Experienced Executive Assistant / Experienced Legal Assistant
Resume:
BONNIE LEE
** ******** *****, ***. **** • San Jose, CA 95134 • 415-***-****
**********@*****.***
SUMMARY OF QUALIFICATIONS
Over ten years of experience as an Executive Administrative/Legal Support Specialist, responsible for working with C level management in
a variety of professional service organizations. Able to manage multiple projects with minimal supervision; strong customer service
orientation and excellent problem solving skills. Extensive knowledge with Microsoft Word, Excel, Access, PowerPoint, Visio, Adobe,
Outlook, Peoplesoft, Lotus Notes, Photoshop (Legal Applications: Concur & Carpe Diem) Domestic/International Travel Arrangements,
Expense Reports, Heavy Calendaring, Word-Processing, Database Management, Records Management & Event Coordination.
EXPERIENCE
TESLA MOTORS, INC.
Executive Assistant to General Counsel & Secretary – (Contract assignment)
San Carlos, California, March 2008 – Present
§ Responsible for managing multiple heavy calendar schedules, coordinating and arranging teleconferences, travel, onsite/offsite meetings, preparation of Power Point presentations, managing invoices for a legal group, managing staff meetings for a legal group, answering busy phones, typing and proofing of general corporate agreements, file management, scheduling and drafting of interoffice memos and general correspondence; excellent attention to detail, problem solving, editing and proofreading abilities.
§ Manage patent dockets, coordinate with outside patent counsel to insure that all filings and response submitted to patent offices around the world are timely and complete, electronically filed USPTO (United States Patent and Trademark Office); knowledge of USPTO annuity and maintenance fees, correspondence, and uploaded patent documents into Tesla’s Document Management System; knowledge of patent tax rules and regulations in national and international patent and trademark markets.
§ Manage Department budget and outside counsel bills.
§ Responsible for the preparation and conversion of filing documents electronically so they are compatible with the electronic court system.
§ Coordinate with insurance brokers to write coverage policies which included but not limited to real estate contracts, General Indemnity Agreements, United Kingdom Customs Duty, Motor Trade Insurance, Tesla DMV Pull Program & accident related issues.
MORRISON & FOERSTER, LLP
Executive Assistant – (1 year contract assignment)
San Francisco, California, January 2007 – January 2008
§ Provided administrative and clerical support to firm attorneys, including preparing, reviewing and filing agreements, pleadings, memos and correspondence; answering and responding to telephone calls and voicemail, calendaring due dates, hearings, and depositions.
§ Coordinate incoming and outgoing electronic communications (including telephone, e-mail and fax). As needed, screen calls and in-person requests in a professional manner with discretion and confidentiality.
§ Responsible for daily calendar management, scheduling meetings, detailed travel itineraries and expense reports for various partners.
§ Liaison with the accounting and billing departments in order to run conflict reports to open up new client matters.
§ Prepared cover letters that documented the schedule of services rendered and payment instructions for enclosed invoices.
§ Work closely with the firm's Legal Technology Department to facilitate and organize the review of documents using Microsoft Office applications i.e.: Word, Excel, PowerPoint, Outlook, Concur (expense management), Carpe Diem (time notes), Visio and Adobe Acrobat.
ERNST & YOUNG, LLP
Executive Assistant
New York City, New York, September 2004 – September 2005
San Francisco, California, October 2005 - January 2007
§ Supported two partners and two tax attorneys, with daily preparation of documents. (Formatted, and edited engagement letters, transmittal letters, filing broker IRS statements and all other business correspondence from raw information provided to client-ready work.)
§ Responsible for coordinating travel expenses for partners/attorneys on a weekly basis so they were reimbursed in a timely manner.
§ Scheduled and organized monthly luncheons for the Hedge Fund and Tax Law groups using outside catering vendors and prepared the follow-up paper work afterwards, which documented participants CPE credits for their attendance.
§ Assembled closing documents, government agency filings, and drafted correspondence for the Hedge Fund group.
§ Responsible for producing budget reports for the Asset Management Tax group on a monthly basis.
A.T. KEARNEY, INC.
Executive Assistant
New York City, New York, April 1999 – July 2004
§ Responsible for supporting two presidents, one principal, and six managers with their daily calendar and meeting schedules, expensing travel, setting up conference calls, using Outlook to maintain contact information, and corresponding with clients’ via email, phone/fax.
§ Assisted the marketing department with mass mail distribution of corporate collateral materials.
§ Tracked daily stock updates from Hoovers and Value Line reports in order to alert the President of changes and trends in the marketplace.
§ Acted as a liaison between the CEO and CFO, and reported and tracked report and tracked program effectiveness of consulting services.
§ Maintained the contact database to assure that all contact information was current for billing purposes.
§ Communicate with clients on a regular basis and answers incoming telephone calls in a timely and professional manner.
________________________________________________________________________________________________________________
EDUCATION
PARSONS THE NEW SCHOOL FOR DESIGN, AA
New York City, New York, September 1988- May 1993
SAN FRANCISCO STATE UNIVERSITY, BA
San Francisco, California, August 1993 – June 1995
NOVA – JAPAN, ESL / TOEFL CERTIFIED INSTRUCTOR
Osaka, Japan, August 1996 – December 1998
CIRQUE DU SOLEIL, ALEGRIA TOUR
United States Tour, June 1998 - March 1999
Synchronized Trapeze Artist and Acrobatics
Contact this candidate