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Real Estate Assistant

Location:
Brooklyn, NY
Posted:
October 26, 2013

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Resume:

CHERYL M. CLAHANE

No. * - **th Street, Apt. *M ( Brooklyn, NY 11209 ( (718)

***-**** ( ********@***.**.***

SUMMARY OF QUALIFICATIONS

. Strong and diversified background in legal, compliance and

administrative roles.

. Resourceful, analytical and detail oriented with excellent research

and writing skills.

. Skills: MS Word, Word Perfect, Excel, PowerPoint, Pacer, LexisNexis

and Outlook.

PROFESSIONAL EXPERIENCE

August 2010 - Present - Connors and Sullivan, PLLC, Brooklyn, NY

Legal Assistant, Estates Department

Support attorneys by implementing court-supervised probate procedures.

- Meet with clients to discuss case details and document signing

purposes.

- Perform due diligence and notify heirs and beneficiaries of

probate proceedings.

- Prepare, type and proof documents for court filings utilizing

LexisNexis Hot Docs.

- File documents and perform research at all New York Surrogates

Courts.

- Correspond with financial institutions and insurance

companies to collect asset

information such as date of death values to assist in the

preparation of estate

tax returns and accounting input into GEMS.

- Obtain Releases of Lien and Real Estate Appraisals to prepare for

closings.

- Prepare and file claims for insurance proceeds and death benefits,

and maintain

estate records, bank accounts and investments.

- Communicate with clients on a timely basis regarding the

status of court proceedings and collections.

- Schedule meetings, conferences and bill time utilizing

Abacus.

June 2008 - January 2009 - American International Group, Inc., New York,

NY

Legal Executive Assistant and Lease Portfolio Administrator temporary

assignments:

Supported the Chief Counsel, Corporate Legal Department - Employment and

Erisa.

- Maintained busy calendar, provided phone coverage and executive

administrative

support in a highly confidential administrative role.

- Communicated with senior level managers on a daily basis.

Supported the Director of Lease Administration and the Senior Lease Auditor

in the operation

of the department and the attainment of its goals.

- Ensured the timely and accurate payment of lease related financial

obligations.

- Communicated extensively with AIG Business Units/Affiliates,

landlords and

outside audit firms to answer and resolve all rent related

inquiries.

- Assisted with the creation of budgets for the Regional Real Estate

Managers

and AIG Business Units/Affiliates with respect to base rent,

operating expenses

and real estate taxes utilizing Excel spreadsheets.

November 2004 - September 2007 - Goldman, Sachs & Co., New York, NY

Consultant, Analyst, Compliance Division

Compliance Services Department: Implemented the compliance program as it

related to employees' personal accounts, private investments and outside

business activities.

- Reviewed outside business activity and private investment requests

and

documentation for conflicts of interest before completion of

the approval process.

- Maintained and updated spreadsheets and databases for documentation

purposes.

- Dealt with employees and managers regularly concerning relevant

compliance issues.

Anti-Money Laundering Department: Supported the "Know Your Customer"

program set forth by the SEC, FINRA and OFAC (Office of Foreign Assets

Control).

CHERYL M. CLAHANE Resume,

Page 2

May 1999 - January 2003 - CIBC World Markets Corporation, New York, NY

Director of Outside Business Activities, Legal and Compliance Division

Managed and supervised the compliance program relating to employees'

outside

brokerage accounts, private investments and outside business activities,

accountable

to the Chief Compliance Officer and the Assistant General Counsel.

- Presented the compliance segment at the new hire orientation

meetings and

reviewed and processed New Hire Disclosure Forms and Code of Conduct

Forms.

- Reviewed requests for outside accounts and prepared NYSE 407

letters.

- Tracked in-house transfers of outside accounts.

- Pre-cleared employee trades and logged trades into database.

- Reviewed trade confirmations and monthly statements for trading and

pre-clearance violations.

- Conducted extensive reviews of employees' private investments and

outside

business activity requests and documentation for conflicts of

interest.

- Monitored and kept records of the Directors &Officers Liability

Insurance renewals

for the firm.

- Maintained files and databases for documentation requirements.

OTHER EXPERIENCE

April 2010 - August 2010 - Jenny Craig, Brooklyn, NY

Program Director, Bay Ridge Center

Worked on a short-term basis while seeking employment in the corporate

arena.

Assisted the Center Director with the operation of the branch and attaining

its sales goals as

well as building quality client relationships.

February 2003 - November 2004 - Subsequent to being downsized from CIBC, I

attended classes at Netcom Information Technology and at the Katharine

Gibbs School while conducting

my search for employment in the financial services field.

EDUCATION/PROFESSIONAL DEVELOPMENT

New York City Community College

Business and Liberal Arts Studies

New York University - School of Continuing Education

Certificate in Multimedia Design and Production

Series 7, 8, 24 and 63 securities licenses (currently inactive)

Notary Public - Commission expires 2014



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