Assisted office manager with Financial Statement and Proposals-some preparation –backup for copying, binding, and filing typed copies, maintaining report release records. Maintaining file room: (maintained a highly effective organizational and filing system, including quick and thorough indexing, filing and offsite storage, resulting in easy access to critical information and streamlining office function).
Coordinate and set up high-level conference calls, board and management meetings, special events and travel arrangement for executives.
Receptionist duties (Answering a high volume of incoming calls and in-person inquiries from clients and colleagues; treat each person with respect and provide information and referrals. Call for messenger drop-offs and pick-ups.
Created new client profiles and Engagement Master Files using Elite Enterprise 3.5 and AS/400. Accounts Payable / Accounts Receivable.
Conduct extensive Internet research on competitor and potential acquisitions, reporting findings to sales representative as well as maintaining database and compiling PR materials for potential clients.
Process tax returns and mailing of invoices. Responsible for mail, faxes and Transit check distribution. Time input, maintaining inventory for office supplies and ordering. Support fellow co-workers.