OCTOBER 2008 – OCTOBER 2018
SERVICE ADMINISTRATOR, VANGUARD
Identified complex provisions while engaging in peer reviews and discussions as to determine if Vanguard is administering Plan Agreements accurately. Nonqualified Deferred Compensation Plan Agreements for Vanguard clients reviewed to be in Compliance with IRC Code 409A Regulations. Ran Cognos reports of eligible class year sources for closing of eligible contribution sources; distribution elections.
JULY 2004 – NOVEMBER 2007
LEGAL ASSISTANT/PARALEGAL, LUNDY LAW
Overflow secretary in Litigation Department and secretary to associate with a total of 180 files. Assist with all aspects of personal injury files, including answering discovery, requesting client medical records, responding to discovery requests preparing attorneys for trial, arbitration, depositions. Scheduling meetings, depositions with clients, interaction with clients regarding their files, progress of case, etc., and other clerical duties pertaining to personal injury files and workers’ compensation files.
JULY 1997 – JANUARY 2003
LEGAL ASSISTANT/PARALEGAL, KLINE & SPECTER, P.C.
Assist partners and associates of firm with various medical malpractice files, preparing responses, court appearance document, discovery responses, talking with clients, ordering medical records, transcription of deposition transcripts, preparing notes from client meetings, assisting attorney with preparation for trial. Scheduled depositions for clients, experts in cases and general day to day duties of a busy law firm. Assisting attorney in trials and compiling documents for same.
NOVEMBER 1988 – DECEMBER 1993
LEGAL SECRETARY, BALLARD SPAFR ANDREWS & INGERSOLL
Assist in preparation of legal documents, preparing attorney for meetings, transcribed legal documents, correspondence, filing, answering telephones, timekeeping for attorneys. Floated three years in various departments of the firm such as Litigation, Wills and Estates, Corporate and Civil Litigation gaining further legal experience.
SEPTEMBER 1984 – NOVEMBER 1988
LEGAL SECRETARY, BLANK ROME COMISKY & MCCAULEY
Assisted two associates in Asbestos Environmental Law responding to discovery requests, preparing attorneys for court hearings, transcribing deposition transcripts, scheduling meetings, filing, timekeeping, and general office duties.
Jones Commercial High School – Chicago, IL PJA School Paralegal Program, Upper Darby, PA High School Diploma – 1975 Paralegal Certificate: December 2003