Lizet Ramirez Email and Phone Number

(JLFranklin merged with Mission Wealth)

Financial Administrator (February 2016 - March 2023)• Successfully assumed role after sudden departure of firm accountant;• Expanded role responsibilities to include generalized Office Administration/HR responsibilities;• Self-taught QuickBooks Online and Sage Timeslips;• Manage accounts payable and receivable activities;• Prepare daily receipt reports, outgoing ACH/wire transfers, and other monthly financial reports;• Manage all client invoicing;• Identify and resolve invoicing issues and other financial related issues;• Act as a primary point-of-contact and communicate with vendors (i.e. third party IT) to resolve issues, improve efficiency, etc.;• Handle contract renewals (firm insurance, O&E, vendor printer lease renewal, etc.);• Enter attorneys' billable time using Sage Timeslips;• Update clients A/R balances through Sage Timeslips;• Submit payroll to Paychex/ADP;• Track and update employee sick/vacation schedules;• Draft hiring advertisements;• Review/sort resumes and schedule potential new hire interviews;• Onboard new staff members;• Developed new inventory process to maintain the office stocked while being cost effective and fully functioning (30+ staff);• Reconcile bank accounts;• Assist in coordinating annual staff/firm events;• Update firm website and/or create new simple pages - basic WordPress. Legal Assistant (December 19, 2014 - July 2016)• Generate and mail demand letters.• Import new accounts into CollectMax.• Help create/correct merge-able templates to be used through CollectMax.• Prepare and file complaints.• Obtain proof of service.• Work with clients to acquire updated information.• Calendar hearings/trials using Abacus.• Set up appearing counsel.• Enter attorneys' billable time using Sage Timeslips.• Generate normal invoices and invoices requiring LEDES using Sage Timeslips.• Update clients A/R balances through Sage Timeslips.• Submit payroll to Paychex.• Non-exempt employee vacation/sick schedules tracking

• Generate and mail demand letters.• Generate summons and complaints for filing.• Enter proof of service.• Communicate with clients to gather updated information on a consumer.

•Generated monthly bills and checks. •Maintained accurate records of employees and hours worked. •Organized daily schedule for employer.•Maintained a record of specific sprays/chemicals, dates, times, and machinery used per acreage for each field. •Filled out spray reports as needed.