Intake/Conflicts Clerk
Resume:
Ryan A. Avilez
Van Nuys, CA 91405
***********@*****.***
Experience
CONFLICTS & INTAKE CLERK, COX CASTLE & NICHOLSON, LLP, LOS ANGELES, CA 2019 – CURRENT
• Open new matters and enter new clients into company database - Elite Enterprise
• Manage intake inbox and oversee all requests from attorneys and secretaries regarding matter openings
• Exposure to running conflict searches and relaying results to appropriate personnel
• Notify attorneys that conflicts are clear and submit an intake for opening new matters
• Handle requests to close clients and matters in Elite
• Input information from waivers and engagement letters into Elite and save to the company hard drive
• Input intake data entry into Elite, and send interdepartmental emails notifying all appropriate parties that the matter is fully open
• Work with attorneys and assistants to obtain clear information necessary to perform accurate and complete conflict searches and identify potential conflict issues
• Assign new matter and client numbers
• Assist attorneys and other personnel with any necessary changes in Elite per request
• Database modifications - Modify any information in Elite Enterprise such as updating client addresses, changing matter and client names, updating client administrators and client coordinators, etc.
• Work collaboratively with internal departments and legal staff to develop efficient procedures to streamline processes and satisfy various department and client needs RECORDS CLERK, COX CASTLE & NICHOLSON, LLP, LOS ANGELES, CA 2011 – 2019
• Perform clerical tasks related to updating and maintaining client files
• Responsible for creating new matters (or intakes)
• Assist with filing for three offices – Los Angeles, Orange County and San Francisco
• Research location of file folders
• Retrieve and deliver file boxes
• Prepare inactive files for off-site storage, using barcode scanner to update record tracking system
• General indexing of Pleading and Discovery files
• Interact with department personnel, records manager, secretaries, and attorneys with special projects
• Ethical Wall – screen off selective attorneys for certain clients/matters when needed to protect client confidentiality
• Monitored all supplies to make sure the Records Center is stocked adequately without major delays or disruptions of daily duties
STOCKROOM CLERK, MACY’S DEPARTMENT STORE, TORRANCE, CA 2010 – 2011 1
Ryan A. Avilez
7354 Woodman Avenue, #319
Van Nuys, CA 91405
***********@*****.***
MERCHANDISER, MACY’S DEPARTMENT STORE, TORRANCE, CA 2009 – 2010 OFFICE CLERK, RYCHEL BOOKKEEPING SERVICE, LOS ANGELES, CA 2009 – 2009 Proficiencies
Excellent organizational, tracking and follow-up skills, with impeccable attention to detail. Proficient in all MAC OS systems, Windows, Word, Excel, and Microsoft Outlook. Education
Alexander Hamilton High School (Diploma) 2005
Santa Monica College 2005 – 2009
2
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