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Lindsay Beverlin Verified Account

Executive Assistant at Membersy
  • Austin, Texas , USA
  • About Lindsay


    Dedicated and versatile professional with a proven track record in executive support, office management, and litigation assistance. I bring a wealth of experience gained through roles as an Executive Assistant, where I seamlessly managed high-level administrative tasks for executives, an Office Manager, where I ensured the smooth day-to-day operations of the workplace, and a Litigation Assistant, contributing to legal processes with precision and efficiency.

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    Professional Experience


    membersy

    Executive Assistant October 2022 - Present

    Key Responsibilities:

    Executive Support: Provide high-level administrative support to the CEO, managing calendars, scheduling appointments, and handling correspondence. Coordinate and prepare materials for executive and senior-level leadership meetings.

    Event Coordination: Planning and executing company events, ranging from internal meetings to external functions, ensuring a smooth and professional experience for all participants. Responsible for travel and lodging for executive and non-executive employees for company events as well as business conferences.

    Financial Oversight: Manage multi-state payroll taxes, ensuring compliance with local and federal regulations. Oversee financial transactions, for executive and non-executive employees to ensure that budgets and financial software policies and procedures are being adhered to.

    Regulatory Compliance: Responsible for license renewals, as well as annual reports for various states insurance departments. Stay informed on multi-state licensure requirements and ensure the company adheres to all necessary regulations. Collaborate with legal and compliance teams to guarantee the organization's activities align with regional and national standards.

    Office Management: Maintain the overall organization and functionality of the office space, including supplies, equipment, and vendor relationships. Act as a point of contact for internal and external stakeholders, demonstrating professionalism and courtesy in all interactions.


    Zwicker & Associates, P.C.

    Office Manager/Litigation Assistant February 2017 - October 2022

    Key Responsibilities:

    Office Management: Oversee day-to-day administrative operations of the law firm, ensuring a well-organized and productive work environment. Manage office supplies, equipment, and vendor relationships.

    Client Interaction: Serve as a primary point of contact for clients, providing excellent customer service and managing client inquiries. Assist in client intake processes and maintain accurate client records.

    Litigation Support: Collaborate with attorneys in the preparation of legal documents, including pleadings, discovery, and motions. Organize and manage case files, ensuring all relevant documents are filed appropriately.

    Calendar and Deadline Management: Maintain and update attorney calendars, scheduling appointments, court appearances, and case deadlines. Ensure timely reminders for crucial dates and events related to litigation cases.

    Billing and Financial Administration: Work closely with the finance department to oversee billing processes and ensure accurate client invoicing. Assist in budgeting and financial tracking for litigation cases.

    Court Filings and Document Retrieval: Coordinate court filings, document retrieval, and case-related submissions. Liaise with court personnel and legal professionals to ensure proper handling of legal documents.


    South University

    Faculty/Adjunct Administrative Assistant April 2014 - December 2015

    • Supported program directors, adjunct faculty, and Dean of Academic Affairs with various duties pertaining to the functionality of the students and classroom.
    • Managed and implemented IDEA surveys for accreditation requirements.
    • Prepared and conducted new student orientations.
    • Assisted with program outreach for South’s various baccalaureate and master’s programs.
    • Ensured faculty assistance was fulfilled for exams and certification for specific programs.
    • Adhered to all rules and regulations of the facility and the state for confidentiality among students.
    • Maintained compliance with student and faculty badge/security systems.

    Education


    South University

    Bachelor of Science (B.S.)Graduated in 2015


    Houston Community College

    Associate of Science (A.S.)Graduated in 2003