The Wagner Law Group, Est. 1996

Sophisticated Legal Solutions Boutique-Style Service

Paralegal Geri Zamber Headshot

Geri Zamber

Paralegal

Location:
Boston

vCard

Practice Areas

  • Trusts & Estates

Experience

  • Draft various plan documents and employee communications for retirement and welfare benefit plans
  • Participate in the preparation and filing of VCP applications and DFVC submissions
  • Prepare and ensure accuracy of government (IRS, DOL) reporting including Forms 5500, 5300, 5310
  • Track deadlines; routinely manage projects; analyze plan documents to determine benefits
  • Prepare domestic SEC filings; prepare Board Resolutions and Consents; performed legal research
  • Monitored new laws and regulations regarding ERISA, COBRA, HIPAA, ACA, etc.
  • Review, proofread, and edit plan documents, RFPs, employee communications, and correspondence
  • Utilize exceptional interpersonal skills to build rapport and foster genuine relationships with various clientele

Prior Experience OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C., Atlanta, Georgia 2001-2014 Paralegal — Employee Benefits/ERISA

  • Created, managed, and led departmental projects that resulted in improved overall efficiency
  • Created and managed 30K-item database; achieved 100% accuracy over an 8-year period
  • Drafted various plan documents and employee communications for retirement and welfare benefit plans
  • Participated in the preparation and filing of VCP applications and DFVC submissions
  • Prepared and ensured accuracy of government (IRS, DOL) reporting including Forms 5500, 5300, 5310
  • Tracked deadlines; routinely managed project; analyzed plan documents to determine benefits
  • Prepared domestic SEC filings; prepared Board Resolutions and Consents; performed legal research
  • Monitored new laws and regulations regarding ERISA, COBRA, HIPAA, ACA, etc.
  • Reviewed, proofread, and edited plan documents, RFPs, employee communications, and correspondence
  • Utilized exceptional interpersonal skills to build rapport and foster genuine relationships with various clientele
  • Assisted on projects with the litigation and immigration practice groups (e.g., Discovery, trial prep, I-9 audits)
  • Participated in the interviewing, selection, and supervision of legal administrative support staff
  • Team Captain for Atlanta Legal Aid Society’s Annual Run for Justice — Won top honor for highest participation for 10 consecutive years

THE BABB GROUP, INC. – Newport Beach, California 2009-2014 Editorial Director

  • Edited and proofread a wide variety of documents and text; specialized in doctoral dissertations
  • Liaised closely with clientele to ensure accuracy and satisfaction of printed materials

TRENAM, KEMKER, SCHARF, BARKIN, FRYE & O’NEILL, P.A., Tampa, Florida 1991-2001 Paralegal – Employee Benefits/ERISA Legal Secretary – Employee Benefits/ERISA 1986-1991

  • Utilized plan documents to provide benefit determinations
  • Ensured accuracy of participant distributions, hardship withdrawals, and participant loans
  • Performed due diligence in M&A cases
  • Assessed and approved QDROs and QMCSOs
  • Searched for and located missing participants
  • Participated in IRS and DOL audits
  • Assisted with mentoring new hires to work with attorneys in a team environment
  • Monitored status of 100+ benefits cases
  • Prepared monthly client invoices

Education

State University of New York at Buffalo, B.S. in Business Administration

Community Activities

  • Speaker at Entrepreneurial Assistance Program sponsored by City of Buffalo, as part of Nixon Peabody pro bono program. Purpose of program is to advise individuals interested in starting up small businesses in the community.
  • Day of Caring, which involves dedicating the majority of a work day to helping a non-profit organization, with painting, cleaning, gardening, etc.