Driven and resourceful administrative professional with 11+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments. Detail-oriented with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. Resourceful and experienced worker offering expertise in customer service, travel coordination and file management. Detail-oriented team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy.
Overview
19
19
years of professional experience
Work History
Executive Assistant
LIFESTYLE FINANCIAL SERVICES
11.2010 - Current
Notary Public
Series 6 and 66 Securities License
Life and Health Insurance Licenses
Appropriate disposition and excellent skills for sensitive matters, and able to manage confidential information
Demonstrated ability to interact effectively with senior management
File/records maintenance, data management, process implementation
Organized client appreciation events
Paralegal
COPENBARGER & COPENBARGER, LLP
07.2007 - 10.2010
Work as a Probate Paralegal at a mid-size firm supporting several lawyers
Additionally worked at several small firms and had an internship with the Domestic Violence Clinic in Norwalk where I interviewed clients and filled out restraining orders
Organized files, updated clients on the status of their case, made sure documents got to the Court on time
Made sure the right documents where completed to go to different Counties and Courts
Specialty Certificate in Probate and Estate Planning from an ABA Approved College
Microsoft Office, CRM, WealthDocs, HotDocs, WordPerfect, Legal Solutions, Timeslips, Westlaw, the Internet, Dictaphone
Managed 100+ cases, set up new files, filed
Prepared documents for Court including Petition for Probate, Notice of Hearings, and Notice of Continuance, Petition for Succession of Real Property, and Inventory and Appraisals
Closed out Estates, notified beneficiaries, Accountings and Reports, obtained EIN numbers
Communicated with clients, set appointments, maintained Court calendar, and legal research
Prepared documents for Conservatorships and Guardianships, Petition for Appointment of Guardian/Conservator, Accountings and Reports and PVP Reports
Irrevocable Trust funding, preparation of deeds and transfer documents