I’m a Juris Doctor student and experienced professional specializing in legal support, financial services, client communication, and detailed administrative work.
I have 8+ years of professional experience and over 3 years in financial services, where I currently manage 42 active client files involving consultations, confidential financial information, documentation, and ongoing follow-up.
My strengths include legal research and writing, document preparation and review, client intake, records management, file organization, research, and professional client communication. I’m comfortable handling sensitive information, managing multiple priorities, and working independently in a remote environment.
Tools I use include Google Workspace, Microsoft 365, Advisor Home Office, QuickBooks Online, Notion, ChatGPT, Gemini, Grammarly, Zoom, and Google Meet.
I’m particularly interested in remote opportunities involving Legal Assistance, Paralegal Support, Client Intake, Case Coordination, Financial Services Support, and Administrative Support.
I value accuracy, confidentiality, clear communication, and consistent follow-through. I’m also comfortable working with international clients and adapting to new systems, workflows, and time zones.
