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Estate Planning Administrative Resume

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PROFESSIONAL EXPERIENCE

Confidential, Hartford, CT (Temporary Assignment) August-November 2009

  • Receptionist coverage including answering multi-line phone system, greeting clients, maintaining conference room requests, distributing deliveries from FedEx, UPS, etc., validate parking tickets and answering multiple phone lines.
  • Secretarial overflow work including preparing and finalizing documents, correspondence and necessary forms by both written or dictated in a timely and/or time sensitive manner; making necessary phone calls to clients, courts and outside attorneys, sent faxes, distributed mail, answered phones and updated attorney calendars.
  • Entered and edited attorney/paralegal time.

Confidential West Hartford, CT

Estate Planning Administrative/Document Assistant - Individual Clients 1997-2009
  • Responsible for opening and distributing mail.
  • Drafted, revised, finalized documents, forms, correspondence and bills in a timely and/or time sensitive manner, sent faxes, made phone calls for completion of client's package and the mailing via first class, certified mail, fedex or by email.
  • Attendance at execution conferences as a witness and/or notary, prepared documents for off-site storage including but not limited to document scanning, making necessary notebooks, keeping department tracking system up-to-date for follow-up, and the organization of files before closing file.
  • Entered and edited attorney/paralegal time.
  • Generated/finalized bills and corresponding correspondence.
  • Receptionist coverage including answering multi-line phone system, greeting clients, maintaining conference room requests, distributing deliveries from FedEx, UPS, etc., and validating parking tickets.

Word Processor/ Various Legal Departments 1986-1997

  • Drafted, revised and finalized documents and correspondence by written or dictated material.
  • Receptionist coverage.
License - Notary Public.

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