Mateo - Legal and Administrative Assistant with 3+ years of diverse experience
Summary
Experienced professional specializing in case and financial management within healthcare and legal settings, with a focus on accuracy and efficient communication.
Key Achievements
- Collaborated with legal teams to gather financial data and performed regular audits to ensure compliance.
Skills
Handled case files, follow-ups, and correspondence for healthcare and legal cases.
Maintained detailed records of payments, expenses, and transactions for legal and medical clients.
Responded to emails, scheduled meetings, and supported Spanish-English translation during meetings.
Organized case files, drafted settlement letters, and managed calendars and documentation.
Languages
Experience
Virtual Assistant - Referral Coordinator
Quantum Clinic
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
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.