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Service Representative Call Center

Location:
Centereach, NY
Posted:
February 19, 2023

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Resume:

Annette M. Duncan

advf0q@r.postjobfree.com

South Setauket, New York

Mobile: 516-***-****

Professional

Experience 2017 – Present N.Y. Law Firm and Patchogue, N.Y.

Title Agency

Paralegal

Solely responsible for day to day operations of lawyer.

Create, revise and format legal documents.

Heavy Calendar.

Heavy transcription and prepare pleadings from audio dictation.

Elder Law, Wills, Trusts and Estates.

Real Estate Transactions.

Create and proofread Motions and Pleadings.

Heavy client contact, make all appointments and internet research.

Update clients on their cases.

Correspond with government agencies, ECF.

2016 – 2017 The Sallah Law Firm Holtsville, N.Y. (Partner Retired)

Paralegal

Solely responsible for day-to-day operations of lawyer.

Create, revise and format legal documents.

Heavy Calendar.

Heavy transcriptions and prepare pleadings from audio dictation.

Elder Law, Wills, Trust and Estates.

Matrimonial and Family Law.

Personal Injury.

Real Estate Transactions.

Create and proofread Motions and Pleadings.

Heavy client contact, make all appointments and internet research.

Update clients on their cases.

Correspond with government agencies, ECF.

2009 – 2016 (Season Position) Internal Revenue Service, Holtsville, N.Y.

Customer Service Representative

Provide technical assistance to individuals and/or businesses primarily through telephone interaction in a dynamic call center environment, and/or face-to-face contact.

Address wide range of issues/problems that require unique solutions.

Apply the tax code to assist taxpayers in understanding and meeting their tax responsibilities.

Secure, analyze and protect sensitive personal and financial

information.

Utilize information provided to set up payments owed and collections of payments due and past due.

Make determinations and use sound judgment to resolve taxpayer disputes and delinquency issues.

1994 – 2009 Siegel & Kulakoff Massapequa Park, N.Y. (Employer Retired)

Office Manager/Legal Assistant

Solely responsible for day-to-day operations of lawyer.

Create, revise and format legal documents.

Calendar.

Heavy transcription and prepare pleadings from audio dictation.

Elder Law, Wills, Trusts and Estates.

Matrimonial.

Heavy Real Estate.

Update law journals and books, internet research on law and investments.

Pleadings and Motions.

Heavy client contact, schedule appointments.

Correspond with government agencies, ECF.

Notarize firm's documents.

Education

Queens College B.B.A. Flushing, NY

Certification

Notary Public, Paralegal Certificate, Microsoft Office, H&R Block Tax Course, VITA Volunteer Program, Freelance Court Reporter, Medical Transcription and Transcribe for the Suffolk County Police Department



Contact this candidate