Lee - Executive Secretary - Grand Blanc, MI 48439, USA

Kelley Lee

Grand Blanc, MI 48439, USA


Business Skills: 25+ years’ experience of legal/executive level assistant skills, including but not limited to:
• Approx. 75-90 wpm typing / transcription;
• MS Word, Outlook, Powerpoint, and Excel; Other software utilized: Word Perfect, PCTimesheets, Caseware, SurePrep, FirmFlow, Practice Management, ProFx, Adobe, LearnLive and StaffTrak Due Dates, Sage Timeslips, and Time Matters;
• Handling heavy scheduling, mail and email; calendaring & docketing; booking webinars, seminars, and travel arrangements;
• Excellent grammatical skills, including creation/prep of correspondence, legal documents & forms;
• Very strong organizational skills including complex file creation/maintenance and trial preparation; archiving closed cases
• Excellent communication skills with lay and professional clients (many municipalities, doctors, experts, insurance reps, and corporate entities), via telephone, in-person, email, secure email, and written correspondence.
• Use of various office machines, including multi-line telephones, copiers, fax, scanners & mailing machines;
• Self-starter and possess a take charge demeanor in performing my responsibilities;
• Team Leader assisting other staff with workloads and computer related issues.


Executive Secretary


25+years experience working for Partner level executives. See Summary for details.

Work History

Legal Assistant

Rickard, Denney, Garno & Assoc. (temp position ending 6/30/14)

From March 2014

Hired to cover a maternity leave for the office manager/paralegal. Started immediately in the midst of preparation for two trials (one which settled), involving preparing the file for trial, preparing exhibits, preparing various legal documents, and assisting constantly in the courtroom throughout the week long trial. I worked after the trial preparing various legal documents, including but not limited to Trust & Estate Plans, preparation of various litigation documents & e-filing; extensive organization of a very complicated ongoing business litigation matter, as well as client relations, and other miscellaneous office duties. (original hiring period was for 8 weeks, but was extended to help with additional projects).

Legal Assistant

Shaheen Law Firm

September 2011 - November 2012

Performed document preparation, client relations, scheduling, mail, phones, billing etc. primarily handling real estate, corporate and miscellaneous business matters, along with work on trust and estate matters. Reason for Leaving: Staffing issues.

Administrative Assistant

Plante & Moran, PLLC

November 2007 - February 2011

(plus one prior year as a temp): Duties include: Support for two CPA partners, one who was the Tax Director, as well as support for various Managers and Senior Managers in the tax department; scheduling, client contact, preparation of correspondence, agendas, Minutes; handling of mail and email, phones, file maintenance; preparation of Powerpoint presentations, intake and processing of client tax information which involves, sorting, scanning and use of SurePrep, & ProFX software programs; also worked with Caseware, Practice Management, CRM in Outlook, PCTimesheet, Staff Trak, FirmFlow and Due Date software programs. Reason for leaving: staffing cut-backs (one of the partners I supported passed away 12/10 and the other retired 6/30/11).

Allstate & Encompass Staff Counsel

May 2000 - September 2005

Duties included support for one attorney, and a second when necessary, including all document & correspondence preparation; scheduling and handling conflicts; handling mail; maintenance of all files; extensive telephone communications with clients and inter-company personnel; troubleshooting as needed; inventorying/ordering supplies; opening & closing files; development of forms and procedures for various functions (i.e., handling records, pretrials, small claims); training incoming secretarial staff; helping others with MS Word difficulties; and taking on special projects as management requested. Reason for Leaving: Staffing cut-backs.

Legal Secretary, III

Plunkett & Cooney, P.C

April 1985 - May 1999

Duties included various administrative assistant/managerial type duties, including handling and maintenance of complex litigation files, preparation of legal pleadings, correspondence, reports, creation and preparation of computer forms (many of which were reporting requirement type forms for various insurance carriers), all in defense of cases involving medical malpractice, product liability, auto negligence, premises liability, professional malpractice, municipal law, civil rights, employment law, and workers' compensation. All appointment scheduling, due date scheduling, dictation, document preparation, travel arrangements, trial preparation, etc. performed for attorneys. Trained incoming support staff, receptionists, & paralegals over 14 years employed. Handled petty cash, supply ordering, library materials, and court filings. Extensive client contact/customer relations with corporate/professional clientele. Worked as Team Leader of admin staff during last year. Reason for Leaving: Adverse situation between the attorney I worked for and his superiors caused by the attorney's performance problems.

Legal Secretary

Bockoff & Zamler, P.C

October 1984 - April 1985

Duties included all maintenance and preparation of litigation files for senior partner dealing with plaintiff representation in product liability, premises liability, and bodily injury matters. Large amount of public relations and client relations, preparation of all pleadings, correspondence; scheduling and due date scheduling. Reason for Leaving: Offered a better position in another firm.

Legal Secretary

Snell & Wilmer

April 1983 - December 1983

Duties Included a variety of administrative, litigation and corporate matters including: management of complex administrative litigation ($160 million utility rate cases), preparation of securities administration statements (e.g., Eurodollar financing and debenture conversions), briefs and other court pleadings, miscellaneous contracts, leases and deposition summaries: all of which was performed for two attorneys. Reason for Leaving: Moved out of state.

Qualifications & Certifications

Fenton Senior High School

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