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Legal Secretary

Englishtown, New Jersey, United States
January 06, 2019

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Lori Nates

*** ***** ******’s Place Manalapan, NJ 07726

Tel: 732-***-**** Cell 551-***-****

Executive Legal Secretary

Qualified, reliable and results-focused Executive Legal Assistant with outstanding academic background and extensive professional experience. Expertise in providing key administrative support and conducting the seamless execution of all assigned responsibilities and tasks. Systematic, enthusiastic and highly organized; proficient in undertaking multiple duties simultaneously and effectively managing high volumes of documentation and data with efficiency. Excellent communication skills and leadership abilities complement capacity to work in challenging, deadline-driven environments and derive superior results.

Areas of Expertise

Document & File Management

Client Services

Flexibility & Adaptability

Payment Processes

Computer Literacy

Process Improvements

Written & Oral Communication

Research Skills

Interpersonal Skills

Time Management

Cross Functional Abilities

Data Accrual & Documentation

Core Competencies

Expertise in providing exceptional administrative support to legal and executive professionals, including Attorneys, Deputy General Counsel, Chief Compliance Officer, Corporate Secretary, Managing Director, Executive Vice President and Assistant Finance Director.

Outstanding customer service and client relationship skills; consistently display professionalism and excellence in representation of the organization.

Systematically maintain appointment calendar; efficiently schedule all mediations and internal/external meetings in addition to travel itineraries.

Highly skilled in assisting with the preparation of reports, affidavits, memoranda, research and presentations; experience managing materials for Board of Directors meetings and trial preparation.

Adeptness in identifying process improvements and streamlining functions to facilitate greater operational efficiency and productivity.

Meticulous typing, proofreading and editing skills of various forms of documentation, including correspondence, reports, legal documents, engagement letters, agreements and contracts.

Extensive experience reviewing, coding, obtaining approval and processing external counsel invoices; unilaterally maintained the legal department’s invoice tracking system and communicated with accounts payable regarding discrepancies.

Effectual document assembly, production and retrieval skills; assume integral role assisting with projects.

Proactively create and instate monitoring procedures to record and track documentation and data such as invoices, signatures and fees.

Proficiency in maintaining personal accounts statements database; analytically assess brokerage account statements and trade confirmations to ensure proper trade procedures for all employees.

Experience working for law firms specializing in elder law, general litigation, corporate, tax and patent/trademark law.

Successfully liaise with clients and vendors to coordinate payment of invoices; adeptly create billing and expense reports.

Ability to work both independently and in conjunction with fellow members of staff.

Lori Nates - Page Two

Professional Experience

Homemaker, 2010-Present

Legal Secretary, Steele R. Chadwell, Attorney at Law, Princeton, NJ, 2007-2009

Legal Secretary, NRG Energy, Inc., Princeton, NJ, 2006-2007

Legal Secretary, Satterlee Stephens Burke & Burke LLP, New York, NY, 2004-2006

Administrative Assistant, The Blackstone Group, New York, NY, 2003-2004

Executive Assistant, The Free Press, a Division of Simon & Schuster, New York, NY, 2001-2002

Teaching Assistant, Miami University, Oxford, OH, 1999-2001

Education & Skills

Master of Arts in History, Miami University, Oxford, OH, 2001

Bachelor of Arts in History, Rutgers University, New Brunswick, NJ, 1998

Bachelor of Arts in Psychology, Rutgers University, New Brunswick, NJ, 1998


Phi Beta Kappa

Phi Alpha Theta and Psi Chi

Golden Key National Honor Society


MS Word, WordPerfect, Excel, PowerPoint, Timeslips

Longhand and Shorthand Writing Methods

Dictaphone Typing

Tape Transcription

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