Edna C Stefaniak

Ball Financial Services

02.1982 - Current

Supported clients'' needs by providing timely responses to inquiries regarding account status or transactions processed.
Managed accounts payable processes, ensuring prompt payment of invoices while avoiding duplicate payments or late fees.
Supported executives by conducting research, reporting and documentation.
Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
Ensured compliance with relevant regulations through diligent bookkeeping practices and attention to detail.
Provided valuable support during tax season, preparing necessary documentation efficiently and accurately.
Prepared reports used in making key decisions.
Enhanced overall financial organization through implementation of effective document management systems.
Helped reconcile bank statements and accounts and maintain accuracy and current records.
Managed office inventory and ordered new supplies when items were running low.
Entered financial data into company accounting system with stringent adherence to data security protocols
Pitched in to assist with special projects and additional tasks.
Managed and responded to correspondence and inquiries from customers and vendors.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.