Prepared and reviewed financial records, reports and statements of Businesses and Individuals. Reconciled bank statements and balanced general ledger for reports. Prepared annual tax returns. Organized and updated accounting files and records. Conducted monthly payroll reports.

Provided daily care for 6 families. Planned activities and maintained the children's schedules. Tutored primary school students. Performed various housekeeping tasks.

Supported advisors during field travel by keeping meeting minutes and updating client relationship manager system. Managed records for centers of influence of sales leads; led to $10K in revenue before the end of summer, using Sentinels record keeping system. Conducted investment research by attending meeting investment company consultants, live phone calls with portfolio managers and economists, and working with Financial Advisors to apply investment thesis to client portfolios. Built leads database for sales campaigns by qualifying prospects with at least $100K in assets and max out campaign.

Assisted customers with questions and concerns. Processed purchase transactions. Trained new employees on company policies and procedures. Cleaned and organized store merchandise.

Provided exceptional customer service by appropriately answering client concerns, forwarding messages and confirming appointments as necessary. Entered client info into Excel spreadsheets.