• Management of machine inspections throughout New England ensuring safety standards for OSHA are compliant.• QuickBooks, Accounts Payable, Accounts Receivable• Client services with follow up on leads. Update client database.

• Client services, scheduling appointments, attract & secure new clients with follow up on leads and referrals.• Update the Firm’s database to track consultations scheduled and input detailed intake information.• Schedule and attend estate planning events & webinars, schedule guest speakers. • Networking with Veteran Centers, Council on Aging, Assisted Living Centers and Advertising Agencies.• Foster a welcoming environment which creates a sense of excitement about engaging the… Show more • Client services, scheduling appointments, attract & secure new clients with follow up on leads and referrals.• Update the Firm’s database to track consultations scheduled and input detailed intake information.• Schedule and attend estate planning events & webinars, schedule guest speakers. • Networking with Veteran Centers, Council on Aging, Assisted Living Centers and Advertising Agencies.• Foster a welcoming environment which creates a sense of excitement about engaging the Firm. Show less

• Management of the Clubhouse office, overseeing the daily operations of the Country Club. • First point of contact creating an atmosphere of outstanding customer service. • Secured new non-golf event sales, including weddings, parties, social & corporate events.• Management of events ensuring attention to details were properly executed for client satisfaction.• Met regularly with the Management Team and Chef to review all upcoming events.• Scheduled & managed an… Show more • Management of the Clubhouse office, overseeing the daily operations of the Country Club. • First point of contact creating an atmosphere of outstanding customer service. • Secured new non-golf event sales, including weddings, parties, social & corporate events.• Management of events ensuring attention to details were properly executed for client satisfaction.• Met regularly with the Management Team and Chef to review all upcoming events.• Scheduled & managed an extremely detailed event calendar of golf, non-golf and member events.• Processed contracts and gave tours of the club. • Actively advertised the Country Club’s services and facilities to attract new events, members & fundraisers. • Updated and printed Banquet and Golf event packages, membership brochures, flyers and gift certificates. • Established and built networking relationships resulting in excellent word of mouth referrals.• Managed all HR functions ensuring employee forms & records were up to date and in compliance. • Processed bi-weekly payroll using ADP processing system, updated PTO, wage changes and new hires.• Reconciled daily revenue, petty cash, credit card receipts, bank deposits, authorized & coded invoices for payment.• Responsible for all annual licensing and contract renewals with the town, state, service providers and outside vendors. • Completed all accounting, financial & administrative reports for C.F.O. and Accountant. • Liaison to C.F.O. instituting policy changes and streamlining office procedures.• Maintained all office files, sorted, distributed & posted mail, ordered supplies, maintained office equipment, ran errands. • Maintained daily data and kept comparisons with previous years to date.• Kept minutes of weekly management meeting. • Scheduled, coordinated and maintained excellent relationships with outside vendors, contractors and service providers.• Prioritized multiple projects and reports, worked independently and with management team. Show less

• Extensive calendar management and conference room scheduling.• Answered all incoming phone calls, greeted visitors and clients assisting them with any questions or requests.• Event planning, attended all education seminars, greeted guests, distributed marketing materials, ordered food. • Prepared and participated in estate planning meetings for wills, trusts, etc., witness document signings.• Printed & scanned documents, maintained master filing system & client… Show more • Extensive calendar management and conference room scheduling.• Answered all incoming phone calls, greeted visitors and clients assisting them with any questions or requests.• Event planning, attended all education seminars, greeted guests, distributed marketing materials, ordered food. • Prepared and participated in estate planning meetings for wills, trusts, etc., witness document signings.• Printed & scanned documents, maintained master filing system & client files.• Ordered supplies, posted mail, transcribed dictation. Show less

• Lead Administrative Assistance in the Tax Department to firms Partners, Managers and Staff members.• Tax Returns, Tax Extensions, Estimates, Engagement letters, Organizers, E-filing with IRS, Billing.• CPE records, license renewals, burn CD’s. • Data entry, new client set up, change of address, terminations, roll forward returns from prior to current year.• Photo copying, filing, scanning, faxing, post outgoing mail, running reports, PDF file creation.• Backup for… Show more • Lead Administrative Assistance in the Tax Department to firms Partners, Managers and Staff members.• Tax Returns, Tax Extensions, Estimates, Engagement letters, Organizers, E-filing with IRS, Billing.• CPE records, license renewals, burn CD’s. • Data entry, new client set up, change of address, terminations, roll forward returns from prior to current year.• Photo copying, filing, scanning, faxing, post outgoing mail, running reports, PDF file creation.• Backup for Receptionist. Show less

• Influential in the growth & development in a branch that started out without any clients and grew to a $1 million • revenue branch with a customer base of over 2000 clients within a year. • Office management, supervised 9 employees plus a sales team, creating an atmosphere of outstanding customer service.• Monitored the delivery of all client services which created customer loyalty resulting in referrals and future sales.• Sales, advertising, community relations, networking… Show more • Influential in the growth & development in a branch that started out without any clients and grew to a $1 million • revenue branch with a customer base of over 2000 clients within a year. • Office management, supervised 9 employees plus a sales team, creating an atmosphere of outstanding customer service.• Monitored the delivery of all client services which created customer loyalty resulting in referrals and future sales.• Sales, advertising, community relations, networking with Marlborough Chamber of Commerce.• Timesheets, invoices, billing, quotes, bank deposits. • Dispatched technicians, scheduled appointments.• Generated service & accounting reports, balanced & prioritized multiple projects. • Encouraged & motivated a team atmosphere. Show less

• Managed switchboard for this private Special Needs Education Facility.• Calendar management and scheduling for the Director and two Principals.• Attendance, transcripts, grades, progress reports, report cards, opening day packets, mailings.• Oversaw the production, distribution and retention of high-sensitive student-based records.• Data entry, administrative duties, processed mail, maintained office equipment, ordered supplies.• Greeted visitors and parents assisting them… Show more • Managed switchboard for this private Special Needs Education Facility.• Calendar management and scheduling for the Director and two Principals.• Attendance, transcripts, grades, progress reports, report cards, opening day packets, mailings.• Oversaw the production, distribution and retention of high-sensitive student-based records.• Data entry, administrative duties, processed mail, maintained office equipment, ordered supplies.• Greeted visitors and parents assisting them with requests, scheduled tours of the school. Show less

• Office management, proposals, expense reports, calendar management, scheduling, travel arrangements.• Data entry, filing, record retention, processed mail, ran errands, maintained office equipment, ordered supplies. • Balanced and prioritized multiple projects and reports, worked independently, meet deadlines.

• Event planning & organization, advertising, public relations, arranged catering & hotel venues, attend events.• Office management, scheduling appointments, calendar management, data entry, filing, record retention. • Maintain company database including corporate, investor and client lists.• Created an atmosphere of outstanding customer service resulting in referrals and sales.• Answered all incoming phone calls, greet clients, order supplies, maintained office equipment.… Show more • Event planning & organization, advertising, public relations, arranged catering & hotel venues, attend events.• Office management, scheduling appointments, calendar management, data entry, filing, record retention. • Maintain company database including corporate, investor and client lists.• Created an atmosphere of outstanding customer service resulting in referrals and sales.• Answered all incoming phone calls, greet clients, order supplies, maintained office equipment. • Balanced and prioritized multiple projects and reports, worked independently, meet deadlines. Show less

• Oversee multiple estate residences in New York including Florida & Maine. • Delivered concierge-level service to high-profile, high-net worth individuals and their families. • Anticipated the daily needs of the family. • Managed constantly changing business, personal & household schedules & calendars.• Scheduled CEO’s meetings & travel plans with Principal’s corporate office. • Coordinated travel itineraries with Chauffeur schedule.• Lead a full team of staff… Show more • Oversee multiple estate residences in New York including Florida & Maine. • Delivered concierge-level service to high-profile, high-net worth individuals and their families. • Anticipated the daily needs of the family. • Managed constantly changing business, personal & household schedules & calendars.• Scheduled CEO’s meetings & travel plans with Principal’s corporate office. • Coordinated travel itineraries with Chauffeur schedule.• Lead a full team of staff ranging from Chef, Chauffeur, Property Caretaker, Yacht Crew and multiple Housekeepers.• Maintained weekly house schedule report coordinating staff schedules with Principal’s itinerary.• Maintained the household manual listing family members, vendors, contractors & services at each estate. • Maintained file systems, warranty manuals, purchases, real estate taxes, contributions, insurance & automobile records. • HR management, staff payroll, paid household and corporate bills, reconciled petty cash and credit card statements. • Updated wine cellar report, ordered wine selections, inspected the wine delivery and supervised wine cellar storage.• Event planning, organizing & management for private & social events, fundraisers, political benefits, caterers.• Liaise with boards, charities and staff, professionally representing the family. • Supervised all general maintenance, repairs, improvements, renovations and constructions projects on property.• Scheduled, coordinated & maintained excellent relationships with outside vendors, contractors and service providers.• Personal shopping, errands, ordered supplies, oversaw deliveries to the residences. • Sort & prioritize mail arriving at estate, prepare written response to correspondence. • Write holiday cards, buy and wrap gifts.• Ensure personal items for all family members were replenished at each property as needed. • Occasional care of family pet• Carried out special requests as needed. Show less