Financial Assistant Personal Secretary
Resume:
Shelli C. Archibald
Cedaredge, CO 81413
**********@***.***
Work History:
Dr. Milan J. Jugan, Desert Maxillofacial Center
My duties for Dr Jugan included all practice finances being entered into QB-Desktop. Bank reconciliations. Collections, billing etc. I now do this job remotely from my home in Colorado. It requires a few hours a week.
1996-2021
President and Mrs. Gerald R. Ford
Personal Secretary to President Ford from 1996-2006 Financial Assistant to Mrs. Ford from 2006-2011
Financial Assistant to the Ford Family Estate until completion. The job included all aspects of personal bookkeeping to the point of presenting all data to their CPA for tax preparation. Reporting to President Ford on a regular basis financial status, contact with investment broker, letter writing and payroll. I worked closely with his investment broker and estate trustee.
2009-2015
Mrs. Joan G. O’Neil (Private Resident, Heir to General Tire) With Mrs. O’Neil my job includes all personal bookkeeping duties, payroll, payroll reporting, caregiver scheduling and travel arrangements (flights, vehicle transporting etc.) I meet with her once a week to collect mail and report financial status. I send all data to her CPA for tax preparation and work with her estate trustee. Mrs. O’Neil passed away 1/2015. Quickbooks Desktop Pro, Quickbooks Online, Microsoft Excel, Microsoft Word, etc. References upon request.
Thank you for your consideration.
Contact this candidate