Customer Service Executive Assistant

Stephanie Forte *** MCKINLEY AVENUE BAYVILLE, NJ *8721

adx5j1@r.postjobfree.com 908-***-****(c)

DETAIL ORIENTED- COMMUNICATIONS-MOTIVATED-TEAM PLAYER Work Experience:

PROFESSIONAL INSTALLATION AND REMODELING, LLC TomsRiver, NJ From March 2022-July 2023

Title: Executive Assistant

Duties:

•PDF documents

•Price out measurements

•Combining PDF docs and submit billing to Lowe’s

•Create and maintain customer paperless files

•Support executives and owners w various tasks

•Customer service

•Scheduling

•Tech support

BARWAY ENTERPRISES, LLC Toms River, NJ

Dates of Employment: June 2009 to December 2019

Title: EXECUTIVE ASSISTANT

Duties:

• ATTEND BIDS

• TRAVEL

• COMMUNICATION W MULTIPLE SUBCONTRACTORS

• SCHEDULING

• CLERICAL DUTIES

• RECEPTION

• EXCEL SPREADSHEET PRODUCTION AND MANAGEMENT

• MAINTAIN OFFICE DUTIES

• ORDER SUPPLIES

Jeff McWeeney, Esq Trusts and Estate Firm - Toms River, NJ Dates of Employment: July 2003 to April 2009

Title: Paralegal

Duties:

• Meet with client and attorney at initial meeting

• Review and analyse will and trust provisions

• Draft petition for probate and supporting documents

• Prepare and maintain a calendar system

• Notify heirs, devisees and creditors of probate proceeding

• Publish Notice of Petition To Administer

• Draft correspondence

• Review decedent's records

• Assist personal representative and/or client in collecting other death benefits such as insurance andsocial security benefits

• Assist client with collecting Social Security benefits and life insurance proceeds

• Draft Spousal Property Petition and Spousal Property Order

• Draft Small Estate Declaration/Affidavit and prepare Petition and Order For Succession of RealProperty

• Arrange for bond or blocked account

• Collect information and assets for preparation of inventory and appraisal

• Determine titling of assets

• Evaluate assets (date of death and alternate valuation date)

• Draft inventory and appraisal list

• Prepare and file probate documents in administration of estate or summary administration

• Surrender insurance policies and claim forms to appropriate agency

• Complete life insurance claims and other death benefit claim forms

• Verify cash and bank balances at date of death

• Prepare preliminary tax returns and evaluate cash needs

• Draft decedent's final federal and state individual tax returns

• Draft Petitions and Orders for Partial Distribution

• Draft Petition for Final Distribution and supporting documents

• Draft federal gift tax returns, income tax returns (individual and fiduciary)

• Collect data for estate planning

• Draft wills, codicils, trusts and amendments to the trust

• Draft powers of attorney for health care and property management

• Draft court documents for conservatorship

• Draft court documents for guardianships

• Draft accountings for conservatorship/guardianships

• Draft federal and state tax returns for conservatorship Greg Gianfacaro, Esq - Phillipsburg, NJ

Dates of Employment: April 2002 to June 2003

Title: Paralegal (internship)

Duties:

• Attend initial meeting with client

• Organise and analyse; file and prepare chronologies

• Draft, file and serve summons and complaint

• Draft, file and serve answer or other responsive pleadings

• Conduct or supervise fact investigation (i.e., local interview witnesses, site inspection, locate and pr,material evidence) • Draft correspondence

• Maintain calendar

DISCOVERY

• Draft discovery documents or prepare responses

• Digest and analyse responses to discovery requests

• Prepare and serve deposition notices and subpoenas

• Arrange for court reporters and/or videotape technicians

• Draft deposition questions and outline

• Review and assemble documents to be used at deposition

• Prepare witnesses and clients for depositions

• Take notes at depositions which can include observation of reactions of those present

• Digest deposition transcripts

• Attend document productions

• Review, organise and index documents produced

• Respond to interrogatories, document production

• demands and requests for admissions

• Examine premises, locations and objects and take and/or photographs

• Draft motions and stipulations

• Arrange for and work with expert witnesses

• Perform legal, non-legal and medical research

• Check cites and Shepardize

• Attend independent medical examinations with clients

• Draft legal memoranda and/or briefs

• Obtain, review and analyse medical records

• Obtain, review and organise damages information; calculate damages and prepare, maintain andupdate damage summaries

• Obtain factual information regarding products, companies and individuals from various governmentalagencies, re: facilities, etc.

• Develop information retrieval systems using computerized, systems

• Work with outside vendors, investigations, etc.

• File maintenance

TRIAL

• Draft pretrial statements and settlement conference memoranda

• Prepare and serve trial subpoenas

• Organise and mark trial exhibits

• Prepare or supervise preparation of graphs and demonstrative exhibits for use at trial

• Prepare trial notebooks

• Prepare and coordinate witnesses

• Draft lists of documents and testimony to use in impeaching opposition witnesses

• Obtain jury lists and biographical information on jurors

• Draft jury instructions, motions in limine and voir dire questions

• Attend trial to take notes and handle exhibits

POST-TRIAL

• Order and summarise trial transcripts for appeal purposes

• Draft memorandum of costs or motion to tax costs

• Draft notice of appeal

• Prepare garnishments, levies, debtor examinations, etc.

• Prepare satisfaction of judgment

SETTLEMENT

• Prepare settlement calculations

• Draft settlement documents, including releases and dismissals

• Draft motions and stipulations for settlement

Amato & Margle, P.C., Bethlehem, PA

Dates of Employment: July 2000 to September 2002

• Criminal Defense Cases

• Matrimonial Cases

• Bankruptcy Litigation and Collections

• Excel Spreadsheets

• Billing

• Reception

• Conduct an intake interview - Obtain info concerning debtor's name, assets, & debts

• Verify all accuracy of debtor's financial statements

• Make arrangements for debtor to receive credit counselling.

• Draft Bankruptcy Petitions

• File various legal documents thru PACER with the Federal Courts

• Verify validity of all debtor claims that have been submitted to the bankruptcy court

• Assist the attorney in preparing client for the bankruptcy court

• Assist in work on the debtors behalf in any legal actions Education

Bachelor's in

Psychology

KEAN UNIVERSITY @ OCEAN - Toms River, NJ

Dates Enrolled:

August2000-May 2005

GPA: 3.7

Transcripts available upon request

Skills

• Dictation (10+ years)

• 70 wpm

• General office

• Office support (10+ years)

• Customer service (5 years)

• Legal documents (8 years)

• Excel

• Microsoft excel (10+ years)

• Microsoft office 2003

• Office 2003

• Microsoft word

• Word

• Lexis

• Westlaw

• Drafting

• Problem solver

• Work flow

• Administrative Assistant

• Outlook

• Marketing

• Filing

• Scheduling

• Sales

• Microsoft office

• Receptionist

• MS Office

• Data Entry

• Administrative Experience

• Office Management

• Organisational Skills

• Photoshop

• Event Planning

• Microsoft Powerpoint

• Microsoft Outlook

• Legal Research

• Legal Drafting

• Personal Assistant Experience

• Data Collection

• Intake Experience

Skill Summary:

• Westlaw and Lexis Nexis Research

• Microsoft Excel, Microsoft Word, Microsoft Office 2003 & 2007

• Effective Problem solver; Prioritize and manage heavy work flow without direct supervision.

• Excellent working relationships

• Additional skills include customer service and general office support

• Drafting various legal documents

• Dictation • Type 70 wpm

Contact this candidate