Amy Powrozek

Experience

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  Golden Dental Plans

  May 1995 - Oct 1997

  Biller & Benefits Coordinator
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  Gandelot Hartmann

  Nov 1997 - Jan 2017

  Director of Operations/Technology

  Senior Paralegal, Office Manager, Marketing Manager-Paralegal in Estate Planning, Estate Administration, Probate and Real Estate law-Proficiently prepared all estate planning documents, including specialty trusts.-Prepared asset detail reports and consolidated all assets into clients trust.-Prepared probate documents and accounting for probate court.-Conducted deed research and preparation. -Compiled and executed documents to initiate the estate administration process. -Assisted in maintaining client and personnel files with the utmost confidentiality.-Streamlined operations making procedures and processes leaner and efficient.-Maintained client billing-Computer programs utilized: Advisors Forum, Clio, FundingPro, ICLE, Time Matters, TimeSlips, WealthCounselOffice Manager:-Worked directly with the founding partner and supported the firm’s attorneys. -Accounts Payable and Accounts Receivable-Managed a wide variety of customer service and administrative tasks to resolve client issues quickly and efficiently.-Managed daily operations of a law office.-Maintained all aspects of office technology -Repairs, software downloads, daily maintenance, leasing and purchasing and investigated potential new software.Marketing-Increased revenue by pursuing target markets-Social Networking-Maintained Referral Compensation program-Managed Monthly Marketing materials in Constant Contact and Wealth Counsel Advisor.-Handle all inquiries from firms website Show less

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  Probate Support Specialist, LLC

  Jan 2017 - May 2018

  Project Manager

  Project Manager-Research and draft protocols for training-Author training materials for statewide certification for MGA, NGA and MCPA-Review legal processes to ensure compliance-Analyze business costs related to projects/job costing-Manage and coordinate seminars throughout the state-Coordination of client database transfer-Human Resource Manager-Direct support to president of firm

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  Michigan Law Center

  May 2018 - Oct 2023

  Director Of Business Operations

  • Director of Business Operations:o Recruit, interview and make recommendations on new hires for all departmentso On boarding for new hireso Host quarterly performance reviews with staffo Contract negotiations for staffo Created and implemented employee handbooko Draft and implement protocols to ensure human resource complianceo Designed and maintained LEAN processes and procedureso Maintain employee files with the utmost confidence and discretiono Host and lead weekly staff meetingso Responsible for payroll, retirement plans, and insuranceo Ongoing negotiating for lowering overheard costs• Marketingo Advisor to all marketing related projectso Created, marketed, and maintained annual maintenance programo Maintained database of 5000+ contactso Community Outreach to locate new opportunities for the firmo Public liaison for marketing and other business ventureso Event Planning (seminars, meetings, etc.)o Website Upkeepo Drafted and distributed various written materialso Exhibiting at local eventso Research on current markets and trends to maintain compliance and relativity • Senior Paralegal:o Highest conversion from prospect-to-client rate in entire firmo Initial, follow-up and Closing Client Meetingso Negotiated fee agreements with clients and received payment in full during initial appointmentso Preparation and review of client legal documentso Experienced in court processes and procedureso Manage billing for clients and vendorso Maintain computer software and database transfers Show less

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  General Motors

  Oct 2023 - now

  Legal Operations Analyst