Summary
Work History
Education
Skills
Notary Public of New Jersey
Timeline
BusinessAnalyst

Carol D Terreri

Legal / Financial / Executive Assistant
Succasunna,New Jersey

Summary

Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision. Highly organized with superior attention to detail.

Work History

Legal Assistant

Dunne’s Law & Mediation, P.A
Ledgewood , NJ
2021.10 - Current
  • Handled office scheduling and calendared for deadlines, motions, and other important dates.
  • Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.
  • Helped with intake of new clients and materials by setting up files and documenting important information.
  • Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.
  • Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
  • Scheduled and coordinated meetings for sole practitioner and clients.
  • Managed accounts and records of clients, observing confidentiality, and extreme discretion.
  • Reviewed real estate sale/purchase contracts and agreements and summarized terms for easy assessment.
  • Prepared real estate closing documents; worked closely with attorney and/or legal assistant on all aspects prior to closing of title.
  • Order title insurance for all purchasing clients.
  • Preparation of estate documents, Last Will & Testaments; General Power of Attorney; and Durable Power of Attorney for Health Care Directive.
  • Dictation, transcription and dictaphone

Secretary-Bookkeeper

Close Brothers Overhead Doors, Inc
West Orange , NJ
2015.01 - Current
  • Part-time secretary and bookkeeper.
  • Respond to emails and other correspondence to facilitate communication and enhance business processes.
  • Manage filing system and complete other clerical tasks.
  • Enter and monitor billing data into system; update customer contacts with information to keep records current.
  • Handle company deposit transactions.
  • Maintain overall business performance transactions with accountant, vendors and payroll company.
  • Proficient in QuickBooks.
  • Word, Excel, dictation.
  • Daily monitoring incoming emails
  • Work one-on-one with owner.

Financial Assistant

Precision Financial Services / Precision Brokerage
Ledgewood , NJ
2015.08 - 2021.03
  • One-on-one administrative assistant to owner.
  • Assisted with preparation of legal documents for clients.
  • Organized and reported on financial information to document payment histories and assist with sound financial accounting.
  • Collected data to create new account summary reports designed to track transactions, identify potential issues and create solutions.
  • Managed office inventory and ordered new supplies when items were running low.
  • Promptly responded to inquiries and requests from prospective customers.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Answered constant flow of customer calls with minimal wait times.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Developed and coordinated in-house matrimonial divorce workshop for women; developed workshop binders, business cards, flyers and step-by-step follow along procedure to help women thinking about divorce, going through divorce or post-divorce issues.

Legal Assistant

Douglass F. Sclar
Mine Hill , NJ
2004.01 - 2015.01
  • Worked alongside solo practitioner attorney on complex cases and legal processes for real estate, collections, matrimonial, litigation and miscellaneous legal matters.
  • Scheduled appointments, court appearances, and depositions.
  • Generated leads to meet and exceed revenue goals by identifying new clients.
  • Produced legal documents such as briefs, pleadings and appeals.
  • Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Helped with intake of new clients and materials by setting up files and documenting important information.
  • Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.
  • Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
  • Steno
  • QuickBooks

Administrative/Secretary/Office Manager

First Fidelity Bank, N.A.
Newark , NJ
1982.10 - 1992.06
  • Reported to three International Department senior lender officers.
  • Maintained and updated client files; monitored incoming and outgoing wire transfers; dictation and draft correspondence on daily basis.
  • Extensive client departmental services assisting international/domestic cliental. High impact customer calls per day.
  • Coordinated special events, seminars, golf outings and client dinner receptions.
  • Oversaw office inventory by ordering and requisitions, stocking and shipment receiving.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Legal Real Estate Assistant

Blaise J. DeMasi
Mountain Lakes , NJ
2001.06 - 2005.01
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Coordinated appointments for real estate closing of title matters.
  • Prepared closing documents for sale and purchase real estate transaction matters.
  • Correspondence to and from County Clerk's Office requesting recording of Deeds and Mortgages.
  • Maintained professional relationships with clients, real estate agents, lenders and bank personnel.

Administrative Secretary

National State Bank
1992.01 - 1995.01

Administrative Secretary

First Fidelity Bank
1982.01 - 1992.01

Bookkeeper

Tomark Maintenance Company
1977.01 - 1990.01

Education

Certified Secretary Graduate - Dictation, Steno And Typing.

Katherine Gibbs Secretary School
Montclair, NJ
06.1982

High School Diploma -

West Orange Mountain High School Graduate
West Orange NJ
06.1980

Skills

  • Customer Relations
  • Business Administration
  • Excellent Multitasking Abilities
  • Microsoft Office
  • Organizational Skills
  • Quickbooks
  • Word
  • Excel
  • Steno and Dictaphone
  • Accounts Payable and Accounts Receivable

Notary Public of New Jersey

Notary Public of New Jersey

Expiry: 7-6-2027

Timeline

Legal Assistant

Dunne’s Law & Mediation, P.A
2021.10 - Current

Financial Assistant

Precision Financial Services / Precision Brokerage
2015.08 - 2021.03

Secretary-Bookkeeper

Close Brothers Overhead Doors, Inc
2015.01 - Current

Legal Assistant

Douglass F. Sclar
2004.01 - 2015.01

Legal Real Estate Assistant

Blaise J. DeMasi
2001.06 - 2005.01

Administrative Secretary

National State Bank
1992.01 - 1995.01

Administrative/Secretary/Office Manager

First Fidelity Bank, N.A.
1982.10 - 1992.06

Administrative Secretary

First Fidelity Bank
1982.01 - 1992.01

Bookkeeper

Tomark Maintenance Company
1977.01 - 1990.01

Certified Secretary Graduate - Dictation, Steno And Typing.

Katherine Gibbs Secretary School

High School Diploma -

West Orange Mountain High School Graduate
Carol D TerreriLegal / Financial / Executive Assistant