Open to opportunities

Devin Herzig

@devinherzig

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Dedicated paralegal with expertise in estate planning and client management.

United States

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What I'm looking for

I am seeking a role that offers growth opportunities and values client service.

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.

Experience

Work history, roles, and key accomplishments

Current

Paralegal

Current

Harris & Plottel, LLP

Sep 2023 - Present (1 year 8 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.

Legal Documentation Client Communication Microsoft Office Suite LexisNexis Docusign CCH Axcess Electronic Filing

Billing Specialist

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.

Invoicing Project Management Billing Financial Reporting Customer Service

Administrative Specialist

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.

Calendar Management Client Communication Office Management Customer Service Inventory Management Problem Solving

Accounts Receivable Clerk

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.

Accounts Receivable Billing Billing Management Communication Skills