Mindy Davis Email & Phone Number

Columbus, Ohio, United States

Upper Arlington, Ohio

 Welcome guests and clients by greeting them in person or on the telephone; answer or direct inquiries. Represent attorneys by communicating and obtaining information, following-up on delegated assignments, knowing when to act and when to refer matter to attorney. Assist in document preparation of individual, estate and trust tax returns. Maintain schedule calendar for attorneys. Prepare standard county Probate Court forms for filing by attorneys. Keep cases organized by establishing and organizing files; research, review and analyze clients’ personal documents for action by attorneys; monitor calendars; meeting deadlines; documenting actions; inputting case/client information into contact database.  Oversee and maintain office equipment, supplies and office suite. Maintain client confidence by keeping client/attorney information confidential

Columbus, Ohio Area

Acted as Treasurer for church; initiated online banking and bill paying procedure, initiated financial statements in Excel. Ensured efficient church operations and provided administrative support to the Pastor and church committee members. Replied to email requests and phone requests. Prepared, proofed, and printed Sunday bulletin. Organized and maintained church calendar. Updated, edited and distributed monthly newsletter. Maintained and updated church website and Facebook site. Recorded and initiated weekly phone blast message. Maintained and updated database of mailing lists, membership status, birthdays and committees. Attended monthly council meetings and compiled minutes for distribution. Assisted Facility Chair in property management.

Columbus, Ohio Area

.Accounting Support:  Excel  AS400  MS Solomon  IC Verify Facility Coordination:  Outlook  Online Security Monitoring  Space Planning Worked in concert with the Controller, processed payables and receivables, monitored bank accounts, prepared deposits, processed and reconciled credit card transactions, monitored past-due accounts and worked to collect payments. Investigated and resolved invoice discrepancies to maximize cash flow. Collaborated with building engineer and property manager to monitor and maintain 8,000 sq. ft. of office space. Coordinated granting of building access badges, issued keys, and oversaw office security to mitigate organizational exposure. Coordinated space planning.

Supported team of 25 rehabilitation professionals including, low vision specialists, personal adjustment specialists, vocational rehabilitation specialists. Performed billing for fees for service for agency to support annual budget of $3 million per year.