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Click here or scroll down to respond to this candidate Candidate's Name
Street Address
PHONE NUMBER AVAILABLE Home or PHONE NUMBER AVAILABLE Cell
EMAIL AVAILABLE
Goal: To obtain a position to grow into. I bring to my employer years of experience as a
bookkeeper / executive assistant with prior experience managing a busy restaurant.
__________________________________SKILLS_______________________________
__
*Bookkeeping: Proficient in QuickBooks. Record the sales, expenses, and cash/bank
transactions in the company ledger. Paid bills, completed weekly payroll and filed federal
and state taxes as required monthly, quarterly or annually. Print and distribute W-2 and
1099 at the end of the year.
*Professional Letters, Word Processing, Keyboarding
*Proficient in Microsoft Office: Word, Word Perfect, Excel, Outlook
* Utilizing modern office equipment
* Prioritizing work tasks
* Handling multiple tasks simultaneously
* Assembling and organizing data and information
*Maintaining complex, sensitive, and confidential documents, records, and files
* Providing customer service
* Working independently
* Preparing reports and forms
*Current notary public with notary bond
EMPLOYMENT HISTORY
_______________________
_________________________
Self-employed elderly care
February 2016 - present
Duties:
Assist elderly clients in preparing taxes during tax season.
Assist in working with the internet, setting up accounts, social media, etc
Assist in writing checks for bills and making sure they are paid in a timely fashion.
Take them shopping, pick up prescriptions, taking them to doctor's appointments
Assist in care of home and yard.
Joseph Giambra and Marguerite Schenk JGJR Technical Services Niagara Falls, New
York
Requested me personally when my employment ended with Terry Anderson
Personal care of critically ill person / Administrative Assistant
May 2015 November 2015
Duties:
Patient Care: Take patient to physician appointments, dialysis and out-patient
surgeries. Question doctors and take notes on treatment. Organize patients medical file to
transport to physicians. Clean cathedra, wound care, bathing, dressing, watching patient to
prevent falls. Stay with patient during hospitalizations
Home Care: Home maintenance, housekeeping and pet care. Shopping for groceries
and household items, pick up prescriptions and medical devices. Cooking for renal diabetic
diet.
Administration: Answer telephones and take messages. Type letters, filing, assist
wherever necessary in running home business.
Terry M. Anderson Insurance - Cantonment, Florida
(Life, Annuity, Group Health, Investments) Office Manager/Bookkeeper
November 1995 to May 2014
Duties:
Bookkeeping using QuickBooks for agency, corporation, property investment, and
owners personal accounts:
Agency: Used the accrual method in QuickBooks to record the sales, expenses, and
cash/bank transactions of the company in the general ledger. Printed checks and paid
vendors. Reconcile all checking, savings, and credit cards accounts monthly. Calculated
split commission to pay to agents and printed and mailed checks. At the end of the year,
completed and mailed 1099 forms to agents and vendors then completed and mailed 1096
and IRS copies of 1099s to IRS. Completed weekly payroll for employees. Completed
monthly federal withholding and set up bank withdrawal to pay taxes. Completed quarterly
UTC-6 to the State of Florida and sent check with form. Completed quarterly form 941 and
mailed to IRS and at the end of year completed annual form 940 for the IRS. Completed
W-2s and distributed to employees then completed W-3 and sent to the IRS with the IRS
copy of W-2s. Complete and print monthly financial reports for owner's review. Work with
CPA at tax time to answer questions and file federal taxes for owner. Owner filed under
sole proprietor.
Corporation: Owner owned the building that rented office space and had it filed as
a corporation. Download and present lease agreements for owner to use with new
businesses renting office space. Used the accrual method in QuickBooks to record the
rents, expenses, and cash/bank transactions of the corporation in the general ledger.
Printed checks and paid vendors. Reconcile checking and credit cards accounts monthly.
Completed sales tax forms and mailed forms with taxes to State of Florida monthly. At the
end of the year, completed and mailed 1099s to vendors and sent 1096 and IRS copies of
1099s to IRS. Work with CPA at tax time to answer questions and file federal taxes for
corporation. No employees were paid through the corporation.
Owner's personal accounts and properly Investment: I kept a chart of recurring bills
in order to budget payments. Used QuickBooks to enter and pay bills, hand wrote checks.
Created and signed into accounts to pay for owners orders online. Reconciled all checking,
savings and credit card accounts. Paid and recorded owner's 1040ES.
Administration: Apply, renew and maintain State of Florida and 25 additional out
of state licenses and appointments. Keep office operating, ordering supplies, updating
software, assisting employees with computer downloads and updates. Answer telephones /
gatekeeper to agent.
Fixed Life and Annuities: Ensure detailed completion of applications and forms for
clients prior to submission to insurance companies. Prepare letter of introduction to
accompany each application to provide underwriters with a synopsis of client and purpose
of policy. Monitor active underwriting cases which included ordering paramedical exams,
obtaining medical records, fulfilling underwriter requests for additional documentation or
forms, acting as a liaison between customer and underwriters. Advise clients on progress of
application and answer questions regarding underwriter requests. Prepare policies for
delivery to include a letter specifying the contract's details and include instructions for
client on what forms require their signature. Provide premium amounts and modes
available for life policies and include bank draft forms for premiums.
Securities - Mutual Funds and Variable Annuities: Update agent Uniform
Application for Investment Advisors Registration which under the Securities Exchange
Commission is filed and updated annually for security licensed agents. Submit monthly
reports to broker dealer on all transactions. Ensure detailed completion of applications to
include transfer/exchange paperwork with letters of instruction and complete detailed
broker/dealer paperwork to accompany application. Monitor active cases to ensure
completion of any money transfer. Set up required minimum distribution (RMD) of
retirees. Set up contributions schedules for non-retirees wishing to contribute to their
retirement.
Group Health: Assist agent in presentation to include chart on health insurance
companies available with summary of benefits and premium amounts for individual,
individual and spouse, individual and children, and family coverage. Complete business
application for owners signature. Provide applications and paperwork for enrolling
individual employees. Ensure business application and all employee applications fully
completed prior to submission to insurance company with premium check. Monitor
progress of application and inform group of progress. Assist owners in updating status of
employees during contract year.
Customer Service: Access client policy information on-line. Answer questions for
clients in regards to their contracts. Send clients the forms necessary if they request a
contract change. Submit and monitor forms returned for contract change. Advise clients
when it is completed and to watch for acknowledgment of change from company to place
with their policy. Assist clients in gaining access to their accounts on-line.
Marketing: Create professional letters prospects. Assist and prepare presentations.
Update agents LinkedIn accounts.
Anna Durant Prudential Agent Amherst, New York
Personal Secretary / Agent Assistant
May 1993 - November 1994
Duties:
Administration: Organize office, filing, ordering supplies, update software, answer
telephones / gatekeeper to agent. Assist agent in preparing presentations. Schedule
Appointments. Sorted and answered correspondence.
Customer Assistance: Access client policy information on-line. Answer questions
for clients in regards to their contracts. Send clients the forms necessary if they request a
contract change. Submit and monitor forms returned for contract change. Advise clients
when it is completed and to watch for acknowledgment of change from company to place
with their policy. Assist clients in gaining access to their accounts on-line.
Pizza Hut Niagara Falls and Grand Island, New York
Manager - Manage store with 35 employees, 3 shift supervisors and 2 assistant managers
August 1981 - May 1992
Duties:
Administration: Accountable for both cost of labor, cost of sales and bottom line
profit with $35,000 -$50,000 weekly sales. Accountable for weekly reports to district
manager for labor and sales cost and bottom line profit. Maintained third in sales for
Western New York franchise of 54 stores, recognized for lowest turnover, highest profit
after cost and consistent sales growth. Responsible for ordering food supplies, paper
products and small wares for operation. Upon delivery of orders was responsible for
inspection of food for freshness, reviewed invoices for accuracy and recorded deliveries.
Responsible for meeting standards set by Pizza Hut on product taste and presentation,
employee interaction with customers, appearance and cleanliness of interior and exterior of
restaurant.
Employees: Hire and train employees for service, product presentation, food
handling, equipment maintenance and safety to the standards required of Pizza Hut.
Promoted and trained shift supervisors and assistant managers. Schedule to suit the needs
of the business and the availability of the employees. Responsible for the semiannual
evaluation of employees.
Maintenance: Maintain small and large equipment, vents, HVAC system, call for
repairs when necessary. Hire plows for winter months; ensure sidewalks and walkways
salted for safety of customers. Repair parking lot of holes.
Marketing: Ensure that restaurant and employees were following national
promotions and worked with local business to promote store. Assisted in opening of new
restaurants, had first restaurant based delivery store and pickup window.
Raised money for Roswell Childrens Cancer research with store being consistently
number three in money raised, set up displays for Festival of Lights, worked with various
community organizations such as YMCA, Chamber of Commerce, Parent Association and
sponsored Little League Hockey Teams.
_________________________EDUCATION_________________________
Business and Secretarial Science 1993 - BOCES - Adult Education - Certification,
Niagara County Community College, Sanborn New York
Management Training - 1987 - Completion - Pittsburgh Pennsylvania
High School Diploma - 1980 LaSalle Senior High School, Niagara Falls New York
References furnished upon request
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