Detailed work experience
November 2011 - November 2013 (2 years 0 months) | Scottsdale, AZ
Personal/Administrative Assistant to a Global Philanthropist based in Scottsdale Arizona.
*General Clerical Duties
January 2007 - August 2011 (4 years 7 months) | Phoenix, AZ
Assistant to the Educational Facilitator for Children with Special Needs.
*First point of contact for Educational Services provided off campus for special needs students unable to attend classes for extended periods of time.
*Played key role in preparing and executing fundraising opportunities and event planning for Advanced Educational Programs for the student body as a whole.
*Established and maintained records including but not limited to; financial tallies and tangible inventory donations.
*Departmental accounting such as; payable/receivable, payroll and distribution of non-profit funds.
Client Service Representative
The Vanguard Group
January 2000 - January 2007 (7 years 0 months) | Scottsdale, AZ
Client Service Representative for Flagship Clients
*Maintained customer profiles regarding to administrative tasks including confidential personal information, correspondence, educational materials, fiduciary transactions and sensitive legal material such as trusts and estate information.
*Accurate and complete implementation and analyses of data in clients profiles dealing with large numeric transactions.
*Departmental accounting for clients including all IRS regulations on 401k, Rollovers, inception of SEP's etc.
*First point of contact for customer questions dealing with 1099's.