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Administrative Assistant Office

Location:
Jupiter, FL
Posted:
July 06, 2016

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Resume:

LORI A. CHIARIZIA

**** ****** ***** ******, **** Beach Gardens, Florida

(H) 561-***-****; (C) 561-***-****; E-Mail: acvk1r@r.postjobfree.com PROFESSIONAL EXPERIENCE

GUNSTER, YOAKLEY & STEWART, Legal Assistant, West Palm Beach, Florida October 2013 – December 2015

Supported Shareholder, Associate Attorney and Paralegal in the Private Wealth Services Department.

Prepared estate planning documents, i.e., Powers of Attorney, Living Wills, Health Care Surrogates and HIPAA Forms. Edits to Trusts and Wills.

Scheduled conference calls and client meetings.

Prepared client correspondence.

Notarized and witnessed documents for clients.

Made reservations for Shareholder for various seminars and conferences.

Made flight and hotel reservations for Shareholder.

Entered Attorneys’ daily billable/non-billable time.

Client intake and file opening.

Processed check requests and attorney reimbursements.

Prepared client estate planning binders.

Calendared due dates.

Processed original documents to be stored in firm safekeeping vault. AKERMAN SENTERFITT, Legal Administrative Assistant, West Palm Beach, Florida June 2010 – August 2013

Supported attorneys in the Estate Planning and Probate Department.

Prepared estate planning documents, i.e., Powers of Attorney, Living Wills, Health Care Surrogates and HIPAA Forms. Edits to Trusts and Wills.

Prepared and edited business succession documents for clients, including Royalty Agreements, Assignments, Operating Agreements and Purchase Agreements.

Prepared client correspondence.

Notarized and witnessed documents for clients.

Prepared and edited pleadings, E-served parties of record and e-filed pleadings in various courts throughout Florida.

Calendar due dates.

ELLIS & GOLDBERG n/k/a TRIPP SCOTT, Legal Executive, Boca Raton, Florida July 2009 – June 2010

Supported the Managing Partner of a Trust and Estate firm.

Made all travel arrangements for the Managing Partner.

Scheduled client meetings and conference calls.

Edits to estate planning documents.

Notarized and witnessed documents for clients.

Prepared client correspondence.

Organized and prepared 706 Estate Tax Binders.

LORI A. CHIARIZIA

5633 Golden Eagle Circle, Palm Beach Gardens, Florida

(H) 561-***-****; (C) 561-***-****; E-Mail: acvk1r@r.postjobfree.com HAILE SHAW & PFAFFENBERGER, Legal Secretary, North Palm Beach, Florida April 1998 – February 2009

Supported two attorneys in the Corporate Department.

Prepared and edited Promissory Notes, Contracts, Memos, Assignments and other documents related to buying/selling businesses.

Prepared and filed LLC’s and Partnerships with the Secretary of State’s Office.

Filed Annual Reports with the Secretary of State’s Office.

Scheduled meetings and conference calls with clients.

Prepared client correspondence.

Notarized and witnessed documents for various clients. EDUCATION

Eastern Connecticut State University

Major: Elementary Education/Minor: Psychology

Professional Development Seminars and Conferences

COMPUTER PROGRAMS

WordPerfect, MS Office, Windows with Worksite, Worldox, Excel, Perfect Practice, Power Point and Lexis Nexis

References available upon request.



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