Paralegal

Lisa Dennis

*** ************ **** 860-***-**** Higganum CT 06441 ********@*******.***

OBJECTIVE Paralegal or Legal Assistant position in a law office, corporation or compliance department.

EDUCATION

June 2011: Briarwood College, Southington CT

Associates of Applied Science, Paralegal, ABA-Approved Paralegal Program

Magna cum laude

SUMMARY OF QUALIFICATIONS

•Fifteen years of administrative experience in an office environment

•Proficient verbal and written communication skills

•Attentive to detail, editing skills; able to work autonomously

•Strong prioritizing skills; ability to work with multiple deadlines

•Skilled in researching financial projects, dealing with vendors and clients, negotiating costs, shipping, and damage claims

•Proficient in Microsoft Word, Outlook, Excel, Power Point, Quickbooks, web-site maintenance

EXPERIENCE

Executive Administrative Assistant/ Financial Paralegal, Canoga Wealth Management, Chester CT May 2008 – January 2012

•Prepared and processed confidential financial applications and reviews for clients in a timely manner, follows-up with clients

•Submitted all correspondence, logs, and advertising to compliance as required

•Maintained licenses and state legal requirements as needed

•Prepared client correspondence including reports, weekly and monthly newsletters

•Managed calendar including scheduling and travel arrangements

•Processed mail, receives incoming phone calls and faxes

•Working knowledge of trust documents and death distributions

•Developed an inter-office tracking system for current and future business

Merchandising Assistant, CRT Associates, Centerbrook CT Nov. 1996 - Jan. 2008

•Processed orders and returns: data entry, inventory monitoring

•Worked with Accounting staff on invoicing, claims and discount processing

•Organized and maintained display of sample products

•Entered data on new products into the computer and worked with the photographer on new catalog development; proofread catalog copy

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