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Assistant Operator

Location:
Philadelphia, Pennsylvania, United States
Posted:
September 26, 2018

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Resume:

Barbara R. Taylor

**** ******* ******

Philadelphia, PA 19135

215-***-****

PROFILE:

Efficient and well-organized professional assistant, with exceptional administrative support, working with various levels of management.

COMPUTER SKILLS:

• Microsoft Word Windows 7

• Chrome River

• Carpe Diem

• Outlook

• iMeet

• Interaction

• IntApp Inc.

• Adobe Acrobat

• Powership

• BillBack

• Equitrac

PROFESSIONAL EXPERIENCE:

November, 1998 - May, 2018

BLANK ROME LLP

One Logan Square

Philadelphia, Pennsylvania 19103

Professional Assistant - November, 2012 - May, 2018

• Assisted the Practice Group Leader and two partners in the Private Client Group with typing and editing of correspondence and various documents

• Created and sent out binders to clients containing copies of their estate planning documents

• Scanned and saved signed estate planning documents into the system

• Made copies of original estate planning documents for the clients’ files

• Tracking of original estate planning documents in the firm’s Will vault

• Requested EIN numbers from the IRS for estates and trusts

• Assigned EIN numbers and faxed assigned numbers to the IRS for recording

• Requesting new client and/or matter numbers

• Assisted clients with various requests regarding their estate planning documents

• Handling of expenses and check requests

• Assisted the Practice Group Leader in problem solving regarding certain requests from clients

• Coordinated meetings

• Answered phones

Professional Assistant (Floater) November, 1998 - November, 2012

• Assisted various partners and associates in various practice groups

• Backup Receptionist and Console Operator

Salary Requirements: Negotiable

References: Furnished upon request



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