CAROL A. MARSHALL

* ******** ***** ● Tinton Falls, New Jersey 07724

732-***-**** ● acwdv9@r.postjobfree.com

EXECUTIVE/ADMINISTRATIVE ASSISTANT

Efficient administrative professional with more than 20 years of experience streamlining file management and organizational processes for various companies. Proven experience in administering effective customer service to clients by maintaining appointment and meeting schedules while managing calendar. Strengthen communication with clients and executives to ensure proper documentation and problem solve as needed.

Administrative Support ● File Management / Organization ● New Process Implementation

Correspondence ● Documentation ● Scheduling ● Customer Service ● Client Follow Up

Payroll Administration ● Accounts Payable / Receivable ● Problem Solving ● Travel Logistics

Project Management ● Report Generation ● Data Collection ● Database Management

QuickBooks ● Microsoft Office Suite ● Act! ● PDF Documents ● Pro Series Tax Software

PROFESSIONAL EXPERIENCE

FLOM, FRENCH, GOODWIN, Matawan, New Jersey ● 2016

Accounting firm specializing in tax returns, payroll, and accounting services.

Administrative Assistant

Handled all correspondence related to email and mail communications. Prepared financial statements and documented tax returns. Recorded tax information in Pro Series Tax program and disseminated pertinent information to CPA. Developed accounting packages and communicated with client to coordinate pick up.

Streamlined entire filling system to increase efficiency and ensure property documentation.

MET LIFE, Wall, New Jersey ● 2015

Leading life insurance company.

Administrative Assistant

Prepared applications for various client insurance policies. Assisted clients in completing investment paperwork including asset transfers. Initiated consistent follow up to ensure proper documentation and streamline application processes. Developed Excel spreadsheet to track ongoing cases and status while presenting to Registered Representative weekly.

Maximized efficiency by removing inactive files and ensuring necessary information to maintain compliance.

WEALTH COLONY LLC, Eatontown, New Jersey ● 2013-2014

Start-up wealth management and investment Multi-Level Marketing company.

Executive Assistant

Administered support to CEO through various administrative activities. Created PowerPoint to present business plan to potential consultants. Managed QuickBooks accounts for 3 companies and processed accounts payable, accounts receivable, and account reconciliations. Coordinated conference calls by communicating dial-in procedures to participants and establishing conference bridges for meetings. Initiated bi-weekly payroll through ADP. Maintained accuracy of legal documents by consulting with Legal Zoom.

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CAROL A. MARSHALL ● Page 2

732-***-**** ● acwdv9@r.postjobfree.com

WEALTH COLONY LLC, Continued

Established payroll process by identifying and recommending ADP as best payroll service and provided efficient point of contact for program.

Streamlined efficiency by setting up processes including FedEx account for shipping.

FLANNERY & ASSOCIATES LLC, Spring Lake Heights, New Jersey ● 2011-2013

Accounting firm.

Administrative Assistant

Coordinated calendar and schedules for office group and scheduled appointments for CPA and accountant during tax season. Implemented software to process tax returns and facilitate document management. Prepared financial statements. Administered exceptional customer service to clients. Managed inventory of office supplies. Initiated bookkeeping for various business clients in QuickBooks.

Revamped filing system to archive and maintain appropriate files.

DOMINION FINANCIAL GROUP, Red Bank, New Jersey ● 2010-2011

Financial management company offering investment and insurance services.

Administrative Assistant

Managed administrative activities for President and Chief Operating Officer as temporary employee.

WEALTH STRATEGIES GROUP, Hazlet, New Jersey ● 2007-2009

Accounting and wealth management company.

Administrative Assistant

Provided customer service to clients by addressing issues / problems and implementing resolutions. Prepared new account, investment, and transfer paperwork. Ensured consistent follow up with clients. Developed detailed investment reports for Representative for client meetings. Generated client information during meetings. Initiated processing of tax returns. Implemented QuickBooks for business clients.

Ensured proper and efficient documentation of investment paperwork as required by compliance.

CONCORDE SPECIALTY GASES, Eatontown, New Jersey ● 1997-2002

Chemical company with joint venture in Russia

Administrative Assistant, August 1997 – February 2002

Arranged international and domestic transportation for product. Planned and coordinated materials for Board Meetings. Initiated bookkeeping and payroll through Quickbooks

RIVERVIEW MEDICAL CENTER, Red Bank, New Jersey ● 1986-1997

Executive Assistant

Planned and coordinated materials for board meetings. Coordinated grant applications. Preparation of donor acknowledgement materials.

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