Experience

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  CenterSquare Investment Management (formerly Urdang)

  • United States
  • Investment Management
  • 100 - 200 Employee

  • Administrative Assistant

    • Jul 2008 - Present

  • Administrative Assistant

    • Jul 2008 - Present

    Acquisitions and Asset Management - Maintain personal time off reports, review and confirm expense reports and other projects for Human Resources Manager - Prepare and maintain detailed flow and organizational charts for Chief Compliance and Compliance and Risk Management Officers - Assist in completion of Quarterly Valuation Reports, and maintain the Operations Manual for the Managing Director and Compliance and Risk Management Officer - Coordinate Weekly Occupancy Reports - Schedule, prepare and coordinate meetings for Managers - Assist Asset Managers and Analysts with reports and research - Coordinate with attorneys to complete closing binders and intranet files for acquired properties - Assist in preparing marketing binders for Managing Director and Portfolio Manager - Prepare letters, memos, faxes, reports, and other confidential material

• 

  Weiss & Spirt, Attorneys at Law

  • Legal Secretary/Office Manager

    • Feb 2004 - Jul 2008

    Transcribed legal pleadings for filing and service for all attorneys - Produced letters, faxes, memos, and monthly billing statements - Assisted all attorneys in preparation for hearings - Communicated with clients, attorneys and the Court - Scheduled meetings and depositions for all attorneys

• 

  Chowns Fabrications and Rigging, Inc

  • Administrative Assistant/Sales Representative

    • Mar 2003 - Feb 2004

    Prepared quotations, sales calls, material purchasing and tracked job costs for Vice President - Assisted shop Supervisor with purchasing and job costing - Supported Estimators with copying and scanning blueprints, prepare blueprints for mailing, and weigh-out of materials in preparation for bids - Assisted IT with marketing material preparation

• 

  Fairhill Fabricators, Inc

  • Sales Assistant

    • Sep 2000 - Mar 2003

    Assisted Sales Manager with quotation preparation, managing call lists, and customer data base - Coordinated with General Manager and plant supervisor on delivery schedules and sales updates, as well as product quality issues - Coordinated with sales representatives regarding quotations, orders, delivery schedules, customer service issues, supplies, and marketing materials - Tracked Quality Assurance Program, Monthly Container Sales, On Time Delivery, and Sales Representatives Commission Reports

• 

  Strategic Funding Source, Inc

  • Office Manager

    • Nov 1994 - Sep 2000

    Worked with consultants to create training materials and plan client training and development workshops - Coordinated with consultants/staff to ensure task completion and maximize consultant’s effectiveness - Prepared client invoices, letters, reports, consulting materials, proposals, and processed incoming payments - Expedited project work to support workload - Maintained calendar for consultants to meet logistics and travel schedules

• 

  BISYS Fund Services

  • Administrative Assistant

    • May 1991 - Nov 1994

    Prepared letters, memos, controllers reports, and invoices for payment - Handled switchboard as back-up receptionist - Supervised incoming enrollment and change forms to insure correctness in order to streamline data entry - Entered cash receipts, accounts payable, vouchers, invoices, credit memos, and journal entries