Heather Jackson Email & Phone Number

Stuart, Fl

Assisting the Listing, Closing and Broker Relations Departments.

The Everglades Club, Palm Beach, Fl

Administrative Assistant/Bookkeeper in Maintenance Department: Processed invoices for payment for the Maintenance Department for The Everglades Club. Assisted in the preparation of Capitol & Operational Budgets to be approved by the Board Members. Tracked expenses for Capitol & Operational Projects, & prepared reports to compare to the Budgets. Opened & processed mail for the Maintenance Department. Entered & processed Work Orders & Purchase Orders in the Jonas Club Management Program. Ordered… Show more Administrative Assistant/Bookkeeper in Maintenance Department: Processed invoices for payment for the Maintenance Department for The Everglades Club. Assisted in the preparation of Capitol & Operational Budgets to be approved by the Board Members. Tracked expenses for Capitol & Operational Projects, & prepared reports to compare to the Budgets. Opened & processed mail for the Maintenance Department. Entered & processed Work Orders & Purchase Orders in the Jonas Club Management Program. Ordered uniforms for employees. Tracked expenses for Events at The Club & prepared Cost Sheets to submit for billing to The Club or The Club Member, depending on Event. Show less

Palm Beach Gardens, Fl

Full Charge Bookkeeper in Accounting Dept. & Assistant to Paralegals at a Personal Injury Law Firm: Temporary Position processing accounts receivables & accounts payable, reconciling bank statements, updating payroll spreadsheets for employee & employer deductions for payroll taxes & insurance, assisting Comptroller with Week-End & Month-End Financial Reports for the Partners of the Law Firm. Assisted Paralegals with processing of medical records. Firm uses Client Profiles & eRouter for Client… Show more Full Charge Bookkeeper in Accounting Dept. & Assistant to Paralegals at a Personal Injury Law Firm: Temporary Position processing accounts receivables & accounts payable, reconciling bank statements, updating payroll spreadsheets for employee & employer deductions for payroll taxes & insurance, assisting Comptroller with Week-End & Month-End Financial Reports for the Partners of the Law Firm. Assisted Paralegals with processing of medical records. Firm uses Client Profiles & eRouter for Client Profiles for their Data Management, Bookkeeping & Accounting & Scanning/Storage of everything (paperless office). Show less

Stuart, Fl

Administrative Assistant/Bookkeeper for a Family Office: In charge of the accounts receivables, accounts payable, & payroll for various entities. Bookkeeping & accounting for various entities (including bank reconciliations, financial statements, etc.). Property management & oversight on real estate assets/entities. Assisted with preparation of Board of Directors materials for meetings. Organization & maintenance of records on the computer server. Responsible for all computer related matters… Show more Administrative Assistant/Bookkeeper for a Family Office: In charge of the accounts receivables, accounts payable, & payroll for various entities. Bookkeeping & accounting for various entities (including bank reconciliations, financial statements, etc.). Property management & oversight on real estate assets/entities. Assisted with preparation of Board of Directors materials for meetings. Organization & maintenance of records on the computer server. Responsible for all computer related matters for the office. Assistance with filing & processing of tax returns for the various entities & maintenance of the tax software (CCH ProSystems FX). Research & comparison prior to offices purchases (including software, office equipment, etc.). Coordinating travel arrangements & appointments. Show less

West Palm Beach, Fl

Executive Assistant/Bookkeeper for a Family Office: In charge of the accounts receivables, accounts payable, & payroll for various entities. Reconcile bank statements. Responsible for all computer related matters for the office. Preparation of monthly financial reports relating to the various assets of the family & its entities. Responsible for research prior to undertaking of new investments. Research & comparison prior to purchase of office furniture & machines. Coordinating travel… Show more Executive Assistant/Bookkeeper for a Family Office: In charge of the accounts receivables, accounts payable, & payroll for various entities. Reconcile bank statements. Responsible for all computer related matters for the office. Preparation of monthly financial reports relating to the various assets of the family & its entities. Responsible for research prior to undertaking of new investments. Research & comparison prior to purchase of office furniture & machines. Coordinating travel arrangements, & appointments. Monitored Stocks & Options for daily trading, if necessary, for the family. Show less

Boca Raton, Fl

Senior Contract Processor: Extracted, organized, processed documents & information to send contracts out to clients. Data entry of information & scrubbing of database for conversion to new system. Processing of contracts from return of files & underwriting contracts for funding. Conduct conference calls with clients & insurance companies. Heavy phone calls/customer relations. Processing UCC filings & tax liens & judgment searches. Setting up bank accounts for clients. Reviewed contracts for… Show more Senior Contract Processor: Extracted, organized, processed documents & information to send contracts out to clients. Data entry of information & scrubbing of database for conversion to new system. Processing of contracts from return of files & underwriting contracts for funding. Conduct conference calls with clients & insurance companies. Heavy phone calls/customer relations. Processing UCC filings & tax liens & judgment searches. Setting up bank accounts for clients. Reviewed contracts for accuracy prepared by other processors prior to sending out to clients. Trained new employees. Conducted research on different search/UCC filing companies for price & quality including preparation of reports/spreadsheets. Running of various reports for the Contract Processing Department. Member of Policy & Guideline Committee to pass new processing guidelines including the decisions on what guidelines needed to be changed & how we were going to implement the new changes. Show less

Legal Assistant/Paralegal & Accounting, B (3.130)

High School Diploma, General Studies, 9Th - 12Th Grades

Activities and Societies: Member of Future Business Leaders of America