Office Manager Legal Assistant

DEBORAH MCBRIDE

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

Morristown, NJ 07960

*********@*****.*** 973-***-****

PROFESSIONAL EXPERIENCE

ROLNICK KRAMER SADIGHI LLP (West Orange, NJ) August 2020 – Present

Innovative Firm Focusing Exclusively on Serving Leading Investment Managers

Adopts Novel Approach to Partnering with Clients to Achieve Optimal Outcomes

Office Manager/Legal Assistant/HR Manager

•Integral in the launch/opening of the NJ and NY office in August 2020

•Worked with building management to complete punch list and construction of office space.

•Worked with IT to complete set-up of all office equipment, computers, copiers, IT closet.

•Ordered and oversaw the delivery of all furniture in both the common space and individual offices.

•Onboarding of all new employees

•Payment and documentation of incoming invoices for local counsel, vendors, and office equipment contracts and in-house expenses. Posting to billing platform where appropriate.

•Handle all accounts payable

•Event planning/summer associate program, yearly employee retreat, holiday party

•Healthcare work with agent through renewal and processing of employee elections

•Summer Associate Program – collection of all resumes, tracked, documented, and organized in iManage; coordinate all summer events for program.

•Run conflict checks and open all new matters in both Clio and iManage.

•Liaison between office staff and building management for any issues that arise in the office.

•Provided varied clerical and administrative support to staff, including but not limited to copying, faxing, and filing documents, drafting pleadings

RIORDAN & ASSOCIATES, LLC (Denville, NJ) September 2017 – August 2020

f/k/a Veres & Riordan, LLC

A boutique law firm specializing in all aspects of family law, divorce, domestic violence, and custody, including mediation, litigation, and appeals for family law matters

Paralegal

•Provide all administrative support to Managing Partner and Associate

•Draft and finalize Summons and Complaint, Answer, Motions, etc.

•Prepared discovery – Interrogatories, document demand and admissions, and review discovery responses

•Answered and screened all incoming calls, assisting with the application and onboarding process for new clients

•Maintained attorney calendars using Outlook and mastered the organization’s filing software

•Conducted client intake calls, maintaining professionalism and decorum

•Entered attorney data and updated client accounts daily

•Answered and screened all incoming calls, assisting with the application and onboarding process

•for new clieAnswered and screened all incoming calls, assisting with the application and onboarding process for new clients

•Proficient in CIS drafting/finalizing

•Schedule and coordinate depositions.

•Manage attorneys’ calendar and schedule all meetings and mediations.

•Liaise with court clerk and adversary.

•Assisted counsel in preparation of legal documents, including word processing, editing, and proofing for completeness and accuracy.

•Worked independently on confidential, time sensitive assignments using judgment and initiative.

•Transcribe dictation

•Greet clients upon arrival for meetings, initial consultations, mediation, etc.

•New client intake – Screen callers for potential hire and run conflict check.

•Document time, expenses, filing fees, postage, copies, and all out-of-pocket expenses into LEAP.

•Prepare client billing using LEAP and PCLaw; collection calls; run credit card payments.

•Collection calls to clients with outstanding bills.

W.R. HUFF ASSET MGMT, CO., LLC (Morristown, NJ) August 1993 – July 2017

A boutique asset management firm in various alternative investments, managed accounts, and pooled investment vehicles

Client Services Associate

•Perform daily and monthly cash/asset portfolio reconciliations using Axys accounting system.

•Interface with custodian to complete KYC requirements for all clients

•Trade settlement

•Coordinate with traders and custodians to resolve any discrepancies in managed accounts.

•Monitor and notify portfolio managers of cash flow activity.

•Prepare monthly/quarterly MV and performance for submission to clients.

•Resolve any month end position breaks, security and/or cash discrepancies.

•Respond to requests from clients and portfolio managers for account information.

•Monitor and post Corporate Actions to all accounts.

•Heavy interaction with clients, traders and custodians.

•Accounts include - endowment funds, pension plans, and high net worth individuals.

•Responsible for all CLO trades from allocation to settlement using WSO and Clearpar platforms.

EDUCATION

•Art Institute of Philadelphia, Commercial Art

•Certificate, Paralegal Studies

CERTIFICATIONS

NJ Life Producer License

Notary Public

CASA Volunteer

JBWS Certified Crisis Response Team

CPR/AED Certified

C.E.R.T. (Community Emergency Response Team) Volunteer, Morristown, NJ

Preschool Advantage Volunteer, Morristown, NJ

Reiki Level 1

Holistic Health Coach Certification (graduation February 2025)

PROFICIENCIES

Microsoft Office – Excel, Word, Outlook, Clearpar, Tradesuite, Omgeo/Axys, WSO, PCLaw, LEAP, CIS, Outlook, Tymetrix, Legal Tracker, Practice Panther, iManage, Collaborati, CounselGo, Clio

Contact this candidate