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Legal Secretary Assistant

Location:
New City, NY
Posted:
November 02, 2020

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Resume:

CHRISTINE VEGA MERCANDETTI

** ********* *****

New City, NY 10956

914-***-****

adhhbe@r.postjobfree.com

EXPERIENCE:

BakerHostetler LLP, New York, NY April 2019 - Present Trust Coordinator

Prepare net worth statements for Private Wealth clients

Review trust, GRATS and gift tax returns

Create payment and distribution ledgers each month for clients

Work with financial advisors in obtaining values for Summit Reports

Participate in preparation of client presentation materials

Maintain and update information related to client profiles and request Schulman Black & Katz, LLP, New City, NY August 2004 - April 2019 Accountant Assistant

Collated and reviewed individual and corporate tax returns

Provided financial statements and quarterly reports to business owners

Provided assistance with client audits

Post journal entries to the general ledger

Managed and respond to all correspondence and inquiries for all clients

Prepared annual 1099’s, 1098’s and 1096 forms

Mass mailings of 1098’s for cooperatives and condominiums

Prepared confirmations for bank, legal and insurance audits

Assisted in processing of payroll

Prepared bank reconciliations

Hawkins, Delafield & Wood LLP, New York, NY December 1992 – January 1999 Legal Secretary

Worked with bond partner and two senior associates

Processed lengthy legal documents

Processed bonds, opinions and various certifications

Assisted clients and others at in-office closings

Organized and scheduled business travel arrangements and agendas

Assisted and coordinated the Firm’s summer associate recruitment program Cahill Gordon & Reindel LLP, New York, NY June 1986 – December 1992 Legal Secretary

Worked with litigation partner and one senior associate

Assisted in both litigation and corporate practices

Typed briefs, motions and affidavits

Assisted clients and others at in-office closings

Organized and scheduled business travel arrangements and agendas SKILLS:

Microsoft Word, Excel, Outlook, QuickBooks, Proseries, Addepar, SharePoint EDUCATION:

Grace Institute, New York, NY September 1985- June 1986 Business Diploma

St. Michael Academy, New York, NY September 1981 – June 1985 Regents Diploma



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