Kimberly Wright Email & Phone Number

Amherst, New York, United States

Interview and hire employees, maintain employee files; created procedures to help organize the office; responsible for digitizing office in effort to reduce paper; prepare payroll and associated reports for the partners; post accounts receivables; answer phones, assemble and copy individual and corporate tax returns, maintain client data base, prepare deposits, client invoices and payments, order supplies, review existing contracts with vendors and update as needed.

Cedar Rapids, Iowa

Greet clients and answer phones, assemble individual tax returns, scan client documents into computer software, responsible for the client portal, general filing and misc office duties.

Amherst, Ny

Greet clients and answer phones, assemble and copy individual and corporate tax returns, help partners prepare memorandums and correspondence, maintain client database in specialized program called ImagineTime, prepare and mail client invoices and statements, post payments from clients in ImagineTime software, create reports, provide basic accounting services for clients using QuickBooks, order supplies and other general administrative duties.

Harrisburg, Pennsylvania Area

Compile and update new and existing insurance programs with the various states according to company policy. Set up each state's filing on the company's database. Quality Control newly created database programs to ensure accuracy. Maintain each state's files and their corresponding research files.

Harrisburg, Pennsylvania Area

Responsible for knowing all state and insurance carrier requirements to obtain appointments for Equitable Insurance agents to sell other companies' insurance policies. Instruct agents on company compliance procedures for registered and 401K products. Problem solving regarding incoming and existing client applications through direct contact with other departments and insurance carriers. Updating and maintaining agent's and carrier's contractual files.