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Brooklyn, NY Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEAuthorized to work in the US for any employerWork ExperienceClient Relations ManagerMetropolitan Capital Tax & Wealth Management - New York, NY November 2022 to Present In charge of coordinating partners calendars and meetings to ensure that all business runs efficiently. Prepare reports, spreadsheets, memo and letters for use to give out pertinent information on investments. Works with team members to communicate cohesiveness and best practices at all levels of the company. Keep client information current by updating data in the various software programs. Build and maintain strong, long-lasting client relationships by understanding their needs and ensuring satisfaction. Serves as the main point of contact for clients, addressing inquiries, concerns, and requests in a timely and professional manner. Responsible for organizing events and communicating with clients for all occasions (ie: birthdays, anniversary, birth of a grandchild) through greeting cards, specialty gifts, or dinners. BookkeeperCaboPage Avenue Associates - Staten Island, NYAugust 2020 to June 2021 Transitioned restaurant from using paper system for invoices and bill payment, introducing them to utilize Quickbooks software. All transactions from the bank statements were entered and invoiced. Payments to vendors were recorded through various channels (ie: Quickbooks, paper). Closing statement for the month were printed after I reconciled using Quickbooks. 1099 were issued entering names, address, and social security number. Received deliveries from vendors of necessary kitchen inventory and kept record. Carried out receptionist duties. Created party menus collaborating with the chef, taking account of everyones allergies and dietary preferences.Administrative AssistantDonofrio Incorporated - Brooklyn, NYJanuary 2007 to April 2018 Aided and supported the tax accountants; with data entry into various software. Conducted research of tax codes and clarification of qualified deductions for clients. Sorted and distributed incoming mail and packages, also prepared letters and packages for mailing. Scheduled appointment for clients and accountant to meet; high volume of telephone calls. Ordered office supplies and maintained sufficient quantities. EducationM.S. in Education in Early Childhood EducationTouro College - New York, NY2014Bachelor of Science in Business ManagementBaruch College - New York, NYAugust 1994 to August 2001Skills customer service (10+ years) data entry (10+ years) Excel (10+ years) excellent communication skills (10+ years) telephone (10+ years) Administrative Support Executive Administrative Quickbooks (10+ years) Administrative Experience Microsoft Office Tax Experience Bookkeeping (10+ years) Microsoft Outlook Microsoft Excel Accounting software Office Management Accounts Payable Accounts Receivable Microsoft Powerpoint Bank ReconciliationAdditional InformationACQUIRED SKILLSMicrosoft Word, PowerPoint, Excel, Outlook, QuickBooks Pro, Access, switchboard telephone, data entry, customer service, excellent communication skills including verbal, and written.