Lindsey R.

Senior Paralegal at ProbateCash
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Contact Information
us****@****om
(386) 825-5501
Location
Boynton Beach, Florida, United States, US

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Jeffrey Tockman

Lindsey has myriad skills from her experience working directly with senior executives from Credit Suise and other firms. She is organised and eager to make introductions and invitations.

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Credentials

  • COVID-19 Contact Tracing
    Coursera Course Certificates
    Jun, 2020
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Paralegal
      • Aug 2023 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Account Executive
      • Aug 2020 - Jul 2023
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Corporate Secretary Paralegal Admin
      • Sep 2017 - Oct 2019

      • Supported Corporate Secretary team in all functions and duties.• Maintained physical and digital corporate entity files including entity consents and resolutions, entity formation and dissolution documents, and board meeting materials and minutes.• Coordinated board and committee meeting logistics such as booking meeting rooms, determining video conferencing needs, ordering food and beverages, as well as printing and distributing meeting materials.• Managed Corporate Secretary’s calendar, travel arrangements, and expenses.• Created processes for managing, tracking, and distributing needed information; processed invoices for entity governance; and organized files and maintained the Corporate Secretary SharePoint site. Show less

    • IT Americas Regulatory & Controls Contractor
      • Oct 2015 - Sep 2017

      • Managed regulatory examinations, reporting and commitments made to regulators for IT Americas.• Coordinated evidence of compliance for IT sections of examinations from federal and state regulatory agencies and created presentations for meetings with regulators.• Managed monthly and quarterly reporting by producing monthly dashboards and tracking IT commitments made to regulators for internal reporting.• Organized all files in SharePoint to safeguard documents, meet deadlines and ensure proper handling of confidential information. Show less

    • Clinic Coordinator
      • Feb 2013 - Oct 2015

      • Provided compassionate support for patients throughout their treatment continuum. • Hired to perform grassroots marketing, meet with founders, and attend trainings to prepare for clinic opening. • Researched, interviewed and hired vendors for office maintenance, such as CINTAS, mat and rug services, HVAC companies, commercial carpet cleaners, etc. • Created, developed, implemented, and maintained all clinical administrative procedures for staff including patient intake, EMR management, patient scheduling protocols, scheduling and supervising reception team as well as day-to-day clinical management responsibilities. • Provided direct patient support including assistance with scheduling appointments, billing, filling out and submitting insurance claims and inquiries about treatment, support groups and events. • Managed, supported and tracked support groups and special events sponsored by the clinic. Show less

    • Temporary Paralegal
      • Jun 2011 - Dec 2011

      • Provided real estate paralegal assistance to attorneys by communicating with clients, lenders, and real estate agents. • Researched deeds and ordered title documents using the Automated City Register Information System (ACRIS); performed due diligence at various management company offices; drafted documents and reviewed contracts. • Coordinated and scheduled closings with real estate agents, lawyers, banks, and clients on various property sales. • Prepared closing statements and transfer documents; and shipped closing packages back to lenders. Show less

    • Legal Intern
      • Jan 2005 - Apr 2005

      • Reviewed discovery, conducted legal research, and abstracted depositions for litigation trial attorney in cases involving hostile workplace, discrimination based on pregnancy, nationality and disability under Title VII of the Civil Rights Act and ADA. • Wrote legal memorandum and analyzed and organized litigation documents for pending class action and individual cases. • Reviewed discovery, conducted legal research, and abstracted depositions for litigation trial attorney in cases involving hostile workplace, discrimination based on pregnancy, nationality and disability under Title VII of the Civil Rights Act and ADA. • Wrote legal memorandum and analyzed and organized litigation documents for pending class action and individual cases.

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Legal Intern
      • Jun 2004 - Aug 2004

      • Researched mediation standards and guidelines used in programs outside New York City for potential use in city agencies and administrative hearings. • Attended meetings on mediation and represented the Mayor's Office at the Office for Administrative Trials and Hearings. • Conducted research and drafted memorandum on alternative dispute resolution, workplace dispute resolution, existing mediation programs in New York and nation wide, and other mediation related topics. • Assisted Staff Attorney with document production and letter writing as needed. Show less

Education

  • Benjamin N. Cardozo School of Law, Yeshiva University
    Juris Doctorate
  • Mediation Clinic, Benjamin N. Cardozo School of Law
    Alternative Dispute Resolution Certificate
  • University of Maryland College Park
    BA Individual Studies, Leadership and Social Change

Community

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