• Oversee the daily administration of Health & Welfare, Pension, and Supplemental funds, ensuring full compliance with ERISA and Taft-Hartley regulations.• Represent the Board of Trustees' interests by coordinating with employers, Unions, and staff, and ensuring timely distribution of reports and documents.• Manage fund personnel, implement operational controls, and recommend improvements to enhance efficiency.• Conduct annual IT risk assessments required by the Department of Labor, and ensure resolution of any findings.• Serve as liaison between Trustees and professional advisors, preparing agendas and materials for meetings, and providing recommendations on administrative items and Requests for Proposal (RFPs).• Review and approve applications for death and pension benefits, pension calculations, annuity withdrawals, and health claims, while ensuring contract compliance.• Implement benefit changes, maintain contract files, and communicate updates to employers and participants.• Oversee preparation and filing of government reports, including Forms 5500, 990, 8955-SSA, and PBGC Premiums.• Ensure timely distribution of Summary Material Modifications, IRS withholding notices, and notifications to vested participants.• Track missing participants and maintain Fidelity Bonding and Fiduciary Liability Insurance for the Fund and Trustees.• Review and approve all financial disbursements, and leases, and authorize banking transfers.• Lead efforts in developing and implementing fund policies, and managing multiple projects simultaneously.

• Manage comprehensive benefits programs, ensuring compliance with regulatory requirements.• Administered benefits, including claims processing, eligibility monitoring, and open enrollment.• Conducted member-focused educational sessions on available plans and options.• Facilitated new member onboarding and maintained precise records.• Improved office procedures and implemented cost-saving measures for efficiency.• Delivered exceptional bilingual (English and Spanish) member support.• Oversaw accurate payroll processing and reporting, including taxes and deductions.• Ensured adherence to industry standards by updating payroll policies and procedures.• Collaborated with external partners (e.g., Paychex) to process payroll, tax filings, and compliance.• Resolved complex member inquiries and escalated issues when necessary.• Stayed current on industry trends and regulations to inform decision-making.• Managed the organization's website to provide members with up-to-date plan information.• Contributed to cross-functional teams to implement system upgrades and process enhancements.

• Provide comprehensive financial consultation services, focusing on optimizing tax strategies and financial management for clients.• Lead efforts to collect, organize, and analyze complex financial data to drive informed tax and business planning decisions.• Stay current with tax laws and financial regulations to ensure clients remain compliant and minimize their liabilities.• Conduct in-depth interviews with clients to identify potential deductions, credits, and exemptions, maximizing financial benefits.• Oversee the preparation and review of tax returns, ensuring accuracy, compliance, and minimizing risk of audits.• Provide strategic advice on business entity selection, cash flow management, budgeting, and financial forecasting to promote long-term financial health.• Deliver comprehensive financial reporting and analysis, offering actionable insights for business growth and operational efficiency.• Advise clients on integrating advanced financial tools and technology to streamline operations and improve accuracy.• Build and maintain strong client relationships, serving as a trusted advisor in areas of taxation, financial strategy, and business compliance.• Collaborate with clients to create tailored tax planning strategies aimed at minimizing tax burdens and ensuring regulatory adherence.• Assist in navigating complex financial scenarios, offering tailored solutions for cash flow optimization and business sustainability.

• Provided support to account executives managing 720 units across 12 condo/co-op properties.• Addressed and resolved resident concerns professionally and courteously.• Managed administrative tasks and coordinated tenant move-ins and move-outs.• Assisted in preparing financial reports, budgets, and property performance analyses.• Prepared agendas and minutes for board and annual meetings.• Maintained up-to-date knowledge of market trends and practices.• Processed and oversaw apartment alterations and decorating.• Handled rent collection, tenant screenings, and lease signings.• Conducted property inspections and coordinated repairs and renovations.

• Collaborated in the daily management of the 768-unit landmark rental building, 20 Exchange Place.• Acted as a key liaison between the board of directors, tenants, employees, vendors, and the company.• Efficiently managed property arrears, regularly tracking, sending letters, and reviewing reports.• Facilitated coordination with internal departments, including financial management, client payroll, compliance, residential applications and closings, insurance, leasing, energy, and project management.• Perform any special projects, tasks, and other related duties as assigned.

• Meet, greet, and direct residents and guests courteously and professionally at 100 Barclay Condominium.• Open doors for residents, guests, and management.• Serve as the primary point of contact for the property.• Manage administrative requests from residents, including maintenance inquiries.• Monitor lobby traffic and alert residents of arriving guests and deliveries.• Verify and record visitor information and provide information, such as directions.• Receive and process incoming/outgoing mail, packages, and deliveries.• Keep communal areas tidy and provide on-site security presence.• Maintain logbooks for visitors, contractors, keys, elevators, and daily activities.• Observe monitors for suspicious activities and perform other requested duties.• Proud Union Member of Building Service Local 32BJ.

• Meet, greet, and direct residents and guests courteously and professionally at 540 West Condominiums.• Open doors for residents, guests, and management.• Serve as the primary point of contact for the property.• Manage administrative requests from residents, including maintenance inquiries.• Monitor lobby traffic and alert residents of arriving guests and deliveries.• Verify and record visitor information and provide information, such as directions.• Receive and process incoming/outgoing mail, packages, and deliveries.• Keep communal areas tidy and provide on-site security presence.• Maintain logbooks for visitors, contractors, keys, elevators, and daily activities.• Observe monitors for suspicious activities and perform other requested duties.

• Support Store Manager in daily retail store operations to meet sales goals efficiently.• Create a welcoming customer environment by greeting, assisting, and promptly addressing inquiries.• Exhibit desired staff behaviors, driving sales, handling complex transactions, managing cash and inventory.• Provide strong leadership presence, ensuring excellent customer service and quality merchandise.• Collaborate with corporate office to boost sales, promote merchandise categories, and explore new markets.• Identify team training needs and opportunities for ongoing development.• Actively recruit and hire to promptly fill open positions.

• Attracted potential customers working for the flagship store by answering product and service questions, and suggested information about products and services based on their individual needs.• Open and update customer accounts by recording account information.• Operated cash register through a POS System.• Resolves product or service problems by clarifying the customer's complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.• Prepared product & service reports by collecting and analyzing customers’ information.• Assisted in training new employees as Brand Ambassadors.

• Assisted the marketing manager and supported the marketing team with marketing activities.• Assisted with the production of marketing materials and literature.• Coordinated the production of a wide range of marketing communications.• Provided support for marketing events and exhibitions as required.• Assisted with the collation of information for promotional literature.• Writing articles and promotional material for the company.• Preparing interesting written copy for the website.• Uploading marketing material to online libraries, internet groups, and social media sites.• Updating and maintaining the marketing department's documentation and databases.• Managing events, booking venues, and ordering marketing materials.