Experience

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  Bernheim Kelley Battista & Bliss,

  • Legal Assistant - Case Manager

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  Bernheim Kelley Battista & Bliss, LLC

  • Plymouth Ma

  • Legal Assistant - Case Manager

    • Jul 2018 - Present
    • Plymouth Ma

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  Relay for Life of Greater Plymouth

  • Committee Member / Chair Silent Auction

    • May 2012 - Present

    Relay For Life is the signature fundraiser for the American Cancer Society. Relay is staffed and coordinated by volunteers in more than 5,200 communities and 27 countries. Volunteers give of their time and effort because they believe it's time to take action against cancer.• Participate in the year long process of planning the 2 day/overnight event • Chair the silent auction portion of the event which includes soliciting and gathering donations for the auction, tracking bids, determining winners, collecting and distributing payments from the winners to the various teams • Tracking and reporting dollars raised to the Committee members

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  Creative Pear Marketing and Design

  • Plymouth, MA

  • Social Media / Marketing Coordinator

    • Jan 2015 - Jul 2018
    • Plymouth, MA

    • Researching and creating social media content for clients in a variety of industries• Typesetting and proofreading of various marketing materials

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  Special Occasion Limousine and Coach

  • Plymouth, MA

  • Booking Agent

    • May 2015 - Oct 2016
    • Plymouth, MA

    • Handled incoming calls, communicated rates /availability, and coordinated various types of reservations• Addressed client questions, requests or problems in a timely and professional manner• Maintained database of client rentals and managed Outlook calendar of daily bookings

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  Computershare

  • Canton, MA

  • Technical Writer - Contract Employee

    • Sep 2003 - Aug 2004
    • Canton, MA

    • Documented all Unclaimed Property procedures utilizing a standardized format• Identified transaction processing risks and determined business process improvements in collaboration with business owners• Implemented controls, business processes and system enhancements resulting in increased operational efficiency, audit trails and system security access for transaction processing and regulatory reporting

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  Boston Financial Data Services

  • Quincy, MA

  • Tax Specialist / Control Specialist / Unclaimed Property Manager

    • Nov 1987 - Sep 1999
    • Quincy, MA

    • Reconciled Tax and Escheatment Accounts and filed quarterly tax returns for hundreds of mutual fund clients• Verified and entered daily pricing for mutual fund clients • Researched reconciliation problems as they occurred • Played a crucial collaborative role in the creation and implementation of an Escheatment Management System which increased efficiency, reduced late filing penalties, and led to the company’s ability to meet and or exceed state filing deadlines• Tracked and updated Escheat law changes to the escheatment management system• Liaison between Regulatory Compliance group and outside vendors and clients