Wealth Management Specialist

• Nov 2022 - Present

Wealth Management Assistant Junior Accountant Wealth Management Assistant Junior Accountant

Office Manager, Junior Accountant

• Jan 2022 - Present

Bookkeeper, Assistant Controller & Assistant HR Coordinator

• Sep 2014 - Sep 2018

• Coordinate and prepare company weekly payroll with Webclock, Avitus & Alphastaff, etc. • Proficient in Quick Books Premier 2016, Quick Books 2014, Quick Books 2011, Quicken 2010, Microsoft Word, Microsoft Excel, Outlook, etc. • Assist in managing all of Human Resources, including but not limited to maintenance of health insurance and pension plan packages. • Coordinate and maintain Commercial Insurance, Workers Compensation, Umbrella Policy, and Certificates of Insurance-issued, maintained and received. • Manage Both Accounts Receivables and Accounts Payables. • Compile Cost Analysis and Invoice Comparison Reports. • Liaison to Controller. • Manage and reconcile numerous bank accounts. • Oversee all interoffice correspondence. • Monitor compliance with federal, state, & local governing bodies. • Implement, prepare and maintain the renewal of all state mandated certificates. • Research NYC and NJ violations; coordinate payment plans with drivers and input & pay summons as they come due. • Monitor and Implement Expense Reduction. Show less

Office Manager/Bookkeeper/Payroll & HR Coordinator

• Aug 2011 - Apr 2014

• Coordinated and prepared company weekly payroll with Paychex, etc. • Proficient in Quick Books Premier 2014, Quick Books 2011, Quicken 2010, Microsoft Word, Microsoft Excel, Outlook, etc. • Managed all of Human Resources, including but not limited to the maintenance health insurance and pension plan packages. • Coordinated and maintained Commercial Insurance, Workers Compensation, Umbrella Policy, Certificates of Insurance-issued, maintained and received, etc. • Manage Both Accounts Receivables and Accounts Payables. • Compiled Cost Analysis and Invoice Comparison Reports for existing projects. • Liaison to outside Accountant. • Manage and reconcile numerous bank accounts. • Prepare all bonding correspondence. • Complete proposals for projects to bid. • Supervise and oversee all correspondence with clients, engineers, suppliers/vendors, attorneys, etc. • Prepare AIA’s, Continuation Sheets, Client Invoicing, Lien Waivers, Public and Private Contract, Insurance Compliance, Bonding Compliance/Corresponding, etc. • Monitor compliance with federal, state, & local governing bodies, preparing monthly manning reports, certified payroll, Form AA-201, Form AA-202, Quarterly ST-50’s, Form2290, W-9’s, etc. • Implement, prepare and maintain the renewal of all state mandated certificates for Public Contracts such as: NJ DOT, NJ Transit, State of New Jersey Schools Development Authority, NJ Public Contractors Registration Certificate, NJDPMC, etc. • Coordinate OSHA & Safety Policies & Procedures Manual • Ensure projects and tasks are met in a timely fashion and oversee the quality of work performed. • Monitor Expense Reduction & maintain Office Supplies & Inventory • Worked with and reported to numerous unions. • Managed and maintained company 401K. Show less

Office Manager/Bookkeeper/Payroll & HR Coordinator

• Oct 1998 - Jul 2011

• Coordinate and prepare company weekly payroll for separate business entities with ADP, then Pay Expert. • Proficient in Quick Books 2011, Quicken 2010, Microsoft Word, Microsoft Excel, Outlook, etc. • Coordinate and maintain health insurance, pension plan packages and prevailing wage benefits. • Coordinate and maintain Commercial Insurance. • Managed Both Accounts Receivables and Accounts Payables for Three Separate Entities. • Compiled Cost Analysis and Invoice Comparison Reports for existing projects. • Liaison to outside Accountant. • Manage and reconcile numerous bank accounts. • Supervise and oversee all correspondence with clients, engineers, suppliers/vendors, attorneys, etc. • Prepare AIA’s, Continuation Sheets, Client Invoicing, Lien Waivers, Public and Private Contract, Insurance Compliance, Bonding Compliance/Corresponding. • Monitor compliance with federal, state, and local governing bodies, preparing monthly manning reports, certified payroll, Form AA-201, Form AA-202, Quarterly ST-50’s, Form2290, W-9’s, etc. • Implement, prepare and maintain the renewal of all state mandated certificates for Public Contracts such as: NJ DOT, NJ Transit, State of New Jersey Schools Development Authority, NJ Public Contractors Registration Certificate, NJDPMC, etc. • Worked with and reported to numerous unions. • Manage all of Human Resources. • Managed and maintained company 401K. Show less