• Processed Life Insurance claims and Direct Interest payments for beneficiaries using programs such as Sponsor Connect, OMNI, and GPS• Printed out payment controls, payment cover sheets, and child support checks• Updated the personal info, addresses, bank and payment information for beneficiaries on Excel spreadsheets and the company Database• Organized folders for life insurance participants into boxes and file cabinets• Opened up mail and put beneficiary paperwork into the proper folders• Prepared mail for beneficiaries by including letters and tax forms such as the W9 and Beneficiary Election forms.

• Proficient at using both QuickBooks and Excel programs to record and monitor company and client transactions. Review and analysis of financial statements for inaccuracies of various financial activities. Functioned like a youngforensic accountant and watchdog.• Monitored and documented all client expenses.• Prepared financial reports and statements, including but not necessarily limitedto, monthly bank reconciliations. Ensured organization of records and files.• Managed all accounts payables and receivable functions.• Recorded proxy votes in system.• Miscellaneous accounting responsibilities. Anything that was needed to beperformed, I performed. Intake, data collection input accounting clerk.• Similar scopes of work were performed at both the B. Riley and The Klein Group offices.The foregoing are related entities. My skill sets were need by The Klein Group so Iwas requested to transfer from B. Riley.

• Proficient at using both QuickBooks and Excel programs to record and monitor company and client transactions. Review and analysis of financial statements for inaccuracies of various financial activities. Functioned like a youngforensic accountant and watchdog.• Monitored and documented all client expenses.• Prepared financial reports and statements, including but not necessarily limitedto, monthly bank reconciliations. Ensured organization of records and files.• Managed all accounts payables and receivable functions.• Recorded proxy votes in system.• Miscellaneous accounting responsibilities. Anything that was needed to beperformed, I performed. Intake, data collection input accounting clerk.• Similar scopes of work were performed at both the B. Riley and M. Klein & Company offices.