KIM SHANNON
Ball Ground,GA
Summary
Dynamic and resourceful Administrative Professional with a proven track record in optimizing productivity and enhancing service quality across diverse environments. Recognized for exceptional organizational skills, efficient task prioritization, and a strong commitment to meeting strict deadlines while managing multiple assignments simultaneously. Detail-oriented with outstanding communication and interpersonal abilities, complemented by strong critical thinking skills and a deep understanding of confidentiality in sensitive matters. A dependable leader and team player who collaborates effectively with cross-functional teams to drive operational excellence and achieve project goals.
Overview
34
34
years of professional experience
Work History
Chief of Staff
Osterbrock & Associates, LLC
Atlanta, GA
02.2023 - Current
- Facilitated all operational aspects of law firm establishment in collaboration with former Baker Donelson partner to ensure seamless transition.
- Facilitated new employee hiring and onboarding processes, ensuring seamless integration into the organization.
- Developed and implemented training strategies to support new associates and legal assistants in achieving successful integration into law firm operations.
- Coordinated communication of daily assignments to all team members, optimizing project flow and adherence to deadlines.
- Managed financial operations including monthly client billing, payables, receivables, and payroll to ensure timely transactions.
- Coordinated set-up and administration of ADP and bi-weekly payroll for employees.
- Prepare security transaction-related documents including entity organizational documents, membership interest purchase agreements, subscription agreements, and written consents for over twenty real estate investment funds.
- Executed thorough reviews and revisions of critical date memorandums and closing checklists to maintain compliance and operational efficiency.
- Managed documentation processes for EDGAR SEC Form D and NASAA state notice filings, ensuring regulatory adherence for all private equity fund transactions.
Corporate and Securities ParalegalExecutive Legal Assistant to Managing Shareholder
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Atlanta, GA
05.2016 - 02.2023
- Prepared formation documents for corporate entities in all states, obtained employer identification numbers, maintained client corporate records, and managed various yearly filing requirements.
- Analyzed and reviewed property surveys and legal descriptions for accuracy.
- Prepared security transaction-related documents including organizational documents, membership interest purchase agreements, subscription agreements, consents, company resolutions, and transaction closing documents for over 30 projects simultaneously.
- Prepared and filed EDGAR SEC Form D and NASAA State Notice filings for private equity fund transactions.
- Facilitated associate training to ensure efficient document management and timely project completion.
- Assisted Managing Shareholder and her Management Team with the daily performance of the Atlanta office.
- Managed extensive travel schedule for the Managing Shareholder including all reservations, flights, and calendars.
- Assisted Managing Shareholder with all aspects of her legal practice including document preparation and confidential file management.
Executive Assistant to Chief Executive Officer
Southeast Restoration Group
Canton, GA
04.2014 - 05.2016
- Optimized scheduling efficiency by coordinating meetings, appointments, and travel arrangements for the CEO.
- Facilitated daily corporate office operations, including corporate office relocation to new facilities.
- Created expense reports, budgets, and filing systems for management team.
Administrative Assistant
ComputerGraphics Atlanta
Canton, GA
12.2001 - 01.2009
- Coordinated daily office functions to enhance workflow and maintain effective communication with employees and clients.
- Oversaw conversion and quality control processes for client records, ensuring secure and confidential storage.
Corporate Paralegal / Executive Assistant
Shapiro, Fussell, Wedge, Smotherman & Martin, LLP
Atlanta, GA
11.1991 - 12.2001
- Facilitated collaboration among shareholder and three associate attorneys, addressing all aspects of their respective legal practices.
- Drafted and organized business formation documents, corporate minutes, and operating agreements tailored to meet the specific needs of various corporate clients.
- Prepared detailed documentation for all court-related activities, ensuring thoroughness for hearings, depositions, and client meetings.
Education
Certification - Paralegal Studies
Kennesaw State University
Kennesaw, Georgia01-1991
Skills
- Administrative Management
- Excellent Communication Skills
Timeline
Chief of Staff
Osterbrock & Associates, LLC
02.2023 - Current
Corporate and Securities ParalegalExecutive Legal Assistant to Managing Shareholder
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
05.2016 - 02.2023
Executive Assistant to Chief Executive Officer
Southeast Restoration Group
04.2014 - 05.2016
Administrative Assistant
ComputerGraphics Atlanta
12.2001 - 01.2009
Corporate Paralegal / Executive Assistant
Shapiro, Fussell, Wedge, Smotherman & Martin, LLP
11.1991 - 12.2001
Certification - Paralegal Studies
Kennesaw State University