Post Job Free

Resume

Sign in

Real Estate Assistant

Location:
Los Angeles, CA, 91325
Posted:
July 22, 2014

Contact this candidate

Resume:

K ristine M. Mor rison

** ****** ****** ***

*** ****

Chicopee, MA 01020

ace17o@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Legal Assistant Doherty, Wallace, Pillsbury & Murphy, P.C.

Springfield, MA June 2010 June 2012

Preparation of trademark, patent, and copyright applications beginning with written

application to filing online with United States Patent & Trademark Office.

Conduct Intellectual Property research, both foreign and domestic.

Prepare deeds, mortgages and other closing documents.

Prepare wills, powers of attorney, health care proxies and trusts with regard to Estate

Planning.

Supervise or witness execution of wills and trusts, and ensure all necessary signatures.

General administrative functions: transcription, attorney billing, mail room and

switchboard coverage, and monthly newsletter.

Client Associate Advest, Inc./Merrill Lynch

Springfield, MA December 2004 April 2009

Execution of buy and sell orders.

Process deposits and withdrawals at client or advisor request.

Open and service new accounts for personal, non profit and corporate accounts.

Process and monitor transfers of investments to new accounts, including cost basis analysis

and tax data.

Long term project resolution including cost basis analysis, class action law suit research and

taxation issues for specific portions of client database.

General administrative functions: advisor expense reports, individual advisor marketing

(both print and media), mail room and switchboard coverage and daily bank deposits.

Cultivate strong client relationships, by getting to know individual clients' needs and

concerns, resolving any issues, and keeping the client informed and assured.

Legal Assistant, Bacon & Wilson PC

Springfield, MA October 2000 – October 2004

Prepare deeds, mortgages and other closing documents for both residential real estate and

corporate real estate transactions.

Prepare wills, powers of attorney, health care proxies and trusts with regard to Estate

Planning.

Supervise or witness execution of wills and trusts, and ensure all necessary signatures.

General administrative functions: transcription, attorney billing, mail room and

switchboard coverage.

SPECIAL SKILLS

Typing Speed (from copy): 73 WPM Typing Speed (transcription): 67 WPM

Microsoft Office (XP through 2010): Work, Excel, Access, Power Point and Outlook.

Legal Document Management Programs: DocuXplorer, Case Management Systems, Damion,

iManage, Worksite Assist Suite.

Additional Software: BrownTech Document Systems, IrfanView, Lexis/Nexis, Westlaw and

various billing software.



Contact this candidate