Manage a case load averaging 115 open complaintsUtilize Passport to input and track case progress and all critical and procedurally important dates to ensure timely regulatory reporting.Coordinate with other departments or business units in requesting information related to specific matters and follow up on responses. Correspond with advisors and clients as it relates to inquiries, questions or other specific concerns and facilitate meetings as needed. Prepare reports on matters as requested by attorneys; review matters and timely drafting of preliminary responses or closing memoranda. Collaborate with attorneys by reviewing preliminary responses and providing appropriate edits. Utilize iManage to store case emails, critical supporting documents, regulatory filings, and closing responses or memoranda.Administrative duties such as physical file creation, research, document production, mailings, case organization and management, creating check requests, scheduling meetings and speaking with advisors and clients.Complete regulatory filings on FINRA websiteEnsure attorneys remain on task and follow up on open casesReview customer complaint calls and provide detailed summaries for attorneysManage cases with upwards of five attorneys at a timeParticipate in interview processes for new associate paralegals and paralegalsCollaborate with colleagues on case resolutionsMentor new attorneys with case management and closuresProvide editing assistance to colleagues prior to responses being submitted or sent

Manage a case load averaging 80 open complaintsUtilize Passport to input and track case progress and all critical and procedurally important dates to ensure timely regulatory reporting.Coordinate with other departments or business units in requesting information related to specific matters and follow up on responses. Correspond with advisors and clients as it relates to inquiries, questions or other specific concerns and facilitate meetings as needed. Prepare reports on matters as requested by attorneys; review matters and timely drafting of preliminary responses or closing memoranda. Collaborate with attorneys by reviewing preliminary responses and providing appropriate edits. Utilize iManage to store case emails, critical supporting documents, regulatory filings, and closing responses or memoranda.Administrative duties such as physical file creation, research, document production, mailings, case organization and management, creating check requests, scheduling meetings and speaking with advisors and clients.

• Responsible for answering phones in an upbeat energetic manner and providing direction to customers and clients.• Distributed mail and interoffice communications on a daily basis• Managed registration and check-in for volunteers at events • Maintained meeting notes and minutes for all weekly meetings• Supported Executive Director and Office Manager with a variety of administrative needs (Word / Excel / Google Sheets / and various presentations)

• Effectively updated and maintained the information for all incoming and repeat program attendees. Much of the information on file was personal and required a high degree of sensitivity.• Partnered directly with families who required scholarship advisement and assisted with the application process.• Communicated directly with participants and their parents via email, mail, and phone regarding all updates, changes and new program announcements.• Responsible for managing distribution of necessary supplies for seven facilities• Personally assisted with corporate and community events• Mentored and provided orientation for interns and new employees• Spearheaded the organization of academic supplies and donations in off site storage location by utilizing interns, superior organization skills, and attention to details.