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Mary Xiong

@maryxiong

Legal Assistant at Geary, Porter & Donovan, P.C., coordinating attorney schedules and supporting client intake and billing.

United States

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What I'm looking for

I'm open to work in project coordinating, with an interest in project coordination, operations, and process improvement.

At Geary, Porter & Donovan, P.C., I coordinate attorney calendars, route incoming communications, and support client intake, including conflict checks and opening new matters.

I also process attorney time entries and prepare expense reports to assist with billing coordination.

At Bernick Lifson P.A., I supported three attorneys by drafting and proofreading legal documents, opening client files, and managing court e-filing. I also notarized documents, including Affidavits and Wills.

Earlier, as a Legal File Clerk at Schwegman Lundberg & Woessner, P.A., I prepared client engagement templates and organized new client information for attorneys and paralegals. I’m pursuing an MBA at Saint Mary's University of Minnesota and have completed training in project management, corporate finance, and data analysis.

Experience

Work history, roles, and key accomplishments

Current

Legal Assistant

Current

Geary, Porter & Donovan, P.C.

Sep 2024 - Present (2 years 1 month)

• Manage incoming communications, including phone calls and emails, ensuring timely responses and proper routing.
• Process attorney time entries and prepared expense reports to assist with billing coordination.
• Coordinate attorney calendars and scheduled meetings to optimize workflow and client interactions.
• Support client intake procedures, including conducting conflict checks and open

Written Communication Legal Assistance Legal Administration Microsoft Word JURIS Administration

Legal Assistant

Bernick Lifson P.A.

Jan 2023 - Aug 2024 (1 year 7 months)

• Assisted in opening new client files, ensuring accurate record-keeping of relevant information.
• Supported 3 attorneys by drafting and proofreading legal documents, enhancing workflow efficiency.
• Managed e-filing of legal documents across various courts, ensuring compliance with legal procedures.
• Notarized essential legal documents, including Affidavits and Wills, contributing to the

Legal File Clerk

Schwegman Lundberg & Woessner, P.A.

Feb 2021 - Jan 2023 (1 year 11 months)

• Developed strong relationships with 10+ cross-functional peers to ensure timely delivery of Patent letters to clients.
• Prepared and edited Client Engagement templates, ensuring accuracy and alignment with client information.
• Organized and onboarded 15+ new client information weekly for 10+ Attorneys and Paralegals, totaling 50/month.

Customer Service Associate Postal Station & Information Desk/UMN Printing

University of Minnesota

Jun 2019 - Dec 2020 (1 year 6 months)

• Delivered exceptional customer service by answering inquiries and providing professional assistance at the Postal Station & Information Desk.
• Managed daily transactions, including cash register operations and postal services, ensuring adherence to retail policies.
• Executed full-service bindery and digital printing tasks, including personalized orders and large-format printing.

Customer Service Relationship Building Sensitive Information Handling Professional communication Customer Satisfaction Time and Attendance Copying Interpersonal Skills Independent work Clerical Skills Customer Experience Computer Literacy Phone Support Handle Confidential Information

Reservations Agent

Aparium Hotel Group

Jun 2018 - Jan 2019 (7 months)

• Proactively managed inbound calls to assist with active reservations and create new bookings.
• Developed strong guest relationships by providing exceptional customer service and addressing inquiries about local attractions.
• Handled billing processes, including advanced deposits and third-party commission reconciliation, while maintaining confidentiality.
• Collaborated with management t

Relationship Building Sensitive Information Handling Professional communication Customer Satisfaction Time and Attendance Internal External Communications Interpersonal Skills Independent work Customer Experience Document Management Computer Literacy Phone Support Handle Confidential Information

Cashier

Joe's Sporting Goods

Aug 2016 - May 2018 (1 year 9 months)

• Delivered exceptional customer service by efficiently operating the cash register and assisting customers with inquiries.
• Processed various hunting and fishing licenses for Minnesota, Wisconsin, and Iowa, ensuring compliance with regulations.
• Trained new cashiers on register operations and customer service best practices, enhancing team performance.