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Aimee Jacques Bednarz
aimeej83@hotmail.com  9083 Satelite Drive, White Lake, MI 48386  248-698-1382
Objective
To secure a professional position in a law firm that will utilize my extensive knowledge, organization and
communication skills in both the legal field and office administration.
Education
May, 1995 - Associates Degree in Business Administration, Oakland Community College
May, 2012 - Associates Degree in Applied Sciences, Paralegal, Oakland Community College
Employment
Legal Assistant; March, 2016 – November, 2016
Collins & Blaha, P.C.
Legal Assistant for two Shareholding Attorneys and one Associate Attorney in an educational municipal firm.
Created and maintained electronic and paper files for client matters. Proofread and final preparation of
opinion letters and client correspondence. Scheduled appointments and maintained meeting calendars.
Assisted in the preparation of legal documents, discovery documents, administrative contracts, negotiation
documents and power point presentations.
Office Manager; November, 2014 – February, 2016
AM Advisors, L.L.C.
Assisted owner with business and personal tax preparation using Ultra Tax CS and File Cabinet CS. Processed
payroll and client expenses with QuickBooks and QuickBooks Enterprise.
Client Administrator/Operations Manager; March, 1999 – March,2011
Planning Alternatives, Ltd.
Managed and maintained existing client relationships through the administration of their investment account
needs. Processed and invested new client accounts. Prepared quarterly reports, client billings and other
business correspondence. Prepared new client proposals. Main liaison between office and broker/dealer.
Completed software research, selection and implementation. I.T. specialist and trainer for office staff to
include the merge of another firm with Planning Alternatives, Ltd.
Operations Manager; July, 1996 – March, 1999
Investscape, Inc.
Managed all the back office activities of day trading broker/dealer. Duties included the supervision of 2
employees.
Assistant to the Financial Officer; July, 1995 – July, 1996
Max Fisher Group
Evaluated the performance of Mr. Fisher’s extensive portfolio of stocks, bonds and real estate holdings.
Aimee Jacques Bednarz
  
Merrill, Lynch, Pierce, Fenner & Smith
Registered Administrative Assistant; August, 1989 – November,1994
 Series 7 and Series 63 completed. Expired in March, 1999
Assistant to the Office Manager; December, 1986 – March, 1989
Cashiering Supervisor; August, 1984 – December,1986
 Transferred to the Pompano Beach, Florida office for promotion
Skills
Microsoft Office (Word, Excel, Power Point and Outlook), NetDocs, Ultra Tax CS,File Cabinet CS,
Quickbooks, Advent, Axys, Schwab & Fidelity Interfaces & Web Trading, Junxure, Tamarac Trading, Worldox,
PacMan, Virtuoso, Efax Messenger. Managed composites, server and indexer. ADP/Broadridge Proxy Voting
References
Judge Michael Batchik, Retired District Court Judge 248-698-1027
Mrs. Lauren Davis, CIMA, Financial Planner 248-890-1102
Mr. Michael Reeds, Attorney at Law 248-624-4044

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AimeeBednarzResume

  • 1. Aimee Jacques Bednarz aimeej83@hotmail.com  9083 Satelite Drive, White Lake, MI 48386  248-698-1382 Objective To secure a professional position in a law firm that will utilize my extensive knowledge, organization and communication skills in both the legal field and office administration. Education May, 1995 - Associates Degree in Business Administration, Oakland Community College May, 2012 - Associates Degree in Applied Sciences, Paralegal, Oakland Community College Employment Legal Assistant; March, 2016 – November, 2016 Collins & Blaha, P.C. Legal Assistant for two Shareholding Attorneys and one Associate Attorney in an educational municipal firm. Created and maintained electronic and paper files for client matters. Proofread and final preparation of opinion letters and client correspondence. Scheduled appointments and maintained meeting calendars. Assisted in the preparation of legal documents, discovery documents, administrative contracts, negotiation documents and power point presentations. Office Manager; November, 2014 – February, 2016 AM Advisors, L.L.C. Assisted owner with business and personal tax preparation using Ultra Tax CS and File Cabinet CS. Processed payroll and client expenses with QuickBooks and QuickBooks Enterprise. Client Administrator/Operations Manager; March, 1999 – March,2011 Planning Alternatives, Ltd. Managed and maintained existing client relationships through the administration of their investment account needs. Processed and invested new client accounts. Prepared quarterly reports, client billings and other business correspondence. Prepared new client proposals. Main liaison between office and broker/dealer. Completed software research, selection and implementation. I.T. specialist and trainer for office staff to include the merge of another firm with Planning Alternatives, Ltd. Operations Manager; July, 1996 – March, 1999 Investscape, Inc. Managed all the back office activities of day trading broker/dealer. Duties included the supervision of 2 employees. Assistant to the Financial Officer; July, 1995 – July, 1996 Max Fisher Group Evaluated the performance of Mr. Fisher’s extensive portfolio of stocks, bonds and real estate holdings.
  • 2. Aimee Jacques Bednarz    Merrill, Lynch, Pierce, Fenner & Smith Registered Administrative Assistant; August, 1989 – November,1994  Series 7 and Series 63 completed. Expired in March, 1999 Assistant to the Office Manager; December, 1986 – March, 1989 Cashiering Supervisor; August, 1984 – December,1986  Transferred to the Pompano Beach, Florida office for promotion Skills Microsoft Office (Word, Excel, Power Point and Outlook), NetDocs, Ultra Tax CS,File Cabinet CS, Quickbooks, Advent, Axys, Schwab & Fidelity Interfaces & Web Trading, Junxure, Tamarac Trading, Worldox, PacMan, Virtuoso, Efax Messenger. Managed composites, server and indexer. ADP/Broadridge Proxy Voting References Judge Michael Batchik, Retired District Court Judge 248-698-1027 Mrs. Lauren Davis, CIMA, Financial Planner 248-890-1102 Mr. Michael Reeds, Attorney at Law 248-624-4044