Legal Secretary Executive Assistant

Joe Ann Owens

West Palm Beach, FL *****

Contact: 561-***-****; ***********@*****.***

Objective: To share my experience and skills with a team of professionals who will offer me a challenging and rewarding career.

Experience:

Executive Administrative Assistant, to Engineers

August 2017 to December 2017 ~ John Deere.

Duties: Maintenance of engineers’ calendars; preparation of domestic and international travel, set up recurring group meetings, prepare monthly reports, maintain Powerpoint daily notifications, order passports, travel, registration fees, keep committee members chart updated, etc.

Duties Moved to Iowa to help sick family member. 2016-2017

Executive Assistant, Private Client, International Tax Law, Estate Planning

March 2013 to October 2015 ~ Kaye Scholer LLP.

Duties: Maintenance of attorneys’ calendars; preparation of domestic and international travel, dial-in instructions for conference calls, new client matter numbers, engagement letters and new files; strong client interaction: most clients were of significant wealth and / or held noteworthy roles in their communities and required assistance with polish and refinement, strict confidentiality; assist shareholder and two associates with client and IRS correspondence regarding Offshore Voluntary Disclosure Packages; set up escrow accounts and request checks be sent to the US Treasury; revisions and redlining of trusts, dictation and correspondence; daily time entry; monthly and intermittent billing, collections; payment of vendor invoices; prepare Kovel letters with accountants to ensure maintenance of attorney / client privilege; create secure websites for uploading and sending documents; organize reimbursement requests for attorney travel, registration fees, etc.; maintenance of contacts list; notarization of estate planning documents

; manage Will Vault for attorneys; prepare and revise PowerPoint presentations.

Legal Secretary, Intellectual Property and Patent Infringement Litigation

May 2010 to February 2013 ~ Akerman Senterfitt (formerly Quarles & Brady)

Duties: Assist shareholder and three associates with client correspondence; United States Patent Office and litigation correspondence; upload patent documents electronically; maintenance of pleadings; daily time entry; preparation of travel arragements; monthly billing; maintain attorneys’ calendars; payment of vendor invoices; preparation of new client matter numbers, engagement letters and new redwells, inner files and binders.

Legal Secretary, Private Wealth Services

April 2005 to May 2010 ~ Gunster Yoakley Palm Beach

Duties: Assist shareholder with creation and revision of estate planning documents, including Wills, Trusts, Powers of Attorney, Health Care Proxies, GRATS, ILITS, etc.; attend signings and notarize documents; prepare client binders; prepare estate plan summaries; create Powerpoint wealth planning analyses; prepare, file and assist with initial court filing for new estates, obtain death certificates and file subsequent Notice to Creditors, etc.; take notes of client inventory from safe deposit boxes; client correspondence; daily time entry; register attorney for charitable events; arrange travel; maintain calendar. Attend and assist at Gunster’s Private Wealth Christmas Party and assist at various Gunster charitable events.

Legal Secretary, Intellectual Property

November 1996 to April 2005 ~ Akerman Senterfitt (Quarles & Brady)

Duties: Assist shareholder and associate with filing of US and international patent applications; prosecution of applications and maintenance of patents; patent infringement litigation with the U.S. International Trade Commission; client correspondence; daily time; monthly billing; attorney travel; attorney reimbursement; maintenance of CLE credits; attorney calendar.

Education & Appointments:

Cooper Academy of Court Reporting S.A.

Palm Beach Community College A.A.

January 2008 – Present: Court Appointed Guardian Ad Litem - PB County