Lori Bond Email & Phone Number

Thousand Oaks, Ca, Us

Took a period of personal time off to focus on family matters. During this time, continued to maintain organizational, communication and time management skills by managing various personal and family projects and through regular interactions with various professionals. Was also able to maintain Word, Excel and Adobe skills via these interactions.

Chicago, Illinois, Us

Provided assistance to Senior Vice Presidents within Legal Department by delivering support in various aspects of litigation and case management. Meticulously maintained confidential attorney matter files up to date. Initiated new matters within Mitratech eCounsel system and played pivotal role in preparation of Engagement Letters to outside counsel, ensuring appropriate follow-ups and documentation of executed versions in matter file using Open Text Document Management legal database.● Successfully acquired proficiency in new database programs and played crucial role in meticulously verifying seamless transfer of documents to modern storage systems in anticipation of bank's acquisition.

Managed complex calendars, organized meetings spanning multiple time zones, arranged both domestic and international travel, and facilitated expense reporting using Concur while also handling catering arrangements. Provided invaluable support to Senior Counsel and team in litigation and case management, including maintenance of confidential attorney matter files and preparation of Engagement Letters to outside counsel. Undertook tasks such as creating PowerPoint presentations, document management in ProLaw, downloading and uploading court-related documents, assisting with database migration, contributing to quarterly budget preparation, and authoring comprehensive "How To" Instruction Manual for program and database usage. Efficiently handled staff registrations for conferences, congresses, and seminars.● Created robust Excel spreadsheet to track engagement letters, monitoring progression from request to storage while enabling efficient follow-up with external counsel.

Thousand Oaks, Ca, Us

Researched, planned, and organized monthly and quarterly offsite and onsite team meetings for Director and Sales Managers, including coordinating with external sources and vendors for meals, banquet rooms, and A/V needs. Efficiently managed multiple calendars, resolved scheduling conflicts, and scheduled meetings across different time zones. Oversaw expense reports in Concur for several team members and proactively attended seminars and workshops to stay updated on administrative techniques, trends, and developments.● Successfully orchestrated multiple simultaneous offsite team meetings and retreats through diligent research, planning, and vendor coordination, ensuring successful execution.

Delivered litigation and case management support to partners and associates, maintaining confidential attorney matter files. Transcribed legal documents, such as hearing reports, deposition summaries, discovery, and pleadings. Prepared Pre-Trial Conference Statements, settlement documents, and trial exhibits, and effectively communicated with clients and opposing counsel about case progress. Managed document filings in EAMS database.● Mastered new court database system for efficient legal document filing.

Associate Of Arts - Aa, Executive Secretarial Studies

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