Experience

Old North State Trust, LLC

• Financial Advisor Intern

  • Jul 2018 - Present

  - Collected, reviewed, followed-up on, and processed corporate credit card and travel expense reimbursement reports - Reviewed and entered payable invoices, made adjusting journal entries, entered company transactions, and assisted with administrative tasks such as emailing and pulling files for audit - Attented weekly meetings with presentations from accounting firms - Attended social events - Collected, reviewed, followed-up on, and processed corporate credit card and travel expense reimbursement reports - Reviewed and entered payable invoices, made adjusting journal entries, entered company transactions, and assisted with administrative tasks such as emailing and pulling files for audit - Attented weekly meetings with presentations from accounting firms - Attended social events