Heather Schlickman Email & Phone Number

Willshire, OH, US

Independence, Ohio, United States

Broadview Heights, Ohio

Responsible for all operations involved with the pricing of multiple mutual funds including an offshore limited partnership fund. Daily process of shareholder investments from brokerage firms and direct investments received via check. Processing deposits and money movement with the funds’ respective banks. Entry of expenses and payments via commserv, wire.

Bath, Ohio

Within the CPA firm, responsible for preparation of tax returns from client documentation for senior partner review (both personal and company returns). Assisted with preparation of payroll and bookkeeping services for smaller clients. Distribution of company newsletters, phone coverage and notary services.Within the financial services company, responsible.

Cuyahoga Falls, OH

Responsible for back office operations, assisting clients with account service requests and maintenance, and maintaining compliance standards. Assists staff professionals with client service work, communications, planning and correspondence.

Cuyahoga Falls, OH

Assists staff professionals with client service work, communications, planning and correspondence.

Work closely with the Director regarding highly confidential matters of recruiting and organizational development. Interface daily with top executives and their assistants.Prepare in-depth expense reports ($2,000-$40,000/month) for myself and the Director.Coordinate election of new officers every other month, making sure deadlines are met and proper.

Responsible for accurate and timely data entry for various Wholesale Lockbox customers based on the requirements for each individual client. As the lead for the data entry group, this position is also responsible for training new data entry employees on the various accounts as well as the procedures for the data entry process. Other responsibilities.

Responsible for accurate and timely data entry for various Wholesale Lockbox customers based on the requirements for each individual client. Other responsibilities include opening mail for certain customers as needed.

Responsible for all administrative duties reporting to the Director of Operations and Information Services, and supporting the Enterprise Operations Manager and two other Deposit Ops Group Managers. Duties included all time reporting for five cost centers including absence counseling tracking, ordering supplies as needed, scheduling meetings, ordering.

Responsible for assisting the Deposit Operations Sr. Vice President and two other department managers. Duties included answering calls, scheduling appointments, tying all correspondence, preparation of daily reports utilized by all managers within the Customer Services department, maintaining files, ordering supplies, preparing time summaries for three.

Responsible for assisting the Vice Chairman and Chief Financial Officer. Duties included answering calls, scheduling appointments, typing all correspondence, research, preparation of reports, maintaining credit files, ordering supplies and all other secretarial duties. Other responsibilities included coordination of Board of Directors meetings, assist with.

Responsible for assisting chiropractor in all aspects of clinic activities. Duties included scheduling patients, accepting payments, maintaining patient files and x-rays, application of electronic muscle stimulation, billing, bulk mailings, medical transcription, ordering of supplies and vitamin supplements and inventory. Also assisted with Bureau of.

Responsible for coordination of several major accounts including Toys R Us, Kay Bee Toys, Avon Products, Barnes & Noble, Rite Aid, CVS and OfficeMax as well as all Canadian accounts. Responsibilities included preparation of sales presentations, processing of orders, customer service, tracking sales progress and maintaining buyer relationships. Sales.

Responsible for maintaining all personnel files from new hire information to termination or retirement. This process included the I-9 form, W4 form, State Tax Deduction, Veteran’s Survey as well as an employment agreement and drug testing consent form for new hires. Maintenance of a points system for attendance including distribution and issuance of.

Responsible for qualification of potential franchise owners and correspondence to same including information packets, offering circulars, closing documentation and travel arrangements. Publication of the Voice-Tel Library; a compilation of sales techniques, technical information, administrative aids and competitive information for the franchisees and their.

Responsible for all secretarial duties for the department reporting directly to the Manager of Franchise Development. Responsibilities included all correspondence to potential franchise owners, preparing all franchise information packets and offering circulars, screening potential candidate inquiries, preparing month-end reports, closing documentation for.

Education record

Student - Bachelor Of Arts (Ba), Paralegal Studies