Wendy Berman

Wendy Berman Email and Phone Number

Administrative Assistant | QuickBooks | Bookkeeping | Pension Administration | Nonprofit | Financial Expertise @ HowardSimon, LLC
Wendy Berman's Location
Northbrook, Illinois, United States, United States
About Wendy Berman

Versatile administrative assistant with recent experience in not-for-profit and financial organizations. Background in systems analysis enables quick learning of new software, applications, industries, and business functions. Skilled communicator who excels at building and maintaining collaborative relationships with employees, peers, and clients. Works productively both independently and as a team member. Adaptable and flexible to changing demands and priorities. Maintains a high level of confidentiality working with sensitive information.Specialties:Microsoft Word, Excel, FIS - Relius, Salesforce.com, DATAIR Employee Benefits System, Therapist Helper, Black Diamond, Outlook, Multi-Ledger, Fundraiser Basic, Fidelity Wealth Central, Charles Schwab, UMA Market Place

Wendy Berman's Current Company Details
HowardSimon, LLC

Howardsimon, Llc

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Administrative Assistant | QuickBooks | Bookkeeping | Pension Administration | Nonprofit | Financial Expertise
Wendy Berman Work Experience Details
  • Howardsimon, Llc
    Retirement Plan Operations Associate
    Howardsimon, Llc Mar 2019 - Present
    Riverwoods, Illinois
    Process loans, distributions, and fees for multiple 401(k) plans.
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  • The Florence Melton School Of Adult Jewish Learning
    Administrative Assistant
    The Florence Melton School Of Adult Jewish Learning Sep 2017 - May 2018
    Northbrook, Illinois
    Perform a variety of task pertaining to donors and students. Interact with multiple software packages. Assist with various office tasks.
  • Carnow And Associates
    Administrative Assistant
    Carnow And Associates Jan 2014 - Sep 2017
    Process plan restatements as well as loans and distributions. Perform yearly plan administration, calculations, and processing. Answer phones and order supplies.
  • Family Service Of Winnetka Northfield
    Office Assistant
    Family Service Of Winnetka Northfield Jun 2004 - Dec 2013
    Billing, spreadsheets, data entry, bookkeeping, client service.
  • Transunion
    Analyst/Project Leader
    Transunion Jun 1989 - Jun 1995
    Worked on billing system.
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Wendy Berman Skills

Microsoft Office Systems Analysis Credit Card Transaction Processing Data Entry Billing Systems Bookkeeping Switchboard Salesforce.com Administrative Assistants Collaboration

Wendy Berman Education Details

Frequently Asked Questions about Wendy Berman

What company does Wendy Berman work for?

Wendy Berman works for Howardsimon, Llc

What is Wendy Berman's role at the current company?

Wendy Berman's current role is Administrative Assistant | QuickBooks | Bookkeeping | Pension Administration | Nonprofit | Financial Expertise.

What schools did Wendy Berman attend?

Wendy Berman attended Northern Illinois University.

What skills is Wendy Berman known for?

Wendy Berman has skills like Microsoft Office, Systems Analysis, Credit Card Transaction Processing, Data Entry, Billing Systems, Bookkeeping, Switchboard, Salesforce.com, Administrative Assistants, Collaboration.

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