Developing Legal Assistant/Paralegal demonstrates increasing proficiency in supporting legal proceedings. Proficient at managing case files for quick retrieval, conducting initial legal research, and preparing summaries of medical records. Proactive in coordinating evidence collection and ensuring all processes meet legal standards and deadlines. Successfully contributes to the preparation of legal documents, including routine motions. Leveraging 17+ years of prior Executive Assistant experience to bring exceptional organizational skills and a proactive approach to the legal assistant/paralegal role.
Overview
19
19
years of professional experience
Work History
Paralegal
Heckler & Frabizzio
06.2024 - Current
Compose routine and dispositive motions with accuracy and attention to detail
Proficiently obtains meticulously analyzes, and concisely summarizes medical records to extract key information relevant to case
Proactively coordinate the collection of evidence, ensuring strict adherence to legal compliance and consistently meeting critical deadlines
Expertly manages and analyzes case files with meticulous attention to detail, facilitating swift information retrieval and contributing to efficient trial preparation
Provides valuable assistance in client interviews and deposition preparation, contributing to the development of effective strategies and favorable case outcomes
Provided comprehensive support to the President/CEO, Leadership Team and Board Members, ensuring seamless operations and effective communication
Strategically managed the CEO’s schedule through proactive calendar management, optimizing time and prioritizing commitments
Responsible for comprehensive agendas, accurate minutes, and informative handouts at Board and Executive Committee meetings
Served as a proactive and effective liaison between the CEO and internal/external stakeholders, facilitating clear communication, fostering strong relationships, and ensuring seamless coordination
Orchestrated the comprehensive coordination and logistics of high-level meetings and events, encompassing meticulous scheduling, strategic agenda development, and seamless logistical arrangements, ensuring successful outcomes
Streamlined office operations through the proactive development and maintenance of efficient office supply ordering and inventory management systems
Ensured a productive and well-equipped work environment by diligently overseeing the maintenance of office equipment and guaranteeing that supplies were adequately stocked and readily accessible to all team members
Administrative Assistant
Wells Fargo Securities
02.2015 - 03.2018
Orchestrated high-volume of complex domestic travel arrangements optimizing itineraries and proactively resolving logistical challenges
Efficiently prepared and processed expense reports utilizing the Concur travel tool
Contributed to the integrity of research data by assisting in the meticulous management and updating of the team’s Salesforce and Excel databases, ensuring accuracy and organization
Managed the timely distribution of marketing materials for analyst meetings across various locations, ensuring professional presentation and adherence to deadlines
Played a key role in preparation and dissemination of critical research reports and presentations for senior research analysts and associates, ensuring accurate and timely delivery to clients
Provided comprehensive support in the organization for meetings across various location and execution of seamless coordination of logistics such as venue selection, catering, and audio/visual setup
Strictly maintained the confidentiality of sensitive information and documents, upholding data security protocols and ensuring full compliance with company policies and regulations
Administrative Assistant (Consultant)
Bank of America
12.2013 - 02.2015
Provided comprehensive administrative support for four Senior Vice Presidents, ensuring seamless daily operations and efficient workflows
Efficiently managed travel arrangements, including complex itinerary planning and proactive problem-solving, and accurately processed expense reports utilizing the Concur travel tool
Proactively managed and maintained complex calendars, expertly scheduling internal and external meetings and appointments to optimize executive time
Seamlessly coordinated conference calls and virtual meetings, managing logistics and ensuring effective communication for all participants
Professionally managed all incoming phone communications, including answering, monitoring, screening, and directing calls with efficiency and courtesy
Managed building security protocols by providing authorized access to visitors and efficiently handling the on-boarding and off -boarding processes for team members
Proactively managed office supplies, anticipating needs, maintaining optimal inventory levels, and efficiently placing orders to ensure uninterrupted workflow
Managed the timely and accurate mailing of documents, ensuring proper handling and delivery
Efficiently processed check request vouchers utilizing the Ariba system, ensuring accuracy and adherence to financial procedures
Also, responsible for the timely and accurate onboarding of new vendors within system
Executive Assistant to CEO
Food Bank of Delaware
04.2011 - 09.2013
Provided comprehensive executive support to the President/CEO, including proactive calendar management, efficient handling of all incoming phone communications, and meticulous coordination of travel arrangements and meeting preparations
Spearheaded the full lifecycle management of meetings for the Board of Directors, Executive Committee, Coalition to End Hunger, Directors, and other committees, encompassing the creation and distribution of agendas and handouts, accurate minute-taking and dissemination, managing mailings and information lists, maintaining archived meeting minutes, tracking committee assignments, and ensuring meticulous filing
Proactively cross-trained across various departments, providing valuable backup and support in customer service, human resources, development, and program monitoring, demonstrating adaptability and a commitment to organizational needs
Conducted thorough research and data collection to contribute to the preparation of insightful reports and provided key support in the development and maintenance of impactful political and legislative initiatives
Customer Service/Accounts Receivable
Food Bank of Delaware
12.2009 - 04.2011
Managed all incoming phone communications with professionalism and efficiency, promptly addressing inquiries and directing calls as needed
Efficiently received and processed accounts receivable, accurately inputting data into the automated accounting system to maintain financial records
Oversaw weekly bank deposits and diligently updated the accounts receivable module, ensuring accuracy and reconciliation of financial transactions
Streamlined the food order process by efficiently processing orders received from Hunger Relief Partners and creating and distributing the weekly menu to ensure timely and accurate information dissemination
Facilitated seamless communication between the programs department and Hunger Relief Partners, proactively keeping partners informed about relevant programs and policies to ensure strong collaboration
Cultivated and maintained strong, collaborative relationships with Hunger Relief Partners, ensuring the accurate and timely fulfillment of food orders and fostering positive partnerships
Delivered exceptional customer service to Hunger Relief Partners by promptly and effectively addressing their inquiries, proactively resolving any issues, and ensuring a positive and supportive partnership experience
Administrative Assistant
Creative Financial Group
06.2008 - 12.2009
Maintained the integrity of client and prospect data by accurately inputting and updating information within Excel databases
Supported client acquisition efforts by preparing comprehensive marketing kits for prospects, professionally managing incoming phone calls, and efficiently confirming scheduled meetings with clients
Ensured accurate record-keeping by meticulously maintaining and updating client files within Excel
Streamlined mailing processes by printing personalized letters and envelopes for client communications utilizing mail merge functionality in Microsoft Word
Managed the distribution of life and disability insurance policies to clients and proactively contacted clients regarding policy lapses, demonstrating attention to detail and client follow-up
Senior Secretary
Delaware State University
02.2006 - 05.2008
Provided a welcoming reception to visitors, efficiently ascertained the nature of their business, and directed them to the appropriate personnel
Managed all incoming phone communications with a pleasant and responsive demeanor, skillfully directing calls to the appropriate individuals and providing excellent first-line support
Proactively managed the Marketing Director's schedule by efficiently setting up internal and external meetings
Skillfully resolved complex customer issues both over the phone and in person, demonstrating strong problem-solving abilities and a commitment to customer satisfaction
Accurately prepared travel personal expense forms and efficiently produced and prepared requisition forms, as well as sports and faculty contracts, ensuring adherence to established procedures
Orchestrated comprehensive travel arrangements, meticulously managing schedules, appointments, conferences, and reservations to ensure seamless travel experiences
Established and maintained organized filing systems for university faculty and staff records, ensuring efficient retrieval and confidentiality
Also managed the sorting and distribution of incoming mail