NATALIE SULLIVAN
MA
Summary
Financial professional with experience in 401k retirement and pension plans for fortune 500 companies. Organized and dependable with a strong motivated work ethic to meet strategic goals. Seeking an opportunity for career advancement in a remote position.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Associate II Multi-Product,
Fidelity Investments
03.2020 - Current
- Provide world class service and money movement support to Fidelity’s retail clientele.
- Professionally assist participants in pension and 401k retirement benefits.
- Initiate lump sums, annuities, rollovers and withdrawals,
- Prepare pension calculation estimates for potential retiring participants.
- Record hold support to large corporations in pension and 401k retirement plans.
Fiduciary Trustee Administrator and Paralegal
Private Family Trust
12.2011 - Current
- Fiduciary Trust Administrator managing trust real estate.
- Successfully performing fiduciary duties with due diligence to protect and maintain trust estate.
- Prepare monthly accounts payable and receivable on excel spreadsheet of rent collections and expenses paid maintenance and repairs of each property.
- Prepare annual operating expense budget for each residential property to accomplish monthly repairs and maintenance goals.
- Manage monthly income and expenses for income beneficiaries.
- Perform background checks and hire vendors, plumbers, electricians, contractors, and general handyman to perform maintenance and repairs on properties.
Bankruptcy Paralegal
My Virtual Paralegal
01.2008 - 01.2011
- Prepare Chapter 7 bankruptcy petitions for attorney clients, schedules A through J, statement of affairs, means test through Best Case software and EZ filing software Prepared emergency voluntary petition skeleton files for debtor's emergency filing Researched debtors and creditors through Pacer searches, look-up estimated property values on Zillow, searched registry of deeds and car values through Kelly Blue book for preparation of bankruptcy petition Prepare Trustee documents and reaffirmation agreements Drafted motions, orders, and proof of service Organized case management calendaring of 341 meetings for attorneys Electronic filing of chapter 7 petitions, skeleton petitions, and debt counseling certificates.
Foreclosure Paralegal
Foreclosure Paralegal, Ablitt and Charlton, P.C
01.2008 - 01.2009
- Prepared foreclosure documents for execution on bank owned properties Drafted foreclosure deeds, deeds in lieu of foreclosure, quitclaim deeds, power of attorney and affidavits for Freddie Mac and Fannie Mae foreclosed properties for state of Massachusetts, Maine, and New Hampshire Reviewed and prepared assignment of mortgages and assignments of bid Maintained case status on foreclosed files through newtrak and vendorscape software.
Education
Associate of Arts - Paralegal studies
Middlesex Community College
Bedford, MABachelor of Science - Business Real Estate Urban Land Economics
California State University
Fresno, CaliforniaCertificate - Professional Fiduciary Management For Trustees
California State University Fullerton
Fullerton, CA 06.2023
Skills
- Excel
- Quick Books
- Attention to detail
- Organized
- Remote Office Availability
- Organization and Time Management
- Customer Relations
- Active Listening
Certification
Notary Commission Massachusetts, expires Dec 19, 2025
Certified CART Provider RCP-M Master, NVRA
Certified Electronic Reporter , AAERT
Timeline
Financial Associate II Multi-Product,
Fidelity Investments
03.2020 - Current
Fiduciary Trustee Administrator and Paralegal
Private Family Trust
12.2011 - Current
Bankruptcy Paralegal
My Virtual Paralegal
01.2008 - 01.2011
Foreclosure Paralegal
Foreclosure Paralegal, Ablitt and Charlton, P.C
01.2008 - 01.2009
Associate of Arts - Paralegal studies
Middlesex Community College
Bachelor of Science - Business Real Estate Urban Land Economics
California State University
Certificate - Professional Fiduciary Management For Trustees
California State University Fullerton
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