TAYLOR SEELY
Minnetonka,MN
Summary
Results-oriented legal professional with education in Legal Studies and a paralegal certification, boasting over 5 years of experience. Proficient in conducting extensive research and providing crucial support across diverse areas, including privacy, cybersecurity, business continuity, Anti-Money Laundering, intellectual property, and more. Demonstrates exceptional interpersonal, organizational, and analytical skills, maintaining accuracy and attention to detail. A detail-oriented and self-motivated individual with a proven ability to navigate complex tasks efficiently.
Overview
10
10
years of professional experience
Work History
FINANCIAL REPRESENTATIVE
EMPOWER
Remote
08.2022 - Current
- Financial Services Specialist specializing in retirement planning and transactions, ensuring strict adherence to regulatory frameworks set forth by the IRS and FINRA
- Proficient in guiding clients through complex financial decisions to optimize their retirement portfolios
- Coordinating with company teams to ensure the execution of internal projects and agreements.
LEGAL ASSISTANT
Marcus Houston Attorney at Law
Colorado Springs, CO
02.2018 - 07.2022
- Experienced Legal Assistant with over 4 years supporting a high-volume attorney in contract review and legal proceedings for litigation
- Proficient in managing complex caseloads, ensuring adherence to legal timelines, and providing valuable assistance across diverse legal operations
- Skilled at conducting legal research, preparing documents, and maintaining meticulous case records
- Oversaw the logistical expertise in the creation of organizational platforms for better client relations.
INSURANCE SALES AGENT
State Farm
Colorado Springs, CO
06.2016 - 02.2018
- Focused on cultivating client relationships and driving sales growth
- Proven track record of effectively communicating insurance offerings, assessing client needs, and tailoring comprehensive insurance solutions
- Excelled at integrating contract knowledge into sales processes to ensure compliance and facilitate seamless transactions
- Managed and facilitated over 1,000 contracts and policies.
REAL ESTATE ASSISTANT
RE/MAX Real Estate
Colorado Springs, CO
02.2014 - 06.2016
- Proactive Real Estate Assistant with expertise in CRM management and event coordination
- Proficient in overseeing all aspects of buyer and seller transactions and contracts
- Ensured a smooth process from executed purchase agreement to closing
- Skilled in preparing and revising documents related to real estate transactions, including purchase agreements, inspections, and closing statements
- Effective communicator with a strong ability to liaise with clients, agents, and brokers to ensure seamless transactions and overall client satisfaction
- Skillfully and meticulously crafting events and presentations for corporate entities within RE/MAX.
Education
PARALEGAL -
Rasmussen University
01.2024
LEGAL STUDIES -
Liberty University
01.2023
SCRUM MASTER CERTIFICATE -
01.2023
HEALTHCARE ADMIN -
University of Phoenix
01.2013
Skills
- Exemplary in Research and Analysis
- Anti-Money Laundering Training
- Impeccable Attention to Detail
- Highly Proficient in Microsoft Office
- Organized and Prompt
- Dynamic Interpersonal Skills
- Dependable and Flexible
References
- Marcus Houston - (719) 761-4608
- Corbyn Wong- (612)-364-5652
Timeline
FINANCIAL REPRESENTATIVE
EMPOWER
08.2022 - Current
LEGAL ASSISTANT
Marcus Houston Attorney at Law
02.2018 - 07.2022
INSURANCE SALES AGENT
State Farm
06.2016 - 02.2018
REAL ESTATE ASSISTANT
RE/MAX Real Estate
02.2014 - 06.2016
PARALEGAL -
Rasmussen University
LEGAL STUDIES -
Liberty University
SCRUM MASTER CERTIFICATE -
HEALTHCARE ADMIN -
University of Phoenix