Summary
Overview
Work History
Education
Skills
Certification
Interests
Work Availability
Work Preference
Languages
Timeline
Generic

Amy Mellerski-Smith

Legal Assistant
Windermere,FL

Summary

Legal professional with experience in supporting attorneys and legal teams. Skilled in managing case files, drafting legal documents, and conducting research. Strong focus on team collaboration, reliable under changing needs, and results-driven. Known for communication skills, organizational abilities, and confidentiality.

Overview

15
15
years of professional experience

Work History

Legal Assistant/Executive Assistant to the Managing Partner

Meris PLLC
02.2024 - 11.2025
  • Assisted managing partner and chief operating officer with daily correspondence and legal documents in high-pressure environment.
  • Coordinated private financings and impact investment advisors with institutional broker-dealers.
  • Managed file openings, conflict of interest forms, engagement letters, and closing of inactive files.
  • Completed dictation, time entries, invoice preparations, travel bookings, and expense reimbursements.
  • Set up conference calls, Zoom meetings, Teams meetings, and updated firm documentation system (CLIO).
  • Tracked office supplies while managing multiple projects under tight deadlines.
  • Drafted legal documents for corporate transactions and organized electronic and physical case files.
  • Maintained client confidentiality and ensured accuracy through proofreading before submitting documents.
  • Managed all personal matters for partner, spouse, and children.

Legal Assistant – Financial Institutions, Government and Corporate Entities

Virtus LLP
02.2023 - 07.2023
  • Assisted two managing partners and chief operating officer with daily correspondence and legal documents in high-pressure environment.
  • Coordinated private financings, private funds, and institutional investment advisors.
  • Managed file opening, closing inactive files, and preparing conflict of interest forms for new client matters.
  • Completed daily dictation, time entry, invoice preparation, travel bookings, and expense reimbursements.
  • Organized conference calls and Zoom meetings while updating firm documentation management system (CLIO).
  • Maintained multiple calendars and reminder systems to manage various deadlines.
  • Tracked and ordered supplies for team while overseeing several concurrent projects.

Department Leader/Legal Assistant – Corporate, Business and Tax

Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
07.2018 - 02.2023
  • Assisted partners and associates with corporate documents, file opening, dictation, online minute book preparation.
  • Prepared invoices, correspondence, and maintained filing and time entry records.
  • Ensured coverage for attorneys by managing legal secretarial assignments during absences.
  • Maintained PTO calendar and approved timesheets for department staff.
  • Facilitated yearly evaluations for legal secretaries alongside partners.
  • Supported onboarding processes for new employees joining the department.
  • Contributed to Charitable Contributions Committee to assist employees facing financial challenges.
  • Developed and executed training programs, improving staff competencies and operational knowledge across the department.
  • Streamlined processes by identifying areas for improvement, resulting in increased workflow productivity and consistency.

Legal Secretary – Corporate

Woods Oviatt Gilman LLP
10.2014 - 06.2018
  • Assisted partners and associates with corporate documents, filing, and time entry.
  • Coordinated dictation, minute books, stock certificates, invoices, and correspondence.
  • Managed attorney schedules, coordinating meetings and appointments efficiently.
  • Contributed to greater places to work committee to enhance employer reputation and community engagement.
  • Coordinated JP Morgan Corporate Challenge for the Buffalo office.

Legal Secretary – Corporate

Damon & Morey LLP
07.2010 - 10.2014
  • Facilitated assistance for partners and associates regarding corporate documents, file initiation, dictation, minute books, stock certificates, invoices, correspondence, filing, time entry, and various other responsibilities as necessary.

Education

A.A.S. Degree - Office Technologies

Erie County Community College (SUNY)

Skills

  • Legal document preparation
  • Case file management
  • Client confidentiality maintenance
  • Conflict of interest handling
  • Invoice preparation/Client Billing
  • Time entry management
  • Dictation transcription
  • Document proofreading
  • Calendar management
  • Expense reimbursement processing
  • Proofreading/Document editing
  • Travel coordination

Certification

HSBC Bank USA, N.A.

  • Executive Assistant WNY Regional Market: 4/2009 - 12/2009
  • HR Solutions - Employee Relations Coordinator: 11/2008 - 4/2009
  • Executive Assistant HSBC USA Learning Team: 6/2007 - 11/2008
  • Training / Administrative Assistant Mortgage: 1/2006 - 6/2007
  • Executive Assistant Southwest Branch District: 7/2004 - 1/2006


Interests

Color Guard instructor for Lancaster, Orchard Park, North Collins, West Seneca, NY high schools

Winter Guard instructor of Lancaster and North Collins high schools

Past member of Rochester Crusaders and Empire Statesmen Senior Drum Corps

Past member of Alliance of Miami National Champion Winter Guard

Past member of Dutch Boy National Champion Drum Corps



Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimeContract Work

Location Preference

On-SiteHybridRemote

Important To Me

Work-life balanceHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchStock Options / Equity / Profit Sharing

Languages

English
Full Professional

Timeline

Legal Assistant/Executive Assistant to the Managing Partner

Meris PLLC
02.2024 - 11.2025

Legal Assistant – Financial Institutions, Government and Corporate Entities

Virtus LLP
02.2023 - 07.2023

Department Leader/Legal Assistant – Corporate, Business and Tax

Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
07.2018 - 02.2023

Legal Secretary – Corporate

Woods Oviatt Gilman LLP
10.2014 - 06.2018

Legal Secretary – Corporate

Damon & Morey LLP
07.2010 - 10.2014

A.A.S. Degree - Office Technologies

Erie County Community College (SUNY)

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