Paralegal and Administrative Assistant

• Apr 2023 - Present

Estates Specialist

• Jul 2021 - Feb 2023

Actively delivered timely, top-tier service during estates process to build and maintain Advisor and client loyalty Engage Investment Advisors and business partners while guiding them throught the estates process Demonstrate a strong passion for client service and utilizing problem-solving skills to connect with advisors and clients Proactively assess and demonstrate ownership to resolve Advisor requests that relate to trust, estates, and other complex issues Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives Show less

Estates Paralegal

• Jan 2020 - Jul 2021

Handle all current estate matters Serve as primary point of contact for estate clients Researched statutes, decisions, legal articles and codes. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. Developed a working relationship with courts, clients, debtors and attorneys. Filed court documents on behalf of the attorneys. Produced legal documents such as briefs, pleadings and appeals. Handle all current estate matters Serve as primary point of contact for estate clients Researched statutes, decisions, legal articles and codes. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. Developed a working relationship with courts, clients, debtors and attorneys. Filed court documents on behalf of the attorneys. Produced legal documents such as briefs, pleadings and appeals.

Paralegal

• Aug 2017 - Nov 2019

Researched statutes, decisions, legal articles and codes. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. Developed a working relationship with courts, clients, debtors and attorneys. Filed court documents on behalf of the attorneys. Produced legal documents such as briefs, pleadings and appeals. Researched statutes, decisions, legal articles and codes. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. Developed a working relationship with courts, clients, debtors and attorneys. Filed court documents on behalf of the attorneys. Produced legal documents such as briefs, pleadings and appeals.

CNA

• Feb 2017 - Jul 2017

Assisted residents with activities of daily living. Kept and updated patient files. Provided both physical and emotional support to residents and families. Assisted residents with activities of daily living. Kept and updated patient files. Provided both physical and emotional support to residents and families.

Guardianship Help Desk Volunteer

• Aug 2015 - May 2016

Assisted pro se parties at Daley Center with the 12 guardianship forms, assisted with filing process, and informed them about the guardianship proceedings. Pre-screened and interviewed potential clients for eligibility. Assisted pro se parties at Daley Center with the 12 guardianship forms, assisted with filing process, and informed them about the guardianship proceedings. Pre-screened and interviewed potential clients for eligibility.

CNA

• Mar 2013 - Apr 2014

Assisted residents with activities of daily living. Kept and updated patient files. Provided both physical and emotional support to residents and families. Assisted residents with activities of daily living. Kept and updated patient files. Provided both physical and emotional support to residents and families.