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Ivette

Legal and Virtual Assistant with 7+ years in legal and administrative support

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Competencies

Case File ManagementAdvanced

Handled legal case documentation, client files, and medical records coordination for law firms.

CRM ManagementIntermediate

Maintained client databases, managed policy renewals, and handled data exports for insurance-related activities.

Legal Support & Claims ProcessingAdvanced

Supported legal case processes, including claims reporting, medical documentation, and client advocacy.

Bilingual CommunicationExpert

Fluent in English and Spanish, providing effective communication and client support across languages.

Technical Skills (VoIP, TCP/IP, SIP)Intermediate

Applied VoIP, SIP, and TCP/IP protocols to support communication systems in legal and virtual assistant roles.

Languages

EnglishFluent
SpanishFluent

Summary

Experienced legal assistant and virtual assistant with diverse skills in case management, client support, and technical communication systems.

Key Achievements

  • Streamlined client file setup and documentation at RTM Law, ensuring accuracy and efficiency.
  • Managed CRM systems and provided client support as a Virtual Assistant, facilitating policy management and troubleshooting.
  • Coordinated case documentation and maintained client relationships as a Case Manager, supporting legal case progression.

Experience

Administrative Assistant

RTM Law
January 2024 - March 2025

Initiated and managed the setup of new client files, ensuring accurate and timely documentation for all personal injury cases., Coordinated the ordering and retrieval of medical records and bills, maintaining strict confidentiality and attention to detail., Facilitated the claims process by...

Bilingual Virtual Assistant

Viva Virtual Assistants
May 2021 - October 2023

Generated and provided quotes for home and auto insurance, demonstrating a strong understanding of policy details and client needs., Managed CRM activities, including renewals, data exports, and client information updates to maintain an organized and up-to-date database., Applied problem-solving...

Case Manager

Farahi Law Firm
February 2017 - May 2021

Maintained open and effective communication with clients and insurance adjusters to ensure case progress and client satisfaction., Advocated for clients by monitoring progress, maintaining meticulous documentation, and providing consistent logistical and emotional support., Oversaw medical...

Skills

Case File ManagementCRM ManagementLegal Support & Claims ProcessingBilingual CommunicationTechnical Skills (VoIP, TCP/IP, SIP)
Published on CazVid - May 17, 2026
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