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Data Management Legal Assistant

Location:
Houston, TX
Posted:
March 29, 2024

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Resume:

CRISTINA HERNANDEZ

Houston, TX

281-***-****

E-mail: ad4nvw@r.postjobfree.com

SUMMARY

Well-rounded, detail-oriented Paralegal possessing strong technology aptitude, research, writing and communication skills. A proven ability to think quickly, proactively address issues and challenges head-on, resolve complex problems, and adapt to changing priorities and circumstances. A self- starter with a passionate yet professional work ethic that works well in teams and independently. Strong interpersonal skills that facilitate working with a diversity of colleagues and clients. KEY SKILLS

Strong research skills Corporate due diligence

Strong written communication skills Team-oriented

Understand confidentiality Fluent in Spanish

EXPERIENCE

Cranberry Lake Associates LLC July 2021 to Current Legal Assistant

Houston, TX

Provides assistance to the Trust Administration Group in preparing legal documents to facilitate the administration of trusts and related entities.

Maintains electronic documents in the data management system, as well as managing the upkeep of client files.

Drafts consents, resolutions, committee minutes; circulates and prepare documents for execution.

Responsible for maintaining the corporate notebooks and minute books up-to-date.

Establishes new client files; maintain documents in both the file room and data management company.

Prepares tracking charts for new or existing projects. Invesco April 2017 to May 2021

Paralegal I

Houston, TX

Prepared agreements, including drafting and synthesizing comments and other feedback from multiple stakeholders, including internal and external legal counsel, to harmonize into final versions and building into document templates where applicable.

Handled corporate governance responsibilities, including management for annual reports.

Drafted boards of trustees/directors and shareholder meeting notices, agendas, resolutions, secretary certificates, ballots, minutes for annual and special shareholder meetings, written consents and other corporate documentation.

Maintained corporate secretary database in blueprint for Invesco and related subsidiaries.

Responsible for the preparation and reviewed director and officers’ questionnaires annually in Diligent. Gathered Information and Submitted the Trustees Compensation Surveys (ICI Survey) Annually.

Drafted semi-annual and annual reports for Directors, Officers and Committee information.

SEC searches and related filings.

Maintained and updated board materials posted to Diligent, the electronic Board portal. Legal Secretary II April 2013 to March 2017

Reviewed and updated the database for new incoming rules and regulatory activity. The database identifies and summarizes the regulatory developments across the financial services industry.

Used internal Intranet and Diligent web to prepare, file, update and maintain legal and board materials.

Researched, drafted and prepared legal documents, including agendas, board materials and consents.

Coordinated meetings, luncheons, travel arrangements. Prepared expense reports and check requests.

Cristina Hernandez

Page 2

AIG American General February 2008 to December 2012 Sr. Administrative Assistant

Houston, TX

Performed administrative support duties for fast-paced insurance services center.

Prepared invoices in waves, reports, memos, financial statements, and other documents for the internal audits group.

Prepared correspondence, scheduled appointments, organized, and maintained files in both paper and electronic format.

Coordinated meetings with various departments and prepared expense reports in Concur.

Made travel arrangements for managers, recorded minutes at meetings and coordinated office moves and new hires.

Invesco August 2000 to February 2008

Legal Secretary I

Reviewed and updated the database for new incoming rules and regulatory activity. The database identifies and summarizes the regulatory developments across the financial services industry.

Used internal Intranet and Diligent web to prepare, file, update and maintain legal and board materials.

Researched, drafted and prepared legal documents, including agendas, board materials and consents.

Coordinated meetings, luncheons, travel arrangements. Prepared expense reports and check requests.

EDUCATION

Houston Community College

Pursuing Bachelor’s Degree in Business Management Current Houston, TX

Bradford School of Business

Certificate – Administrative Assistant Graduated - July 2000 Houston, TX



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