ALEXIS L. FRANKLIN
Overview
10
10
years of professional experience
Work History
Paralegal, US Wealth Management
BMO Bank N.A.
10.2022 - Current
- Collaborate with trust, investment, and litigation attorneys and reduce team workload by executing routine tasks, projects and initiatives including legacy land trust inquiries, subpoena processing, and legal matter management
- Enhance workflow efficiency within team by facilitating training on key platforms including MS Teams, iManage and Sharepoint
- Streamline legal matter management process by liaising with LXP, external counsel, and BMO parties to accelerate billing and payment processes
- Manage all aspects of reporting within team and consult on various ad-hoc projects to optimize team operations
Administrative & Operational Specialist
BMO Harris Bank
09.2017 - 10.2022
- Provided the Legal & Regulatory Compliance (LRC) groups in the U.S., Canada and global areas with comprehensive support, including creating and editing documents and presentations, research and reporting, coordinating business meetings and events, managing corporate invoices and expenses, calendaring and special projects
- Managed SharePoint sites and LRC portal operations
- Developed strategy and structure of centralized administrative team to improve team processes and efficiency
- Conducted communication workshops and team building activities
Senior Legal Administrative Assistant
BMO Harris Bank
08.2015 - 08.2017
- Assisted the Wealth Management team within the Legal, Corporate & Compliance Group (LCCG) with organizational tasks and projects, invoice processing, calendar management, and document editing
- Facilitated legal matter management in TyMetrix and correspondence with external counsel
Education
Bachelor of Arts - English (Literature Emphasis)
Denison University
Granville, OHSkills
- MS office suite
- Legal reporting
- File and records management
- Legal billing and invoicing
- Document preparation and review
- Administrative and operational support
- Scheduling/planning
- Cross-functional communication
Awards
- BMO LRC Quarterly Spotlight Award | FY2020-Q4
- BMO LRC Quarterly Spotlight Award | FY2021-Q2
- BMO LRC Quarterly Spotlight Award | FY2021-Q4
- BMO LRC Quarterly Spotlight Award | FY2022-Q2
- BMO WM LRC Quarterly Spotlight Award | FY2023-Q1
Activities/Volunteerism
- President, Denison University Black Alumni Association, 2023-present
- Mentor, Denison University, 2018-present
- Member, BMO Black Professional Network, 2015-present
- Member, BMO Latino Alliance, 2015-present
- Member, GenBMO, 2015-present
- Volunteer, WITS (Working in the Schools) Reading Buddy, 2015-present
Timeline
Paralegal, US Wealth Management
BMO Bank N.A.
10.2022 - Current
Administrative & Operational Specialist
BMO Harris Bank
09.2017 - 10.2022
Senior Legal Administrative Assistant
BMO Harris Bank
08.2015 - 08.2017
Bachelor of Arts - English (Literature Emphasis)
Denison University