Catherine Verciglio

Assisting attorneys (4) with daily administrative support, calendar management, travel and speaking engagement events, legal assistant support for multiple filings a week, invoicing 15 plus clients, accounts receivable for 15 plus clients, managing bank account to match online platform, managing office supplies, cleanliness of office, and ensuring no issues with equipment in office.

Assisting Financial Advisors (5) with administrative support, assist numerous clients with new or existing accounts, establish new portfolios, calendar management for Financial Advisors, schedule and attend client meetings, maintain client records, sell and buy under client’s instructions to create cash in accounts for future transactions, assisted financial advisors in preparing client presentations and reports.

Prepared the next day’s paperwork and have insurance verified, communicate with referring dermatology offices through direct messages to receive referrals for MOHS procedure, oversaw daily operations of front desk, ensuring efficient patient flow and appointment scheduling for multiple office locations, trained and mentored new staff.

Answer and transfer calls using a multiple phone line system, greet, assists and directs clients, workers, visitors, and the public, inventories, organizes, and orders office supplies, provide office support services to attorneys’ (6) by filing copies, typing letters, sending faxes, and requesting documents daily.

Completed orders for medical equipment while maintaining detailed records, insurance verification, receiving payment for equipment and occasional delivery of equipment to patients, ensured confidential information was properly filed and protected, collaborated with healthcare providers to ensure timely processing of patient referrals and admissions.

Prepared affidavits to mail to clients regarding their Asbestos claim daily, received signed paperwork from client and added to clients profile, communicated between patients and physicians to complete all necessary documentation, built positive professional relationships with other medical professionals, managed case intake processes, ensuring compliance with legal protocols and firm policies.

Maintained clear, detailed, and organized records, delivered “papers served” for lawsuits, and filings at both the Federal and County level, prepared office files, office cases, and other general administrative duties.

Processed incoming delivery of pharmaceutical stock (including controlled substances), inventoried pharmaceutical stock and prepared prescriptions for final processing by pharmacist, received incoming prescriptions from patient’s in-store with exceptional customer service.