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@devinherzig
Dedicated paralegal with expertise in estate planning and client management.
I am a dedicated and highly organized Paralegal with a proven track record in estate planning support. My expertise lies in managing complex client interactions and preparing critical legal documents. Known for my exceptional attention to detail, I take a proactive approach to case management, ensuring timely and accurate completion of all tasks.
At Harris & Plottel, LLP, I manage a caseload of over 60 cases simultaneously, ensuring adherence to all relevant regulations and guidelines. My experience includes drafting and reviewing estate planning documents, managing probate proceedings, and providing outstanding client service. I am committed to streamlining administrative processes and contributing to successful estate planning outcomes.
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Work history, roles, and key accomplishments
Harris & Plottel, LLP
Sep 2023 - Present (2 years 2 months)
Dedicated Paralegal with expertise in estate planning support, managing complex client interactions, and preparing legal documents. Proven ability to handle a caseload of over 60 cases while ensuring compliance with legal requirements and deadlines.
Pinion
Sep 2022 - Sep 2023 (11 months)
Managed billing processes for 300 clients, ensuring accuracy and timely invoicing. Developed strong client relations and resolved billing matters efficiently while meeting monthly financial goals.
Pinion
Jan 2021 - Sep 2022 (1 year 8 months)
Provided administrative support by managing complex calendars, client communications, and office supplies. Ensured efficient operations and promoted client satisfaction through effective problem resolution.
Jordanos, Inc.
Sep 2019 - Jan 2021 (1 year 4 months)
Processed billing statements and managed accounts receivable, ensuring accuracy and resolving discrepancies. Collaborated with collection agencies to address past-due accounts effectively.
Degrees, certifications, and relevant coursework
Bachelor of Arts, Sociology
Associate of Arts, Social and Behavioral Sciences
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