JULIE RENNIE *** Connaught Street, Kitchener, ON N2C 1B7 Page 1

adiocz@r.postjobfree.com Cellular 289-***-**** Home Office 548-***-****

HIGHLIGHTS OF QUALIFICATIONS

Self-Employed Accountant and Self-Employed Paralegal

Law Clerk/Paralegal Civil Litigation Plaintiff and Defence MVA- Plaintiff Medical Malpractice

Corporate Paralegal

Legal Administrative Assistant Instructor

Legal Assistant experience with Civil Litigation - Insurance defence

Licensed Paralegal with the Law Society of Upper Canada

Successful representation of CPP Appeals, and CRA Objection Phase and Tax Court of Canada

Honours Bachelor of Administration Degree (3/4 complete)

Bachelor of Arts Degree with concentration in Politics and Administration completed

Fully experienced with Accounting, Bookkeeping, and Financial Statements

Skilled in Corporate and Proprietorship (Personal) Income Tax preparation

Proficient in all aspects of Office Administration including Microsoft Office

High level of professionalism and diplomacy in communication and client service

PROFESSIONAL EXPERIENCE

ACCOUNTING and INCOME TAX SERVICE – Self-Employed January 1982 - present

Accounting and Income Tax home office for corporations, proprietorships and personal income tax preparation including Bookkeeping, Financial Statements, and Income Tax Preparation. Notices of Objection. Tax Court of Canada representation twice. Client service at the forefront. All administrative duties: Invoicing, Purchasing, Marketing, Reception. Incorporations prepared and Minute Books, as well.

PARALEGAL – Self-employed December 1, 2015 - present

Full administrative scope: Organizing and maintaining legal files. Client reception. Scheduling. Interaction with Prosecutors, Legal representatives, and Court staff. Investigations. Representations in Provincial Offences Court, Small Claims Court, Municipal Parking Violations, Various Tribunals such as Landlord Tenant Board and CPP, Employment Law. Investigation of matters. Research. Billing. Correspondence. Supply purchasing. Service of documents. Docketing.

LAW CLERK February 2019 – December 31, 2019

Telephone Reception duties for Graham Bennett, Giffen Lawyers. One-year contract. Prepare Civil litigation documents for personal injury, medical malpractice and MVAs; Use of Primafact opening accounts and scanning documents; Use of PC Law opening Accounts and preparing Accounts; Microsoft Outlook emails and calendar scheduling; ACL, Word and Excel.

CORPORATE PARALEGAL January 2016 – April 2017

Full administrative support. Fully organized legal files creating numbering system. External Legal Invoices costed for payment. Created Excel spreadsheet for External Legal Account payments displaying ongoing annual accumulated balances. Contract review. Document handling for Real Property purchase and sales. Researched various topics preparing major research papers and accompanying binders. Scanning and documenting files for submission on special projects. Court viewing. Correspondences. Taking and preparing minutes for IT Security monthly meetings. Distribution of minutes. Travel arrangements. Various errands for Legal Department.

LEGAL ASSISTANT June 2012 – May 2015

Liaise well with internal and external legal staff, court staff, government agencies and communication with clients and/or public. Reception and/or redirection of Lawyer’s calls.

Preparation of civil litigation court documents, Docketing Filing of documents at court. Preparation of all correspondence to clients along with scheduling Examinations for Discovery and Mediations. Preparation of Medical Briefs. Medical appointments scheduled. Accuracy in proofreading attention. Critical analysis of file contents including medical records to determine key components for defence. Wills and Power of Attorney documents,

Use of ProLaw for opening, docket entry, account preparation and file closing. Microsoft Outlook calendar utilized for scheduling.

INSTRUCTOR – LEGAL ADMINISTRATIVE ASSISTANT PROGRAM September 2011 – May 2012

Plans and delivered course content instruction to students in private career college setting, attendance, exams, marking. Modules included, Estates, Legal Terminology, Litigation, Family Law

REPRESENTATIONS

Small Claims Court 2017 - 2018

Provincial Offences Court 2017 – 2018 - 2019

Landlord Tenant Board Hearing 2017 - 2018

Municipal Parking Violation 2017

Small Claims Court in Horry County, South Carolina Magistrate’s Court successful resolution 2016

Canada Pension Plan Appeals

Canada Revenue Agency Notice of Objections: Research, preparation, submissions and T2201 Disability Credit applications 1985 - present

Tax Court of Canada: Research, preparation, presentations (twice)

Provincial Sales Tax 1998

CLIENT SERVICE

Provides high level of client service, with enthusiasm and professionalism

Courteous and pleasant telephone reception with diplomacy and tact

Demonstrated ability to analyze client needs and determine best route for assistance

Places high value on protection of client privacy

Expertise in client relationship building resulting in repeat business and referrals

EDUCATION

PARALEGAL DIPLOMA High Honours P.O.A., Tribunals, Civil Litigation studies 2009 - 2011

Sheridan College Institute of Technology, Brampton, Ontario (complete)

HONOURS BUSINESS ADMINISTRATION DEGREE Studies (open)

Brock University, St. Catharines, Ontario – Law, Education, Accounting, Finance, Marketing, Taxation

BACHELOR OF ARTS DEGREE (complete)

Brock University, St. Catharines, Ontario - Politics (Major), Administration (Minor)

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