Cassandra Rettzo

Legal Secretary at Davis & Brusca, LLC
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Contact Information
Location
Trenton, New Jersey, United States, JE

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Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Legal Secretary
      • Feb 2022 - Present
    • United States
    • Legal Services
    • 1 - 100 Employee
    • Paralegal
      • Jun 2016 - Jan 2022

      • Opening all workers compensation files which entailed setting up a complete file in Needles, creating a word file • Closing all settled workers compensation files which entailed entering all information into Needles (including any missing information not previously entered), scanning settlement, emailing settlement to Gaylord Popp Accounting, checking for any Medicare/Medicaid liens, sending a thank you letter to client, sending a lien letter if required, scan all medical records, lien information and pleadings into word file and closing file once the check is received • Handling all calls regarding scheduling for three attorneys for workers compensation, social security and pensions • Handling calendar for three attorneys including scheduling appointments for our Trenton, Iselin and Cherry Hill offices • Receiving all incoming faxes and directing them to the appropriate personnel • All scheduling of social security hearings which entailed entering hearing into calendar, adding to hearing list in word, entering hearing information into Needles, copying notice to attorney, sending notice to client, sending acknowledgement back to social security and scanning notice to word file • Scheduling social security hearing preps with assigned attorney • All social security adjournments which entailed notifying client, following up with Social Security for a new hearing date and making multiple calls to confirm same • All social security decisions which entailed scanning decision to file, copying decision to attorney, sending letter to client regarding appeal and entering into Needles • Reviewing all social security mail and processing accordingly • Reviewing pension mail, handled all telephone conferences with the judge/attorney and all hearing notices, noted in the calendar and copied attorney • Covered the front desk when needed • Training new employees on Needles, mail and opening files • Prepared new client folders for each day's new appointments Show less

    • United States
    • Physical, Occupational and Speech Therapists
    • 1 - 100 Employee
    • Secretary/Rehab Coordinator
      • May 2012 - Jun 2016

      • Opening office and preparing for daily routine • Mail distribution • Creation, maintenance and closure of patient files • Appointment scheduling • Processing payments and preparing daily deposits • Insurance verification • Timely follow-ups with insurance as well as patients • Complete monthly/quarterly/yearly office audits • Maintain schedule for doctor • Office email correspondence • Order and stock all office and medical supplies • Sanitize office • Assist patients with rehabilitation exercises Show less

    • Financial Services
    • 100 - 200 Employee
    • Treasury Secretary
      • Aug 2002 - Jul 2011

      Assisted the Treasurer and Cash Management department in all areas of office duties including tracking reports (ie: interest rates, portfolio numbers, trading limits, liquidity, profit & loss, trader numbers, credit exposure, etc.), preparing various agreements (ie: give-ups, limits, brokerage, etc.), typing, faxing, scanning, travel arrangements, maintaining corporate aircraft flight information and maintenance reports, appointment planning, calendar maintenance, planning catered luncheons, placing reservations, maintaining several filing systems, downloading and maintaining bank statements from several banking systems, creating distribution lists for financial information distribution, sorting trade confirmations, handling mail and confidential correspondence. Also performed required office duties for the CFO/COO as well as assisting the Tax and Legal departments on an as needed basis. Show less

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