Cassidi Ryan Email & Phone Number

Walnut Creek, California, United States

Concord, Ca

• Supported 5 attorneys in the legal department, as well as provided general support to the entire office• Managed needs of internal and external clients while meeting strict legal and company-mandated deadlines in a high-volume, fast-paced environment• New referral coordinator: assessed case information and input data into electronic file system; calendared deadlines, hearings and meetings; drafted and proofread documents for filing at court and service to opposing counsel; prepared initial discovery requests and client correspondence; scheduled depositions• Settlement specialist: prepared settlement documents; worked with opposing counsel to coordinate signatures and finalize details regarding liens and special requirements; disbursed payments; filed documents at court

Walnut Creek, Ca

• Directly supported 6 investment professionals at a private equity firm• Coordinated calendars and booked travel arrangements; interacted with banking professionals and executives at portfolio companies; entered deal information into Salesforce; processed expense reports in Concur • Special projects included ad hoc research projects, formatting documents and event planning• Personal bookkeeper: managed finances for an individual which included paying invoices, budgeting, managing accounts, working with vendors and assisting with real estate and banking transactions

Concord, Ca

• Supported 5 attorneys, 3 legal assistants and the CA/NV Support Staff Supervisor within the House Counsel organization handling the defense of lawsuits filed against Progressive's customers • Managed needs of internal and external customers while meeting strict legal and company-mandated deadlines • New file coordinator: data entry of new referral in electronic case management software; scheduled client meetings; sent out correspondence; worked with clients to ensure that documents were filled out timely to meet legal deadlines; sensitively handled clients’ questions/concerns • Settlement specialist: composed legal settlement documents, coordinated signatures, ensured the filing of documents with the court and disbursed payments • Clerical tasks included paying invoices, ordering supplies, scanning/processing incoming mail, e-filing, back-up support as needed • Point person for office for basic IT support (set up/troubleshooting computers, software, scanner) and ongoing software training; worked with national IT as needed • Special projects: created/edited form letters using merge codes in Microsoft Word; assisted in transition to paperless office; obtained quotes from vendors; attended trainings and disseminated information

Concord, Ca

• Provided extensive administrative support for 8 busy attorneys, including regional manager and managing partner, in local and satellite offices • Answered multi-line phone and provided client support; liaised with clients, vendors and IT company via phone and e-mail in a positive, professional manner; sensitively handled confidential information• Clerical tasks included copying, scanning, electronic filing, e-fax, incoming/outgoing mail, processing UPS shipments, ordering supplies and data entry in billing program• Med-Legal Coordinator: scheduled evaluations, arranged interpreters/travel, prepared appointment letters, maintained calendars in Outlook/case management system and tracked deadlines in Word spreadsheet • New file set-up: followed up with clients to ensure they sent paper/electronic file, determined pertinent information and input into electronic case management system, prepared associated correspondence• Organized all-hands staff meetings: scheduled, drafted agenda, lead meeting and recorded minutes • Identified workflow inefficiencies and created/maintained internal Word/Excel documents (memos, spreadsheets, checklists, reference guides, training manuals) to solve problems• Point person for employees for basic IT support (troubleshooting computers, software, printers, internet and iPhones/Apps) and ongoing software training (case management/billing software, working with PDFs) • Placed/tracked IT tickets and acted as intermediary between employees and remote IT company to resolve issues• Responsible for on-boarding and mentoring of new employees• Promoted from Office Clerk in June 2013

San Ramon, Ca

• Assisted up to 5 teachers per year in K-5th grade classrooms• Worked 1:1 and in small groups with students to develop reading, writing, math and study skills• Provided clerical support for teachers: copying, filing, computer work, grading, organizing, general classroom upkeep and special projects as needed• Trained as Local Area Manager for AIMSweb assessment software: Responsible for implementing AIMSweb at school site, including scheduling, testing, data entry and analyzing reports• Trained in assessments for the Developmental Reading Assessment (DRA) System and trimester report card assessments

Santa Monica, Ca

• Greeted customers and potential clients, providing information and help as needed• Answered telephone, directed calls, and made calls to customers• Filed, copied, prepared and sent out mail• Scheduled classes and meetings, took attendance, and maintained client database • Learned and used 3 company-specific computer programs, as well as Microsoft Word• Maintained neatness and cleanliness of the facility and kept track of supplies• Prepared instructional materials for the teachers• Administered tests for incoming students to assess learning needs• Worked on special projects and errands as needed

Santa Monica, Ca

• Worked with students individually and in small groups in a 1st grade classroom to reinforce learning in reading, writing, and math• Worked 1:1 with English Language Learners to improve reading skills and reinforce academic language• Clerical duties included filing, copying, grading, and computer work• Created Reading Room library by organizing books according to Lexile Level

• Took detailed, organized lecture notes by hand and on computer• Made copies of notes; filed or e-mailed them to disabled students • Received good reviews and was asked to return for subsequent quarters