Kathleen J. Marotta
**** ********* *****, ******, ** 44255 E-mail address:
acvmow@r.postjobfree.com 330-***-****
Work History:
Ciuni & Panichi, Inc. - Executive Administrative Assistant, June 2011-
present (CONFIDENTIAL)
Executive Assistant to the Managing Partner and Partners in the Tax and
Audit and Accounting Departments.
. Provide administrative support/coordination assistance in scheduling
of department meetings, preparing meeting agendas as well catering
requests.
. Administrative support/coordination assistance for travel arrangements
including air, hotel and rental car for partners and all staff levels.
. Formatting of financial statements, engagement letters as well as
processing for distribution.
. Management of monthly tax extensions, ordering and mailing of various
yearly tax manuals, ordering and processing of yearly tax organizers
and tax return processing.
. Electronic filing of business and individual tax returns.
. Prepare PowerPoint Presentations for Human Resources which are used
internally.
. Opening and distribution of mail and facsimile's.
. Office administration.
Landerbrook Associates - Legal Assistant, October 2009-May 2011
Legal Assistant to two attorneys who are sole practitioners.
. Drafting of various legal documents including; pleadings,
correspondence, estate planning and corporate formation.
. Scheduling time management and docketing various dates and deadlines.
. Monthly billing and distribution.
. Office administration, payment on invoices and meeting arrangements.
SS&G Financial Services, Inc. - Associate, February 4, 2008-October 1, 2009
Associate in the Business Valuation and Litigation Consulting Services
Department (BVLCS).
. Review and analysis of financial and legal documents and deposition
transcripts and document management as well as other administrative
functions.
. Tax and Accounting and Auditing Department.
. Review of contractual and financial documents.
. Preparing support documents for tax return preparation for various
clients.
CPA Management, Inc. - Executive Assistant, September 2006-December, 2007
Executive Assistant to Real Estate Manager and Principal Owner in the
practice of real estate commercial management.
. Maintaining repairs and follow-up calls of all commercial buildings as
well as various other administrative duties within the office.
. Assist the Real Estate Manager in real estate closings; buying,
selling and refinancing of commercial real estate properties.
. Personal Assistant to Principal owner including payment of all
personal bills using Quicken software as well as assisting in other
personal matters.
Roth Bierman LLP - Legal Assistant, October 2005-August 2006
Legal Assistant to two associate attorneys in the corporate litigation
department.
. Drafting of various pleadings, correspondence, case management, trial
and deposition preparation,
. Scheduling depositions, scheduling time management for attorneys,
docketing various dates and deadlines on firm docket management system
. Billable hours for attorneys and office administration.
. Assist other attorney's and assistants within the law firm as needed.
Kelley & Ferraro, LLP - Legal Assistant, June 1999-October 2005
Legal Assistant to a partner specializing and two associate attorneys in
asbestos related workers compensation litigation.
. Drafting and responding to discovery, drafting of pleadings,
correspondence.
. Case management, trial preparation, trial notebooks, scheduling
depositions as well as expert witnesses and location.
. Case summaries and reports, scheduling and time management for attorneys,
. Office administration and settlements.
. Assist other attorney's and departments within the law firm as needed.
Computer Skills: Prosystem Tax and Engagement, Firmflow, Microsoft Word,
Microsoft Access, Microsoft Excel, Microsoft Outlook, Power
Point, Word Perfect, PC Law, Worldox, Juris, Quicken, Adobe
(including bookmarking & highlighting); Trackker, Internet-
Windows Explorer, Firefox, Pacer and transcribing dictation.
Education: Paralegal Studies Certificate - American Institute for
Paralegal Studies - January 1990.