Summary
Overview
Work History
Education
Skills
Phone
Timeline
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Michelle C. Breneman

Boston,MA

Summary

Management of mid-sized law firm’s multi-million dollar client’s funds accounts. Responsible for daily deposits, withdrawals, check and money transfer processing, new business bank account openings and closings.

Overview

26
26
years of professional experience

Work History

Client Services Administrator

Burns & Levinson LLP
11.1998 - 12.2024
  • Management of mid-sized law firm’s multi-million dollar client’s funds accounts
  • Responsible for daily deposits, withdrawals, check and money transfer processing, new business bank account openings and closings
  • Online banking administrator for firm business accounts
  • Coverage for accounts receivables and accounts payables
  • Process credit card payments for invoices and client retainers
  • Ensured the confidentiality of sensitive client information by strictly adhering to data privacy regulations while meticulously verifying and checking intake data for accuracy
  • Preparation of various financial reports
  • New hire orientations
  • Mentoring new employees
  • Petty cash
  • Reception and switchboard coverage
  • Assist billing staff
  • Served on firm committees
  • Report directly to firm’s CFO and Controller
  • Skills: Conflicts Resolutions, Data Entry, Accounts Payable & Receivable, Word, Training, Microsoft Office, Aderant Accounting Software

Education

Business Diploma -

Peabody Veterans Memorial High School
Peabody, MA

Skills

  • Conflicts Resolutions
  • Data Entry
  • Accounts Payable & Receivable
  • Word
  • Training
  • Microsoft Office
  • Aderant Accounting Software
  • Microsoft office expertise
  • Training and mentoring
  • Inter-department collaboration
  • Financial acumen
  • Teamwork and collaboration
  • Attention to detail
  • Reliability
  • Organizational skills
  • Strong organization

Phone

cell, 978-807-5168

Timeline

Client Services Administrator

Burns & Levinson LLP
11.1998 - 12.2024

Business Diploma -

Peabody Veterans Memorial High School
Michelle C. Breneman