Assistant Executive

NANCY T. RASCHE

**** ******** ***** ****** ******@*****.*** Huntersville, NC 28078

704-***-**** Home 704-***-**** Cell

SUMMARY OF QUALIFICATIONS

Administrative and Legal Professional with strong experience in attorney and management support with high proficiency

with computers. Self-motivated in attaining job objectives; meets deadlines effectively. Competent and committed with a

proven record of success in increasing levels of responsibility. Readily adapts to change and multi-tasks well. Effective

writer and speaker with strong interpersonal communication skills.

• NC Paralegal Certification

• Computer experience and proficiencies: Microsoft Office (Word, PowerPoint, Excel, Outlook, MS Project); Visio;

Oracle; PeopleSoft, SharePoint, Westlaw, Hummingbird Edocs, CT Summation, Seibel

PROFESSIONAL EXPERIENCE

Wells Fargo, Charlotte NC Jul 2013 –

Contract Analyst (Contract)

Campus Crest, Charlotte, NC Mar 2013 – June 2013

Business Analyst (Contract)

• Review contracts for compliance with scope of project

• Review construction bonds

• Financial analysis

TIAA CREF, Charlotte, NC May 2012 – Nov 2012

Paralegal (Contract) - Plan Documents

• Review contracts for Operational, Contractual and Compliance Risk

Review Retirement Plan Documents to make sure they are up to date with current Regulations and IRS Codes

• Review ISA, TPA and other types of agreements

• Workflow processes and procedures including dashboard reporting

Shumaker, Loop & Kendrick, Charlotte, NC

PARALEGAL (Contract) – Construction Litigation Sept 2011 - May 2012

• Manage and coordinate large litigation documents using eDiscovery software

• Utilized CT Summation for large scale documentation

• Contract review for litigation issues

WELLS FARGO BANK, Charlotte, NC Jan 2010 - Aug 2011

PARALEGAL for Legal Department (Contract)

• Paralegal for Commercial Deposit Department

• Utilized Hummingbird for eDiscovery for safe and secure litigation documents

• Review of Contracts, Agreements, Account Disputes, Litigation, Account Documentation, Regulations,

Negotiation, RFP’s, and Bankruptcy’s for Risk to the bank

• Project management

• Researched Legal Information on Westlaw

DOOSAN INFRACORE INTERNATIONAL, Charlotte, NC 2008 – 2009

Executive Assistant / Paralegal

Supported multiple executives with appointments, travel arrangements and reporting; included CEO, Director of HR,

Director of Global Mobility, Senior General Counsel, Director of Synergy, Senior Tax Manager and SVP of

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Nancy T. Rasche Resume

Operations. Held office manager responsibilities including coordinating office space for new employees, ordering

supplies and securing badges for visitors.

• Supported CEO with: appointment scheduling, international and domestic travel arrangements, expense

reporting, event planning, office purchases and interview scheduling.

• Supported HR with: prospective employees with travel logistics and meeting schedules. Assisted in dashboard

reporting for executives. Sent out offer letters and new hire employee paperwork. Worked with outside

agencies/headhunters on candidate logistics.

• Supported Director of Global Mobility with: international employees’ work visa applications and relocation

requirements and details.

• Supported General Counsel with: legal paperwork related to leases, state tax incentives and contracts.

• Supported Vice Chairman, CIO, Director of Talent Acquisition and Korea-based staff with: appointments, travel,

projects, budgets and visas.

LPL FINANCIAL INSTITUTION SERVICES, Charlotte, NC 2007– 2008

Executive Assistant / Paralegal for Compliance

• Assisted Chief Compliance Officer and VP of Compliance with legal duties related to Financial Industry

Regulatory Authority (FINRA).

• Provided extensive travel and meeting planning. Scheduled interviews with candidates and followed up.

• Provided Paralegal support and interacted with outside audit firms. Compiled paperwork from different

departments within the organization. SEC filings.

Transamerica Reinsurance – Contract Position 2006 -2007

DASSAULT SYSTEMES, Charlotte, NC 2005 - 2006

Executive Assistant / Paralegal for Human Resources

• Supported CEO, Director and Controller as an Executive Assistant, on PowerPoint presentations and meeting

and relocation assistance.

• Held Contract Administrator / Paralegal duties including tax & annual reporting for regulators.

• Provided HR support for International travel arrangements, dashboard reporting and ad hoc reporting.

FIRST CHARTER BANK, Charlotte, NC 2002 - 2005

Executive Assistant / Paralegal for IT and Chief Information Officer (CIO),

• Supported CIO with calendar/appointment setting.

• Tracked contracts. Created a database of all contracts utilized by the Bank.

• Composed PowerPoint presentations & prepared and set up audio-visuals for Board Member quarterly

meetings.

• Updated company’s intranet site for new employees and for forms as the sole Intranet Site Administrator.

FIRST CHARTER BANK, Executive Assistant / Paralegal for IT and CIO (continued) 2003 - 2005

• Ran vendor management analysis and cost savings analysis; researched company information and financials

for risk to bank.

• Provided change management reporting for new initiatives; tracked and reported on cost and headcount

assigned to new assignments.

• Administered new hire/promotions/Paid Time Off (PTO) tracking and offer letters.

• Served as Event Planner for both internal and external events planned for the CIO.

Legal / Brokerage Assistant in Wealth Management,

• Used legal software for estate planning and legal research.

• Assisted Attorney/CPA in all aspects of Legal and Accounting work for clients; included compiling assets and

data entry into legal software to show clients what was needed to meet retirement or tax goals.

• Took minutes at weekly departmental meetings.

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Nancy T. Rasche Resume

• Assisted in transferring assets from one financial company to First Charter Wealth Management Accounts by

creating the transaction needed to formulate new accounts.

• Served as Sales Assistant to a Client Advisor; obtained asset information from customers.

AMERICAN EXPRESS FINANCIAL ADVISORS, Rhinebeck, NY 1999 – 2002

Financial Office Manager / Assistant

• Supported Financial Advisors with preparing for customer meetings. Handled aspects of client interaction.

Scheduled appointments.

• Held compliance responsibility for Regulatory reporting with National Association of Securities Dealers (NASD)

• Assisted in the transactions of trades, corrections and changes. Completed applications for insurance,

investments, annuities, etc. SEC filings.

• Communicated financial and investment related issues to appropriate departments to establish exemplary

customer service

PIUS XII / HOLY CROSS, Rhinecliff, NY 1998 – 1999

Administrative Assistant for Social Service Department

Assisted Social Workers with court documentation, appointments and warrants. Accountable for the demographic,

medical and background history of the residents. Assisted Physiatrists and Psychologist with transcription of

documentation relating to the diagnosis and treatment of residents.

NORTHERN DUTCHESS HOSPITAL, Rhinebeck, NY 1993 – 1997

Admitting Coordinator (part-time)

Responsible for all admission paperwork. Accountable for hospital census to forecast availability of patient beds.

Handled data entry of demographic, insurance and employment information. Pre-registered patients for surgery,

ordered lab work. Prepared charts for surgeries.

MERRILL LYNCH & COMPANY, Poughkeepsie, NY 1989 – 1993

Executive Assistant to Resident Vice President

Conducted all reports needed for branch office and logistics for office space. Responsible for Human Resources

paperwork for new hires including benefits liaison, background checks, salary and title changes. Personnel related

duties (attendance & personnel records). Responsible for U-4 reporting to SEC and distribution of leads. Handled

client complaints and problems. Helped supervise 5 Administrative Assistants.

EDUCATION & PROFESSIONAL TRAINING

• NC Paralegal, UNC Wilmington, Wilmington, NC

• Professional Training: Underwriting Classes & Lean Six Sigma Green Belt Classes

• Bachelors Degree, Fashion Institute of Technology, New York, NY

• Associates Degree, Business Administration, Kingsborough Community College, Brooklyn, NY

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Nancy T. Rasche Resume

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