Lisa M. Ferri
~Adapts well and works effectively under different management styles along with conforming to new rules and ideas
~Traveled to various Courts throughout New York State and North Carolina to file documents, assist as trial support and review court records
~Handles client relations with ease, finding solutions to best deal with a client’s concerns
~Enjoys advocating for others and finding a solution to solve problems ~Excited to learn new materials and perform research to complete assigned work
~Able to comprehend reading materials to self-teach under the direction of management
~Vocally expresses ideas well in a clear concise manner using reason, logic and research to provide others with new information
~Provides a new learning experience for co-workers, including the training and supervision of support staff
Work History
Trust and Estates Paralegal/Department Manager
7 Years 8 Months- Handles all aspects of Estate Administration from the initial drafting and filing of a probate or administration petition, service of citation, collecting assets, drafting an inventory, preparing estate and trust accountings, and preparing and filing the necessary documents to the close out an estate
- Handles aspects of Estate Litigation, including but not limited to, preparation of Petitions to Compel Production of Wills, Trusts and Accountings, Discovery Demands, Responses to Discovery Demands, and Subpoena Duces Tecum
- Assist in Trial preparation
- Drafts and reviews estate planning documents, including, Wills, Health Care Proxy’s, Power of Attorneys and Warranty Deeds
- Trains and manages support staff and reviews work product prior to submission to attorney
- Exemplary work record
Bookkeeper, Legal Secretary, Office Manager
2 Years 2 Months- Multi tasked to ensure many jobs were completed in an allotted amount of time
- Handled all company deposits, wrote all company checks from operational and IOLA accounts, generated a weekly financial report
- Completed the yearly renewal of various business insurance policies, including but not limited to, professional liability insurance, employee workers compensation and disability insurance policies
- Reviewed and submitted weekly payroll
- Ordered supplies and organized office events
Receptionist
8 Months- Greeted clients and colleagues in a professional and courteous manner
- Opened files, scheduled appointments, ran errands, copy, scan and faxed various documents at attorney or supervisor request
Intern at Schenectady County Public Defender’s Office
2 Months- Observed felony and drug courts, reviewed and closed out case files, performed basic office work such as answering phones, sending faxes and making copies
- 30 Hours, Summer 2005
Education
Courses: International Politics, Comparative Public Policy, The People’s Republic of China, Films, The Presidency
Associate of Applied Science - Criminal Justice
Skills
Certification
Licensed Notary Public