New York City Metropolitan Area
• Assist in all Matrimonial/Family Law legal tasks including conducting legal research, preparing correspondence, pleadings, retainers, discovery demands & responses, subpoenas, judgment packets, matrimonial submission documents, statement of net worth, petitions & orders. • Assist in all Estate related legal tasks including preparation of Probate and Administration Petitions and Estate Accountings; Drafting of Wills, Power of Attorney, Healthcare Proxy and Trust documents. • Assist in all Civil Litigation legal tasks including drafting stipulations, pleadings, discovery demands & responses, subpoenas, and E-Filing as required. • Assist with all Real Estate Matters including the preparation of Contracts of Sale and Riders; Drafting of closing disclosures; Drafting of deeds and transfer documents for recording by the County; Assist with clearing Title exceptions to effectuate closings as needed. • Assist in Appellate Court matters including the preparation and drafting of Notice of Appeal, Request for Appellate Division Intervention, formatting Appellate Briefs and all ancillary documents for submission to the Appellate Court. • Responsible for all of the Firm’s Administrative issues and manage all aspects of the office. • Manage all case assignments, ensure all client matters were handled in a timely fashion • Manage attorney and firm calendar, scheduling of appointments, conferences and depositions. • Responsible for Firm billing matters- entry of all billable time and expenses into Timeslips; Monthly generation of client invoices and production of billing reports as needed • Responsible for all accounts receivable tasks including processing and posting payments, issuing refunds as required and the collection of past due balances • Manage Firm filing system - Opening and Closing all client files and maintaining logs of same.
• Responsible for all of the Firm’s Administrative issues and managed all aspects of the office. • Scheduled and managed all weekly staff meetings • Managed all case assignments, overseeing attorneys and support staff to ensure all client matters were handled in a timely fashion • Managed attorney and firm calendar, scheduling of appointments, conferences and depositions. • Managed all accounts payable and banking for the firm • Responsible for Firm billing matters- entry of all billable time and expenses into Timeslips; Monthly generation of client invoices and production of billing reports as needed • Responsible for all accounts receivable tasks including processing and posting payments, issuing refunds as required and the collection of past due balances • Handled and responded to all client fee disputes; drafted and served all fee arbitration notices; scheduled fee dispute hearings and managed communications and hearing matters • Managed Firm filing system - Opening and Closing all client files and maintaining logs of same. • Assisted in all legal tasks - Prepared correspondence, pleadings, retainers, discovery demands & responses, subpoenas, judgment packets, matrimonial submission documents, statement of net worth, petitions & orders.
• Conducted large reconciliation projects for specific clients and associated accounts of unpaid receivables, some over a yr old • Acquired copies of checks, backup, invoices, time sheets, pay rates, and contracted discounts and researched all short payments, overpayments, unapplied and misapplied payments • Reconstructed past receivables activity in multiple Excel spreadsheets and utilized to correct billing and data entry errors and submit the corrected billing details and supporting backup for re-billing • Provided collection and accounts receivable assistance, as required
• Provided collections and accounts receivable management services for four entities held by Control Holdings: Control Building Services, Control Environmental Services, Control Service Force & Control, and TFS East. • Reviewed aged receivables and placed collections calls to facilitate payment(s) for each individual company • Interacted with onsite staff to manage receivables, including acquiring necessary invoices, time sheets, and additional documentation in order to claim / process payment • Identified problem accounts, provided regular collection status reports, recommended appropriate courses of action, and communicated with the CFO regarding the status of all accounts, as necessary • Conducted daily review of company's cash receipts, provided cash reconciliation services as needed