NATALIE SULLIVAN
Fiduciary Trust Administrator and Paralegal
Haverhill,MA
Summary
Experienced financial professional with a strong background in money movement, including wiring funds, managing distributions, and overseeing pension and 401k retirement plan contributions. Seeking an opportunity to transition into a bookkeeping role that offers the flexibility to work remotely from home. Proven track record of accuracy and attention to detail, confident in ability to effectively manage financial transactions and maintain meticulous records. Committed to delivering exceptional results and contributing to the success of the organization, eager to leverage skills and expertise in a remote bookkeeping position.
Overview
17
17
years of professional experience
5
5
Certifications
Work History
Fiduciary Trust Administrator and Paralegal
Private Family Trust
12.2011 - Current
- Company Overview: Trustee Services
- Fiduciary Trust Administrator managing trust real estate
- Successfully performing fiduciary duties with due diligence to protect and maintain trust estate
- Process W-9 and understand differences between Trust and Estate 706 tax forms
- Prepare monthly accounts payable and receivable on an Excel spreadsheet of rent collections and expenses paid for maintenance and repairs of each property
- Prepare an 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 handymen to perform property maintenance and repairs
- Trustee Services
Financial Associate II Multi-Product
Fidelity Investments
03.2020 - 07.2024
- Company Overview: 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
- Provide world-class service and money movement support to Fidelity's retail clientele
Bankruptcy Paralegal
My Virtual Paralegal
01.2008 - 01.2011
- Prepare Chapter 7 bankruptcy petitions for attorney clients, schedules A through J, statement of affairs, and 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
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 the 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, CASkills
Prepare Annual Financial Accountings
Certification
Notary Commission, Massachusetts, 12/19/25
Timeline
Financial Associate II Multi-Product
Fidelity Investments
03.2020 - 07.2024
Fiduciary Trust Administrator and Paralegal
Private Family Trust
12.2011 - Current
Bankruptcy Paralegal
My Virtual Paralegal
01.2008 - 01.2011
Foreclosure Paralegal
Ablitt and Charlton, P.C
01.2008 - 01.2009
Bachelor of Science - Business Real Estate Urban Land Economics
California State University
Certificate - Professional Fiduciary Management for Trustees
California State University Fullerton
Associate of Arts - Paralegal studies
Middlesex Community College
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