
Legal and executive support professional with extensive experience supporting senior professionals within banking, financial services, consulting and operational environments. Skilled in legal document preparation, proofreading, document management, calendar coordination, client communication and confidential administrative support. Recognized for accuracy, discretion, strong organizational skills and the ability to manage multiple priorities in fast-paced professional settings. Advanced Microsoft Word user with extensive experience producing, formatting, reviewing and proofing complex business documentation.
· Support the business owner in managing daily operations, scheduling, vendor coordination and priority communications.
· Draft, format, proofread and edit correspondence, reports and operational documentation.
· Manage invoicing, expense reporting, financial tracking and record maintenance.
· Serve as a primary administrative contact for clients, vendors and internal teams.
· Coordinate meetings, schedules and operational activities to support efficient business operations.
· Coordinated subpoena processing, legal documentation management and sensitive case support for legal and compliance teams.
· Managed intake, tracking and resolution timelines for legal requests while ensuring compliance with regulatory requirements.
· Maintained accurate, audit-ready documentation across multiple reporting and case-management systems.
· Collaborated with legal counsel, compliance officers and external stakeholders to resolve documentation and account issues.
· Handled confidential information with discretion while maintaining strict compliance standards.
· Coordinated transaction documentation and administrative deliverables for leveraged finance transactions across multiple jurisdictions.
· Worked closely with legal counsel, external advisers and senior stakeholders.
· Produced, formatted, reviewed and proofread complex correspondence, presentations, reports and transaction materials.
· Managed confidential communications and schedules across US, EMEA and APAC regions.
· Coordinated complex international travel arrangements and logistics for senior executives.
· Managed executive diaries, confidential correspondence and meeting schedules.
· Coordinated agendas, presentations, meeting materials and logistics.
· Organized senior client meetings and internal business meetings.
· Managed complex executive calendars and international travel arrangements.
· Prepared and organized documentation for meetings, presentations and senior leadership activities.
· Handled sensitive client and internal communications with professionalism and discretion.
Legal document preparation and formatting
Proofreading and document review
Redlining and PDF editing
Calendar and meeting management
Client and stakeholder communication
Matter intake and case coordination support
Records and document management
Executive and administrative support
Travel coordination and expense reporting
Confidential information management
Advanced Microsoft Word
Adobe Acrobat Pro
Salesforce CRM
Concur
Microsoft Teams, Zoom and Google Workspace