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Detail-oriented professional seeking the Management Associate role in the Endowment and Foundation Advisory Department at Glenmede Trust Co.
Impeccable judgment and stellar attention to detail skills in order to achieve performance goals.
Promoted to positions of greater responsibility for taking on additional responsibility and leading by example.
Strong audit and data analysis skills and valuable, hands-on experience collaborating with fellow leaders.
Excellent listening, verbal communication and interpersonal skills to build relationships with colleagues.
Adaptable, versatile and flexible to prioritize effectively and proactively resolve problems.
Proficient with Microsoft Office and Access; Salesforce; Prosystems; Onyx; One Source; and Global Plus.
Glenmede Trust Co. 2010-Present
Senior Client Service Associate (2014-Present)
Demonstrate attention to detail and organizational skills to process more than 460 personal tax clients on an annual basis.
Process and track filing of federal and state income tax returns, as well as federal estate tax returns and state death tax returns, including managing the e-filing process for federal and state returns.
Maintain detailed processing records, as well as federal and state tax estimating records.
Utilize mail merge in Microsoft Word to review addresses and states filed in the prior year.
Process mail merge and for a mass mailing at the end on January.
Track incoming signed engagement letters, and record all necessary data from the tax returns on tracking sheets.
Ensure estimated tax payments are paid from June-September and again in January.
Leverage Microsoft Access database to better track signed engagement letters and to charge fees.
Collaborated with IT personnel to build a query to create a spreadsheet for an automated cash needs list, which has resulted in a quicker completion time.
Created a database to better filter information after working closely with IT staff members.
Helped improve controls for a new CRM tool (Salesforce) while participating on the Steering Committee.
Tax Administrative Assistant (2010-2014)
Provided valuable, hands-on administrative support with the successful completion of tax documents.
H & R Block 2008-2009
Processed federal and state income tax returns for the 2008 tax year in an accurate and efficient manner.
ACE USA Wilmington, DE 1998-2009
Financial Analyst (2000-2009)
Complete disbursements, journals and other accounting functions in a quick and efficient fashion.
Ensured collectible balances and aged items were addressed and cleared prior to month-end closing.
Reconciled premium differences and disputed transactions within the current month.
Resolved discrepancies by working closely with brokers and underwriters and cleared and collected aged receivables.
Claims Assistant, Workers Compensation (1998-2000)
Processed all medical and legal claim payments and collaborated effectively with a diverse team of colleagues.
Bachelor of Science, Business Administration (BSBA), Accounting, Widener University; earned May 2007
> Member, American Institute of Certified Public Accountants (AICPA)
coursework in accounting and Microsoft Excel.
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