JOHANNY J. QUEZADA
Lawrence
Summary
Versatile and results-driven Paralegal and Administrative Coordinator with 9 years of experience supporting estate planning, litigation, and law firm operations. Proven success in managing legal administration, staff coordination, client billing, calendar and case management. Adept in overseeing cross-functional teams, handling confidential matters, and optimizing workflows using tools like Clio, LEAP, and RMS. Fluent in Spanish, deeply committed to efficient legal support and exceptional client service. Experienced funding professional with keen eye for detail and results-driven approach. Extensive background in coordinating funding efforts and ensuring compliance with regulations. Known for strong collaboration skills and adaptability in dynamic environments.
Overview
10
10
years of professional experience
Work History
Funding Coordinator
Knudsen Burbridge, P.C.
05.2022 - Current
- Manage budgeting and financial planning for 350+ ongoing current client matters ensuring timely and compliant trust funding and real estate processing
- Collaborate with financial advisors, attorneys and third parties to support estate planning strategies.
- Draft legal documentation and real estate filings
- Preparing and overseeing invoicing and billing cycles, ensuring accuracy and timely payments.
- Implementation of procedures on follow-ups on unpaid invoices and managing collections activities
Estate Planning Paralegal & Office Manager
LaPointe & Days LLC
01.2020 - 03.2022
- Directed office operations including scheduling, ordering office supplies and equipment, and legal compliance support for 5 attorneys including WISP policies.
- Supervised legal assistants and administrative staff, overseeing performance, answering questions on tasks
- Coordinated training sessions and Staff meeting with new recruits on policy procedures, scheduling meetings and signings to meet firm target numbers.
- Acted as IT liaison, supporting users and coordinating with vendors on software updates and secure file access.
Title IV Coordinator & Administrative Assistant
F.H. Cann & Associates, Inc.
05.2018 - 01.2019
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
Litigation Paralegal
Zwicker & Associates, P.C.
01.2016 - 05.2018
- Spearheaded case assignment workflows, significantly improving case resolution timelines.
- Developed and implemented RMS training for legal assistants, enhancing productivity and delegating assignments to assistants
- Supported attorneys in high-volume litigation through efficient scheduling and billing strategies.
- Managing staff schedules, PTO requests, and sick day coverage
Education
Master of Public Administration - Public Administration
Johnson & Wales University
Providence, RI05-2022
Bachelor of Science - Political Science
Suffolk University
Boston, MA05-2016
Skills
- Bilingual – Proficient in Spanish – reading and writing
- Notary – Commonwealth of Massachusetts – Expires: March 5, 2032
- Proficiency in Microsoft Suite
Timeline
Funding Coordinator
Knudsen Burbridge, P.C.
05.2022 - Current
Estate Planning Paralegal & Office Manager
LaPointe & Days LLC
01.2020 - 03.2022
Title IV Coordinator & Administrative Assistant
F.H. Cann & Associates, Inc.
05.2018 - 01.2019
Litigation Paralegal
Zwicker & Associates, P.C.
01.2016 - 05.2018
Master of Public Administration - Public Administration
Johnson & Wales University
Bachelor of Science - Political Science
Suffolk University
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