Experience

KDG

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Executive Assistant

  • Nov 2022 - Present



Valley Health Partners Community Health Center

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Executive Assistance

  • Sep 2020 - Nov 2022



Engel, Wiener & Bergstein

• Paralegal

  • Dec 2016 - Aug 2020

  Transcribe and edit correspondence, pleadings and other communications and memos for firm partner who practices family law, civil litigation, worker's compensation, estate planning and estate administration. Organize and maintain filing system including file set up, conflict checks, closing of files, shredding and purging and relocation of closed files to storage. Prepare client bills and update accounts receivable reports on a monthly basis. Process all credit card payments and collect funds from online banking. Remote check deposit for attorney accounts, reconciliation of attorney accounts, update Quicken daily for all transactions for attorney accounts. Coordinate with the CPA for payroll taxes including submission of bank statements, Quicken ledgers, and check stubs for preparation of payroll taxes every 6 months. Coordination of IRA and HSA contributions for attorney payroll. Ensure timely payment of federal tax deposits for attorney payroll including federal tax, Medicare and Social Security. Inventory all office supplies and order as needed. Prepare business minutes every year for the businesses the firm holds records for. Prepare all 1099s for referral fees to attorneys and submit to the State and to the IRS. All other tasks as assigned by the attorney.



Steckel and Stopp Law Offices

• United States
• Law Practice
• 1 - 100 Employee

• Paralegal

  • Nov 2012 - Apr 2018

  Collaborate with Estate Department to address department deficiencies for presentation to Firm Patterns with suggested resolutions. Piloted the Lacker Group Software for Estate Department to assist Firm Partners in their decision to purchase the software for the department. Designated trainer for Lacker Group Software for the Estate Department. Update department forms to reflect current office procedures and conformity to County procedure changes. Inventory, protect, value and dispose of assets including preparation of stock power transfer forms, death claim forms and establishing estate bank account(s). Maintain financial records to prepare estate accounting of all estate transactions for the ultimate review by the Executor(s) and beneficiaries. Draft PA Inheritance Tax Return, PA Inventory, and Federal Estate Tax Return. Coordinate with office CPA to prepare the Estate's fiduciary income tax returns.