Legal Secretary Sales

Ellie Shafir-Rosenthal

Netcong, NJ *****

************@*****.*** • 201-***-****

SUMMARY OF QUALIFICATIONS

Federal Court Filing

NY/NJ/CT State Court Filing

Draft pleadings, motions, discovery

Support multiple partners and associates

Case file Management

Trial preparation

EXPERIENCE

WEBER GALLAGHER, Bedminster, NJ May 2018 – Present

Legal Secretary (Medical Malpractice)

Support partner, team of defense attorneys and paralegal.

Draft responses to Summons & Complaints, Interrogatories and various motions, including letter motions.

Prepare written communications on behalf of partner and staff via dictation.

Draft and update client reports per guidelines.

ECF & standard motion filing.

Maintain electronic filing system.

Open cases in electronic filing system.

Prepare trial binders, arbitration/mediation books and litigation exhibits.

Liaison between partners and clients, opposing counsel, and third parties.

Interact with Federal and State Courts on various matters, per the request of attorneys.

Maintain Docket calendar; schedule and/or confirm depositions, court appearances, mediations, etc.

LUDMILA GLEIZER, PA, Netcong, NJ (Accountant) October 2007 – May 2018

Assistant (part-time)

•Slashed New York State Sales Tax penalties by 80% for clients through negotiation and due diligence.

•Participate in IRS audit in-take and discovery meetings.

•Correspond with agents of the IRS and NY/NJ/CT state agencies.

•Consultant on various tax and labor questions, as well as workers’ compensation matters for clients by providing research services in response to inquiries.

•Prepare applications for start-up companies, including sole proprietorships, partnerships and C & S Corporations, Delaware Corporations and various state applications.

•Prepare and e-File various IRS and state filings, such as quarterly taxes, sales tax, payroll tax, year- end statements, and Workers' Compensation Insurance.

•Prepare all basic Financial Statements for small to midsize businesses, which facilitated growth for these clients.

•Attend client meetings.

•Morning receptionist.

SEGAL MCCAMBRIDGE SINGER MAHONEY, New York, NY September 2014 – November 2017

Legal Secretary (General Litigation, Asbestos/Mesothelioma, Workers’ Compensation)

Supported two partners, team of defense attorneys and paralegals.

Drafted responses to Summons & Complaints, Interrogatories and various motions, including letter motions.

Prepared written communications on behalf of partners and staff.

Drafted and updated client reports per guidelines.

ECF & standard motion filing.

Maintained electronic filing system.

Prepared trial binders, arbitration/mediation books and litigation exhibits.

Liaison between partners and clients, opposing counsel, and third parties.

Interacted with Federal and State Courts on various matters, per the request of attorneys.

Time entry and expense reimbursement for partners and associates.

Coordinated travel arrangements for partners and associates.

WINGET, SPADAFORA, & SCHWARTZBERG, New York, NY March 2010 – October 2013

Paralegal (General Litigation/Securities Arbitration) (January 2012 – October 2013)

•Maintained organization over junior through senior level partners and associates by means of staff accountability and performance reports, calendar management, and task tracking resulting in 100% timely filings.

•Increased revenue of firm by 40% in first five months through collections by taking ownership of the entire collections process.

•Prepared and analyzed supplemental profit & loss statements and other financial statements providing various tools for negotiations and for settlement options.

•Sourced and summarized arbitrator ranking information for purpose of creating and maintaining local database.

•Optimized File Management System utilizing Concordance™.

•Maintained relationships with individuals within various government agencies, such as FINRA and the SEC.

•Interacted with Federal and State Courts on various matters, per the request of attorneys.

•Cultivated and maintained relationships between the firm and court reporting agencies throughout the country.

•Coordinated with outside counsel on various legal issues, per the request of attorneys.

•Formatted Electronic Court Filings (ECFs) for submission to federal and state courts.

•Conducted case research through LexisNexis™, Pacer™, and the Internet.

•Drafted and issued subpoenas, under attorney supervision.

•Created, organized and maintained case files.

•Prepared and indexed document productions.

•Generated Table of Contents, Table of Authorities, Privilege Logs and Witness & Exhibit Lists.

•Summarized FINRA and American Arbitration Association statements of claim and answers, court complaints, and court transcripts.

Legal Secretary to Managing Partner (March 2010 – December 2011)

Supported two partners and their associates.

Drafted responses to FINRA, SEC, AAA, various Federal and State requests, and other organizations.

Prepared mediation binders, arbitration books and litigation exhibits.

Liaison between partners and clients, opposing counsel, and third parties.

Prepared written communications on behalf of partners and staff.

Time entry for two partners.

Coordinated client meetings, mediations, and arbitrations.

Coordinated travel arrangements for partners.

Coverage for receptionist lunch and breaks.

STIFEL NICOLAUS, Florham Park, NJ (Broker/Dealer) November 2007 – September 2009

Junior Paralegal

•Supported three Vice Presidents, Sr. Deputy General Counsel and legal department.

•Increased revenue by 30% and reduced accounts receivables by taking ownership of settlement collections process.

•Prepared and analyzed supplemental profit & loss statements and other financial statements providing various tools for negotiations and for settlement options.

•Increased dismissal and settlement of cases by 20% through legal research utilizing Westlaw and PACER.

•Prepared Table of Contents, Table of Authorities, and Witness & Exhibit Lists.

•Produced various correspondence, presentations and legal documents for arbitration and litigation matters, regulatory issues, HR issues, and registration/compliance.

•Corresponded with outside counsel, government agencies and claimants.

•Scheduled and organized travel plans, meetings, and conferences for vice presidents and other attorneys.

•Generated, organized and maintained case files.

•Created and maintained databases and reports.

•Prepared and tracked all legal department expense reports and reimbursements.

•Maintained document storage and archives.

EDUCATION

10/2013 – Anticipated Graduation Date 5/2019

Southern New Hampshire University; Current GPA: 3.4/4.0

1/2009 – 4/2009

Certificate of Paralegal Studies – Boston University Online; GPA: 4.0/4.0

SKILLS

•Thorough knowledge of eCourts filing, NYCAL, NY/NJ Court Systems, LexisNexis, Westlaw, Pacer, Electronic Court Filing (ECF), Concordance, CaseMap, Summation, LiveNote, EDGAR, OMEGA, Time Matters, Legal Files, Legal Research, Legal Writing, Legal Software, Corporate Law, and Litigation

•Quickbooks, Intuit ProSeries, Accounts Receivable, Accounts Payable, Journalizing, Ledgers, Financial Statements

•Internet, MS Word, Excel, PowerPoint, Outlook, Access, Lotus Notes, Document Management System (DMS)

•Language: Russian speaking

KEY TERMS

NYCAL • Client Service • Compliance / Regulatory Inquiries • Editing • Organization •

General Liability • Professional Liability • Project Management • Proofreading •

Relationship Building • Research • SEC/FINRA Arbitrations • Securities

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