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