Elizabeth Shepard
Baldwinsville,NY
Summary
Dedicated legal secretary with 19 years of experience.
Overview
20
20
years of professional experience
Work History
Administrative Assistant
Bousquet Holstein
Syracuse, NY
01.2021 - Current
- Compose letters, memos, mails, other written correspondence.
- Respond to client calls and inquiries.
- Organize legal documents in the company filing systems and databases.
- Process incoming mail on a daily basis.
Legal Secretary
Michael J. Vavonese, Esq.
Syracuse, NY
05.2019 - 01.2021
- Managed office and phones.
- Prepared legal documents.
- Prepared correspondence.
- Handled all traffic violation matters from start to finish.
Floating Legal Secretary
Hancock Estabrook
Syracuse, NY
11.2018 - 05.2019
- Cover legal secretary positions when a secretary is out sick or on vacation. Perform all duties that are required for that attorney.
Legal Secretary
Farrell, Martin & Barnell
Baldwinsville, NY
08.2006 - 11.2018
- General:
-Answering phones and greeting clients.
-Light bookkeeping (Quickbooks)
-Notary Public
-Ordering all office supplies
- Matrimonial Law:
-Preparation of Separation Agreement, Statement of Net Worth, Judgement of Divorce, Court Decision as well as all other supporting documents,
- Social Security Disability:
-Correspondence with clients and their physicians.
-Preparing all required Social Security forms as well as collecting and organizing client information to form a case.
- Estate Planning:
-Drafting Wills, Codicils, Health Care Proxies and Power of Attorney forms.
- Estates:
-Preparing and obtaining Waivers and Consents to Probate from family members.
Preparation of Court Probate Petitions, Family Tree Affidavits and all other supporting
documentation.
-Obtaining Federal Identification Number for the estate.
-Preparing Court requested estate close out forms.
- Litigation:
-Organizing client information into exhibits to support case.
-Drafting Court Orders as well as any and all supporting affidavits.
- Real Estate:
-Preparing deeds and supporting documents for closing.
-Ordering updates of Abstracts and Surveys.
-Drafting title insurance policies.
-Meeting with sellers to sign documents.
.
Tax Preparer (Seasonal)
Michael Tax and Accounting Services
Baldwinsville, NY
01.2017 - 05.2018
- Prepare complex US and State Individual income tax returns
Receptionist (Seasonal)
Michael Tax & Accounting Services
Baldwinsville, NY
01.2005 - 05.2005
- Assisted with tax preparation for the company every winter and spring.
- Handled customer questions and complaints with professional courtesy.
- Inventoried office supplies and managed ordering of new supplies whenever required.
- Juggled answering phones while attending to clients in person.
- Organized and managed customer invoices and payments.
Education
Tax Preparer
Liberty Tax Service
Liverpool, NY05-2017
2004-2005
Elmira College
Elmira, NYSkills
- Attention to detail
- organizational skills
- Dictation skills
- Excellent communication abilities
- Outstanding people skills
- Notary
- Tech-Savvy
- Efficient typing
Timeline
Administrative Assistant
Bousquet Holstein
01.2021 - Current
Legal Secretary
Michael J. Vavonese, Esq.
05.2019 - 01.2021
Floating Legal Secretary
Hancock Estabrook
11.2018 - 05.2019
Tax Preparer (Seasonal)
Michael Tax and Accounting Services
01.2017 - 05.2018
Legal Secretary
Farrell, Martin & Barnell
08.2006 - 11.2018
Receptionist (Seasonal)
Michael Tax & Accounting Services
01.2005 - 05.2005
Tax Preparer
Liberty Tax Service
2004-2005
Elmira College
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