Julia Bruno Email & Phone Number

Philadelphia, Pa

My responsibilities include:Prepare correspondenceKeep ongoing list of "Things To Do" for Executive Vice PresidentTranscribe minutes, if needed, for meetings attended by Executive Vice PresidentReview Expense Reports for Executive Vice PresidentReview Expense Reports for other officials from Urban that Executive Vice President needs to approveMaintain files-electronic and paperAssist Executive Vice President with daily calendar of events and appointmentsTrack PDHs for Executive Vice PresidentAssist various Office Managers, Practice Leaders and Directors upon requestLicense/Membership/Subscription renewals for Executive Vice PresidentAssist President, Executive Vice President, and all members of Executive Committee when needed including filling-in for their Administrative AssistantsMaintain Dunn & Bradstreet reportsMaintain Confidentiality

Philadelphia, Pa

Responsibilities included:Accounts PayableMaintain General Ledger and Interim Trial BalanceReceived, processed, and verified the accuracy of all employer contribution reportsDeposited all contributions to the Fund's Accounts and maintained a detailed bookkeeping system of all cash receiptsMaintained all Union and Fund Bank Accounts and reported monthly all transaction to the Executive Officers of the Union and Trustees of the FundsPrepared reports for the Business Agents and Trustees listing all contributions received and depositedMaintained a system for determining delinquencies and submitted notices to the delinquent employers on a timely basisPrepared weekly/monthly lists of all delinquencies and submitted to the President of the Union, Business Agents and Union TrusteesMaintained detailed employee records to include all information as needed to administer the Union and Fund recordsAccepted phone calls and answered correspondence from members or beneficiaries regarding benefits, records and/or entitlementsMaintained benefit checking accounts and assured available money for investments was transferred on a timely basisProvided all non-eligible members with notification of their rights to continuation coverage under "COBRA"Reviewed cost containment programs with the Board of Directors and the Board of TrusteesAssisted in preparation and assured submission of all necessary Internal Revenue Service and Department of Labor filingsAttended all regular and special Trustee meetingsPrepared financial and/or administrative reports for all local officers and the Board of TrusteesAssisted the Union and Fund auditor with Dues and Fund's annual audits and any other interim reportsArranged for the printing and distribution of all forms, booklets and reports as required for the proper administration of the Union and FundsAssisted in securing bonds and insurance policies as required by law for the Union and Funds