Managed busy day-to-day processes for busy CPA firm. Processed 500+ tax returns during hectic tax season.

Contract position with Comcast Spotlight

Provided administrative and front office support on short term assignments with large corporate organizations including the investment, electronic manufacturing and philanthropic sectors in the greater Philadelphia area.

Provided overall administrative and operational client service support while assisting the business activities of a high net worth team.Supported Client Relationship Manager with daily Operations and Sales support. Communicated with Risk Supervisors in reviewing asset movement approvals.Performed daily account administration and maintenance on clients accounts. Monitored and reviewed clients accounts for compliance discrepancies.Researched and prepared… Show more Provided overall administrative and operational client service support while assisting the business activities of a high net worth team.Supported Client Relationship Manager with daily Operations and Sales support. Communicated with Risk Supervisors in reviewing asset movement approvals.Performed daily account administration and maintenance on clients accounts. Monitored and reviewed clients accounts for compliance discrepancies.Researched and prepared security litigation documents for clients. Show less

Coordinate the efficient execution of investigator payments. Ensure all payments are carried out in accordance with ICON policies and procedures.Support Clinical staff in executing accurate, timely and efficient payments.Communicate effectively with investigative site personnel and Sponsor Clinical Project Managers, regarding payment inquiries.Liaise with other ICON departments including Clinical, Finance and IT, review legal contracts to ensure payment queries are… Show more Coordinate the efficient execution of investigator payments. Ensure all payments are carried out in accordance with ICON policies and procedures.Support Clinical staff in executing accurate, timely and efficient payments.Communicate effectively with investigative site personnel and Sponsor Clinical Project Managers, regarding payment inquiries.Liaise with other ICON departments including Clinical, Finance and IT, review legal contracts to ensure payment queries are quickly resolved.Review all site contracts and accurately set up the proposed payees and budget as governed by the signed Investigator contract.Accurately record and update all applicable logs and maintain all IPG files as requested. Show less

Provided dedicated operational and sales support to multiple Financial Advisors.Communicated daily via phone and in person with clients providing full customer service including account processing, market quotes, new client on-boarding and statement inquiries.Assisted Financial Advisors' in increasing production by suggesting sales and marketing ideas. Developed a strategy that increased Financial Advisor’s referrals.Established relationships with external… Show more Provided dedicated operational and sales support to multiple Financial Advisors.Communicated daily via phone and in person with clients providing full customer service including account processing, market quotes, new client on-boarding and statement inquiries.Assisted Financial Advisors' in increasing production by suggesting sales and marketing ideas. Developed a strategy that increased Financial Advisor’s referrals.Established relationships with external wholesalers which increased sales of annuity based products for Financial Advisors.Selected by Branch Manager to attend the 2010 World Class Service Program. Show less

Assisted Operations Manager with compliance and financial transaction issues for branch which included money movement, delivering and processing of client deposits,outgoing checks, securities and wire transfers. Compiled information for new accounts, entered account information into system and processed all paperwork for new and existing clients.Transmitted and received administrative wires for the Williamsport branch, New York departments and regional branch… Show more Assisted Operations Manager with compliance and financial transaction issues for branch which included money movement, delivering and processing of client deposits,outgoing checks, securities and wire transfers. Compiled information for new accounts, entered account information into system and processed all paperwork for new and existing clients.Transmitted and received administrative wires for the Williamsport branch, New York departments and regional branch offices.Assisted in syndicate order processing for branch. Show less