SHERRIE R. WILLIAMS

• Act as true gatekeeper to named partner in the Private Wealth & Taxation Group
• Maintain Partner's calendar: schedules and confirms appointments, arrange for meeting rooms or facilities, coordinates travel plans; anticipate needs and make arrangements for internal and external meetings
• Manage Partner's inbox; read all emails, ensure response and/or follow-up
• Track and draft Partner's billable and non-billable time
• Track, monitor and assist in collections of Partner's A/R of over $6 million
• Draft memo, engagement letters, and other various correspondence on behalf of Partner
• Handle all travel arrangements, including flights, hotels, and ground transportation
• Review and edit monthly bills prior to being sent to client
• Manage department logistics including weekly department meetings, attorney work product, client relations, etc
• Maintain professionalism and strict confidentiality with all materials
• Ensure beneficiary distributions and taxes are paid where partner is Trustee
• Oversee logistics of annual Private Wealth & Taxation Institute, including but limited to agenda topics, location, arranging of speakers, etc
• Provide paralegal support when needed on various matters
• Handle confidential and sensitive information with discretion and tact.
• Screened personal and business calls and directed to appropriate party.

• Provide administrative assistant to the Deputy General Counsel and backup assistance to the General Counsel
• Day-to-day activities include but not limited to calendaring, editing of documents, expense, travel arrangements and planning of annual international lawyers meeting
• Assisted with qualifying, hiring and implementing a contract management company for the Legal Department
• Heavily involved in companies current acquisition of complex large company dealing with many aspects antitrust and integration processes
• Reviewed all Real Estate leases
• Uploaded all agreements to Concord
• Draft and maintain Integration Checklist
• Coordinating the signatures of all Officers and Directors for antitrust and closing documents
• Assist team with meeting set-up and other ad hoc tasks

Board of Directors Coordinator responsibilities:

• Plan all logistics for average of six Board and Committee meetings per year both locally and internationally, in addition to various special committee meetings throughout the year
• Work directly with all C-Suite members, including CEO, and other officers through the company in obtaining presentations for the Board and Committees
• Direct communication with all Directors and their Executive Assistants in regards to travel, calendaring, phone conferences, communication of sensitive materials, etc.
• Assist in editing and distribution of highly confidential materials for all Board and Committee meetings
• Create all agendas and master calendars for the Board and Committees along with Director's continuing education schedule
• Draft all resolutions for attorney review
• Responsible for gathering, reviewing and posting of all sensitive Board and Committee materials to Diligent for Directors review prior to meetings
• Obtain and maintain Directors and Officers information for the annual Proxy Statement
• Secure conference rooms, coordinate catering of breakfast and lunch along with private dining for an average of 30 guests
• Conduct annual assessment surveys for the Board, Committees and Management
• Prepare and finalize annual multi-million dollar budget for the Board of Directors

• Provided administrative assistance to one Partner, one Senior Of Counsel and three Associates;
• Coordinated internal and external meetings, booked domestic and international travel, prepared variety of documents, extensive calendaring for individual attorneys along with team case calendars, screened phone calls and took messages, processed expense reports, submitted vendor invoices to accounting department, entered billing time in system
• As Floor Coordinator trained new hires and assisted secretary coordinator in managing my floor
• Worked directly with clients and vendors in reviewing and managing expense budgets along with negotiating pricing with vendors
• Reviewed and approved all invoice expenses prior to client delivery
• Worked directly with clients to provide breakdown of all expenses when needed
• Worked as paralegal on multiple cases; prepared various legal documents, assisted in all stages of deposition and trial preparations, maintained electronic databases and case calendars
• Attended and assisted numerous out-of-town trials; provided general assistance to up to 6 Partners and 10 attorneys from offices worldwide who attended trial
• Handled day-to-day operations such as supply ordering, war room setup, office facilities maintenance, daily catering, managing trial exhibits, preparing trial and expert binders
• Worked closely with clients, witnesses and attorneys with regards to travel arrangements
• Head liaison to hotel coordinating all contracts and guest room stays for up to 27 people.