Janice Leach Email & Phone Number

Pewaukee, Wi

United States

Responsible for Accounts Receivable using various forms of payment Enter Accounts Receivable information in QuickbooksPrepare deposits and take same to bankResponsible for the monthly Bank ReconciliationAssist Financial Director with other responsibilities as assigned and annual auditPrepare storage of files at the end of each fiscal year and update files for each new fiscal yearProvide customer service via telephone, email, fax, mail and in personProcess customer orders with various forms of acceptable paymentGeneral office dutiesOversee volunteers who assist with filing

Responsible for entering billable timeAssist attorney with preparation of documents for the courtSet up court dates on behalf of attorneyProvide customer service via telephone and in personSet up appointments for clients to meet with the attorneyResponsible for preparing files and intake documents for initial consultationCopy and mail/fax documents to appropriate partiesGeneral office duties Ordering of office suppliesPrepare for attorney/client meetings

Assist attorneys with preparation of documents for the courtCopy and mail/fax documents to appropriate partiesProvide customer service via telephone and in personPreparing files and intake documents for initial consultationRecord, close out and file completed casesGeneral office duties Ordering office suppliesPrepare conference rooms for attorney/client meetings

Prepare financial statements for clientsResponsible for preparation of W-2’s and 1099’s for employees of select clientsResponsible for preparation and payment of quarterly Federal and State Income TaxesPrepare payroll for select clientsResponsible for Reconciliation of Monthly Bank Statements for select clientsProvide customer service via telephone and in person

Responsible for data entry of premium paymentsResponsible for sorting and distribution of incoming mail to appropriate agentsPrepare documents and letters to clients per agents instructionsResponsible for maintaining available cameras for agents and developing photographsProvide customer service via telephone and in person

Process Accounts Receivable and make deposits to the bankNegotiate payment plans with parents of school families when delinquentManage day to day office functions and volunteer office helpScheduling functions for the parish and schoolMaintaining the calendar and preparing notification to maintenance staffPrepare the Sunday bulletin and transmit online for printing purposesPrepare and document sacramental recordsProvide customer service via telephone and in personResponsible for locking up facility when maintenance was not available