Manage administrative functions of multiple business and investment entitiesManage Outlook Calendar. Schedule and confirm appointments, manage logistics and travelAssists with answering incoming calls; direct messages and handle requests accordingly, prioritize responses and communicate effectivelyHandle Copies, Faxes , Scanning and FilingPrepare Marketing Materials and BooksCoordinate all travel, hotel, car service, etcManage, prepare and maintain all expenses and reportsInput, update and maintain all expenses and reportsPlan and manage on and off side meeting materials, catering and logisticsPrioritize assignments and effectively communicate time sensitive issues as necessaryAssist events including all company meetings and client entertainmentRun errands both personal and company as neededManage both commercial and residential properties, including vendor coordination, maintenance, sale listings/processes

Coordinate daily assignments for HVAC service techniciansCoordinate scheduling of planned maintenance agreements and process service requestsSupport needs of a diverse customer base in a fast-pace customer service-oriented environmentAssist customers with coordinating field service repairTake ownership of resolving scheduling issues and emergency situationsEarn customer loyalty by effectively and efficiently managing customer interactions, ensuringcustomer satisfactionManage repair reports and diagnostic report tracking for accuracy and timely deliveryGuide and develop service technicians as appropriate, assisting in technical issue resolutionSchedule and track service technicians to maximize their operating efficiency and effectivenessDisplay team effort and dedication to customer by maintaining flexibility to work overtime as thebusiness requires.Manage vacation requestsManage the technicians on call schedule on a month to month basisAnswer incoming calls and direct to appropriate point of contact

Prepared tax returns in a presentation manageable for clients.Maintained partner’s calendar; scheduling appointments and booking conference rooms.Provided support for special projects.Prepared monthly collection reports for partner while contacting clients.Greeted clients, answer multiple phone lines for multiple companies & answered general questions.Kept front desk organized and in a presentable manner.Updated changes with client’s information in company database.Maintained filing and records.Entered new clients into database and prepared necessary files.Assisted in preparing bulk mailings.Created work tickets for Element Technology Solutions.Created parts necessary to bill clients for Element Technology.Posted several companies employees time and retained paperwork for filing.Provided assistant to Principal, COO of company, preparing individual tax returns.Assisted in preparing Financial Statements for Audits and assembling for proper presentation.Prepared bank deposits for Boeckermann Grafstrom & Mayer and AC3.

Calculated payroll for several companies and paid taxes online.Completed monthly bookkeeping in QuickBooks for several companies, prepared financials andcompilations.Entered tax information in tax software.Prepared tax returns in a presentation manageable for clients.Managed human resource documents for new employees.Trained new employees.Prepared bank deposits.Maintained projects for President making sure he was prepared for client meetings.Greeted clients, answered multiple phone lines & answered general questions.Kept office organized and stocked with supplies.Updated changes with client’s information in company database.Maintained filing and records.