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
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