CHRISTINE VEGA MERCANDETTI
New City, NY 10956
adhhbe@r.postjobfree.com
EXPERIENCE:
BakerHostetler LLP, New York, NY April 2019 - Present Trust Coordinator
Prepare net worth statements for Private Wealth clients
Review trust, GRATS and gift tax returns
Create payment and distribution ledgers each month for clients
Work with financial advisors in obtaining values for Summit Reports
Participate in preparation of client presentation materials
Maintain and update information related to client profiles and request Schulman Black & Katz, LLP, New City, NY August 2004 - April 2019 Accountant Assistant
Collated and reviewed individual and corporate tax returns
Provided financial statements and quarterly reports to business owners
Provided assistance with client audits
Post journal entries to the general ledger
Managed and respond to all correspondence and inquiries for all clients
Prepared annual 1099’s, 1098’s and 1096 forms
Mass mailings of 1098’s for cooperatives and condominiums
Prepared confirmations for bank, legal and insurance audits
Assisted in processing of payroll
Prepared bank reconciliations
Hawkins, Delafield & Wood LLP, New York, NY December 1992 – January 1999 Legal Secretary
Worked with bond partner and two senior associates
Processed lengthy legal documents
Processed bonds, opinions and various certifications
Assisted clients and others at in-office closings
Organized and scheduled business travel arrangements and agendas
Assisted and coordinated the Firm’s summer associate recruitment program Cahill Gordon & Reindel LLP, New York, NY June 1986 – December 1992 Legal Secretary
Worked with litigation partner and one senior associate
Assisted in both litigation and corporate practices
Typed briefs, motions and affidavits
Assisted clients and others at in-office closings
Organized and scheduled business travel arrangements and agendas SKILLS:
Microsoft Word, Excel, Outlook, QuickBooks, Proseries, Addepar, SharePoint EDUCATION:
Grace Institute, New York, NY September 1985- June 1986 Business Diploma
St. Michael Academy, New York, NY September 1981 – June 1985 Regents Diploma