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Legal executive assistant

Location:
Philadelphia, PA
Posted:
July 09, 2014

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Resume:

*** ******** ***.

Collegeville, PA *****

Cell Phone 661-***-****

Email: acewqq@r.postjobfree.com

Summary of Qualifications:

Executive Legal Assistant with over 10 years of experience and training with leading law firms in the Los Angeles, California area, specializing in wills, trusts, and related estate planning documents; corporate, tax and transactional business law and California State Notary Public. Has extensive experience in serving high profile clients, and exercising extreme care in protecting clients’ confidentiality and privacy.

Professional Experience:

Cozen O'Connor Nov. 2013- Present

Peter Rosenberg & Associates

Philadelphia, PA

Executive Legal Assistant

Duties and Responsibilities:

• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.

• Assist in the daily operations of trust managers and in-house CPA.

Venable LLP August 2011-Jan. 2012

Los Angeles, CA

Estate Planning Assistant

Duties and Responsibilities:

• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.

• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.

• Preparation, revising and reviewing of legal invoices for Partners.

• Organized and developed a system to ensure smooth day to day client meetings for signing estate planning documents.

Silver & Freedman, APLC July 2004 – Aug. 2011

Los Angeles, CA

Estate Planning, Corporate and Tax Assistant

Duties and Responsibilities:

• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.

• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.

• Extensive tape transcription of letters, memorandums, agreements, deeds, minutes, Bylaws, trusts and wills.

• Assisted in preparing corporate documents, including general business agreements and transactions.

• Compilation of research tax materials for high profile clients. Responsible for completion and finalization of estate plan binders for clients.

• Preparation, revising and reviewing of legal invoices for Partners

• Assisted in corporate formation, preparation of stock certificates, minutes, by-laws.

• Preparation of contracts, business agreements, partnership agreements, engagement letters and creating new matter reports for new clients.

• Transcribed numerous correspondence and memos to file.

• Organized and developed a system to ensure smooth day to day client meetings for signing estate planning documents.

Greenberg Traurig October 2000 – February 2004

Santa Monica, CA

Estate Planning, and Corporate Assistant

Duties and Responsibilities:

• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.

• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.

• Assisted in preparing corporate documents, including general business agreements and transactions.

Irell and Manella, LLP May 1999-October 2000

Los Angeles, CA

Estate Planning Assistant

Duties and Responsibilities

• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.

• Extensive tape transcription of letters and memorandum relating to estate planning.

Special Skills: MS Word 2003 and 2007, Legal Solutions, Document Management Programs WorldDocs and ProDocs, Omega and Carpe Diem Billing Program, Accuroute, DeltaView, Excel

Education: Bachelor of Arts Degree in Social Sciences, Ateneo De Manila University, Philippines

References:

Mitchell B. Stein, Esq. (Senior Litigation Partner; President, Century City Bar Association)

Silver & Freedman, APLC

2029 Century Park East, Suite 1900

Los Angeles, CA 90067 USA

Telephone: 310-***-****

Joel Sachs, Esq. (Senior Partner)

Silver & Freedman, APLC

2029 Century Park East, Suite 1900

Los Angeles, CA 90067 USA

Telephone: 310-***-****

John Zang (Senior Partner)

Edwards Wildman

1901 Avenue of the Stars

Los Angeles, CA 90067 USA

Telephone: 310- 860- 8700

Tory Burk

Associate Attorney

Cozen O'Connor/Peter Rosenberg & Assoc.

1900 Market Street

Philadelphia, PA 19103

Lynn Lacy

Trust Manager Administrator

Cozen O'Connor/Peter Rosenberg & Assoc.

1900 Market Street

Philadelphia, PA 19103



Contact this candidate