Preparedness for Natural Disasters and Emergencies, Co-Sheltering of animals and people.

• Report to 5 Partners.• Train and supervise temporary employees during tax season.• Responsible for ordering and coordinating Tax Season Supplies, Office Supplies, Stationary Supplies and Janitorial Supplies.• Enter, update and manage database of 1040 Clients, Estates and Corporation’s.• Responsible for daily accounts receivable and deposits.• Complete monthly billing which includes custom billing, filing of invoices, approving final billing, mailing statements and invoices. • Compile, coordinate and finalize Client 1040’s, Estate returns and Corporate 941’s, 990’s, 1041’s, 1065’s, 1120’s and CRI’s to be mailed/or picked up by Clients. • Ensure proper procedures are followed when filing signed E-File Signature Authorization Forms.• Compile, coordinate and finalize personal and corporate financial statements and estate documentation. • Coordinate yearly file management of 1040, estate and corporate files. Up to and including scheduling the shredding of off-site 1040, estate and corporate information.• Responsible for care and maintenance of office equipment.• Handle the full spectrum of administrative duties, including executive support, document preparation, mailings, filing, phone support, project/program support for 5 Partners and 6 Accountants.• Developed and instituted office procedures that have improved the compiling, completion and delivery of client, estate and corporate tax returns.

• Report to the Regional Vice President in charge of 9 Northern offices and a Managing Director.• Train and coordinate training for 9+ Administrative Assistants. • Responsible for completing payroll for 70+ Candidates on a weekly basis.• Complete a Weekly Publication for 3,500 Clients in Vertical Response Publishing.• Coordinate weekly updates for Publication on Publisher to 9 Regional Offices.• Coordinate, review and send daily email blasts to clients for 3 offices.• Enter, update and managed database for Clients and Applicants.• Ensure proper procedures are followed regarding the electronic I-9 System, 8850 information and Applicant insurance.• Handle the full spectrum of administrative duties, including executive support, client and applicant care, document preparation, travel/meeting coordination and project/program support for the Regional Vice President, Managing Director and 8 recruiters.• Developed and instituted office procedures that have decreased loss of client and candidate information by 100%.

• Ensured proper product and documentation was received from over 500 suppliers to insure accurate product count and material was available to our customer base. This resulted in a low 1.5% return rate from our customers.• Responsible for proper display and packaging of material to allow shipments to leave the warehouse in under 15 minutes. Exceeded expectation by 30 minutes. Time to ship standard is 45 minutes.• Handled communication with suppliers regarding incorrect material resulting in 95% product accuracy rate.• Tasked with reconciling material miscounts to obtain credits due from the suppliers.• In charge of department escalation issues to ensure various supplier issues were rectified within established timeframes.• Met productivity standards of verifying between 90-750 items per hour from McMaster Carr’s largest suppliers. Productivity standards vary based on the type of product and the supplier.• Met accuracy standards daily resulting in 98% customer satisfaction rate.

• Reported to a team of Vice President level business development executives.• Designed and executed leasing agreements for Hardware and IT equipment for mid to large business organizations with 99% accuracy rate.• Used and enhanced Trilogy leasing system to improve overall documentation accuracy, efficiency, and clarity.• Increased product recovery and releasing statistics by ensuring proactive communication with customers and vendors.• Became lead representative for vendor billing inquiries.• Decreased billing discrepancies by 30%.

Corporate Financial Planning: Reviewed and administered new billing procedures - resulted in a 75% increase of receipt of overdue payments. Provided weekly updates to senior executives on level of plan usage. Developed and delivered proposals for corporations interested in offering financial planning to their employees. Responsible for coordinating logistics of all outside meetings with clients. Provided statistics to each financial consultant on their client's participation in the program. Coordinated informational seminars for clients to learn about the financial benefit their employer provided through Merrill Lynch. Responsible for database maintenance and accuracy. Handled all in coming calls from Financial Consultants. Handled the full spectrum of administrative duties, including executive support, office management, database administration, travel/meeting coordination. Proficient in MS Office programs (Word, excel, Powerpoint and Outlook)

Ensure correct information was received in order to allow plan to run (5 years of tax returns, other related financial information, required questionnaire, etc) Handled incoming calls from financial advisors regarding documentation. Prepared all plans for outsourcing once they were complete. Developed system for implementing and outsourcing business plans with Microsoft engineers. Responsible for training new staff on all procedures. Trained outsourcing company on delivery procedures to ensure a smooth transfer for our clients.

Consults Department: Handled administrative responsibilities for individuals investing over $100,000. Handled data entry of completed questionnaire and assignments of "money managers" to best serve our clients and their investment needs. Responded to all incoming calls from financial consultants. Approved accounts for trading. Trained new staff on all procedures.