Experience

Sol Schwartz & Associates, P.C.

• United States

• Tax Assembler/Accounts Payables

  • Jul 2001 - Present

  Primary position is the assembly of tax paperwork, ACCOUNTS PAYABLE , entering client expenses into PRAC and QB program, typing tax engagement letters, faxed and filed highly confidential correspondence, back up the receptionist during lunch hour, prepared all out going mail, responsible for maintaining copier and printer machines with maintenance and supplies. Bind financial reports, letters and other administrative projects. Supervise and maintain the scanning department. Place phone calls to vendors to make payments or inquire about payments made, scan all AP backup into appropriate folders, pay invoice online and over the phone, follow up call to vendors, code all invoices and expense checks, cut checks on AP deadlines Secretary Hanke, Green and Stein Accounting Firm; Tax Manager and Niche. Backed up the tax secretary during tax season by assisting her assemble returns, updated trakker, gathered returns, and distributed assigned budgeted returns. Clerical support for the managers consisted of managing travel arrangements, updated appointments on managers palm pilots, typing tax engagement letters, pulled files, faxed and filed highly confidential correspondence, back up the receptionist during lunch hour, printed tax forms when requested from a Super Forms program, contacted clients to confirm or arrange appointments, updated weekly management reports, prepared new client set up information sheets Show less

• Tax Secretary/Accounts Payable/Tax Assembler

  • Jul 2001 - Present

  Tax Assembler/Basic Accounts Payable/Tax Secretary

• secretary

  • Jan 2001 - Present

  Basic Accounts Payable, Tax Assembler/Tax Secretary



Duncan-Smith Co. Investment Banking Firm

• Secretary/Receptionist

  • Feb 1996 - Oct 2000

  Perform all clerical needs of President, in support of his role as Chairman of the San Antonio branch of YEO. Primary clerical support for all office activities, excluding Chairman. Manage office travel arrangements. Perform merge/mail-outs for partnership/shareholder information and distribution which consisted of confidential information. Copy and compile 10-40 page proposals, plus 10-50 pages of exhibit data provided. Utilize a Sprint Protégé telephone system with 10 incoming lines, 12 extensions, and answering for separate companies. Maintain workable alpha filing system, active and inactive. Sort and distribute mail. Create an atmosphere of hospitality for our clients. Order and maintain office and kitchen supplies. Type reports, forms, & brochures , prepare value line reports. Light accounting for President. Prepare routine personal and office correspondence. Back – up all computer systems. Intense dictation for the owner of the Company. Show less



Law Offices of Pat Maloney

• United States

• Secretary

  • Oct 1991 - Feb 1996

  Processed worker’s compensation and personal injury files. Requested status on worker’s compensation checks and medical records. Answered multi-line telephone system. Sorted and distributed all incoming mail to attorneys. Written and verbal translation of English to Spanish at the Industrial Accident Board and within the office. Processed worker’s compensation and personal injury files. Requested status on worker’s compensation checks and medical records. Answered multi-line telephone system. Sorted and distributed all incoming mail to attorneys. Written and verbal translation of English to Spanish at the Industrial Accident Board and within the office.



VIP Personnel

• Dominican Republic
• Human Resources Services
• 1 - 100 Employee

• Receptionist

  • Oct 1989 - Sep 1991

  Operated extremely heavy multi-line telephone systems, with 16 incoming lines and 21 extensions. Recorded and maintained all information logs for permanent and temporary recruiters. Typed, prepared labels , filed reference and placed files. Handled overflow typing as requested. Sorted and distributed all incoming mail. Ordered office supplies. Assisted with payroll. Greeted company executive and employee clients. Operated extremely heavy multi-line telephone systems, with 16 incoming lines and 21 extensions. Recorded and maintained all information logs for permanent and temporary recruiters. Typed, prepared labels , filed reference and placed files. Handled overflow typing as requested. Sorted and distributed all incoming mail. Ordered office supplies. Assisted with payroll. Greeted company executive and employee clients.



Joe Weiss

• United States
• Real Estate

• Receptionist/Secretary

  • Aug 1984 - Sep 1989

  Answered a multi-line telephone system. Prepared files. Greeted clients, scheduled appointments, distributed mail, and typed correspondence. Handled general office duties, bank deposits. Filing light typing, general office duties. Answered a multi-line telephone system. Prepared files. Greeted clients, scheduled appointments, distributed mail, and typed correspondence. Handled general office duties, bank deposits. Filing light typing, general office duties.