Philip Melki

Private Wealth Services Paralegal Assistant at Holland & Knight LLP

Role
Paralegal Assistant - Private Wealth Services at Holland & Knight LLP
Location
Boston, MA, US
LinkedIn followers
500 followers

About Philip Melki

I am a prospective law student currently working at Holland & Knight LLP in Boston as a Private Wealth Services Paralegal Assistant while studying for the LSAT. I am currently a member of the Arab American Bar Association of Massachusetts. I graduated Cum Laude from Boston University with a BA in International Relations as a student-athlete on the D1 Men\'s Heavyweight Rowing where I won several awards for both my academics and my leadership skills and was named to the College of Arts and Sciences Dean\'s List in six consecutive semesters.

Experience

  1. Paralegal Assistant - Private Wealth Services

    Holland & Knight LLP

    Jul 2023 — Present · Boston, MA, US

    Work with attorneys, associates, fiduciary accountants, and paralegals in preparing private wealth plans for high-net-worth clients.• Draft estate planning and estate administration documents, including (but not limited to) trusts, wills, corporate documents, probate and estate filings, and gift tax forms.• Assist Trust Operations Manager in managing investments, disbursements, and deposits for 70+ trust accounts, totaling $90 million. • Maintain paper and electronic records of estate planning files and corresponding documents.

Education

  • Boston University - Frederick S. Pardee School of Global Studies (Pardee School)

    Bachelor of Arts - BA

    2019 — 2023

  • Buckingham Browne & Nichols School

    High School Diploma

    2007 — 2019

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Philip Melki — Paralegal Assistant - Private Wealth Services at Holland & Knight LLP in Boston, MA, US | Unifers