Executive Assistant

February ****- present: Executive Assistant for Atlantic Trust (Wealth Strategies and Fiduciary Services), Boston:

• Creating, updating, and binding PowerPoint presentations and Excel spreadsheets;

• Estate planning documents review and summaries (Wills, Trusts, Powers of Attorney, etc.);

• Legal research of current Trust and Estate laws and regulations;

• Extensive calendar management and complex travel arrangements;

• Expense reports tracking and reconciliation;

• Preparation for all onsite/offsite meetings;

• Project coordination- intradepartmental and between local and national offices and off-sites;

• Luncheons, client meetings and events organization and coordination.

October 2011- February 2012: Executive Assistant for Dwight Asset Management (Fixed Income Team), Boston:

• Creating, updating, and binding of all office presentations and marketing materials;

• Preparing and documenting expense reports for the Executive and the team;

• Calendar management and travel arrangements.

August 2009- September 2011: Litigation Paralegal for Lubin & Meyer, P.C., Boston:

• Court filings in compliance with Rule 9A, 9C and 33A;

• Drafting complaints, answers, motions, affidavits, and various discovery documents;

• Organizing and preparing pretrial evidence and other court filings;

• Assisting attorneys in preparing for hearings, trials, depositions and client meetings;

• Maintaining and updating computer databases to organize and store legal information;

• Noticing of depositions, interacting with clients and court clerks, monitoring of all discovery and trial deadlines;

• Creating, maintaining and updating all legal files.

May 2007- August 2009: Corporate Paralegal for Boston Law Group, LLP, Boston:

• Preparing, reviewing and filing of corporate creational and organizational documents with the State and other agencies (e-filing);

• Conducting UCC searches and preparing UCC financing statements for filing;

• Assisting attorneys in all stages of corporate transactions;

• Creating By-Laws, minutes and resolutions of corporate meetings, consents of shareholders, stock certificates, etc.;

• Preparing and filing corporate records, annual reports, certificates of incorporation and qualifications;

• Maintaining and updating all legal databases;

• Assisting attorneys with preparation for annual board and committee meetings;

• Monitoring and researching government regulations to ensure new requirements are met;

• Assisting entities in completing forms, ownership information for their initial licensing and renewals;

• Preparing and filing SS-4 Forms with the IRS for corporations, partnerships and/or limited liability companies;

• Attorney billing and time tracking.

Computer Programming Skills

• Microsoft Office; Windows/Mac; Lexis/Westlaw.

Educational Background

• Bachelor’s of Arts in Political Science and Government from the State University of New York, Plattsburgh, NY (May 2007);

• Political Science Intern/ Assistant, New York State Assembly Internship, Albany, NY

(January-May 2007);

• Administrative & Marketing Assistant, Nefeli Corp, Port Washington, NY (July-September 2006);

• Political Science Intern, Campaign of Sean Patrick Maloney for New York Attorney General, New York, NY (June-July 2006).

Languages

Fluent in Russian and Romanian and proficient in Spanish.

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