Executive Administrative Assistant
Current-Calendar management for executive on Microsoft Outlook. -Prepared performance reports for investment client meetings. -Assemble all paperwork for investment clients for contra firm for review and for executive approval. -Organization, assembling, and mailing of yearly tax organizer and letter of intent for clients.-Arranging and compiling all tax documents into corresponding files brought in by clients and changing into PDF for the viewing of tax preparer. -Trouble shooting and setting up secure portals for clients when needed. -Responsible for maintaining sufficient supplies for all office needs.