Financial

• Organize and manage financial infrastructures
• Pay bills via online banking and personal check
• Categorize and reconcile personal bank and credit card accounts utilizing Quicken.
• Investigate and resolve billing issues
• Develop and maintain paper and online retrieval systems
• Prepare Quarterly and Annual financial information / reports to Financial Advisors and CPAs.

 

Administrative

• Jump-start, organize and oversee large and small projects
• Maintain calendars, contacts and databases
• Correspond and coordinate with client’s attorneys, CPAs, financial advisors, consultants and family members.
• Software proficiencies on Macs and PCs, Outlook, Word, Excel, Quicken.