Hired to coordinate client relations for an independent financial partner who provides comprehensive wealth management services, such as investment management, retirement income planning, asset protection, 401K services and assistance with tax and estate planning strategies.◆ Coordinate and participate in special events for clients, such as concerts, happy hours, and polo match.◆ As the voice of the office, contact clients for scheduling, greet clients, and help clients feel… Show more Hired to coordinate client relations for an independent financial partner who provides comprehensive wealth management services, such as investment management, retirement income planning, asset protection, 401K services and assistance with tax and estate planning strategies.◆ Coordinate and participate in special events for clients, such as concerts, happy hours, and polo match.◆ As the voice of the office, contact clients for scheduling, greet clients, and help clients feel comfortable.◆ Ensure clients are added to specific applications, including Redtail (CRM) and Riskalyze.◆ Complete all QuickBooks transactions, including bank reconciliations, coding charges from Bank of America and American Express. Show less

Provided office administrative and receptionist services in a small law firm whose practice focused on business planning, estate planning, business and corporate transactions, and complex business litigation. ◆ Transcribed and edited complex legal dictation for President of law firm on multiple issues, including rental litigation or estate issues. ◆ Completed and proofread word processing assignments from staff attorneys, drafted correspondence, and organized court index files… Show more Provided office administrative and receptionist services in a small law firm whose practice focused on business planning, estate planning, business and corporate transactions, and complex business litigation. ◆ Transcribed and edited complex legal dictation for President of law firm on multiple issues, including rental litigation or estate issues. ◆ Completed and proofread word processing assignments from staff attorneys, drafted correspondence, and organized court index files. ◆ Resolved multiple issues by collaborating with IT professional to analyze and troubleshoot problems with email access or other technology concerns.◆ Procured and maintained office supply inventory, sourcing products for best value. Show less

Initially hired in 1998 and worked until 2004; Returned in 2009 until 2015.Recommended for Executive Assistant role for family foundation, which is a group of funds established to allow the family to make significant contributions to improve the quality of life for Baltimore residents and the Jewish community, both locally and nationally, in the former Soviet Union, and in Israel.◆ Coordinated meetings and prepared expense reports for executive directors.◆ Scheduled… Show more Initially hired in 1998 and worked until 2004; Returned in 2009 until 2015.Recommended for Executive Assistant role for family foundation, which is a group of funds established to allow the family to make significant contributions to improve the quality of life for Baltimore residents and the Jewish community, both locally and nationally, in the former Soviet Union, and in Israel.◆ Coordinated meetings and prepared expense reports for executive directors.◆ Scheduled appointments, handled incoming calls, and processed emails.◆ Coordinated international travel arrangement and delivered daily updates of trip progress to the Family Office. ◆ Prepared and maintained official correspondence and records. Show less

Managed administrative and accounting for a successful home building and home improvement company, which offers a wide range of services, including handicapped accessibility, kitchens, bathrooms, additions, remodeling, and new construction. ◆ Performed multiple accounting functions, including maintaining accounts payable and preparing payroll using QuickBooks, as well as reconciling bank deposits, completing checking reconciliations, and preparing estimated and scheduled tax… Show more Managed administrative and accounting for a successful home building and home improvement company, which offers a wide range of services, including handicapped accessibility, kitchens, bathrooms, additions, remodeling, and new construction. ◆ Performed multiple accounting functions, including maintaining accounts payable and preparing payroll using QuickBooks, as well as reconciling bank deposits, completing checking reconciliations, and preparing estimated and scheduled tax payments.◆ Consulted and coordinated with accountant on tax preparation. ◆ Coordinated company vehicle maintenance and organized system to record automotive investments and repairs.◆ Contracted with corporate health insurance provider and reviewed policy options to select best annual policy. Show less

Hired as a Personal Assistant to help philanthropist manage daily business and personal tasks, including helping with organizing travel arrangements, responding to invitations, and ordering specialty items.◆ Screened phone calls, inquiries, and requests and handled them when needed. ◆ Managed incoming email and mail, organizing files and email system. ◆ Transcribed dictation and prepared correspondence. ◆ Conducted background research on potential purchases and presented… Show more Hired as a Personal Assistant to help philanthropist manage daily business and personal tasks, including helping with organizing travel arrangements, responding to invitations, and ordering specialty items.◆ Screened phone calls, inquiries, and requests and handled them when needed. ◆ Managed incoming email and mail, organizing files and email system. ◆ Transcribed dictation and prepared correspondence. ◆ Conducted background research on potential purchases and presented findings. Show less