Summary
Overview
Work History
Education
Skills
Timeline
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EmiLee Mahoney

Virginia Beach

Summary

Estate Planning Drafter with proven expertise at Alperin Law, excelling in document drafting and client communication. Enhanced office productivity through efficient calendar management and streamlined processes, significantly reducing attorney workload. Recognized for meticulous attention to detail and effective collaboration, ensuring timely document preparation and superior client service.

Overview

13
13
years of professional experience

Work History

Estate Planning Drafter/Attorney Assistant

Alperin Law
03.2019 - Current
  • Assist in preparing estate planning documents and correspondence for attorneys.
  • Generate 20-30+ estate plans every month.
  • Review design sheets and attorney notes to develop estate plans.
  • Organize and maintain client files, ensuring easy access to relevant information.
  • Coordinate estate planning client meetings.
  • Collaborate with team members to streamline office processes and improve workflow efficiency.
  • Edit and proofread documents to verify accuracy.
  • Boosted office productivity by maintaining an accurate calendar of appointments and deadlines.
  • Communicate with clients to verify accuracy of document information.
  • Handle incoming and outgoing emails/phone calls for attorneys promptly.
  • Manage estate planning team to achieve departmental goals.
  • Manage estate plan tracking during entire drafting process.
  • Apply for EINs through the IRS website.
  • Manage the preparation and coordination of insurance applications for life and long-term care.

Receptionist/Attorney Assistant

Alperin Law
10.2015 - 03.2019
  • Managed front desk operations, ensuring efficient visitor check-in and appointment scheduling.
  • Coordinated communications between departments, facilitating seamless information flow and collaboration.
  • Maintained office supplies inventory, optimizing purchasing processes to reduce costs and improve availability.
  • Trained new staff on reception protocols and technology systems, enhancing team performance and service quality.
  • Oversaw daily administrative tasks, ensuring compliance with company policies and enhancing operational efficiency.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Answered central telephone system and directed calls accordingly.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Corresponded with clients through email, telephone, or postal mail.

Office Assistant

Custom Maid Cleaning Service
07.2012 - 10.2015
  • Managed office supplies inventory, ensuring timely restocking and organization.
  • Streamlined filing systems, enhancing accessibility of important records for staff.

Education

Administrative Support Technology

Tidewater Community College
Norfolk, VA
05.2016

High School Diploma -

Kellam High School
Virginia Beach
06.2013

Skills

  • Proficient in Wealthcounsel, Eldercounsel, & Clio
  • Proficient in Word, Excel, & Outlook
  • Client communication
  • Document drafting, including but not limited to, Revocable Trusts, Medicaid Irrevocable Trusts, Veterans Irrevocable Trust, Retirement Trusts, Special Needs Trusts, Gun Trusts, Deeds, Assignments, & ANX documents
  • Notary public for Virginia
  • Calendar management
  • Administrative support
  • File organization
  • Proofreading
  • Attorney support
  • Calendar oversight
  • Client intake procedures
  • Attention to detail
  • Workload management
  • Deadline monitoring
  • Work prioritization

Timeline

Estate Planning Drafter/Attorney Assistant

Alperin Law
03.2019 - Current

Receptionist/Attorney Assistant

Alperin Law
10.2015 - 03.2019

Office Assistant

Custom Maid Cleaning Service
07.2012 - 10.2015

Administrative Support Technology

Tidewater Community College

High School Diploma -

Kellam High School

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EmiLee Mahoney