Barbara Bryan Email & Phone Number

Salem, Ma

• Assist customers in person and by telephone• Review cases for proper documentation• Docket cases in Mass Courts electronic case management system• Assist unrepresented litigants seeking counsel at the Essex County Bar Association lawyer for the day program

Natick, Ma

• Coordinated client services from initial meeting through completion of estate plan including intake and workflow for client matters, scheduling meetings and gathering and organizing material• Communicated with clients, trustees, financial advisors, and other parties to obtain all information and documentation needed• Drafted estate plan documents and conducted estate plan reviews• Prepared deeds, trust funding documents, Excel spreadsheet asset status lists and estate plan files for meetings• Assisted attorneys with probate and trust administrations• Conducted client meetings including funding and signing meetings• Maintained calendar, client files, and digital files • Generated monthly client billing• Streamlined and managed electronic and archived files, client database, project database, mailing lists, and coding systems • General office management including supervising office administrator and legal assistant• Developed and managed step by step procedures for systems and processes and provided training to team members• Implemented process for clients’ three-year review and conducted review of files at each three- year mark• Designed client and advisor mailings using Constant Contact and Eventbrite and monitored and updated law firm website

Lynnfield, Ma

• Reviewed client assets and obtained, organized, facilitated and managed the documents necessary to retitle client assets• Prepared and managed reports to track and retitle client assets • Supervised funding team to ensure smooth workflow• Researched, drafted, and filed client deeds with the Registry of Deeds• Oversaw the data entry process for FundingPro and Time Matters• Implemented and executed the process to create a paperless office• Created, with supervising attorney, an estate design book for high net worth clients• Met with clients to explain the funding process and to review and sign transfer documents and forms• Responded to ongoing client questions and concerns• Conducted annual review of client assets• Assisted with the execution of estate settlement and probate retitling documents

Wakefield, Ma

Health and Welfare Tax Filing Associate• Managed the administration of Health and Welfare Plan IRS filings and reports including data collection, data entry, forms preparation and auditing• Assisted the Consulting team with preparation of self-insured filings Administration Coordinator – MP Team• Reviewed adoption agreements and amendments for ADP TotalSource 401k Plans for accuracy• Maintained client accounts in SalesLogix and Relius Administration

Littleton, Ma

Excel in fast paced environments and committed to excellence. Under the “Indigo Division” played key role in transition of contracts when “Indigo America” was acquired by Hewlett Packard”. • Negotiated and managed contracts for new and existing clients by liaising with senior management and external stakeholders• Automated and maintained customer usage program and rebate program resulting in increased efficiency and accuracy• Created new pricing program to ensure customers satisfaction and company’s profits.• Assisted in development and implementation of complex price lists for usage program, parts and contracts in MFG PRO database and the Internet.• Automated usage program invoicing in MFG PRO, which resulted in more accurate invoices and customer satisfaction.• Automated and managed customer rebate program, resulting in increased in efficiency and accuracy.• Managed the collection and processing of monthly data and usage invoicing.• Trained staff from various internal departments to ensure optimal customer service and satisfaction.

Woburn, Ma

• Monitored and maintained customer and employee database in MFG PRO.• Managed customers’ service contracts, revenue and billing. Supplied Customer Support and upper management with confidential and time-sensitive information.• Worked closely with MIS-IT Department on various projects, including testing of new applications, the implementation of the service-pricing module in MFG PRO, and security and access to MFG PRO and Internet for employees and customers.• Collaborated with Customer Care and Finance departments to research and resolve customer issues and ensure customer satisfaction.• Received Employee of the Quarter Award for customer satisfaction.

Woburn, Ma

• Developed effective tools for gathering statistical information, prepared reports and graphic representation of data, and presented to executive-level management.• Created confidential monthly report for statistical tracking and planning purposes.• Served as liaison between field service and corporate office.

Associate Of Arts And Sciences - Aas, Paralegal, 4.0

Associate of Science in Paralegal Studies (ABA Approved)

Business Administration And Management, General

Coursework towards Business Administration Degree