Legal executive assistant
Resume:
Collegeville, PA *****
Cell Phone 661-***-****
Email: *********@*****.***
Summary of Qualifications:
Executive Legal Assistant with over 10 years of experience and training with leading law firms in the Los Angeles, California area, specializing in wills, trusts, and related estate planning documents; corporate, tax and transactional business law and California State Notary Public. Has extensive experience in serving high profile clients, and exercising extreme care in protecting clients’ confidentiality and privacy.
Professional Experience:
Cozen O'Connor Nov. 2013- Present
Peter Rosenberg & Associates
Philadelphia, PA
Executive Legal Assistant
Duties and Responsibilities:
• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.
• Assist in the daily operations of trust managers and in-house CPA.
Venable LLP August 2011-Jan. 2012
Los Angeles, CA
Estate Planning Assistant
Duties and Responsibilities:
• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.
• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.
• Preparation, revising and reviewing of legal invoices for Partners.
• Organized and developed a system to ensure smooth day to day client meetings for signing estate planning documents.
Silver & Freedman, APLC July 2004 – Aug. 2011
Los Angeles, CA
Estate Planning, Corporate and Tax Assistant
Duties and Responsibilities:
• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.
• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.
• Extensive tape transcription of letters, memorandums, agreements, deeds, minutes, Bylaws, trusts and wills.
• Assisted in preparing corporate documents, including general business agreements and transactions.
• Compilation of research tax materials for high profile clients. Responsible for completion and finalization of estate plan binders for clients.
• Preparation, revising and reviewing of legal invoices for Partners
• Assisted in corporate formation, preparation of stock certificates, minutes, by-laws.
• Preparation of contracts, business agreements, partnership agreements, engagement letters and creating new matter reports for new clients.
• Transcribed numerous correspondence and memos to file.
• Organized and developed a system to ensure smooth day to day client meetings for signing estate planning documents.
Greenberg Traurig October 2000 – February 2004
Santa Monica, CA
Estate Planning, and Corporate Assistant
Duties and Responsibilities:
• Manage and handle all calendaring appointments, preparing engagement letters, correspondence and legal documents.
• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.
• Assisted in preparing corporate documents, including general business agreements and transactions.
Irell and Manella, LLP May 1999-October 2000
Los Angeles, CA
Estate Planning Assistant
Duties and Responsibilities
• Preparation and revision of Trusts, Wills and other related estate planning documents, including grant deeds and preliminary change of ownership reports.
• Extensive tape transcription of letters and memorandum relating to estate planning.
Special Skills: MS Word 2003 and 2007, Legal Solutions, Document Management Programs WorldDocs and ProDocs, Omega and Carpe Diem Billing Program, Accuroute, DeltaView, Excel
Education: Bachelor of Arts Degree in Social Sciences, Ateneo De Manila University, Philippines
References:
Mitchell B. Stein, Esq. (Senior Litigation Partner; President, Century City Bar Association)
Silver & Freedman, APLC
2029 Century Park East, Suite 1900
Los Angeles, CA 90067 USA
Telephone: 310-***-****
Joel Sachs, Esq. (Senior Partner)
Silver & Freedman, APLC
2029 Century Park East, Suite 1900
Los Angeles, CA 90067 USA
Telephone: 310-***-****
John Zang (Senior Partner)
Edwards Wildman
1901 Avenue of the Stars
Los Angeles, CA 90067 USA
Telephone: 310- 860- 8700
Tory Burk
Associate Attorney
Cozen O'Connor/Peter Rosenberg & Assoc.
1900 Market Street
Philadelphia, PA 19103
Lynn Lacy
Trust Manager Administrator
Cozen O'Connor/Peter Rosenberg & Assoc.
1900 Market Street
Philadelphia, PA 19103
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