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Mateo - Legal and Administrative Assistant with 3+ years of diverse experience

Cali, Valle del Cauca Department, Colombiaen
Managed 10-20 cases daily as a Virtual Assistant, ensuring timely follow-ups and communication.
Accurately recorded and tracked attorney fees and expenses, maintaining detailed financial documentation.
Published on CazVid

Summary

Experienced professional specializing in case and financial management within healthcare and legal settings, with a focus on accuracy and efficient communication.

Key Achievements

Skills

Case ManagementIntermediate

Handled case files, follow-ups, and correspondence for healthcare and legal cases.

Financial RecordkeepingIntermediate

Maintained detailed records of payments, expenses, and transactions for legal and medical clients.

Communication & TranslationIntermediate

Responded to emails, scheduled meetings, and supported Spanish-English translation during meetings.

Administrative SupportAdvanced

Organized case files, drafted settlement letters, and managed calendars and documentation.

Languages

Spanish(Fluent)English(Basic)

Experience

Virtual Assistant - Referral Coordinator

Quantum Clinic

Feb 2021 - May 2022

Handle 10-20 cases, keeping them up to date and following up daily., Fax requests for medical records and billing for providers., Request Final Balance to providers and send Reduction Letters to providers., Draft Final Pay Settlement letters., Organize case files and correspondence., Promptly follow up with medical providers for request status., Respond to emails, and follow up on meetings and calendars., Assist with translation on meetings and calls for Spanish-speaking individuals.

Legal Assistant - Case Manager

GenTask

Jun 2022 - Nov 2023

Accurately record and track attorney fees associated with client cases., Document and categorize reimbursable case expenses, ensuring proper allocation to respective cases., Collaborate with legal teams to gather necessary information for comprehensive financial records., Maintain meticulous records of financial transactions related to the firm’s operations., Post and reconcile various financial entries, ensuring accuracy and compliance with accounting standards., Conduct regular audits of the firm’s credit cards, ensuring all transactions are valid and appropriately documented., Investigate and resolve any discrepancies or irregularities in financial records.

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