Jill Joseph

Jill Joseph

Work History

Work History
Jan 2009 - Jul 2009

Office Administrator/Legal Secretary~$50k

Law Office of Darcy J. Chamberlin

Estate Planning * Special Needs Trusts * Guardianship * Probate

Provide administrative, office management and legal secretarial support for the law office. Duties include formatting all documents, composition of correspondence, calendar management, AR/AP, all aspects of legal billing, liaison in attorney's absence, and other office management responsibilities. 

Prepare Trusts (specializing in Special Needs Trusts), Wills, Codicils, DPAs, AHCDs, Quitclaim Deeds, PCORs and other documents as required.

Develop and implement new office procedures. Prepare SOP manual for office.  Create interoffice forms and extensively formatted Excel spreadsheets for various purposes depending upon the need.

Attorney time entry and perform all aspects of client billing from pre-bill to final. Accounts Receivable/Accounts Payable.  Manage business bank account and client funds.

Feb 2007 - May 2008

Legal Secretary/Office Manager~$25/hour

Law Offices of Wm. K. Hogan

Estate Planning * Probate * Corporate * Taxation

Provide legal secretarial support, office management and paralegal support for sole practitioner. Duties include word processing, composing letters, researching cases and preparation of Judicial Council forms.

Prepare Trusts, Wills, Codicils, DPAs, AHCDs, Quitclaim Deeds, PCORs and other documents as required; Work closely with Probate and Superior courts (in various California counties); record and/or file appropriate documents with County Recorder; Internet research regarding case management/dates.

Develop and implement new office procedures. Create company letterhead, billing forms and extensively formatted Excel spreadsheets for billing/law office expense purposes.

Prepare time sheets and perform all aspects of client billing. Accounts Receivable/Accounts Payable.

Create marketing portfolio package.

Aug 2006 - Jan 2007

Litigation Secretary~$54k

Peterson & Price

Civil Ligitation * Commercial Real Estate 

Prepare and file documents with Superior, Federal, District and Appellate courts.  Preparation of new clients/matters.  Experienced in opening new cases with the court, paying appropriate fees, preparing all necessary documents with regard to the court's rules.

Preparation of templates to produce briefs, motions, discovery, interrogatories, proofs, exhibits, etc.  Excellent file management on the computer and hard copy.

Detailed, extensive court/attorney/client calendaring utilizing Outlook and its advanced features.

Coordinate and arrange depositions and mediations with court reporting services, JAMS and individual mediators.

Knowledge ordering and review tract searches, ownership searches, judgment and tax lien and UCC searches. Order corporate documents such as Certificates of Good Standing, Articles of Incorporation, surveys, real estate tax maps, and other title-related documents. Prepare and review mortgages, assignments of mortgage, and related financing documents. Prepare loan documents and related due diligence matters. Prepare and review closing documents.

Jul 1999 - Aug 2006

Temporary Professional~$18-25/hour

LegalStaff, Davidson Legal Staffing, Robert Half Legal & Others

Corporate Legal Secretary

Litigation Legal Secretary

Legal Word Processor

Executive Administrative Assistant

EXPERIENCED in the following Areas of Law:

Civil Litigation * Business Corporate * Transactional * Estate Planning * Probate * Medical Malpractice * Construction Defect *

Knowledge of rules, procedures and timelines relating to Superior, Federal, District, and Appellate courts.

Open, prepare, file and serve new cases and their related documents and fees; produce briefs, motions, interrogatories, etc., and Judicial Council forms; preparation of discovery documents and scheduling depositions, court reporters and mediators.Summarize deposition transcripts.Prepare Judicial Council forms.Preparation of exhibits and Bates stamping.Proofreading all documents.

Heavy dictation transcription and preparation of documents from attorneys’ notes.

Extensive calendaring.Entering timesheets.Maintaining monthly chronological files.Filing.

Intricate travel arrangements - air, hotel, auto.

Preparation and maintenance of Minute Books and corporate documents; SEC filings, etc.

Internet research of various state and local courts and agencies for filing court documents.

Dec 1996 - Dec 1998

Office Manager - $40k

J.A. Jones Management Services

Successfully managed the daily operation of a General Contractor's office.

Reception and office management duties

Prepare and issue Delivery Orders, contracts and supplemental agreements

Record and transcribe weekly Quality Control meeting minutes

Accounts Payables/Receivables

Prepare weekly certified payroll reports

Daily tracking and preparation of QC reports

Prepare expense reports - monthly for company vehicles and weekly for employees

Continually manage and upgrade all office procedures including word processing software and hardware, office equipment, supplies, policies and procedures manual