Lisa Marie Lee
- Role
- Paralegal at Alexander & Pelli, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Lisa Marie Lee
As a highly motivated and dedicated professional, I have a proven track record in…
Experience
Paralegal
Nov 2021 — Present
Draft probate, inheritance tax and estate administration documents for several attorneys. Correspond with clients, gather asset and financial information, including death asset valuation, submit request for legal advertisement and unclaimed property- Prepare fiduciary accountings for estates and trusts using FASTER tax and accounting software- Open and maintain estate bank account including deposits and reconciliation with monthly statements- Act as a witness and notary for legal document signings- Provide administrative support, including new matter database and file management, legal research, answering phones, opening and distributing mail.
Education
Arcadia University
Bachelor’s Degree, Business Administration and Management, Health Administration
Manor College
Post-Baccalaureate Certificate, Paralegal Studies
La Salle University
Associate’s Degree, Liberal Arts
Skills
- Banking
- Credit
- Finance
- Loans
- Financial Risk
- Relationship Management
- Portfolio Management
- Retail Banking
- Credit Analysis
- Customer Service
- Commercial Banking
- Cross Selling
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.