Office Assistant Legal Secretary

Kristin Isolina Di Fabio

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

Bronxville, New York 10708

347-***-**** **********@*****.***

PROFESSIONAL PROFILE:

To obtain a position in an establishment organization in which my skills can be utilized to their maximum capacity. A determined individual with highly developed creative writer and computer skills with the capabilities to effectively utilize to serve employer’s needs. Due to the COVID-19 pandemic,I had been managing my family’s restaurant full-time over the past few years and have been out of the office environment that I have long since been accustomed to. After finally selling the family business, I am now looking forward to getting back into an administrative and/or legal secretary/paralegal position. I am a certified paralegal and I am extremely skilled in the area of law and a top performing administrative assistant in any professional setting. SUMMARY OF QUALIFICATIONS

• Organized, team builder and team player;

• Well versed in communicating general information in an accurate and client friendly way, with exceptional verbal and written communication skills;

• Skilled at handling matters with sensitivity, reliability and integrity;

• Able to acclimate self to different levels of work environment;

• Dedicated and careful: High level of correctness and strong attention to detail;

• Highly skilled in maintaining paper and online filing systems for records and messages;

• Hands-on experience using computers for word processing, spreadsheet and other database management, and other applications.

EXPERIENCE:

The Joyce Firm, LLC

Greenwich, Connecticut August 2024 – Present

Paralegal

• Drafted and filed probate petitions, fiduciary appointments, and related Surrogate’s Court documents across New York and Connecticut.

• Prepared estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and health care proxies.

• Maintained and organized case files, client correspondence, and court filings, ensuring strict compliance with filing deadlines and procedural rules.

• Managed estate administration tasks such as compiling asset inventories, assisting with tax documentation, and preparing accountings.

• Conducted legal research related to estate tax issues, trust interpretation, and fiduciary duties to support attorney casework.

• Corresponded with clients, beneficiaries, financial institutions, and court staff regarding estate and trust matters.

• Coordinated document execution, witnessed and notarized legal documents in compliance with statutory formalities.

• Tracked critical dates and maintained docket/calendar for probate deadlines, court appearances, and client meetings.

• Assisted with trust funding, including real estate transfers, beneficiary designations, and coordination with financial advisors.

• Reviewed and summarized financial statements, annuities, and pension records for use in probate and estate planning matters.

LAW OFFICE OF ROCCO V. SALERNO, JR., ESQ., Eastchester, NY 9/2016-1/2021 Legal Secretary / Paralegal

• Managed daily closing calendar, schedule, and coordinated closing dates with borrowers, sellers' attorney, and lenders for Commercial and Residential property.

• Reviewed attorneys' comments which included edit, redline, compare & merge and assembled all real estate legal documents for execution by all

• Greeted guest and visitors to the management office and effectively deal with their concerns by exhibiting a professional, gracious and efficient manner.

• Arranged conference room for meetings, and scheduled traveling arrangements.

• Liaison between attorneys, clients, loan officers, closing agents, sales brokers, title insurance companies, surveyors and appraisers during the due diligence process.

• Prepared HUD-1 settlement statements for closings and deed packages, ordered and reviewed title commitments.

BASHIAN & FARBER, LLP, White Plains, NY 2/2012-6/2016 Legal Secretary / Paralegal / Office Manager

• Compose, process and revise legal documents for attorneys, including letters, depositions, Court filings, Trusts, Last Will & Testaments, Powers of Attorney and living Wills/Health Care Proxies.

• Provide expertise and supervision for two secretaries on their daily duties and responsibilities in the firm.

• Verify & maintain case files and appointment calendars for travel and court dates.

• Manage client billing using Prolaw and Excel; deposit client checks into firm account

• Manage the attorneys’ calendar using Outlook

• Follow-up with other associates on their projects and reporting status to partners

• Maintain excellent interpersonal relations with clients, business associates and colleagues; e.g. calling clients at home, advising them about the legal process, and acting as liaison between the attorneys and clients

• Oversee special projects, such as bate-stamping documents, as assigned by the attorneys

• Monitor incoming mail/emails/faxes; sort and file documents for attorney and associates, ensuring that everything is in order

• Schedule and coordinate internal and external meetings using office tracker, making all required arrangements

• Ensure that the attorneys are prepared, on schedule and ready for all business travel (for example, making travel arrangements and preparing traveler’s checks)

• Handle Dictaphone, billing, and inputting timesheet Di FABIO & ASSOCIATES, P.C. New Rochelle, NY 2009-2011 Legal Secretary / Office Manager

• Answered multiple line console and screened telephone calls.

• Drafted correspondence and divorce forms.

• Daily contact with clients and attorneys.

• Compiled legal documents and exhibits.

• Set up and maintained files.

• Filed Court documents.

• Handle incoming and outgoing mail; sorted, organized and distributed

• In charge of creating invoices and keeping track of billing for clients. EDUCATION:

• Iona College (9/2005 -6/2007)

• Pace University Paralegal Program – Paralegal Certificate 2010 COMPUTER SKILLS:

I'm proficient with Microsoft Office suite including Word, Excel, and Power Point. Skilled and very familiar using The New York State Court’s E-Filing system. I am extremely comfortable using these programs and have a lot of experience doing so. I am also familiar with Apple operating software. References Upon Request

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