Executive Assistant Administrative
Resume:
MS. BONNETA HARRIS Email: bonneta****@gmail.com*
EDUCATION:
Houston Baptist University, Houston, Tx. 3.61 GPA; Completed 21 hours - Masters of Arts Program in Clinical Psychology ("MAP"), focusing on Counseling.
University of Houston-Downtown, Houston, Tx. B.S. Degree, Criminal Justice.
LICENSES:
Group I-Life, Health, Accident, HMO, Disability, Long Term Care (Insurance License); Series 63,
(Texas Securities License), Series 6 (Federal Securities License), Notary Public, Certification – HUD - Capital Funding
EXPERIENCE:
Houston Housing Authority, 2640 Fountain View Dr, Houston, Tx. 02/2022 – 03/2023. Legal Secretary to Interim Vice President and General Counsel, Mr. Keland Lewis.
Prepare, edit, email and mail correspondence and tax notices;
Type and design memos, charts, tables and graphs;
Proofread for spelling and make appropriate changes;
Edit contracts and email to vendors externally and Department Heads internally for e-document signatures;
Prepare final executed contracts for safekeeping with Contract Administrator;
Work with Attorneys, Hearing Officers, Paralegals and Procurement Manager;
Schedule appointments and manage General Counsel’s calendar;
Make travel arrangements and compile travel booklets for Attorneys and General Counsel;
Prepare expense reports, reimbursements and check requests for Attorneys, Hearing Officers and General Counsel;
Schedule and organize meetings, workshops, seminars and luncheons for Legal Department and Housing Authority;
Update and proof visual presentations;
Schedule conference rooms for clients, workshops and meetings;
Establish, develop, maintain and update filing systems;
Assimilate Monthly Board Meeting Books and edit RFP’s; work with Procurement Manager concerning same;
Sort and distribute mail from clients;
Communication with public to assist in resolving issues;
Respond to regularly occurring requests for information and retrieve information from files;
Order Legal Department supplies on a monthly basis using OnBase;
Maintain birthday calendar for Legal Department;
Participate in weekly Team meetings and workshops;
Set up web conferences using Zoom and Teams;
Prepare files for outside storage;
Notarize documents; fax, email, scan, copy and other miscellaneous secretarial duties.
Norton Rose Fulbright, U.S. L.L.P., 1301 McKinney, Houston, Tx. 07/2003- 08/31/2021. Legal Secretary/Paralegal to Head of US Tax Section, Partners, Senior Associates, Associates and Texas Super Lawyers. Tax Section, Mergers & Acquisitions; Employee Benefits, ERISA, Energy, Probate Law, Trusts & Estates; Securities Law; and assisted Litigation, Medical Malpractice and Family Law Attorneys periodically.
Prepared and edited correspondence, and other legal documents including contracts, executive agreements, Petitions, Answers, Affidavits, simple Wills, Trusts, Powers of Attorney, Probate documents, depositions, etc.;
Acted as Notary Public;
Emailed and mailed drafts of legal documents to clients for review and final legal documents to clients for signatures;
Typed memos, charts, tables, graphs, etc. and proofread for spelling and grammar; made appropriate changes;
Copied and prepared executed Wills for safekeeping;
Preparation of corporate documents, including Minutes, Resolutions, By-Laws, Forms 1023, Articles of Formation, and other non-profit organizational documents;
Edited executive agreements, contracts and legal documentation concerning mergers and acquisitions, Employee Benefits and ERISA; Plan documents, IRS submissions;
Familiarity with COBRA and HIPAA;
Electronic filings in State Courts;
Worked with Attorneys, Paralegals and Secretarial Team on various projects until completion;
Assigned to and worked for six attorneys simultaneously;
Managed attorneys’ calendars, scheduled and organized meetings, travel, and seminars;
Transcription using dictaphone;
Updated and proofed visual presentations;
Scheduled conference rooms for meetings and luncheons;
Developed, maintained and updated filing system;
Retrieved information from files;
Organized and prioritized large volumes of emails and phone calls;
Sorted and distributed mail from clients;
Entered attorneys’ time on daily basis; draft bills for attorney review;
Prepared monthly billing to all clients using Elite and SAP, accounts receivable, reminders sent;
Communicated with clients to resolve issues; respond to regularly occurring requests for information;
Completed check requests and expense reports;
Set up web conferences using Zoom and Teams;
Prepared files for outside storage and sent to Iron Mountain Storage;
Faxed, emailed, scanned, copied; familiar with Microsoft Office Software (Word, Excel, Power Point, Outlook).
Wealth Development Strategies,, Houston, Tx. 1999 - 2003. Executive Assistant/Office Manager.
Financial Consultant (Broker). 1999 – Present.
As a former employee of Wealth Development Strategies (Cheryl Creuzot, President and Owner), I became a Financial Benefits Administrator with many years of experience in determining clients’ insurance coverage needs and creating insurance plans to meet their specific needs. I am a grandfathered Licensed Agent in the State of Texas and have held non-resident licenses in Georgia, California, Maryland, Florida and Illinois, currently holding a Group I License. I have also held Series 6 and 63, Federal and State Securities Licenses. I am competent at interviewing clients to obtain preliminary data about their financial resources and one who effectively customizes standard insurance programs to meet the individual needs of each client.
I have worked with companies such as North American Life and Health, Mutual of Omaha, United of Omaha, Phoenix Life, Gerber Life, United Home Life, Midwestern Marketing, John Hancock, to name a few. 1999 to Present. As a former employee of Wealth Development Strategies and an insurance broker, my experience includes the following:
Insurance agent for many years selling life, health, disability and annuities.
Great understanding of insurance types, policies, procedures, coverage, prices, etc.;
Exceptional customer service skills with customers as well as providers;
Proficient in MS Office and data input programs used to collect insurance information;
Thorough and meticulous in all paperwork and data entry;
Collected and updated customer information to ensure coverage was correct;
Enter customer service notes into customer files after any contact for future reference;
Interview clients to determine their insurance needs and provide them with recommendations and insurance coverage options;
Collected and analyzed multiple insurance quotes, comparing them and finding the least expensive quote;
Customize insurance programs to meet the specific requirements of each client by ensuring proper coverage of risks;
Explained features and advantages and disadvantages of different policies;
Assisted clients in filling out insurance forms and following up on insurance claims;
Maintained records of insurance policies to ensure timely renewals;
Made telephone calls to prospective clients to prospect business;
Responded to inbound calls by providing information of offered insurance policies;
Following up with clients to ensure timely policy payments;
Writing applications, submissions, detailed reports to clients summarizing benefits;
Follow up correspondence and reports to clients detailing benefits after policy issuance;
Assisted clients with final expense arrangements;
Reported policy changes affecting customer satisfaction;
Ordering para meds;
Conducted annual reviews of existing policies to update information;
Created performance reports, life insurance and investment reports and comparison of investments with Morningstar ratings.
QUALIFICATIONS:
Over 30 years legal secretarial and personal assistant experience in providing Executive-Level support; advanced knowledge of Microsoft Office applications; knowledge of court and filing procedures; attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines; expert knowledge of Word, Excel and PowerPoint; excellent spelling and grammar; good command of the English language, oral and written; excellent customer service skills; excellent analytical ability in finding solutions to various administrative problems and prioritization of work.
SKILLS :
Typing Speed: 85 wpm; Interaction; Fax; 10-Key Adding Machines; Multi-Line Phone Systems.
LEADERSHIPABILITY / AFFILIATIONS:
Event Planner, Fund Raiser, Speaker and Writer.
Christian Community Leader – Missionary Baptist General Convention, State Congress of Christian Workers, Former Finance Secretary and Corresponding Secretary; St. John MBC Usher Ministry, President Emeritus; Senior Community Director, Coordinator, Organizer, Planner and Fund Raiser (for State and Local).
Examiner.com. Online Freelance Writer. Christian Community Writer (aka Fourth Ward Christian Examiner) for online newspaper; articles written and published on (Freedman’s Town) Fourth Ward, Texas Christian community, an historic area in Houston, Fourth Ward, Texas; Author.
R E F E R E N C E S
1.Ms. Gwendolyn Jones Gray
Secretarial Supervisor
Norton Rose Fulbright US LLP
2.Dr. Byrd Lacey, Jr.
Missionary General Baptist Convention, State of
Texas 611 Grove Street
Houston, Texas 77020
3.Mr. M. Harris
Legal Assistant
Norton Rose Fulbright US LLP
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