Julia Giannetta
Vaughan,ON
Summary
A hardworking and reliable individual seeking to assist and support the company to strive for success. Extremely organized and motivated, achieving high standards of excellence by paying close attention to detail. Readily resolves problems and undertakes challenges with enthusiasm. Diligently provides a high level of commitment to ensure positive experiences and achieve optimal results. Works well with others as well as independently to handle assignments and always ready to go beyond basic tasks. Quick learner with good computer abilities.
Overview
5
5
years of professional experience
Work History
Data Entry Clerk
Koskie Minsky LLP
02.2024 - Current
- Enhanced data accuracy by meticulously reviewing and correcting errors in spreadsheets and databases.
- Compared transcribed data with source document to detect and correct errors.
- Built and maintained tracking databases for variety of cases.
- Developed and implemented data entry operations.
- Evaluated source documents to locate needed information.
- Analyzed current data records to provide detailed reports.
- Created spreadsheets for more efficient recordkeeping.
- Managed and organized documents for data entry tasks.
- Used computer software to store and retrieve data.
- Updated and maintained customer information, documents and records.
- Scanned documents and saved in database to keep records of essential organizational information.
- Improved database integrity by regularly updating records to ensure relevancy and accuracy of information.
- Maintained strict confidentiality of sensitive client information, ensuring compliance with industry regulations and company policies.
Legal Assistant
Douglas Law Firm
10.2022 - 02.2024
- Scheduled consultations for potential clients to meet with lawyers regarding their legal matter.
- Scheduled and coordinated meetings between legal teams and clients to discuss progress of cases.
- Assisted with intake of new clients and materials by setting up files and documenting important information.
- Managed accounts and client records, observing confidentiality, and extreme discretion.
- Handled calendar scheduling and made notes for deadlines, motions, and other important dates for the lawyers.
- Screened phone calls to effectively handle less important inquiries and keep senior staff free for more important matters.
- Created spreadsheets to track client progress and document billable hours.
- Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Created and submitted weekly legal summary to managers, covering current cases, deposit requests and collections statuses.
- Initiated billing statements, trust ledger transactions and managed firm administrative matters.
- Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
- Responsible for keeping track of client trust account balance, receiving and depositing money when necessary.
- Operated Cosmolex, LawPay, Estate Planner, Microsoft and Excel spreadsheets.
- Drafted client Will and POA's for the lawyers review using Estate Planner.
- Responded to Will, Estate and Family law inquires.
Quality Assurance Clerk
Stewart Title Guaranty Company
03.2022 - 10.2022
- Assisted in providing real estate insurance to lawyers within Eastern, Western and Atlantic Canada.
- Maintained internal quality documentation and databases for consistent operation of quality assurance team.
- Developed or updated company complaint and inspection procedures to support timely capture, documentation and investigation of quality issues.
- Completed required compliance documentation to meet industry regulations.
- Managed time by prioritizing workload and juggling multiple tasks simultaneously.
- Prepared and processed forms to change customer service levels.
- Documented key points of customer interactions on digital database.
- Processed orders and applications of real estate insured lawyers in need of policies.
- Met and exceeded daily service quality and performance goals.
- Presented existing and prospective customers with valuable information to aid decision-making.
- Updated customer accounts and profiles with current personal and purchasing information.
- Followed scripts to maintain good call control.
- Used systems for tracking, information gathering and troubleshooting.
- Informed clients and service providers of upcoming policy changes and coverage modifications.
- Worked with insured customers and representing agents to collect information and convey changes to the involved accounts.
- Investigated the history of each client to identify prior situations, insurance coverage and other relevant information on file, ordering reports to further evaluate histories.
Administrative Assistant/Receptionist
WAXON Beauty Bar
10.2019 - 03.2022
- Served as first point of contact for new and returning visitors.
- Greeted guests promptly and consistently set professional tone with friendly assistance.
- Filtered incoming phone calls, escalating only highest priority inquiries to executive leadership.
- Screened or answered email messages to support consistent and timely communication.
- Provided guests with company information and addressed questions.
- Shared information about office hours, procedures and requirements to costumers.
- Triaged multiple tasks and competing priorities in servicing requests from senior managers.
- Managed scheduling and staff coverage logistics for confidential, personal concerns relaying information as intended by senior staff.
- Received, organized and distributed important documents.
- Actioned administrative tasks in line with company procedure.
- Prioritized workload independently to reliably meet deadlines.
- Operated POS system, processed transactions and issued receipts.
- Added daily tracking details to Microsoft Excel spreadsheets and produced regular reports.
Education
Bachelor of Applied Science - Diploma in Community Justice
University of Guelph Humber
Etobicoke, ON06.2022
High School Diploma -
Emily Carr Secondary School
Woodbridge, ON06.2017
Skills
- Analytical thinking
- Task prioritization
- Creative thinking
- Problem-solving
- Data management
- Teamwork and collaboration
- Performance optimization
- Software skills
- Administrative support
- Organizational efficiency
- Legal document preparation, research and writing
- Data Entry
Timeline
Data Entry Clerk
Koskie Minsky LLP
02.2024 - Current
Legal Assistant
Douglas Law Firm
10.2022 - 02.2024
Quality Assurance Clerk
Stewart Title Guaranty Company
03.2022 - 10.2022
Administrative Assistant/Receptionist
WAXON Beauty Bar
10.2019 - 03.2022
Bachelor of Applied Science - Diploma in Community Justice
University of Guelph Humber
High School Diploma -
Emily Carr Secondary School
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