Legal Assistant Manager
Resume:
DIANE HEIBERT
Boca Raton, FL
************@***.***
PROFESSIONAL SUMMARY & SKILLS
A highly motivated, detail and performance driven Paralegal and Financial Assistant with over fifteen years of experience. Articulate, with excellent writing skills, proficient in research and extremely organized. Accomplished in Word, Excel, Outlook, Access, Trial Works, Time Matters, TimeSlips, QuickBooks and ECF State & Federal on-line filings as well as other software applications; experienced with maintaining financial portfolios (securities, insurance) and SEC compliance. I am also a Florida Notary Public. EMPLOYMENT HISTORY
Primerica, Inc. 3/2019 – Present
Insurance and Financial Services
• Signed on as an Independent Business Contractor in Sales & Marketing.
• Completed training and license for FLA Life and Annuity (Including Variable Contracts – 0214. Howard L. Schwartz, P.A. 7/2017 – 10/2018
Legal Assistant/Paralegal and Financial Advisor
• This firm is an umbrella of three firms in a singular office location consisting of 1) Law Offices of Howard Schwartz; 2) Howard Schwartz, CPA, PLLC & 3) Financial One, Inc.
• Prepared Trusts, Wills, DPOAs, HCS/Living Wills and related documents.
• E-filed and scheduled/calendared for attorneys and financial advisors.
• Interacted with CPAs regarding tax-related issues.
• Prepared Trusts, Wills, Durable Power of Attorneys, HCS/Living Wills and related documents.
• E-filed and scheduled/calendared for attorneys and financial advisors.
• Skilled and proficient using VEO with TD Ameritrade and worked with other brokerage firms related to insurance, retirement plans, etc.
• Interaction with CPAs regarding tax-related issues. Hamilton & Associates Law Group, P.A.
Legal Assistant/Paralegal (contract) 8/2016 – 6/2017
• Securities Law and taking Companies public, Corporate and Compliance; worked on a temporary basis, this firm specializes in Securities & Exchange matters and in taking companies Public. Just Plastic & Hurricane Drain
Office Manager 2010 – 2016
• Performed general office duties such as filing, scanning, copying, faxing and answering phones.
• Performed general bookkeeping duties such as A/R, A/P, billing, processing invoices, entering all information related to purchase orders and reconciling accounts.
• Wrote the company’s SOP (Standard Operating Procedures). Law Offices of Mark Wilczynski, Esq. & Garry E. Garten, Esq. Paralegal 2005 – 2010
• Handled case files for Class Action Suits (Personal Injury) & for Insurance Defense Claims.
• Drafted discovery, interrogatories, requests for production/permission and followed up on discovery responses.
• Review of Case Files.
• Prepared and issued subpoenas and summonses.
• Possess strong knowledge of the Rules of Civil Procedure & Statutes.
• Analyzed legal documents.
• Drafted Court Filings and Depositions.
• Preparation and documents/correspondence.
• Legal Billing, organization and follow-up.
Additional experience with Law Firms in Florida included working with Firms and Attorneys providing Civil Litigation, Criminal, Family Law, Probate, Taxes, Trusts & Wills, etc. EDUCATION
University of Tennessee
Business Administration/Business Law
References available on request.
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