Real Estate Assistant
Resume:
K ristine M. Mor rison
Chicopee, MA 01020
********.************@*****.***
PROFESSIONAL EXPERIENCE
Legal Assistant Doherty, Wallace, Pillsbury & Murphy, P.C.
Springfield, MA June 2010 June 2012
Preparation of trademark, patent, and copyright applications beginning with written
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application to filing online with United States Patent & Trademark Office.
Conduct Intellectual Property research, both foreign and domestic.
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Prepare deeds, mortgages and other closing documents.
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Prepare wills, powers of attorney, health care proxies and trusts with regard to Estate
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Planning.
Supervise or witness execution of wills and trusts, and ensure all necessary signatures.
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General administrative functions: transcription, attorney billing, mail room and
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switchboard coverage, and monthly newsletter.
Client Associate Advest, Inc./Merrill Lynch
Springfield, MA December 2004 April 2009
Execution of buy and sell orders.
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Process deposits and withdrawals at client or advisor request.
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Open and service new accounts for personal, non profit and corporate accounts.
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Process and monitor transfers of investments to new accounts, including cost basis analysis
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and tax data.
Long term project resolution including cost basis analysis, class action law suit research and
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taxation issues for specific portions of client database.
General administrative functions: advisor expense reports, individual advisor marketing
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(both print and media), mail room and switchboard coverage and daily bank deposits.
Cultivate strong client relationships, by getting to know individual clients' needs and
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concerns, resolving any issues, and keeping the client informed and assured.
Legal Assistant, Bacon & Wilson PC
Springfield, MA October 2000 – October 2004
Prepare deeds, mortgages and other closing documents for both residential real estate and
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corporate real estate transactions.
Prepare wills, powers of attorney, health care proxies and trusts with regard to Estate
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Planning.
Supervise or witness execution of wills and trusts, and ensure all necessary signatures.
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General administrative functions: transcription, attorney billing, mail room and
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switchboard coverage.
SPECIAL SKILLS
Typing Speed (from copy): 73 WPM Typing Speed (transcription): 67 WPM
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Microsoft Office (XP through 2010): Work, Excel, Access, Power Point and Outlook.
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Legal Document Management Programs: DocuXplorer, Case Management Systems, Damion,
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iManage, Worksite Assist Suite.
Additional Software: BrownTech Document Systems, IrfanView, Lexis/Nexis, Westlaw and
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various billing software.
Contact this candidate