Maggie Or

Legal Assistant @Wilkinson & Finkbeiner, Llp

San Diego, CA, US

Proficiency in Microsoft Outlook, Word, and Excel for daily administrative tasks- Answer/route incoming calls, take/return messages timely and professionally- Conduct initial phone interviews with potential new clients- Assist attorneys with scheduling client calls and meetings- Work within Clio Grow for case management related tasks- Generate, distribute and process Retainer Agreements- Track and log client payments- Send client thank you notes upon receipt of payments- Create new client folders- Assist Billing Manager with review of client billing each cycle to ensure billing accuracy- Assist Billing Manager and Attorneys with maintaining accounts receivable and monitoring client account statuses- Open, prioritize, and distribute mail. Coordinate mailings, deliveries and copying- Assist with various administrative tasks around the office