 Highly motivated candidate with experience as a paralegal and documentation manager seeks to transform a demonstrated record of professional achievement into measurable performance in a dynamic work environment.  Comprehensive understanding of all aspects of document review and management, with experience reviewing a broad spectrum of court orders, letters of authorization, and other formal instructions from the IRS or state tax agencies that direct UBS to place restrictions on withdrawals, disbursements, or transfers of funds. Also offers expertise working with child support liens, guardianship and custodial accounts and divorce matters.  Proven ability to motivate teams of professionals to exceed objectives with the highest degree of competence and professionalism.

Highlights:

• Paralegal
• Court Orders
• Confidentiality
• Financial Services
• Wealth Management
• Document Review
• Notary Public
• marriage disputes
• A SERIES
• Audit
• Bonds
• Email
• Financial
• Management
• Security