Legal secretary/paralegal experienced in wills, probate, trust and estates, property and commercial leasing and agreement drafting with 5 years’ experience with concentrations in Finance (Internal Audit) and Legal work experience. Proven ability to efficiently handle all aspects of client matter, resulting in an increase in client satisfaction. Demonstrates a positive attitude and elevated level of motivation while assisting attorneys and other staff members.
Phone Answering Experience
AUGUST 2016 TO JANUARY 2018
Legal Secretary / Rajinder Singh and Company Solicitors, Leicester United Kingdom
Daily tasks include drafting legal documents utilizing standard form documents and the Print A Form Application. Documents vary from Land registry forms, Court Applications, Wills, Divorce Petitions, and Probate Registration.
Management of client data and privacy through the Meridian Solpak client management system.
Conducted standard property searches for both commercial and residential properties, including Local Searches, drainage and enviro searches, SIM searches and mining searches, where applicable.
Filing online Stamp Duty returns utilizing the HMRC Online Portal and obtaining submission certificates for Land Registry
Conducting online research using: Practical Law, LexisNexus and WestLaw
Drafting and sending communication to clients, other party solicitors and lenders
Submitting PII funding applications for the firm
Renewing the firm’s practicing certificate
Securing indemnity insurance policies for the firm.
APRIL 2016 – AUGUST 2016
Financial Advisor / Primerica Financial Services, Brooklyn
Implemented a new system for tax allocation for an account of $600,000. Utilized Microsoft Excel to create automatic reports to track progress and expenditure. This new system will ensure that if the company is ever to be audited, all the information relevant to tax filing years will have both the paper and electronic trail making it easy for the auditors to complete their necessary tasks.
Completed financial analysis based on the Needs Based Approach of accounting for several families to determine suitability for financial products such as Life Insurance and retirement savings plans. Learned to assess needs and recommend financial products that would add to the lives of customers rather than opening accounts to increase stipends or commissions.
Performed daily accounting tasks such as recording assets and incomes for the branch manager to prepare the yearly tax record to be submitted to the IRS. An estimate of $300,000 in expenses were logged for the year 2015 in a retroactive record of the accounts.
OCTOBER 2015 – DECEMBER 2015
Paralegal / New York Law Department, Queens
Prepared preliminary case material for legal actions against the city and the Department of Environmental Protection, in particular. This process required knowledge of the city database, HANSEN, which logs all customer complaints and actions taken by the city to repair faulty equipment within the 5 boroughs.
Collected primary and secondary evidence through DEP repair yards on action taken to repair faults. This involved traveling across the state to collect handwritten notes and maps which are unable to be scanned into the system and present them to attorneys who have requested them in the discovery phase of their lawsuit.
Updated the citywide time log for Temporary employees which makes it more easily accessible to enter times daily rather than on a biweekly basis. The department was especially pleased and began talks with the city for immediate adoption and use.
NOVEMBER 2015 – AUGUST 2016
Sales Associate / Limited Brands (Bath and Body Works), Queens
Delivered exceptional customer service through building personal relationships with repeated customers and reducing turnaround time from entry into the store to the cash wrap during peak hours by 25% using mobile checkout.
Directed the rearrangement of the store in the absence of the manager.
Master of Laws (International Law) / University of Leicester, United Kingdom
General Principles of International Law
Contracts for Carriage of Goods by Sea
International Investment Law
International Trade Financing Law
Current Issues in World Trade
Bachelor of Arts (English)/ Washington Adventist University, MD
Orientation Peer Assistant Leader
Bachelor of Science (Accounting)/ Washington Adventist University, MD
Service Leadership Award
Platinum Service Award
Accounting Intern (2013-2014)
General Intern - Finance (2013)
Enactus -Various roles including President (2011- 2014)
William C. Vis Moot-Vienna (2016-2017)