Legal Assistant - Brenner, Saltzman & Wallman LLP - New Haven, CT
(2023-12)
- Create and maintain case files, including typing and editing transcripts for Litigation
- Maintaining Attorney's weekly time sheets
- Send Probate summaries to attorneys after documents were eFiled
- Navigate Turbo Court and downloads filing documents for attorneys
- Compare document versions in redline
- Manage multiple Attorney calendars and sign them up for CLE's
- Create Redwell folders for client files
- Draft and transmit billing statements and cover letters to clients
- Process check requests and expense reimbursements
- Assist with trail preparation, including organizing witness materials
- Scan and print high volume of documents
- Create Engagement letters with Attorney specified rates and retainer fees
- Circulate conflict checks and run background reports
- Utilize and work with AIM document management system
- Research travel options for Partner's
- Work for multiple attorney's and paralegals
- Mail FedEx envelops, certified mail, and regular mail
- Create labels for real estate planning, estate planning, and depositions
- eFile documents with Probate Courts
Director of Admissions - Cassena Care - Norwalk, CT
(2022-03 - 2023-07)
- Maintains daily census and general records
- Examines financial documentation to identify a source of payment to insure timely reimbursement to the facility
- Reviews with the applicant and/or responsible party Medicaid and Medicare eligibility requirements
- Admits new patients after reviewing their profile on several hospital referral portals
- Logs bed reservations for hospital stays and leaves of absences
- Supervises the department to insure functions are carried out in an efficient manner
Onboarding licensing Administrator - William Raveis Real Estate - Shelton, CT
(2021-07 - 2023-02)
- Onboarded new RE agents to the company from four different states: CT, NY, MA & FL
- Wrote and prepared a Directory Binder on Onboarding and Licensing for the organization, impeccably detailing all aspects of Affiliation and Termination processes
- Interacted with senior managers training them on all aspects of the onboarding and credentialing process
- Processed termination of agents in the event of poor performance and lack or productivity
- Affiliate agent's into the referral group if they no longer actively were selling
- Set up bonus payments, marketing allowances quarterly
- Integrated and processed multiple spreadsheets to monitor and record commission splits
- Trained Sales Managers and office assistants on licensing protocols for their state
- In collaboration with IT, set up new hires with security clearances and secure access to company communications system
- Tracked and distributed welcome videos and other orientation materials
- Affiliated and transferred RE licenses into state portals and when appropriate processed reciprocal licenses for multiple states
Administrative Assistant - Beers Hamerman Cohen & Burger PC - Fairfield, CT
(2019-12 - 2021-05)
- Supported all Partners in the firm daily with any given task as needed
- Duties included assembling materials for all Federal and State tax returns, creating mail merges for formal letters, drafting and preparing correspondence for clients proofreading all Financial Statements before final approval, setting up company zoom meetings and invites
Executive Assistant - IBM, Corporate Citizenship Office - Armonk, NY
(2018-05 - 2018-12)
- Served several high level executives, multitasking and prioritizing support activities including correspondence, itineraries, expense reports, and complex PowerPoint presentations
- Set up and managed meetings globally using Webex. Maintained internal databases.
Marketing Coordinator - Hartsdale Family Dental - Hartsdale, NY
(2017-05 - 2018-05)
- Marketed for new patients through internet and word of mouth, managing social media
- Duties included collecting payments daily to achieve collection and production goals, submitting deposit and day sheets daily with credit card settlements and checks, and closing out end of the day transactions and reports recording the payment totals.
Administrative Assistant - Con Edison, Energy Services - Rye, NY
(2013-11 - 2016-03)
- Fielded phone calls from customers regarding their jobs with Energy Services, by providing them with the most recent status from within other departments
- Provided customer support by resolving issues and solving complaints with CIS & CPMS (company software)
- Maintained calendars using outlook, & creating new account numbers for new gas customers
- Routed the Inspector's weekly inspections and field visits to job locations
- Operated scanner, printer & fax machines daily & scanned full-scale plot plans
- Sent correspondence to contractors & customers.
