florida by identifying and notifying client of an email spoof between the client and the HMYG receptionist.

Abelson Herron Halpern LLP (merged with Halpern May Ybarra Gelberg LLP), Los Angeles, CA

Manager of Office / Accounting / Personnel May 2006–Dec 2019

Coordinated and managed all elements of daily office operations for the firm

Utilized TimeSlips and QuickBooks in recording deposits/payments on client bill and accounting system; processing and distributing client bills

Prepared P&L and balance sheet reports for partners; and handled workers compensation and EDD audits

Coordinated with accountants regarding the filing of taxes/1099s and with insurance broker to obtain pertinent information for quotes on malpractice and liability insurances

Efficiently handled the maintenance of all office equipment

Coordinated office holiday parties for employees and their significant others for an overnight stay at a chosen venue, which included selecting venue, lodging accommodations, and menu/bar selections for 30+ people

Prepared and distributed monthly rent statements, received and recorded monthly rent payments in QuickBooks, and estimated the cost of living adjustments to increase rent payments as appropriate for Special Needs Housing, LLC

EARLIER CAREER

Olivo & Plascencia LLP / Law Offices of Eduardo Olivo, La Habra, CA

Legal Secretary Office Manager

TECHNICAL SKILLS

QuickBooks Clio TimeSlips Microsoft Office Suite Adobe Acrobat LexisNexis LEDES Billing

LegalTracker/Serengeti CounselLink Bottomline Technologies

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