WANDA TSE 240-***-****
adkhds@r.postjobfree.com linkedin.com/in/wanda-tse-b68bab95 Maryland
LEGAL ASSISTANT, CONTRACT SPECIALIST
EXECUTIVE LEGAL ASSISTANT
Legal Assistant/Contract Specialist/Executive Legal Assistant with significant experience providing legal and administrative support to senior executives, attorneys, staff, and clients. Versatile, quickly master new roles, responsibilities, technologies, and can handle situations where discretion and confidentiality are essential. Reputation for integrity and exceptional work ethic with the ability to handle multiple projects simultaneously. Excel under pressure in fast-paced, deadline driven environments. Dependable and self-starter, motivated team player with strong organizational skills.
SKILLS
Bilingual (English & Spanish)
Contracts & Intellectual Property
Real Estate & Immigration Law
Torts & Personal Liability Law
Microsoft Office & Timekeeping Software
Legal Writing & Research (Lexis/Nexis)
Drafting of Legal Documents, Contracts, &
Correspondence
JD Edwards Enterprise One Database (E1)
Legal Files & Case Management Software
Pennsylvania Notary Public
ACCOMPLISMENTS
Provided recommendations for establishing standards and methods for the processes of reviewing and executing contracts, including measuring performance and determining corrective action, to match the company policies as well as legal compliance
Researched and resolved billing problems leading to the retrieval of approximately $3k in overpayment of invoices
Recommended internal changes in the management of classified/confidential information resulting in greater controls of security in database systems
Developed status reports for commercial leases to maintain control of process
Identified inefficiencies in the Spanish translation process of an arbitration case in Mexico; provided recommendations to improve critical deadlines and avoidance of duplication saving financial and human resources which aided the case in arriving at a successful conclusion
Provided recommendation and prepared and implemented the process to request patients to sign a Recurring Credit Card Authorization Agreement to charge their account
PROFESSIONAL EXPERIENCE
ADMINISTRATIVE ASSISTANT/CONTRACTS 1/2020 – 3/2020
FMC Corporation / Legal Department (Contract Ended Due to Pandemic) Philadelphia, PA
Provided administrative support to attorneys and legal assistants with travel arrangements local and international
Prepared expense reports and submitted for approvals
Assisted in the preparation of binders for the Board of Director's meeting
Worked with interns in a contracts’ migration project, including scanning, uploading, filling, and saving contracts and related documentation to Legal Tracker and completing metadata with details of each contract
RECEPTIONIST/ADMINISTRATIVE ASSISTANT 10/2019 –1/2020
Fuller Chiropractic & Sports Injury (Contract) Spring House, PA
Answered questions and provided patients with information on chiropractic practices
Scheduled appointments in person and on the telephone
Scheduled appointments and intake/record of new patients and prepared and forwarded forms and appointment details via email
Verified patients’ insurance information and determined charges for out of pocket procedures
Checked out patients and rescheduled follow up appointments
Processed charges of credit cards or cash payment
Scheduled and cancelled appointments in person or over the telephone
Coordinated chiropractors’ schedules with patients’ appointments
Assisted patients with insurance procedures, benefits coverage, and eligibility
Prepared daily notes for doctors with comments regarding patients records to ensure appropriate filing and record keeping procedures
Maintained patients’ accounts and financial information in a confidential manner
Acted as a liaison between chiropractor and patients by relaying information correctly
Implemented a Recurrent Credit Card Authorization Agreement, to ensure legal compliance for authorization by the patient to charge their credit card accounts after each visit
Registered and directed the clients to the respective procedure rooms for treatment
Assisted patients with insurance procedures, benefits coverage, and eligibility
LEGAL ASSISTANT (Trust & Estates/Tax Law/Corporate (Contract) 2/2019 – 5/2019
Miller, Miller & Canby Rockville, MD
Assisted Department Chairman and two Associates from the Estate and Trust/Tax Law Department in day to day office administration including answering phones, maintaining Department Chairman’s calendar, and administering the comprehensive client database
Organized and maintained probate files, estate planning and corporate files
Assisted Department Chairman of Trust & Estates with follow-ups of estate planning for existing and prospectus clients
Drafted and prepared new client’s matters for the Department Group and work directly with the clients to obtain information to prepare their estate planning documents and execution process
Completed dictation for Chairman daily
Updated reports of pending clients in probate, tax preparation (including extensions), and updated estate planning documentation
Prepared and processed payment requests of client’s insurance premiums for their Trusts, as well as vendor’s invoices, including updating the informal accounting spreadsheet
Processed client monthly invoices, and updated electronic database
Prepared and sent out transfer of client’s files, including organization of documents in electronic database.
Processed closed files to be send offsite
Worked with Chairman to gather tax documents and finalize preparation of tax returns for individual and corporate clients
Drafted, prepared, and finalized all estate planning documentation (Wills, Trusts, Deed, Power of Attorney, etc.), and prepared the final binder after execution.
Served as witness for execution of estate planning documentation
HUMAN RESOURCES COORDINATOR (Contract) 3/2018 – 11/2018
Haverford College Haverford, PA
Responsible for routine office tasks, including filing and maintenance of all employee personnel files
Maintained HR office supplies and equipment
Reviewed, code and processed HR invoices in Workday
Responsible for employment verifications, background checks and the process of I-9s for new staff and student workers, as well as verification of I-9 for International Students
Processed employee terminations, including exit interviews and removal of active files for safekeeping in a secured storage area
Assisted team members with new hire orientation and maintenance of new hire databases, including the follow up of 90-day evaluations, communication and distribution to department managers and input in Workday database
Handled sensitive and confidential information regarding dismissal and processing of employee’s conflict resolution
Informed HR Director of employee’s concerns and conflicts (i.e. accidents reporting, manager, and employees conflict resolution)
Supported HR management and professional staff by scheduling appointments, handling correspondence and phone calls, compiling, and preparing reports and documents pertaining to human resources activities; provided project support as requested and responded to routine employee inquiries
Coordinated and planed employee events including annual benefit’s fair and vendor’s presentations.
Received, sorted, and distributed unemployment paperwork, Worker’s Compensation claims and compliance paperwork to the appropriate HR team members
Assisted team members in the drafting of multiple correspondence, including announcement of events, benefits and offer letters for applicants, new hires, and employees
CONTRACTS SPECIALIST 10/2015 – 3/2018
BrightView Landscape Services, Inc. Plymouth Meeting, PA (Blue Bell)
Provided legal subject matter expertise for compliance on contract formation and execution
Performed data review and verification of contracts for execution
Reviewed, organized, and summarized contract records for clients and assisted in the tracking and management of post executed documentation in accordance with Contract Management System structure
Prepared, processed, and maintained incoming requests for the issue and renewal of performance bonds, payments bonds, miscellaneous and bid bonds for all branches
Prepared records and distributed preliminary lien notices for all company branches
Assisted in the processing of vendor invoices and maintained tracking of payments
Assisted in the preparation of Request for Proposal of Bids, service and vendor applications, Dunn and Bradstreet reports and Power of Attorneys
Processed contract’s commissions opportunities for business developers on landscape and snow contracts.
Maintained contract documentation in databases, including Legal Files database management system
Answered clients and branch personnel inquires for review and execution processes to maintain compliance with legal and company policy
LEGAL ASSISTANT 06/2015 – 07/2015
Empire Petroleum Partners, LP Gaithersburg, MD
Worked with Chief General Counsel and Associate General Counsel on corporate research matters to include entity creation and licensing requirements
Researched and gathered information regarding Service Agreements, Supply Agreements, Consignment Agreements, Commission Agent Addendums, Incentive Agreements, Assignment and Assumption Agreements, Deed of Trust and Lease Agreements
Researched contract renewals and data verification for the preparation of audit reports; organized in Axxerion contract management database
LEGAL ADMINSTRATIVE ASSISTANT (Contract) 09/2014 – 10/2014
Federal Realty Investment Trust Rockville, MD
Provided legal and administrative support in the processing of commercial leases and distribution to tenants
Updated various tenant databases to reflect new leases and/or renewal of lease terms
Supported administrative assistant and three associates with work overflow, research, and data entry projects
ADMINISTRATIVE ASSISTANT (Contract) 05/2014 – 07/2014
Marriott Foundation Bethesda, MD
Monitored incoming calls, email requests, and management of daily calendar
Responded to inquiries, requests for application of grants, and event invitations
Prepared and discussed daily calendar activities, travel itineraries, and preparation of background information and presentation materials for speaking events with Foundation Director
ADMINISTRATIVE LEGAL ASSISTANT 09/2013 – 03/2014
B.F. Saul Company Bethesda, MD
Served as primary contact for Legal Department for incoming requests to include lease preparation, processing and maintenance of lease files and database
Created and entered tenant information into database and distributed files to designated attorneys
Prepared and processed documentation for formation, dissolution, and termination of entities
Organized minutes books and law library materials for Virginia and Maryland
Prepared and processed attorneys’ timekeeping reports, expense reports, check requests, invoices, and legal bills
Compiled, prepared, and distributed monthly Litigation Status Report for the organization directors/officers
EXECUTIVE LEGAL ASSISTANT 01/2011 – 9/2013
Lerner Enterprises Rockville, MD
Provided administrative support to General Legal Counsel, Senior Legal Counsel, Senior Paralegal and Comptroller
Prepared and processed commercial leases, amendments, assignment of leases, and requests for rent reduction
Retained confidential files of employees, service of process, government investigations and bankruptcies
Updated Tenant’s electronic files and databases to reflect new terms and conditions of leases
Collaborated with Senior Paralegal in the preparation of due diligence for refinancing of properties to include documentation requested by the Lender and mail-merge distribution of Estoppels and Subordination Non-Disturbance Agreement
OFFICE CLERK/RECEPTIONIST (Contract) 7/2010-10/2010
Choice Hotels International Rockville, MD
Provided accurate and appropriate information in response to customer inquiries
Answered and resolved customer questions, issues, and complaints
Assisted executive staff in scheduling Board of Directors meetings including preparation and organization of materials and agendas
CLERK/TRANSLATOR FOR ARBITRATION (Contract) 1/2010-7/2010
Casner & Edwards, LLP Boston, MA
Collaborated with four attorneys in the discovery process for an arbitration case of a US client in Mexico
Worked independently in the preparation, organization, translation, and transcription of documentation from English to Spanish, including general correspondence, email, notices, franchise agreements, status reports, financial statements, bank reconciliations, general ledger, and audits for discovery process
Analyzed information to detect discrepancies in data submitted by Mexican attorneys that helped award compensation to US client
Identified inefficiencies in the translation process and made recommendations to improve critical deadlines and avoidance of duplication saving the firm a substantial amount of money
Recommended corrective actions to minimize the inaccuracy of translating specific terms to be implemented in the document translation
Collaborated extensively with financial experts during the preliminary arbitration process and prior to the final decision of the case.
ADDITIONAL BACKGROUND
Legal Administrative Assistant - Holland & Knight, LLP, Boston, MA 2005 – 2010
Legal Secretary - Kirkpatrick & Lockhart, LLP, Boston, MA 2004 – 2005
PROFESSIONAL CERTIFICATIONS & EDUCATION
PARALEGAL CERTIFICATE
National Paralegal College
Phoenix, AZ
BACHELOR OF SCIENCE - IT - Project Management
Capella University
Minneapolis, MN