Administrative Assistant Microsoft Office
Resume:
VICTORIA A. SASSI
Dublin, PA 18917
********@*****.***
SKILLS
Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); Adobe Acrobat; WordPerfect; iManage/Filesite Workshare; Elite Enterprise; Worldox; Lexis; Legal Hold Pro; Redtail; Docupace
EXPERIENCE
THE MATRIX FINANCIAL GROUP (Mountain Lakes, NJ) 2015 – present Operations Manager (work remotely from home)
Responsibilities include: open new client accounts, transfer of assets, IRA distributions and follow-up on all client transaction; enter client data into appropriate databases and programs; create and update client history files; process client applications and other client paperwork and provide follow-up; provides timely review of incoming client/prospect and outgoing client correspondence; resolve non-compliant correspondence issues; ensure review and signoff on customer order tickets and business blotters; conducts preliminary reviews of representative advertisements and sales literature; provides maintenance and accuracy of compliance records. FOX ROTHSCHILD LLP (Warrington, PA) 2014 - 2015
Legal Administrative Assistant, Corporate
Provide high level administrative support to one Partner and two Associates. Responsibilities include: heavy administrative legal work including, but not limited to, heavy revisions of legal documents specifically transactional and financing documents, letters and emails; assist with drafting, proofreading and redlining of contracts and other documents; manage document distributions and versioning; assist attorneys in preparation and closing of various corporate transactions; maintain subsidiary minutes books; assist with due diligence activities including organization and preparation of summaries of due diligence materials and working with virtual data rooms; review and summarize contracts and other legal documents; open files for new matters; create and maintain legal files to promote efficient retrieval and storage of confidential company documents; conferences, travel arrangements, scheduling appointments; CLE management; expense reports; time entry; invoicing. OTG MANAGEMENT, LLC (Chalfont, PA) 2012 – 2014
Legal Assistant, Corporate
Provide high level administrative support to three attorneys. Responsibilities include: heavy administrative legal work including, but not limited to, heavy revisions of legal documents, letters and emails; assist with drafting, proofreading and redlining of contracts and other documents; manage document distributions and versioning; assist in preparation of corporate resolutions and minutes; assist in preparation of documents required to form/dissolve corporations, partnerships and limited liability partnerships; maintain subsidiary minutes books; assist in preparation of non-disclosure agreements and other agreements using standard templates; manage non-disclosure agreement process, contracts and file management; assist with due diligence activities including organization and prepare of summaries of due diligence materials; review and summarize contracts and other legal documents; manage investment certificate materials for submission to airport commissions; assist in resolutions of tax issues with the IRS and state authorities; CLE management; expense reports; invoicing. PEPPER HAMILTON LLP (Philadelphia, PA) 2004 - 2012 Legal Secretary, Corporate Securities/Mergers &Acquisitions Provide high level administrative support to one Partner and three Senior Associates. Responsibilities include: heavy administrative legal work including, but not limited to, heavy revisions of legal documents specifically transactional and financing documents, letters and emails; assist with drafting, proofreading and redlining of contracts and other documents; manage document distributions and versioning; assist attorneys in preparation and closing of various corporate transactions; maintain subsidiary minutes books; assist with due diligence activities including organization and preparation of summaries of due diligence materials and working with virtual data rooms; review and summarize contracts and other legal documents; open files for new matters; create and maintain legal files to promote efficient retrieval and storage of confidential company documents; conferences, travel arrangements, scheduling appointments; CLE management; expense reports; time entry; invoicing.
EDUCATION
Paralegal Certificate, The Career Institute, Philadelphia, PA A.S., Business Data Processing (Computer Programming), Bucks County Community College, Newtown, PA
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