Personal Assistant Legal

Sally Allen-Smith

********@***.*** • 214-***-****, Amarillo, TX

• https://www.linkedin.com/in/sallyallensmith

Summary

Administrative/Executive/Legal/Personal Assistant

Innovative leader and team player with demonstrated experience in delivering high-quality assistance and professional management of households and businesses with a strategic mindset and the proven ability to plan, anticipate and discretely, proactively solve problems. Articulate communicator highly skilled at providing beneficial support and organizing and performing tasks with solid attention to detail to deliver results, exceed expectations, and provide outstanding customer service with the utmost integrity.

Areas of Expertise

•Administrative Management

•Event Planning/Scheduling

•Proofreading/Editing/Grammar

•Multi-task Management

•Travel Arrangements

•Crisis Abatement

•Household Management

•Decision Making/Judgment

•Legal Administration

•Life Management

•Communication/Presentation

•Research & Investigation

Career Experience

Owner, ClutterCure, Dallas, TX 2000 – 2020

Professionally provide amicable, effective, and expeditious support and deliver excellence.

Clients: Philanthropists, Attorney, Builder, Journalist/Author, Investment Bankers, Ph.D. Professor.

Office Management: Coordinated administration, procedures, record keeping, prepare payroll, accounts receivable (A/R), and accounts payable (A/P). Assist clients in choosing décor and procuring leases.

Personal Assistant: Actively support clients with personalized assistance, including daily administration, scheduling, home office administration, directing personal accounts and checkbooks, large and small purchases for residences, and controlling office supply inventory.

Personal Concierge: Perform extensive research to arrange domestic and international travel, scheduling flights, booking hotels, restaurants, ground transport, entertainment tickets, and executing and coordinating unique gift selections and delivery.

Event Coordination: Innovatively evaluate and select venues and develop guest lists and menus to create high-quality regional and international events.

Legal Assistant, Client – Attorney, Dennis Fuller, Dallas, TX

Expertly assisted in relocating from the office of Raggio and Raggio, resulting in an efficient, organized environment. Acted as office manager during Mr. Fuller's hospitalizations, oversaw calendar docketing, drafted documents, e-filed documents, and communicated with clients, the courts, and vendors. Transitioned to working from home during the COVID19 threat, continuing to work from home in an Ad Hoc capacity until Mr. Fuller passed away on November 12, 2020.

●Delivered complete legal assistance, including calendar management, e-filing, and document production.

Legal Assistant – Marye Law, Dallas, TX October 2021-Apr 2022

As temporary assignment while paralegal on maternity leave: Created and sent requests for medical/billing records with affidavits to providers(multiple communications with providers); created excel spreadsheets as tracking mechanisms for requests and replies; created and sent and tracked reduction requests to providers; organized existing files.

Career Experience

Executive Assistant to the President, Benefit Capital Southwest, Inc., Dallas, Texas

Proficiently assessed priorities to complete multiple tasks, projects, and demands adhering to ever-changing circumstances and strict deadlines. Organized documents, client files, and facilitated long-term record storage. Collected data for tax returns and developed Excel spreadsheets to manage client records and maintained detailed spreadsheets. Proofread financial documents, technical proposals to clients, and correspondence. Effectively communicated with domestic and international contacts and arranged and organized multiple successful relocations.

Personal/Administrative Assistance- Journalist, High Net Worth Individual, Dallas, Texas

Provided detailed home office assistance, purchased small and large items for residences, managed office supplies, records, and personal, professional, paper, and electronic data. Acted as a Personal Concierge coordinating domestic and international travel, arranging hotels, restaurants, ground transportation, entertainment tickets, and extensive gift selections.

●Efficiently organized an annual 400-piecemeal project from proposal to post.

●Assisted with correspondence, book production and proficiently proofread a comprehensive variety

of materials from financial documents to book drafts.

●Conducted extensive research in both private and professional topics.

Additional Experience

Owner, SAS Administrative Services, Dallas, TX

Clients:

Founder, retired CEO of local French Restaurant - now franchised. Assisted with correspondence after sale of corporation and general administrative tasks.

CPA, private practice, accountant for French restaurant founder - Performed administrative tasks, organized records, and completed necessary correspondence.

Retired General Counsel, Texas Instruments - House Manager - Coordinated daily operations, managed personal schedule and staff, organized and implemented relocation to California.

Benefits Administration company - Oversaw administrative tasks, shareholder communication, and records organization, records long-term storage facilitation, and created company tax documents for the IRS.

Volunteer Experience

Junior League of Amarillo - Engaged in multiple fundraising initiatives that benefited the community, from sales to annual events inclusive of community volunteers and agencies. Acted as Chairman for an in-depth research project to start a domestic violence shelter and presented to the Junior League for voting, which resulted in project completion and development of a sustainable community shelter.

Technical Proficiencies

Microsoft Office Suite - Word, Excel & Outlook, Time Matters

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