Records Clerk Accounting Assistant
Resume:
Lloyd Veitch
Alameda, CA *****
*********@*****.***
Proactive and creative self-starter, able to set priorities with strong logical and problem solving skills; effective multi-tasker with excellent communication skills and mathematical talents; ability to work in fast-paced environment while handling multiple tasks; maintains high-level confidentiality at all times Work Experience
Document/Records Administrator
Morison & Prough, LLP - Walnut Creek, CA
October 2015 to April 2021
Process incoming parcel mail and code numerically, alphabetically and/or by subject matter as appropriate
- Document management, including scanning documents into electronic records on shared folder for all- firm access
- Upload and transfer all document production to shared document management system
- File coordination, including creating indexes of pleadings, discovery and correspondence for all clients
- Create new files in paper form for storage and retrieval, including numbering system, labels and appropriate file folders
- Ensure new information is added to files in timely manner and destroy outdated file material according to company policy and/or transfer them to inactive storage
- Maintain firm's legal records, including evaluating current filing system for completeness, efficiency and usefulness by taking inventories and reviewing retrieval needs
- Supply room coordinator, including tracking, ordering and restocking supplies
- Break room/kitchen manager, including tracking, ordering and restocking supplies
- Provide back-up reception, welcoming clients as appropriate
- File documents with local court(s) and/or delivery to FedEx office as needed Accounting Assistant
Beeman Scheley - Pleasanton, CA
March 2007 to November 2010
- Inputted invoices into Javelin daily
- Drafted business request letters to insurance carriers for reimbursement
- Prepared expense reports for processing, cash collections, and time entry
- Filed invoices, pulled closed files and sent to storage as appropriate
- Provided back-up reception and relief, checked for client/counselor conflicts for new clients Administrative Assistant
Clasp Moroney
January 2006 to February 2007
- Sorted and delivered mail and incoming faxes for 30-person office
- Vendor liaison with court reporter firm
- Filed and updated periodicals in library
Records Clerk
Clapp Moroney Vucinich Beeman & Scheley
April 2002 to December 2005
- Indexed and updated pleadings and discovery, and out-sourced copying jobs
- Created pleading, discovery and motion files as needed and sent files to off-site storage
- Set up conference rooms for depositions
- Ordered all office supplies and relieved receptionist as appropriate Records Clerk
Reed Smith - Oakland, CA
March 2000 to March 2002
- Indexed pleadings, discovery and motion files as required
- Maintained deposition library and labeled files for bar coding purposes
- Sent files to off-site storage per partner's approval and assisted staff in updating pleadings, discovery indexes and obtaining closing papers for closing files Records Clerk
Coopers & Lybrand - San Francisco, CA
1975 to 1999
- Supervised and trained staff in all aspects of bar coding system
- Retrieved from and sent files to off-site storage per company standards
- Created barcode labels by inputting data for transfer to binders Education
B.S. in Health Services Management
Golden State University
1984
Skills
• Proficiency in FileMaker Pro
• Double entry bookkeeping and working knowledge of Javelan
• Alphanumerical filing and business math
• Experienced in bar coding database management in Elite and Legal Key programs
• Installation and implementation of Versatrac bar coding system for tracking files
• Familiarity with Adobe formats and Microsoft Office Suite
• Records management
• Microsoft Outlook
• Document Management Systems
• Document Management
• Accounting
• Customer service
• General Ledger Accounting
• Microsoft Word
• Kitchen Management Experience
• Journal Entries
Assessments
Administrative support professional fit — Highly Proficient April 2021
Measures the traits that are important for successful administrative support professionals Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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