Andrea Stone Email & Phone Number

Remote

Mattoon, Illinois, United States

Reconcile unique assets on a monthly, quarterly, and annual basis Monitor cash management of direct deposit accountsProcess accounts payable for trust department clientsProcess interest and dividend paymentsFee generation and processing including fee invoice payments Balance internal account with daily transactionsProcess escrow paymentsOpen and close client accountsImport and export data from text files, save queries, or databases Create pivot tables using worksheet data and external resources, modify pivot table, sort items and group dataFormatted spreadsheets and workbooks for print

Mattoon, Il

Assist retirement plan participants daily with transactions, including planning, website access, and general inquiriesBalance and submit retirement plan payrolls to over thirty different plansReview IRS tax forms such as 1099(R) and 5498Collect year-end census data from clients, reconcile payroll contributions, and submit to Third Party AdministratorsHelp with merger and acquisitions within a 401(k) planUsage of Microsoft Office programs on a daily basisAssist with incoming phone calls from customers and clients Performed data manipulation, transformation, and cleansing Processed data requests, manually entered data, reconciled data conflicts and created data extracts and reports

Fort Wayne, In

As the receptionist and chiropractor assistant greet patients, schedule appointments, receive payments and manage patient files. Act as a liaison between insurance companies and patients to ensure charges were applied correctly by processing insurance verifications and interpreting explanation of benefits. Prepared documentation for attorneys and insurance companies.