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Legal Secretary Client Coordinator

Location:
Largo, MD
Salary:
$90,000.00
Posted:
December 21, 2022

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Resume:

SATORIA N. TURNER

Largo, Maryland

Phone: 202-***-****

E-mail: adt6ul@r.postjobfree.com

Notary Public, District of Columbia

SUMMARY OF QUALIFICATIONS AND SKILLS:

Fifteen year experienced, professional legal secretary with expertise in enhancing attorney effectiveness. Well organized, focused, fast-paced, quick learner and excellent communication skills. Well versed in client-attorney confidentiality, representing attorney and firm to clients and others. Experience with Antitrust, General Litigation, Corporate, Healthcare, Bankruptcy, Real Estate, IP Litigation practices and Private Wealth and Tax.

Proficient with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Office Suite, FileSite, Intapp Time, Chrome River, CaseFileXpress, NetDocs, Teams Planner, Elite, Coyote Analytics, legal research and writing, preparing affidavits and summons.

PROFESSIONAL EXPERIENCE:

BakerHostetler March 2022 – Present

Washington, DC

Assistant Client Coordinator

Supporting the Client Coordinator in the Private Wealth Practice while also being responsible for the project management and business functions comprised of approximately thirty extremely successful client families. Manage high volume scheduling, word processing tasks, and other administrative functions for the Private Wealth Practice Team.

Initiate video / teleconference (Zoom / Teams) connections while covering phone lines.

Prepare extensive travel arrangements along with detailed itineraries.

Schedule document review meetings and client document signings while arranging for notaries and / or witnesses.

Schedule Prospect meetings and prepare marketing materials.

Schedule client dinners, sporting events and business development effort.

Work with Client Coordinator on materials needed for all meetings and signings.

Follow team formatting protocols to both draft and edit documents as needed.

Draft Agreements, Letters of Engagement, Letters of Transmittal, and various documents upon request.

Use Microsoft Teams Planner to review case statuses and open items.

Communicate with Client Coordinator regarding invoices and payments.

Write checks and file electronic copies within NetDocs.

Download and file monthly banks statements within NetDocs.

Manage the Checkbook Register for both payments and distributions.

Track and maintain records of attorney bar dues for the District of Columbia, Maryland and Virginia.

Track annual state reporting requirements for attorneys (Continuing Legal Education).

Register attorneys for Continuing Legal Education webinars as needed and report credits.

Maintain updated marketing brochures within the office.

Become a liaison with internal marketing team to update materials or produce special projects as needed.

Work with clients with regard to scheduling webinar presentations and track event from inception to completion.

Manage attorney Outlook Contacts and separate industry contact lists.

Manage prospect tracker and follow-ups.

Send mass marketing emails to attorney contacts.

Maintain files on all marketing materials produced by attorney.

Assist Client Coordinator with discovery and onboarding efforts.

Run conflict checks and open new client matters.

Distribute Client Intake Forms and request supporting documents.

Responsible for document completion ad follow-up on data deliverables.

Manage Charitable and Volunteer Efforts (American Heart Association).

Enter weekly time entries.

Calendar open enrollment deadlines for Private Wealth team consisting of 401K, HSA contributions and other benefits.

Provide high-quality, direct client interaction when attorneys are not available, and respond to client inquiries in a professional and timely manner.

Jackson & Campbell, P.C. February 2021 – March 2022

Washington, DC

Legal Assistant

Provide both legal and administrative support and executive assistance to Directors and attorneys specializing in General Litigation, Real Estate and Professional Responsibility.

Prepare, edit and proofread a variety of documents to include correspondence, agreements, pleadings, spreadsheets and presentations, while assisting with complex document production.

Organize, scan, file and coordinate large amounts of proprietary data in electronic format.

File documents electronically in accordance with policies and procedures set forth by various state and federal court e-filing systems.

Maintain calendars to include coordination and scheduling of meetings, depositions, court reporters and conference calls.

Reserve on-site conference rooms and off-site venues while arranging food, refreshments, technical equipment and meeting materials as required.

Prepare and submit new client forms, new matter forms and new case committee memorandum forms.

Prepare and submit conflict check forms via online portal, draft acknowledgment letters and maintain ongoing communication with all parties involved through confirmation and completion of tasks.

Provide high-quality, direct client interaction when attorneys are not available, and respond to client inquiries in a professional and timely manner.

Consolidate and organize files at the close of a matter and scan documents to comply with the Firm’s paperless requirements.

Coordinate complex domestic travel arrangements, process expense reports for assigned attorneys and ensure timely reimbursements.

Input billable time entries into Firm timekeeping software for multiple attorneys while reviewing and editing pre-bills for submission to the Accounting Department.

Maintain and update multiple contact lists using Microsoft Outlook.

Research and retrieve information from various online resources and databases.

Assist attorneys with various administrative tasks and projects.

Maintain confidential information in a professional and trustworthy manner.

Perform other duties and tasks as business needs dictate.

Sidley Austin LLP June 2019 – February 2021 Washington, DC

Legal Secretary

Provided both legal and administrative support and executive assistance to Partners and Associates specializing in IP Litigation.

Safeguarded client-attorney confidentiality while providing administrative and clerical support and preparing privileged correspondence.

Received, screened and transmitted telephone calls to attorneys and take messages as necessary. Scheduled conference calls for attorneys.

Maintained attorney’s electronic calendar of meetings and appointments, coordinate luncheons and schedule conference rooms for meetings.

Assisted attorneys with heavy document production including styles, proofreading, editing, filing, and printing of all legal documents.

Assisted various attorneys with trial preparation concerning major IP Litigation cases.

Coordinated U.S. and Foreign travel arrangements by securing air, hotel, rail and car reservations for attorneys and clients.

Prepared travel expense reports and other business related expenses and prepares itineraries for attorneys and colleagues.

Handled reimbursement of other Firm and client-related expenses, such as telephone calls, meetings, recruiting, etc.

Established and maintained effective internal and external communication within a fast-paced environment.

Organized and maintained files and records. Completed conflict search reports while assisting with client development and research.

Inputted daily diaries for attorneys in DTE while proofreading and editing for accuracy.

Facilitated work with the Accounting Department to coordinate client bill and generate monthly report.

Prepared and edited correspondence, reports, and presentations while proactively managing problems.

Coordinated work performed by Office / Support services for prompt production and delivery of documents.

White & Case LLP December 2015 – June 2019

Washington, DC

Practice Assistant

Provided both legal and administrative support and executive assistance to Partners and Associates specializing in Antitrust, White Collar and Litigation.

Safeguarded client-attorney confidentiality while providing administrative and clerical support and preparing privileged correspondence.

Received, screened and transmitted telephone calls to attorneys and took messages as necessary. Scheduled conference calls for attorneys.

Maintained attorney’s electronic calendars of meetings and appointments, coordinated luncheons and scheduled conference rooms for meetings.

Assisted attorneys with heavy document production including styles, proofreading, editing, filing, and printing of all legal documents.

Assisted various attorneys with trial preparation concerning major cases.

Coordinated U.S. and Foreign travel arrangements by securing air, hotel, rail and car reservations for attorneys and clients.

Prepared travel expense reports and other business related expenses and prepares itineraries for attorneys and colleagues.

Handled reimbursements of other Firm and client-related expenses, such as telephone calls, meetings, recruiting, etc.

Established and maintained effective internal and external communication within a fast-paced environment.

Organized and maintained files and records. Completed conflict search reports while assisting with client development and research.

Inputted daily diaries for attorneys in DTE while proofreading and editing for accuracy.

Facilitated work with the Accounting Department to coordinate client bill and generate monthly report.

Prepared and edited correspondence, reports, and presentations while proactively managing problems.

Coordinated work performed by Office / Support services for prompt production and delivery of documents.

Practice Assistant Team Leader August 2017 – June 2019

Washington, DC

Served as a liaison between administrative departments and team members.

Provided weekly attorney and secretarial updates.

Proactively resolved and provided solutions for all issues, situations and discrepancies between team members.

Entered and reviewed all time adjustments.

Both approved and calendared all out of office requests.

Assisted with annual secretarial performance reviews.

Inputted, approved and submitted all overtime for team members.

Legal Placements, Inc.

Robert Half Legal November 2014 – December 2015

Washington, DC

Legal Secretary/Executive Assistant

Provided both legal and administrative support, along with executive assistance to Partners and Associates specializing in Energy, Government Regulatory Criminal Investigation, Healthcare and Litigation.

Safeguarded client-attorney confidentiality while providing administrative and clerical support and preparing privileged correspondence.

Assisted attorneys with heavy document production including styles, proofreading, editing, filing, and printing of all legal documents.

Assisted various attorneys with trial preparation.

Maintained attorney schedules while conducting client billing and time entry responsibilities. Arranged meetings, travel plans, and conference calls while consistently meeting attorney and client deadlines.

Established and maintained effective internal and external communication in a fast-paced environment.

Organized and maintained files and records.

Prepared and edited correspondence, reports, and presentations while proactively managing problems.

Enhanced department and Firm’s effectiveness by accomplishing various projects; explored opportunities to add value to Firm’s accomplishments.

McGuireWoods LLP May 2011 – October 2014

Washington, DC

Legal Secretary

Provided both legal and administrative support, along with executive assistance to Partners and Associates specializing in Energy, and Government Regulatory Criminal Investigation.

Safeguarded client-attorney confidentiality while providing administrative and clerical support. Prepared legal briefs, memoranda, filings, pleadings, and privileged correspondence.

Assisted attorneys with proofreading, editing, filing, and printing of all legal documents.

Maintained schedules while conducting client billing and time entry responsibilities. Arranged meetings, travel plans, and conference calls while consistently meeting attorney and client deadlines.

Established and maintained effective internal and external communication in a fast-paced environment. Liaison between attorneys, Firm clients, administrative staff, management, and non-legal staff.

Prioritized and organized projects and assignments while proactively managing problems.

Enhanced department and Firm’s effectiveness by accomplishing various projects; explored opportunities to add value to Firm’s accomplishments.

Sullivan & Cromwell, LLP December 2007 – May 2011

Washington, DC

Legal Secretary

Provided both legal and administrative support to Special Counsel and Associates specializing in Litigation.

Safeguarded client-attorney confidentiality while providing administrative and clerical support. Prepared legal briefs, memoranda, filings, pleadings, and privileged correspondence.

Assisted attorneys with editing, filing, printing, scanning, faxing, and proofreading of all legal documents.

Maintained schedules while conducting client billing and time entry responsibilities. Arranged meetings, travel plans, and conference calls while consistently meeting attorney and client deadlines.

Richin & Gaines, P.A. March 2005 – November 2007

Silver Spring, MD

Paralegal

Provided both legal and administrative support to Partners specializing in Bodily Injury, Medical Malpractice and Products Liability.

Reported bodily injury and property damage claims to insurance companies as well as state and local government.

Performed onsite investigations/assessments of claims to solve discrepancies between clients and businesses.

Prepared and proofread detailed legal notices, interviewed clients, and scheduled appointments and meetings.

EDUCATION:

Howard University August 2001 – May 2005

Washington, DC

Bachelor of Arts, Political Science and Government

Minor in Sociology

REFERENCES:

References are available upon request.



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