Roberts, Carrie - July 10, 2020 - Retirement Plan and ESOP Consultant
Online Resume
1. JULIANNA WEDELL
(773) 793-2796 julianna160@att.net
Legal Secretary/Legal Administrative/Executive Assistant
28 years of experience in a variety of legal fields including five years’ experience as a Legal Administrative Assistant/Executive Assistant.
Comprehensive background including: accurate documentation, trial/arbitration preparation and resource management. Extensive experience with
developing and implementing records systems which streamlined processes and increased efficiency.
NOTABLE ACCOMPLISHMENTS
Successfully eliminated a seven year filing backlog in less than 6 months
Independently initiated the cataloguing of an extensive number of known/unknown records stored offsite into a searchable/operational format within a
database
Outlined the board of director nomination process which improved the flow/efficiency of upcoming/imminent nominations
Formulated an intricate filing system which numerically indexed/organized 170 active files thereby creating a system wherein a file could be located
within minutes as opposed to 15-30 minutes
PROFESSIONAL EXPERIENCE
PHARMACEUTICAL COMPANY Northern suburbs of Chicago, IL
Administrative Assistant 06/14 to present
Support VP of Securities/Benefits, two division counsel and three paralegals
Proxy/Annual Meeting prep including proofreading and benchmarking
Assist with the organization and binding of documentation used at board of director/committee meetings
Regular interactions with Corporate Suites
Distribute requests pertaining to Proxy and 10-K preparation, as well as tracking/maintenance of responses
Compose/distribute monthly memos to officers and directors regarding SEC regulated documentation
Assist with database updates and maintenance
Update shared team task calendar
Assist with legalization of POAs and corporate documents for OUS usage - Apostil/Courier arrangements
Coordinate the onboarding of new personnel
Process/track departmental invoices
Meeting arrangements/travel arrangements
Document production/organization/maintenance
Expense reports
Order/maintain departmental office supplies
CDW CORPORATION Vernon Hills, IL
Executive Assistant (Contract through ESC) 07/13 to 09/13
Supported VP of Finance and VP of Investor Relations
Heavy meeting arrangement/scheduling
Compiled/organized and bound documentation for review at Executive Committee meetings and Investor Relations meetings
Processed expense reports
TRUE VALUE COMPANY Chicago, IL
Legal (Executive) Administrative Assistant 2010 to 2013
Supported Senior Vice President HR/General Counsel, 4 Assistant General Counsels and 2 Paralegals
Compiled/coordinated documentation required for new director nomination process
Scheduled/coordinated director nominee interviews and orientations
Researched/generated/assembled/maintained Board of Directors' and Committee books
Created/edited/maintained portions of the board books on Diligent Board portal
Created/coordinated/tracked monthly compensation/expenses for Board of Directors
Coordinated/registered and arranged accommodations for legal staff and Board of Directors to attend company markets, CLE courses, seminars
and educational programs
Created/updated and maintained pleadings binders for active litigation cases
Assembled/updated subsidiary documentation
Organized, recorded and filed 7 year backlog of files
Self-initiated the cataloguing and system entry of original corporate records stored off-site (over 300 records)
Updated/maintained Intellectual Property files-tracked files awaiting Certification
Tracked/processed departmental invoices/expenses
Composed correspondence regarding trademark or patent infringement
Composed correspondence to members regarding termination of membership
Renewal of association dues for legal team and periodical subscriptions
Ordered/maintained office supplies for department
2. KELLEY DRYE & WARREN New York, NY
Legal Secretary 2008 to 2009
Supported senior partner (single-assignment- extremely busy partner) who specializes in labor law
Updated and maintained arbitration calendar: track hearing dates, corresponded with case managers regarding scheduling dates and arbitrator
selections, corresponded with/notified clients regarding hearing matters
Updated/tracked and maintained pleadings binders for active litigation cases
Regular contact with judge's chambers/assistants regarding active litigation cases
Distributed billing invoices - composed cover letters
Created/updated and revised PowerPoint slideshows (decks) for labor-related presentations
Coordinated/distributed mass mailings (via e-mail and U.S. Mail) of labor-related advisories to clients and potential clients
Maintained mailings lists for various projects/distributions
Maintained attorney's contact list and inbox/outbox on Outlook (filed e-mails for retention purposes)
Requested documentation and prepared check requests/forms for charitable events
ARKIN KAPLAN RICE(firm closed) New York, NY
Legal Secretary 2005 to 2008
Supported senior managing partner and two associates who specialize in litigation involving the defense of companies and individuals in business-
related investigations and prosecutions, as well as, regulatory proceedings and select criminal cases
Compiled and maintained files in preparation for trial
Worked with Concordance, Lexis and Westlaw
Litigation document production included: Table of Contents, Table of Authorities, Certificate of Service, Interrogatories, Motions, Briefs, Document
Production Requests, etc.
JENKINS & GILCHRIST(firm closed) Chicago, IL
Legal Secretary 2002 to 2004
Supported senior partner and associate who specialize in financial services
Prepared conformed copies of agreements and closing documents
Compiled documents for closing (i.e. Good Standing Certificate, Resolutions, By-Laws, etc.)
Worked extensively on large corporate documents (redlining, comparing, track changes, etc.)
D'ANCONA & PFLAUM (firm closed) Chicago, IL
Legal Secretary 2001 to 2002
Supported senior partner who specialized in bankruptcy/receivership and two litigation associates (construction/corporate)
Performed instrumental tasks regarding court filings
Coordinated the distribution of documents to service lists, opposing counsel, etc.
SIDLEY & AUSTIN Chicago, IL
Legal Secretary 1996 to 2001
Supported senior partner who specializes in employee benefits and an associate specializing in corporate/transaction law
Devised intricate filing system which numerically organized 170 active files, as well as indexed the contents of each file
Worked extensively on large corporate documents which included: comparison, styles and table of contents
EDUCATION (Graduated with Honors)
Paralegal Certificate - Corporate and Real Estate, Loyola University, Chicago, IL- Intellectual Property, College of Lake County, Grayslake, IL
B.A. Criminal Justice - DePaul University, Chicago, IL
A.A.S. Criminal Justice - College of Lake County, Grayslake, IL
SKILLS
Litigation Travelarrangements (dom/int'l) Track Changes Microsoft Word Faxing/Copying/Scanning
Labor Meeting/catering arrangements iManage PowerPoint Filing
Corporate/Finance Calendar management Concur Excel PCard
Intellectual Property Maintenance of arbitration calendar Groupwise Comparite/Delta View Secretariat
Bankruptcy Pleading binders Westlaw/Lexis Board of Directors Diligent Board Books
White Collar Mail distribution CMS/Elite (time billing) eCounsel Track Changes
In-House Counsel Mail merge and mass mailings WorkSite Facilitating communication Confidentiality
Typing (60-70 wpm) Resource management Kronos PC Docs Independent Worker
Expense reports Composition of correspondence SharePoint SRM Invoice Processing Detail Oriented