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| Desired Industry: Legal |
SpiderID: 16793 |
| Desired Job Location: Baltimore, Maryland |
Date Posted: 11/5/2007 |
| Type of Position: Full-Time Permanent |
Availability Date: 11/5/2007 |
| Desired Wage: 55,000 |
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U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Objective:
10 years paralegal experience
Experienced in tax preparation
Proficient in Microsoft Office
Conduct client meetings
H.R. Experience
Calendar maintenance
General ledger experience
Experience:
Hodes, Pessin & Katz, P.A. 2006-2007
Ober, Kaler, Grimes & Shriver 2005-2006
Law Offices of Bonnie A. Travieso, LLC Formerly with Gallagher, Evelius Jones 2002-2005
Gallagher, Evelius & Jones 2001-2002
Hodes, Pessin & Katz, P.A. 1998-2001
Education:
Villa Julie College
B.S. Paralegal Studies
Graduated May 1998-Cum Laude
Awarded academic scholarship
Harford Community College
A.A. Degree in Sociology
Graduated August 1995
President’s List
Skills:
Paralegal, Estates and Trust
- Maintain accurate calendar of due dates and filing requirements
- Correspond daily with clients, family members and the Orphans’ Court
- Prepare all required probate documents to be filed with the Orphans’ Court
- Prepare/reconcile administration accounts
- Reconcile multimillion dollar brokerage accounts
- Assist clients with the transfer/re-titling /sale of assets
- Prepare tax returns (1040, 1041 and 706)
- Maintain life insurance trust and all necessary administration
- Distribute estate/trust assets in accordance with the respective documents
Additional Information:
Additional professional experience
Responsibilities-switchboard operator for large company; daily reconciliation of cash, staffing/recruiting, scheduling of employees, ordering supplies, sales building, maintain appropriate cost controls, handling customer concerns
Reference:
Available upon request.
Candidate Contact Information:
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