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Administrative Assistant Resume

Waltham, MA


  • Advanced skills in Proseries
  • UltraTax and Profx software
  • Tax research software
  • RIA Checkpoint and CCH
  • MS Excel Word
  • PowerPoint
  • Outlook; Alfresco; PRPC; LOS;SPSS
  • Smart Draw
  • QuickBooks
  • Movex
  • Rumba 9.0
  • ACL.


Confidential, Waltham, MA

Administrative Assistant


  • Corrected and investigated issues regarding various insurance policies such as E - Lifes and Paper Applications.
  • Reported to manager regarding insurance application issues. Assisted ad-hoc projects as needed.
  • Posted payments such as checks or EFT from customers for new applications in Rumba 9.0.
  • Assisted ad-hoc projects as needed such as indexing agents licenses.

Confidential, Andover, MA



  • Updated Return Authorization (RA) from customers using formulas.
  • Consolidated and updated accounts payable items in spreadsheets. Reconciled teh A/P discrepancies.
  • Issued credits and cleared credits for healthcare equipment resale purpose in order to solve AR tax issues in SAP.
  • Used Excel to track numerical values of healthcare equipment refund information. Made A/R journal entries.
  • Used Vertex to track healthcare equipments contracts.
  • Filed individual, partnership and S-corporation tax returns using Profx tax filing software.

Confidential, Medford, MA

Loan Analyst


  • Updated processing system (PRPC) with loan status and notes. Utilized additional access to Alfresco and LOS to upload documents and investigated issues with loans. Reviewed income verifications such as 1040s to ensure teh applicants meet teh income threshold

Confidential, Waltham, MA

Account Receivable Consultant


  • Processed month end credit card payments and refunds. Utilized pivot table to prepare AR aging reports.
  • Assisted manager in verifying payment transactions and invoices for data integrity. Worked with a team to contact customers for discrepancies in credit card reports.
  • Made journal entries in Quickbooks.
  • Filed individual taxes such as 1040EZ/1040, sole proprietorship tax returns in UltraTax.
  • Tracked accounts receivable and accounts payable using spreadsheets.
  • Dealt with customers for daily operations and handled golfing/miniature golfing events. Raised revenue more TEMPthan 25% during teh economic recession.

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