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Legal Assistant

Charlotte, North Carolina, United States
August 30, 2018

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Charlotte, NC



November, 2017 to July, 2018


{reason for leaving – husband accepted job in North Carolina} Oldenettel & Long (Insurance Defense)

Schaffer Law Offices (Criminal Appeals)

Cynthia Tracy Law Firm (Family Law)

January, 2016 to October, 2017 {reason for leaving - moved to Texas} PARKER LAWFIRM, PLLC [Purvis, MS] - Paralegal

Supervisor – Joseph Parker, Attorney (Family Law, Adoptions, Real Estate Closings)

Draft/type pleadings, correspondence, discovery

File chancery pleadings electronically

Assist in real estate closings, title searches

Schedule and calendar all court dates, meetings, depositions

Trial prep

Conduct initial interview with clients

Scan incoming mail, file, all other administrative duties

Heavy/primary client contact

Assist clients with discovery responses and financial declarations

Attend court periodically

April 2, 2012-December 18, 2015 {reason for leaving – attorney retired} LOWREY & FORTNER, PA [Hattiesburg, MS] - Legal Assistant Supervisor – Bob Marshall, Attorney [retired] (Family Law)

Time entry for self and attorney

Type/proofread pleadings, correspondence, discovery

File chancery pleadings electronically

Coordinate court dates, meetings, depositions

Trial and deposition prep

Scan incoming mail, file, maintain Outlook calendar and contacts

Interact with clients

Assist clients with discovery responses and financial declarations. Page 2 of 3

November 6, 2006-March 30, 2012 and February 18, 2002-June 20, 2003 BRYAN NELSON, PA [Hattiesburg, MS] - Legal Assistant Supervisors – David Ott, Kris Powell, Stacy Neames, Dr. Gary Jackson (Insurance Defense, including medical malpractice)

Extensive transcription of pleadings, correspondence, discovery, medical chronologies

File circuit and federal pleadings electronically

Schedule all court dates, meetings, depositions

Scan incoming mail, maintain Outlook calendar and contacts, filing, and all other administrative requirements

June 23, 2003-October 16, 2006

SHOTTS PINE RIDGE GROCERY (business closed) [Purvis, MS] – Owner Convenience Store – took over family (in-laws) business Ordered all supplies, coordinated vendors, hired and supervised employees, processed payroll and sales tax, all accounts payable and receivable, bank deposits, cash register, cook in deli 1996-2001 {reason for leaving – moved to Mississippi} BEARD MECHANICAL CONTRACTORS [Dallas, TX] – Accounts Payable Manager ($39 million annual sales)/Payroll Assistant

Supervisor - Johnny Warren, President

Process and pay all invoices

Match to purchase/work orders

Process monthly reports per jobsite

Assist Payroll Manager inputting time for 300+ union plumbers. 1993-1996

METRO HOTELS (bought out by CapStar) [Dallas, TX] – Exec. Sec’y to V.P. Acquisitions Dallas, TX (Owned and managed 20+ hotels across the U.S.) Supervisor - Bill Reynolds, Vice President of Acquisitions

Prepare 50+ page presentations to buy and sell hotel properties across the country

Extensive travel arrangements

Coordinate meetings/catering

Prepare weekly expense reports


PRINCIPAL FINANCIAL GROUP/JOHN HANCOCK [Dallas, TX] – Office Manager Supervisor - Gordon Meneely, Agency Manager (Owner, Life Management Systems)

Prepare 200+ page presentations for multi-million dollar financial planning packages

Set up new office - order all furniture, forms and office equipment, coordinate build-out

Process and pay all invoices and payroll

Manage office staff

Travel arrangements

Expense reports

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Typing 78 wpm, strong work ethic, self-motivated/works independently, positive attitude, dependable, excellent oral and written communication, multi-tasker, strong interpersonal skills, team oriented


Bob Marshall Joseph (“Jop”) Parker

601-***-**** 601-***-****

Gordon Meneely Johnny Warren

972-***-**** 214-***-****

Stacy Neames Rory Luther

601-***-**** 601-***-****

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