Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Paralegal
Hogan, Rossi & Liguori
03.2019 - 01.2024
Performed administrative tasks such as answering phone calls, filing documents, and managing calendars
Serve as liaison between attorney and clients to ensure positive, productive communications at all points
Manage case files and enhance case efficiency by organizing, maintaining and digitizing correspondence, legal documents, and other physical documents needed for electronic filing
Managed billing and invoicing for legal services and disbursements provided
Assisted in the administration of trusts and estates, including probate and trust administration, asset valuations, and distribution of assets
Filed necessary paperwork with the court and communicated with court officials
Communicated with clients to gather information and provide updates on case progress
Maintained a thorough understanding of current New York and Connecticut probate laws and regulations
Drafted and reviewed legal documents related to wills and estates, such as wills, trusts, advanced directives and estate administration documents
Assisted with New York and Connecticut real estate transactions from start to finish (purchase, sale, and bank work); including but not limited to review of title searches, clearance of title exceptions and preparation of files for closing
Conducted thorough research and analysis of real estate documents, including titles, deeds, and contracts
Assisted attorneys in preparing legal documents such as purchase/sale agreements, leases, and closing documents
Communicated with clients, real estate agents, and lenders to obtain necessary information and documents for transactions
Coordinated and scheduled real estate closings, ensuring all necessary parties were present and documents were properly executed
Enhanced client satisfaction by efficiently managing real estate transactions and ensuring timely completion.
Collaborated with clients, attorneys, and lenders to address issues promptly and maintain positive working relationships.
Coordinated seamless communication between all parties involved in the transaction process through proactive outreach efforts.
Assisted in resolving disputes related to property boundaries or ownership claims by conducting thorough research and analysis.
Created detailed closing checklists to ensure accuracy and completeness of required documentation prior to finalizing transactions.
Ensured proper recording of property transfers at local government offices, maintaining accuracy and compliance with local regulations.
Secretary to the Board of Fire Commissioners
Brewster-Southeast Joint Fire District
03.2019 - 08.2023
Prepared agendas, generated documents to facilitate meetings, attended meetings to record minutes
Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
Created and updated records and files to maintain document compliance.
Prepared legal and public notices for budgets and elections
Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Receptionist
Hogan, Rossi & Liguori
09.2015 - 03.2019
Greeted and welcomed all visitors and clients in a friendly and professional manner
Answered multiple phone lines, directed incoming calls and messages to the appropriate attorney or department
Handled confidential information with discretion and maintained confidentiality at all times
Managed the reception area, ensuring it was clean and well-maintained at all times
Assisted with administrative tasks such as filing, data entry, and photocopying
Provided general administrative support to the office, including inventory of supplies and organizing documents
Managed incoming and outgoing correspondence, including letters, emails and phone calls
Maintained and updated company databases and records
Opened and closed client files
Improved efficiency by implementing new organizational systems and processes
Managed and prioritized multiple tasks and deadlines effectively
Utilized various software programs, such as Adobe, Microsoft Word, Word Perfect and Excel for data entry and document creation
Utilized billing software and systems to generate and track invoices
Assisted with the development and implementation of new billing processes and procedures
Provided excellent customer service to clients by addressing billing inquiries and concerns in a professional and timely manner
Prepared and analyzed monthly billing reports for management
Processed and submitted accurate and timely invoices to clients.
Administrative Assistant to Bookkeeper
Wonder Meats, Inc.
05.2015 - 09.2015
Answering phone
Assisting with payroll and time cards
Managing client accounts
Placing orders
Scanning, filing, data entry as well as other administrative tasks.
Executed record filing system to improve document organization and management.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Education
High School Diploma -
Pawling High School
06.2014
Skills
Office Administration
Notary Public
Proficient in MS Office
Legal Jargon Knowledge
Document Preparation
File and Records Management
Court Document Filing
Billing Statements
Certification
NYS Notary Public
CT Notary Public
Timeline
Secretary to the Board of Fire Commissioners
Brewster-Southeast Joint Fire District
03.2019 - 08.2023
Paralegal
Hogan, Rossi & Liguori
03.2019 - 01.2024
Receptionist
Hogan, Rossi & Liguori
09.2015 - 03.2019
Administrative Assistant to Bookkeeper
Wonder Meats, Inc.
05.2015 - 09.2015
High School Diploma -
Pawling High School
NYS Notary Public
CT Notary Public
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