Legal Assistant

JULIE RICHARDS

Contact #: 917-***-**** E-Mail: ********@*****.***

EXPERIENCE:

*/**** – Present

Hartman and Craven New York, New York

Commercial & Corporate Litigation, Bankruptcy, Estate and Trust

Legal Assistant/Paralegal

Senior level legal secretary working for Managing Partner. Facilitate overall scheduling -- Manage attorney’s caseloads; Maintain attorney's calendar. Responsible for attorney's diary, entering attorney’s daily time records into computer billing system. Preparation of client matter pre-bill and distribution of system final billing statements with appropriate cover letter; Process and pre-approve all invoices for payment. Responsibility for the preparation and submission of expenses reports and the associated reimbursable checks and payments. Tracking/maintaining actual expenses versus budgetary report. Coordinate travel plan, process travel and expense reimbursement statements. Document production, typing, drafting, editing, finalizing briefs, memos, motion paper and all legal documents, at times utilizing Dictaphone for transcribing. Answering and screening incoming e-mails and phone calls, and the responsibility for responding to same using independent judgment or as directed. Point of contact for all clients, preparing for meetings and meet and greet clients. Manage case files, open and close client matters and redwell files. Preparation and tracking for and of conflict checks memos. Scheduling conferences, setup of conference room, ordering supplies and catering as needed. Conducts and prepares factual research: culls relevant information from a variety of resources, such as meeting in person with other attorneys or on phone with opposing counsel or from case documents, newspapers, magazines, law libraries, trade associations, and internet. Pulls relevant documents, proof reads, puts together exhibits, and indexes documents for table of contents. Managing trust bank accounts, preparing of documents for tax returns. Working in a fast paced environment, with the ability to juggle multiple projects at one time, excellent follow-through, the ability to plan ahead, the ability to interact professionally with all levels and the willingness to wear multiple hats.

12/ 2003 – 11/2007

Robertson/Satterlee Stephens Burke and Burke New York, New York

Corporate and Commercial Litigation, Banking Bankruptcy, Real Estate, Trusts and Estates

Paralegal, Legal Assistant, and Legal Secretary

Working at the Senior Partner and General Counsel level. Input attorney’s time into system; preparation of monthly billing statements; Preparation of briefs, memos, utilizing Dictaphone for transcribing. Scheduling conferences and setup of conference room; Preparation and submission of all expenses reports. Utilizing Microsoft Word, PowerPoint and Excel performed the following task: Preparation of Motion papers and the Electronic Court Filing (ECF) thereof; Preparation of Affidavits, Red-lining, Blue Backs, Briefs and Memorandums of Law. Preparation of: Summons, Complaints; Real Estate Deeds and Closing Statements; Memorandums Of Law; conducted “clinical” in-take interviews; conducted legal research using primary and secondary sources of authority; Shepardizing; McKinney’s, Consolidated Law; Case Digest, Lexis-Nexis, West Law.

9/2000 – 11/2002New York, New York

Richards, LLC

Web Graphic Designer

Designed and produced web pages for pharmaceutical company, using HTML, DHTML, PowerPoint, Lotus Notes, DreamWeaver, JavaScript and FrontPage as designing tools.

9/1996 – 8/2000

Automatic Data Processing Inc. New York, New York

Product/Project Manager

Project manager for BrokerView™ - a browser-based intranet application - designed specifically for retail, discount and/or full service brokers, branch managers and sales assistants. Provided project and product support on all major activities relating to BrokerView™. As BrokerView’s project manager, provided consultancy to clients throughout the BrokerView™ migration and analyzing process, via documentation of significant events and deliverables. Coordinated projects through their complete lifecycle. This coordination included publishing complete timelines, managing dependencies, and tracking milestones. Interface with all levels of IT, working closely with operation groups, and product development, to ensure projects delivered in a timely manner. Conceived and launched the BrokerView's product Website–updated and maintained BrokerView™ website as client status changed. Participated in activities required to define and design the BrokerView™ product set. Co-launched BrokerView™ weekly status meeting--meeting successfully used to facilitate and foster communication across all participating internal departments--effecting successful BrokerView implementations. Instituted inaugural BrokerView Product manuals, writing from culled contributed pieces, the Equities/Options manual, the Mutual Fund manual, and the Systems Requirement manual.

2/1990 –4/1995

Kurron (IMC) New York, New York

Project Manager

Specialized in turnaround management of State and Federal distressed hospitals and Nursing Homes. Led team on hospital-wide special-interest projects, requiring independent judgment, coordination and initiative, while working confidentially with Chairman and Senior Principal of hospital turnaround Management Company. At the forefront of the hospital liaisons with elected politicians, Chairpersons, CEO’s, and principals of state run healthcare institutions. Attended Board of Trustee meetings, and responsible for transcription and distribution of meeting minutes. Coordinating materials for Board of Trustees meetings. committee member as well as sub-committee member for Board of Directors.

Kurron (LICH)

Assistant to CEO/COO/Executive Vice President

Liaison to NY State Hospital Association for distressed hospitals and hospital executive, board of directors and senior management. Financially responsible for approving and budgeting such items as purchase requisitions, vendor-payment requests, following-up with the necessary and requisitions vendor, agencies division/specialties heads. Administered hospital-wide payroll systems. Member of screening committee responsible for the interviewing and selection process of hospital medical and executive staff. Proxy Board member, responsible for meetings, minutes, and hospital’s compliance with hospital’s regulatory board – the Greater New York Hospital Association (GNYHA).

10/1983 – 11/1989

Citicorp/Citibank New York, New York

Commercial Real Industries

Manager

Managed a Commercial Real Estate Investment (CREI) Loan portfolio in excess of $10 Million - meeting with clients regarding loan structure, maintaining documentation pertinent to loan/credit transactions, i.e. title policies post-closing documentation, insurance and escrows, to ensure accurate financial and securities data integrity documentation for banking regulatory reporting compliance.

Divisional Credit and Commercial Services

Assistant Manager

Reviewed and approved world-wide Citicorp portfolio and credit application for Citicorp product line - Personal Loans; Ready Credit; Checking Plus; Mortgages. Individually responsible for ensuring accurate disbursements, and follow-up on funds credits and debit proceeds.

Regional Marketing/Merchandising Sales

Marketing Assistant

Merchandising and promoting of regional Citibank products for the Southern New York region. Launched new products i.e. Citi-One, B&P and IMRA campaigns to the public, acting as the chief liaison between 32 regional corporate offices. Efforts resulted in successfully communications of information necessary to sell and promote Citibank products to the public and ensured employee participation all levels regionally.

Education & Credentials

Long Island University – New York - Paralegal Studies Certification ABA (Certified Paralegal)

Pace University – New York - Economics

New York Institute of Finance – New York, NY - Brokerage Operations Certification

Long Island University - Certification - Project Management for IT Professionals

Continuing Education

Electronic Court Filing for Civil and Federal Court; Legal Research and Writing; the Internet: Revolutionizing the Securities Industry; Business Processes Improvement; Project Management for IT Professionals; the Oz Principal of Organizational Accountability; Dynamic of Securities Market; Leadership Challenge – Policies & Procedures; Team Building

Technical Certifications

Lexis-Nexis; Westlaw; Pro-Law; Citrix; HummingBird, Case Management, Dictaphone, PowerPoint; MS Word(TOA,TOC,Styles); Visio; Excel; Binder; Outlook; Express; WordPerfect , Designing Web Pages for Internet; HTML; DHTML; JavaScript; DreamWeaver, FrontPage; Lotus; MS Project

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