Wanda Tse
Legal Assistant Paralegal at Miller, Miller & Canby- Claim this Profile
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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Data Analytics Certificate
Montgomery College -
Legal Assistant Certificate
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Experience
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Miller, Miller & Canby
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United States
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Legal Services
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1 - 100 Employee
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Legal Assistant Paralegal
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Feb 2022 - Present
Supportive role in closing real estate transactions, including handling the sale and purchase documents and files for the title insurance and escrow process. In addition, perform administrative tasks such as setting up appointments, answering telephones in English and Spanish. Communicate with the parties involved in the transaction at multiple levels. Conduct lien searches, clear defects, prepare and process wire transfers and finalize closing transactions. Prepare and bring to Circuit Court documentation for recording, including Deeds, Deed of Trust and UCC Liens. Perform conflict checks prior to opening new matters, as well as prepare OFM forms to add to management system. Show less
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Project Clerk
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Jan 2022 - Present
Adhered to data collection and management procedures to prepare, collect, record and performed data entry. Completed survey forms and reviewed for accuracy. Organized and arranged data for electronic processing. Proactively addressed potential issues with the project manager and discussed strategies to continue a productive flow in the process of cleaning and preparing project data. Adhered to data collection and management procedures to prepare, collect, record and performed data entry. Completed survey forms and reviewed for accuracy. Organized and arranged data for electronic processing. Proactively addressed potential issues with the project manager and discussed strategies to continue a productive flow in the process of cleaning and preparing project data.
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Sodexo
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France
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Facilities Services
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700 & Above Employee
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Main Floor Receptionist
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Dec 2021 - Jan 2022
Welcome on-site visitors, determined nature of business, and announced visitors to appropriate personnel or escorted them to meeting areas. Verified visitors and employee's identification and issued visitor passes. Handled, screened, and forwarded incoming calls to the appropriate person or take detailed messages, as required. Answered general questions or inquires about the company and provided callers with address, directions, and other information and referred other specific questions to appropriate staff. Maintained cleanliness of the reception area, during the day. Show less
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Montgomery County Election Board
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Gaithersburg, Maryland, United States
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Election Judge 2020
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Nov 2020 - Dec 2020
Assisted Chief Judge with the opening and closing of the polling place> Assisted other staff in the setting up and operation of electronic equipment. Aided voters in verifying voter's qualifications, filling out multiple forms, as well as serving as Spanish interpreter for non-English speakers. Supervised a 6-member group in the registration, organization, and distribution of ballots. Handled the process to void ballots and assisted voters in the completion to nullify a ballot. Worked in the signing, verification and activation of voter's cards utilizing the touch screen machines. Assisted with the disassemble of all equipment from the poll location. Processed and transmitted votes through the scanning machines and provided certification of vote totals to the Chief Judge for submission to the Board of Elections. Show less
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FMC Corporation
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United States
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Chemical Manufacturing
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700 & Above Employee
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Administrative Assistant/Contracts (Contract)
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Jan 2020 - Mar 2020
Provided administrative support to attorneys and legal assistants with travel arrangements local and international. Prepared expense reports and assisted in the preparation of binders for the Board of Director's meeting. Worked with interns in a contract's migration project, including scanning, uploading, filling and saved contracts and related documentation to Legal Tracker. Provided administrative support to attorneys and legal assistants with travel arrangements local and international. Prepared expense reports and assisted in the preparation of binders for the Board of Director's meeting. Worked with interns in a contract's migration project, including scanning, uploading, filling and saved contracts and related documentation to Legal Tracker.
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Fuller Chiropractic & Injury Center
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Ambler, PA
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Administrative Assistant/Receptionist (Contract)
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Oct 2019 - Jan 2020
Answered questions and provided patients with information on chiropractic practices. Scheduled appointments in person and over the telephone and prepared record of new patients’ information, and prepared and forwarded intake forms and appointment verification via email. Verified patients’ insurance information and determined charges for out of pocket procedures. Checked out patients and rescheduled follow up appointments, including process charges of credit cards or cash payments. Scheduled and cancelled appointments in person or over the telephone. Coordinated chiropractors’ schedules with patients’ appointments. Assisted patients with insurance procedures, benefits coverage, and eligibility. Prepared daily notes for doctors with comments regarding patients records to ensure appropriate filing and record keeping procedures. Maintained patients’ accounts and financial information in a confidential manner. Acted as a liaison between doctors and patients by relaying information correctly. Implemented a Recurrent Credit Card Authorization Agreement, to ensure legal compliance for authorization by the patient to charge their credit card accounts after each visit. Registered and directed the clients to the respective procedure rooms for treatment. Assisted patients with insurance procedures, benefits coverage, and eligibility. Show less
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Miller, Miller & Canby
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United States
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Legal Services
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1 - 100 Employee
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Legal Assistant (Contract)
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Feb 2019 - May 2019
Provided administrative support to Department’s Chairman and two associates in their delivery of legal services including estate, inheritance and income tax returns; Accountings, Receipt and related estate and trust documents required in estate and trust administration. Opened client files and managed database and electronic files for estate planning including individual and corporate income tax returns; interacted with clients by phone and in person to discuss estate and trust matters and supervise execution of documents. Maintained Chairman’s calendar and prepared monthly reports with deadline reminders. Conducted state and county research upon request and assisted in the preparation of probate documents for submission to Courts. Drafted and finalized estate planning documents including trusts, wills, powers of attorney, and related estate planning documents. Maintained financial records of trusts and estates and made income payments to trust beneficiaries. Prepared and monitored client’s billing. Show less
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Haverford College
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United States
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Higher Education
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500 - 600 Employee
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Human Resources Coordinator (Contract)
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Jun 2018 - Oct 2018
Provided customer service to organization employees and answered incoming calls and emails regarding employment verifications and I-9’s for students. Maintained current HR files and databases in Excel and Workday; updated and entered data to compile and prepare reports or spreadsheets, as needed. Setup appointments and arranged meetings for job interviews, grievances, disciplinary actions and terminations. Maintained records related to grievances, performance reviews and disciplinary actions, and drafted, prepared and completed termination paperwork. Participated in recruiting efforts, and organized resumes and job applications. Prepared new employee files; assisted new employees with compensation and benefits documentation and answered their questions. Performed file audits to ensure that all required employee’s documentation has been collected and current, as well as removed, processed and stored inactive files, following Haverford’s established policies and procedures. Maintained HR office supplies and vendor’s contracts for office equipment; processed and prepared payments of vendor’s invoices. Assisted team members in the drafting of multiple correspondence, including announcement of events, benefits and offer letters for applicants, new hires and employees Show less
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BrightView Lanscape Service Inc. (formerly ValleyCrest)
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Plymouth Meeting, Pennsylvania
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Contracts Specialist
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Oct 2015 - Mar 2018
Supported Business Operations team with various responsibilities including providing legal subject matter expertise on contract formation and execution matters. Performed data review and verification of contracts for execution, such as electronic organization in Oracle JD Edwards Enterprise One – E1 database. Reviewed, organized, and summarized contract records for clients using software such as Excel, Adobe, Legal Files Case Management and Oracle E-1 document management databases, among others. Assisted in the tracking and management of all aspects related to post execute documentation in accordance with the Contract Management System structure. Supported department team with work overflow and data entry in the organization databases. Prepared, processed and maintained incoming requests for the issue of performance bonds, payments bonds, miscellaneous and bid bonds for all branches. Prepared, recorded and distributed preliminary notices for all company branches. Assisted in the process of vendors invoices, including maintained tracking of all payments related to the rebranding of the organization. Show less
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The Brickman Group
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Environmental Services
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500 - 600 Employee
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Contracts Specialist
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2015 - 2016
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Empire Petroleum Partners, LLC
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United States
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Oil and Gas
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1 - 100 Employee
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Legal Assistant Paralegal
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Jun 2015 - Jul 2015
Provided legal and administrative support to Chief General Counsel and Associate General Counsel on a variety of corporate legal projects, including entity creation and licensing requirements, in preparation for the upcoming IPO. Supported Associate General Counsel and Administrative Assistant with work overflow and research and data entry projects. Provided legal and administrative support to Chief General Counsel and Associate General Counsel on a variety of corporate legal projects, including entity creation and licensing requirements, in preparation for the upcoming IPO. Supported Associate General Counsel and Administrative Assistant with work overflow and research and data entry projects.
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Federal Realty Investment Trust (Contract)
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Rockville, Maryland
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Legal Administrative Assistant
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Sep 2014 - Oct 2014
Provided legal and administrative support in the processing of commercial leases, including distribution to tenants. Updated various tenant databases reflecting the new or renewal of lease terms. Supported administrative assistant and three associates with work overflow, research and data entry projects. Provided legal and administrative support in the processing of commercial leases, including distribution to tenants. Updated various tenant databases reflecting the new or renewal of lease terms. Supported administrative assistant and three associates with work overflow, research and data entry projects.
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Marriott International
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United States
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Hospitality
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700 & Above Employee
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Administrative Assistant (Contract)
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May 2014 - Jul 2014
Supported Foundation Director in the monitoring of incoming calls, email requests and management of her daily calendar. Responded to inquiries, requests for application of grants, and event invitations. Prepared and discussed with the Foundation Director, the daily calendar activities, travel itineraries, and preparation of background information and presentation materials for speaking events. Supported Foundation Director in the monitoring of incoming calls, email requests and management of her daily calendar. Responded to inquiries, requests for application of grants, and event invitations. Prepared and discussed with the Foundation Director, the daily calendar activities, travel itineraries, and preparation of background information and presentation materials for speaking events.
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B.F. Saul Company
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Bethesd, Maryland
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Admnistrative Legal Assistant
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Oct 2013 - Mar 2014
Served as primary contact for Legal Department for incoming requests, including lease preparation, processing and maintenance of Lease file and databases showing new terms of lease. Created and entered tenant’s information into database and distributed files to designated attorneys to initiate document drafting. Prepared and processed documentation for formation, dissolution and termination of entities, organization Annual Reports in various states and organized minutes books and law libraries materials for Virginia and Maryland. Prepared and processed attorneys’ timekeeping reports, expense reports, check requests, invoices and legal bills. Compiled, prepared, and distributed, in a monthly basis, the Litigation Status Report for the organization directors and officers. Show less
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Education
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Montgomery College
Certificate in Data Analytics -
National Paralegal College
Paralegal Certificate, Contract Writing, Immigration, Real Property, Torts; Patent & Trademarks, Contracts -
Capella University
Bachelor's Degree, Computer and Information Sciences, General