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Administrative Assistant Legal

Jacksonville, Florida, United States
April 23, 2019

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***** ******** **** • Jacksonville, Florida 32234 • 904-***-**** • EDUCATION

Florida Coastal School of Law, Jacksonville, Florida Juris Doctor, May 2016

Honors: 2015 Civil Rights and Liberties Moot Competition, Best Brief Activities: Moot Court Honor Board 2014 and 2015:

Phi Alpha Delta Law Fraternity International, Justice/President The Florida Bar Young Lawyers Division, Member

The University of Alabama, Tuscaloosa, Alabama

Bachelor of Arts in Political Science, May 2011

Honors: Million Dollar Band Scholarship Award

Activities: Alabama YMCA Collegiate Legislature

Student Administrative Assistant in Media Relation RELEVANT EXPERIENCE

Bank of America Merrill Lynch U.S. Trust, Jacksonville, Florida September 2017 – Present Trust Officer

Proactively identify and harvest opportunities to deepen relationships with client base.

Professionally conduct administration of fiduciary accounts including compliance with all regulations, policies and procedures.

Maintain technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance, as well as estate planning.

Proactively engage other specialists within US Trust to best meet client needs.

Engage in high-level trust administration; oversee all administration activities.

Promote full breadth of our fiduciary platform to grow a fiduciary business and actively participate in the sales process.

Eighth Judicial Circuit State Attorney’s Office, Melbourne, Florida February 2016 – April 2016 Externship

Assisted with prosecuting cases such as economic crime, elder crime, felonies, and abuse and neglect.

Assisted in trial preparation for senior citizen fraud and exploitation by completing discovery tasks and drafting pre and post-trial motions, subpoenas and other legal documents

Collaborated with other agencies in initiative to educate senior citizens on exploitation. Law Office of Neil L. Weinreb, Jacksonville, Florida September 2015 – February 2016 Law Clerk

Researched legal documents and relevant case law to determine the appropriate cause of action for incoming cases as well as to draft memorandums and arguments for review and use by attorney.

Drafted affidavits and maintained case files of all documents and correspondence.

Reviewed and filed pleadings, petitions and other documents relevant to court actions. Fourth Judicial Circuit Public Defenders Office, Jacksonville, Florida July 2014 – November 2015


Assisted in all aspects of indigent criminal representation; from intake interviews and client counseling to trial preparation, deposition preparation, pre-trial motions practice, and post-trial motions.

Researched applicable law for cases ranging from felony possession of controlled substances to first-degree homicides, including multiple cases death penalty eligible. OTHER EXPERIENCE

Wells Fargo Bank, N.A., Birmingham, Alabama February 2012- August 2013 Loan Servicing Specialist

Communicated with customers, title companies, and internal personnel regarding all areas of loan servicing including payment, taxes, insurance, loan modifications, assumptions, and prepayments.

Conducted periodic audits of files for any issues and recommended solutions. Acted as a subject matter expert during court proceedings.

Coordinated property inspections, lien priority, and loan disbursements in accordance with loan documentation.

Performed payments advances and pay downs as well as the disbursement process. Wilner Block Law Firm, Jacksonville, Florida May 2008 - August 2008 Legal Assistant

Utilized LexisNexis and internal databases to research and administrate the Engle Trust Fund claimants.

Organized and processed data for various clients while maintaining confidentiality. Assisted with discovery, investigating facts, researching, creating and filing documents to interacting with clients and attorneys.

Drafted mortgages, separation agreements, sale agreements, trust agreements, real estate closings and other types of contracts.

Foresaw progress of documents through litigation support departments, ordered transcripts from reporting services and fulfilled requests from outside counsel and others.

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