BACKGROUND:
I am a creative office manager/administrator with extensive experience in the financial industry, including Merrill Lynch, Smith Barney, a financial software company, a Non-Profit Foundation, and a private Family Office. Skilled at project organization, report implementation, supervising, training, and bookkeeping qualifies me for general office management and administration.
  
SKILLS:
Diplomacy with excellent speaking and writing skills allows me to effectively interface with inside and outside personnel optimizing communication, confidentiality, and project completion. As an independent contractor, I am there when my clients need short-term or long-term assistance without any employee related costs (e.g., Medicare, social security, paid vacation, sick leave, and other employee related benefits).

LOCATION:
I will work in my clients' home or office – wherever they need project work or regular assistance for as few or as many hours as they require. I can organize their home office, help prepare tax information for CPAs, process AP/AR, prepare reports, reconcile bank/brokerage statements, and supervise projects – to mention just a few capabilities I bring to the table.
  
QUALIFICATIONS:
I have a Masters in Business Administration, 14 years experience in the finance industry, and 5 years experience in private family trust and foundation administration.

Resume and references available on request..