Administrative Assistant
Arranged schedule and provided executive assistance for managing partners. Scheduled meetings for three CPAs and 4 Bookkeepers in conference rooms. Processed payments from clients totalling over $120,000. Handled confidential information for large corporations and individual clients. Drafted over 30 Engagement Letters, Letters of Intent, NDAs and Verification Letters. Reviewed and proofread annual financial statements for clients. Made statements and invoices through… Show more Arranged schedule and provided executive assistance for managing partners. Scheduled meetings for three CPAs and 4 Bookkeepers in conference rooms. Processed payments from clients totalling over $120,000. Handled confidential information for large corporations and individual clients. Drafted over 30 Engagement Letters, Letters of Intent, NDAs and Verification Letters. Reviewed and proofread annual financial statements for clients. Made statements and invoices through Practice CS. Print checks and deposited payments through Quickbooks.Proficient in MS Office (Excel, Outlook, Word) and Mac OS. Created expenditure tracking spreadsheets and standardized a letterhead format for use with all client correspondence. Show less