Melissa Suarez, Mba Email & Phone Number

Miami, Florida

Miami/Fort Lauderdale Area

Paychex is among the highest regarded companies in the nation, ranked on the Fortune 1000 and S&P 500. Since being founded over 40 years ago, Paychex has consistently been an industry leader in payroll processing, retirement services, insurance, and a fully outsourced human resource solution. In 2013, Paychex was named to the World’s Most Admired Companies.

Miami, Florida

Managed trust and investment accounts, by creating asset allocation models for clients and prospects. Prepared investment proposals, cash flow tables, as well as maintain current account documentation for compliance purposes.Reviewed trust documents as well as prepare discretionary and non discretionary distributions and gifts.Support the portfolio manager.

Miami, Florida

Administered checking accounts and money market accounts for high net worth clients.Maintained updated account documents for compliance and risk management purposes. Served as first point of contact for clients, attorneys, and accountants for daily account activities. Worked in conjunction with Marketing department to execute business development events.

Miami, Florida

Contracted through Randstad: Most recently supported a team specializing in High and Ultra High Net Worth Clients. Assisted in administering a variety of trusts and complex estate planning vehicles such as IRAs, Revocable and Irrevocable trusts including Charitable Remainder Trusts, Irrevocable Life Insurance Trusts, Family Limited Partnerships and Family.

Contracted through Randstad: Processed international payment transactions for clients via QuickBooks. Maintained and updated employee database. Managed and organized daily plastic production schedule. Main client contact for receiving orders and providing order estimates. Also Purchased office supplies and materials for plastic production. Served as main.

Miami/Fort Lauderdale Area

Utilized QuickBooks for invoicing, preparing estimates, employee payroll and logging inventory. Prepared and managed all Accounts Payable and Accounts Receivable. Managed and organized daily production of glass. Maintained company owner’s meetings and installations schedule. Served as main point of contact for clients and vendors.

Performed research for 3 different professors for educational publications. Assisted with grading papers, organizing class rosters, and organizing course information and presentations. Made appointments for students to see advisors. Answered phone calls and student questions.

Prepared and maintained Affidavits for process servers. Served as Liaison between the servers and the attorneys or banks. Contacted process servers and requested information. Communicated with clients regarding pending cases and maintained and updated system with case information for the client to view.

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor'S Degree, Psychology/Criminal Justice

Activities and Societies: SIOP, Alumni Association

High School Diploma

Activities and Societies: Captain- Varsity Volleyball, Captain- Varsity Basketball, Captain- Varsity Softball, & Captain- Cheerleading