At Patrick Financial Group I provided support to a financial advisor named John. Where I attended meetings where discussions about the stock market and client investment strategies took place. Administrative tasks include filing documents (both physical and digital using Sentry File), answering phones, and making calls to clients to schedule meetings and provide information. It's a role that requires organization, attention to detail, and good communication skills to assist in managing client relationships and ensuring smooth administrative operations within the financial advisory context.

In my role with the Michigan Export Growth Program, I conducted market research in foreign countries to create pro bono reports for small businesses in Michigan. Utilizing Excel, I developed models and templates to efficiently compile data, graphs, and lists, streamlining the reporting process. Furthermore, I led teams of four workers, overseeing the compilation of extensive information within a strict four-week timeframe to ensure the timely delivery of comprehensive reports.

I prepared and filed both individual and business tax returns, adhering to federal and state regulations to guarantee accuracy and timeliness. I conducted comprehensive bank reconciliations, identifying and resolving discrepancies to uphold the integrity of financial records. Additionally, I implemented organized filing systems for financial documents, ensuring accessibility and compliance with auditing standards.

In the front office, I managed day-to-day operations, handling payroll, purchase orders, invoicing, e-scheduling, bill payments, and compiling work schedules using Excel. I conducted a comprehensive analysis of the entire business process to identify areas for improvement. Additionally, I gained proficiency in QuickBooks software, enhancing my ability to streamline financial management tasks and optimize efficiency.