Ciara Meyers Email & Phone Number

Jenkintown, Pa, Us

Philadelphia, Pennsylvania, United States

Provides administrative support for Philadelphia financial advisory team. Coordinates training programs for both internal and external partners. Co-leads a significant interest group within the firm. Assists with creating learning and development programs company wide.

Greater Philadelphia Area

Provides administrative support to a team of 6.

United States

•Reviews check log to confirm all necessary paperwork has been received•Inputs cost information for current and future projects•Coordinates payment receipts with vendors•Scans, organizes and transfers received documents to the proper personnel or into the correct company folder. •Scheduled and coordinated vehicle maintenance and insurance inspections with company fleet.•Organized and created internal meeting schedule and calendar.

Greater Philadelphia Area

Requests and gathers records.•Corresponds with treatment and diagnostic testing facilities, hospitals, and doctors offices via phone and fax to secure necessary records.•Standardizes daily tasks list as office needs change and facilitates necessary updates to internal and external parties.•Collaborates with various parties to obtain necessary subpoenaed documents.•Monitors case files for completion and manages archives.

Fielded potential clients through phone and electronic screenings.•Facilitated intake interviews with prospective clients to generate quality business leads.•Wrote and distributed case referrals for attorney review via electronic mail•Prepared outgoing mail and correspondence.•Refined case files to ensure current and accurate documentation.•Advised clients of case status; provided updates and secured additional information at attorneys’ requests.

Bachelor Of Liberal Arts, Journalism

Diploma, General Studies