Melissa Salerno
Mauldin, South Carolina 29622
E-Mail Address: *************@*****.***
Objective: I seek an opportunity in a fast paced environment that will allow me to build upon the experience I have, furthering my personal skills while challenging me and maximizing my contribution to an organization by providing the highest level of quality performance. Professional Exprerience:
August 2007 to Present: Administrative Assistant
Saratoga Wealth Advisors
Duties/Responsibilities:
• Support Daily Operations of Firm
• Assist Principal with Investment Administration and Income Tax Administration
• Assist Clients with opening of new business ventures with regards to obtaining business licenses, assist in opening bank account and obtaining business, worker’s comp and health insurance plans for new employees of the venture
• Prepare and Mail Tax Organizers
• Organize all Tax Documents Provided by Clients for Preparation of Return
• Entry of Tax Data
• Assemble and Mail Completed Tax Returns to Clients
• Assist with bookkeeping and projects to prepare for client meetings and post meeting follow up work
• Answer Phones, greet and assist all visitors and handle general administrative duties
• Prepare client correspondence and perform check writing for clients
• Scan all Documentation into Database
Computer Skills:
Microsoft Works, Microsoft Word, Paperport (Scanning System), Quickbooks, Microsoft Excel, ProSeries 2016
February 1988 to July 2007: Office Manager
Gaunt, Pratt, Radford and Methe, PA
Duties/Responsibilities:
• Directed Staff and Managed Daily Operations
• Maintained books for multi-million dollar law firm with regards to Account Payable, Receivables and Attorney Time Keeping
• Prepared for meetings and corresponded with member representatives on upcoming meetings
• Interview and hired support staff for new positions opened within the firm
• Prepared Monthly financial reports for Partners
• Maintained Office Computer Network
• Received cash and check receipts, maintained ledger book and computer records of deposits
• Negotiated with suppliers and vendors to receive the most favorable payment terms and prices
Computer Skills:
Neil Billing,Timeslips, Quickbooks, Wordperfect, Lotus Organizer, Microsoft Works, Outlook Education:
Nanuet High School
Rockland Community College