Kimberly King Email & Phone Number

Lake Forest, California, United States

- Traditional Notary- Mobile Notary- Remote Online Notary (RON)Perform notary services, including administering oaths, witnessing and certifying signatures, and verifying identities, in compliance with legal requirements and company policies.Maintain a thorough understanding of the law related to notary services and remain up-to-date with any changes in regulations or procedures.Build and maintain positive relationships with clients by providing excellent customer service and handling inquiries and concerns promptly and professionally.Manage notary database and maintain accurate records of all notarial acts and transactions.Assist with other office tasks and projects as needed.

Orange County, California, United States

- Traditional Notary- Mobile Notary- Remote Online Notary (RON)Perform notary services, including administering oaths, witnessing and certifying signatures, and verifying identities, in compliance with legal requirements and company policies.Maintain a thorough understanding of the law related to notary services and remain up-to-date with any changes in regulations or procedures.Build and maintain positive relationships with clients by providing excellent customer service and handling inquiries and concerns promptly and professionally.Manage notary database and maintain accurate records of all notarial acts and transactions.Assist with other office tasks and projects as needed.

Lake Forest, California, United States

Irvine, California, United States

- Full spectrum administration for qualified retirement plans including, Defined Benefit, 401k, Profit Sharing and Money Purchase plans; Assist clients with administrative, procedural, plan accounting and policy matters- Calculation and Allocation of employer annual plan contributions, perform necessary discrimination and top heavy testing as set forth by IRS guidelines- Maintain annual trust accounting, contribution, and vesting records- Process employee enrollment and termination paperwork, including calculation of vested benefits including distribution packages- Prepare annual participant statements and summary annual reports- Prepare required IRS annual forms; 5500 series including related schedules and 1099R is required

Costa Mesa, California, United States

- Collect past due monies, prepare invoice packets on weekly and/or monthly basis, resolve billing discrepancies and maintain approximately 300 “Facilities Maintenance” customer accounts as well as 200 business accounts- Analyze and restructure “problem” accounts, to enable more effective collection processes to allowing to sustain 60 day aging balances of 4% or less- New Account processing – including application preparation, reference checks, account approval and entering information into the database. Concluded process by creating and mailing welcome letters to new clients- Train and mentor all new employees in department operations, policies and procedures - Other tasks include check coding and posting, credit card processing, month end reconciliation and reports