Assist Partner in accounting services. Assist Senior Accountants in Inventory of Records, Preference Analysis and review financial transactions and bank statements and update in Excel. Organize and prepare fee application to be filed with the courts (NY, DE, CT, NJ, PA) for payment. Categorize summary of services rendered, total fees, create a detailed itemization of services rendered by date, case code and per individual in Excel and Word. Prepare and type reports. Process and assemble tax returns in Bankruptcy & Litigation for corporations, partnerships, 5500s and individual filings to authorities, 505b disclaimers and copies to clients. Process W2’s and W3s and 1096/1099. Coordinate the annual mailing of tax organizers to clients. Input data in excel for accounting purposes. Set up files and input data for new clients. Manage calendar for Partner including meeting prioritization. Complete Expense reports. Assist in conference, travel and hotel bookings. Notary Approved. Proficient in Word, Adobe, PowerPoint, Excel.

Assist Financial Planner: Fill out all applications: Life Insurance, Long Term Insurance, Disability Insurance, 529 Plans and all Investments. Keep track of all medical appointments. Make sure underwriter has all its requirements to produce policies. Keep and organize filing system. Confirm client’s appointments. Organize and maintain calendar. Answer and screen incoming calls.

Typed and organized pleadings, motions, answers, substitution of attorney, summons and correspondence by dictation. Receptionist duties.

Typed, organized and prepared project manuals, specifications reports, proposals and letters on a daily basis. Create and format documents as templates in Excel and Word for office use. Scan pictures of finish jobs for future proposals. Maintain and organize accurate records, file and schedule appointments. Take detailed messages from clients.

Organize and prepare information for the Division Director and reporters for press conferences. Review, assemble and disseminate public documents requested by reporters. Create spreadsheets in Excel from CALA’s smaller Consumer Affairs agencies statistical reports. Typed annual reports and other important documents on deadline in WordPerfect and Word. Assist in preparing statistical reports from press releases for the Division Director Corel Presentations. Arrange and maintain a schedule of appointments and coordinate travel arrangements. Assign and answer incoming calls from reporters. Answer inquiries from the public, relating to their rights as consumer. Transcribe complaints from Spanish to English. Review newspapers for division related articles, copy and distribute. Maintain and create accurate records and files. Time keeping for the office and relieve and/or assist the Division Director and two Deputy Directors’ secretaries/assistants upon request.