Emily M. Email & Phone Number

Wilmington, Nc, Us

Wilmington, North Carolina, United States

Managing and assisting in projects, such as integrating new estate planning service and new drafting solution, overseeing new service on ongoing basis, and assisting in building out workflows for new CRM; overseeing processes and changes in workflows; updating procedures; preparing training materials; onboarding of new staff; leading client onboarding for estate planning; giving presentations on department processes, updates, and trainings; monthly reporting for department statistics; supporting all team members; ad hoc projects related to improving processes for team, other departments, and clients; supervised Estate Planning Administrators

Denver, Colorado, United States

Supporting Head of Department/Lead Attorney with day-to-day tasks; overseeing changes in workflows; leading processes related to client onboarding; scheduling of various meetings and presentations for multiple attorneys; onboarding of new staff, including preparing training materials, training on systems and processes, and ongoing support of all team members; giving presentations on department processes, updates, and trainings

Greater Denver Area

Supporting multiple attorneys on the Estate Planning team, maintaining client files, assisting with preparation of estate plans and other related documents, main contact for clients and advisors. Training employees on programs and processes, including creating training materials and giving presentations.

Denver, Co

Legal liaison for hospital: main contact for courts and county attorneys in relation to patients' civil commitments and criminal charges, maintaining patients' legal files, writing motions and tracking legal status.Admissions clerk: entering and maintaining patients' status in electronic and physical health records.Subject Matter Expert and Office Liaison for new Electronic Health Record: assisting in development and implementation, training staff and creating training material.Various administrative duties

Denver, Co

Maintaining patient charts & status changes in electronic health record, sending out legal documentation pertaining to patients' civil commitments, assisting nurse manager in day to day operations of unit.Various administrative duties

Customer service for parents, employees, partner agencies, and employers for multiple websites, maintaining parent and employer information, assisting county child support offices with parent information.Administrative assistant for the Child Support Enforcement office and Family Support Registry unit

Providing hearing transcripts to the public, including parties to cases, attorneys, courthouse employees, inmates, and various government agencies; liaison between customers and the transcription company.Courtroom clerk for Grand Jury.Maintaining court case information including expungements, daily dockets, correcting case reports, sealing hearings.Account for money, invoices, and receipts.