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Work Background
Herb Thomas And AssociatesClient Service Coordinator
Feb. 2017 - Mar. 2018
Myers Urbatsch P.C.Executive Assistant
Mar. 2015 - Apr. 2016San Francisco Bay AreaMyers Urbatsch P.C. provides estate planning, probate and trust administration, business, and real estate transaction services. Juggle human resources, accounting, office management, course preparation, and staff supervision roles for middle-sized law firm in the Financial District of San Francisco. Oversee the efficient operation of the law firm, handle all aspects of human resources including employee/candidate recruiting, reference checking, hiring, orientation, supervision, training new employees on office procedures, case management protocols, billing and any other programs, as needed. Counseling and termination. Ensure all required paperwork is returned and maintained for new employee files, facilitate and participate in the evaluation process for employees’ Annual (or other periodic) Review. Manage department calendar. California Notary Public. Manage State Bar certified specialist estate planning exam preparation course for 2015, handling website content, registration, scheduling, content and all related issues. Responsible for full cycle Accounting, including, payroll, accounts payable, accounts receivable and bank reconciliation. Create and monitor annual budget throughout the year. Handle building management, office equipment and vendor relations. Draft written correspondence (e.g., letters, memos), as needed. First contact for prospective clients, manage the intake process. Responsible for the total client experience – from start to finish, handling challenging clients, dissatisfied clients, supervise and coordinate business development, marketing, and advertising functions performed by other personnel. Manage Special projects and coordinate law firm events/outings/parties.
Skylawn funeral home and memorial parkExecutive Sales Assistant
Sep. 2008 - Mar. 2015San Mateo, CAPromotion within the company to Executive Sales Assistant to the Sales Manager and General Manager. In my role as the Executive Sales Assistant my duties included but not limited to, managing advertisements and sales support tools to increase sales profitability, manage all sales materials, review and maintain sales reports for sales manager to ensure location is on pace to hit quota. I maintained appointment boards and calendars for all 20 members of the sales team, the Sales Manager and the General Manager. Produce and maintain weekly/monthly inventory reports that reflect sales in new developments for both the Director of Sales and the President of the company. Organize meetings and prepare meeting materials as requested by management, coordinate office events/outings/parties. Licensed California Notary Public. Promotion within the company to Office Manager. I managed the day-to-day operations of a six-member administration staff, including but not limited to, generating monthly HMIS reports – credit balances, unmatched cash, undelivered and property paid in full. Process adjustments and contract entry into HMIS – refunds, cash transfers, trust cancellations, paid in full letters, discounts and credits. Managed departmental budget throughout the year, property inventory and map updates and verification. Balance location company credit cards for the Office Manager, Location Manager, Sales Manager and General Manager. Customer service: handle incoming issues, questions and concerns of customers and staff. Liaison for Human Resources to maintain personnel files, injury reports, hiring packets, disability and EDD. Skylawn Memorial Park is a full service Funeral Home and Cemetery, providing and creating a healing experience after the loss of a loved one. I transferred from our Hayward location (Chapel of the Chimes) as an accounts receivable specialist to become an administrative assistant.
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