HARRIET MARKHAM
New York,NY
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
24
24
years of professional experience
Work History
FinanceAdministrator
Abbott Capital Management
06.2017 - Current
- Utilized financial software to prepare consolidated financial statements.
Administrative Assistant/Finance Operations, Investment Staff and Fund Accounting Administrator
Abbott Capital Management
06.2017 - Current
- Provide comprehensive administrative support to two Managing Directors, Fund Accounting, and Investment teams, ensuring seamless daily operations.
- Organizes and maintains office documents (electronic and hardcopy) and records in accordance with project retention policy and procedures.
- Take primary responsibility for maintaining the electronic filing system, including organizing and tracking documents, creating new folders, and filing materials in SharePoint.
- Distribute quarterly financial statements for all funds, retrieve capital calls, and assist with scanning and organizing cash distribution documents.
- Coordinate the timely dissemination of annual K-1s and other tax-related documents to client representatives, including electronically filing information on the M Drive.
- Distribute all incoming correspondence to the Finance email inbox, ensuring prompt and efficient communication.
- Process financial statement packages and forward them to analysts for the preparation of capital account statements and NAVs in the E-front system
- Compile and distribute materials and information required for financial statement preparation, supporting analysts in processing NAVs in the E-front system.
- Order office supplies and maintained office inventory.
Administrative Assistant/Conflict checks
Chadbourne & Parke LLP/ Norton Rose Fulbright
02.2007 - 06.2017
- Provided advanced administrative support to the records department, ensuring efficient operations and smooth workflow.
- Created, maintained, and updated both electronic and paper records, ensuring accuracy and organization.
- Performed conflict checks using legal Key Intapp policies. Oversee maintenance of the conflicts management database
- Manage workflow of new business intake requests
- Provide support on firm and intake policies
- Liaise with partners and legal teams to ensure accurate information submission
- Conduct conflicts check for new clients, matters, pitches, and updates
- Prepare and analyze conflict reports to identify potential issues
- Communicate potential conflicts to attorneys
- Assists in maintaining and updating the Conflicts System.
- Maintains organization of the Conflicts group.
- Generate accurate and efficient conflict check reports using Intapp, internal systems, and online research tools, supplementing findings with independent analysis and online research.
- Assisted the Conflicts Manager with various operational tasks, including new business intake, establishing ethical walls
- Assisted attorneys across the firm with document requests, facilitating timely access to clients
- Compiled and conducted business reports monthly, including preparing Engagement Letters for Attorneys.
- Processed new client matters and conducted conflict checks using the legal key system, ensuring compliance and accuracy.
- Closed new client matter numbers and ensured their proper storage in accordance with company information.
Legal Assistant/Medical Malpractice
Wilson Elser, Moskowitz, LLP
12.2005 - 01.2007
- Prepared trial binders for attorneys, ensuring all necessary documents were organized for court proceedings, and coordinated EBT appointments on behalf of attorneys and associates.
- Confirmed EBT Calendar for all associates and Partners
- Call the courts to verify court appearances for attorneys and associates
- Analyzed records for missing documents, ensuring trial binders were complete for expert review, and meticulously organized exhibits for ease of access during trials.
- Processed and transferred inactive files to and from storage as requested, maintaining proper organization and compliance with records management policies.
- Performed various administrative functions, including typing correspondence and memos, and managed clerical duties to ensure the accuracy and organization of medical records on behalf of Associates attorneys.
Legal Records Analyst
Chadbourne & Parke LLP/Norton Rose Fulbright
01.2002 - 11.2005
- Retrieve documents for Legal Key Desktop for attorneys in all practice areas
- Created Pleadings, Briefs, Correspondence and Probate documents for attorneys
- Closed documents and prepared them for storage for the closed file warehouse after trials
- Research documents and create them in Legal Key
- Filed and Scanned documents in the department and taken attendance for employees
Education
Bachelor of Arts - Business Administration
Berkeley College
New York, NYSkills
- Proficient in MS Office programs, including Word, Excel, PowerPoint and Outlook (CRM) Information System, Investments portals- LastPass, Adobe, e-front software, Legal Key, File-Surf and SharePoint
Timeline
FinanceAdministrator
Abbott Capital Management
06.2017 - Current
Administrative Assistant/Finance Operations, Investment Staff and Fund Accounting Administrator
Abbott Capital Management
06.2017 - Current
Administrative Assistant/Conflict checks
Chadbourne & Parke LLP/ Norton Rose Fulbright
02.2007 - 06.2017
Legal Assistant/Medical Malpractice
Wilson Elser, Moskowitz, LLP
12.2005 - 01.2007
Legal Records Analyst
Chadbourne & Parke LLP/Norton Rose Fulbright
01.2002 - 11.2005
Bachelor of Arts - Business Administration
Berkeley College
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