Alicia Evans
Carmel,NY
Summary
Administrative professional with expertise in client support and data management, demonstrated at Pellegrino, Saccomani & Wells, LLP. Proficient in assembling complex tax returns and managing client communications. Strong command of software tools ensures accuracy and compliance, contributing to improved office efficiency and strong professional relationships.
Overview
23
23
years of professional experience
Work History
Administrative Assistant
Pellegrino, Saccomani & Wells, LLP
01.2020 - 04.2024
- Assembled complex tax returns both personal and corporate.
- Responsible for the tracking and follow-up of returns finishing with electronically filing upon client approval.
- Coordinated office schedules, ensuring efficient use of resources and time management.
- Prepared tax documents and correspondence, maintaining accuracy and compliance with firm standards.
- Managed client communications, providing timely responses and fostering strong professional relationships.
- Managed and updated company databases, ensuring accuracy and completeness of information.
- Handled sensitive information with utmost confidentiality while maintaining data integrity at all times.
- Edit financial statements and assemble final copies to be sent to clients.
- Prepare various tax forms including quarterly payroll.
- Served as a primary point of contact for visitors and guests, ensuring their needs were met during their time at the office.
Control Associate
Jefferies & Company
10.2005 - 02.2012
- Reconciled domestic and foreign cash accounts vs. bank.
- Reconciled high yield trades and positions vs. bank, FX cash settlements and stamp levy tax.
- Managed the risk on market exposure and limits on fixed income and equity trades.
- Responsible for the timely settlement of trades, coordinating with middle office to further streamline the process.
- Point person for internal/external audit.
- Identify trade breaks and distribute to appropriate person for rectification.
- Responsible for incoming audit confirmations.
- Release wire transfers.
- Responsible for weekly regulatory calculation 15C3.
Sales Assistant
Viacom Outdoor
11.2004 - 10.2005
- Assist national sales account executive with the coordination of out-of-home media programs.
- Work with buying services to determine the appropriate media for client's campaign.
- Oversee the preparation, delivery, and posting of advertising materials.
- Follow through with campaign delivery and completion reports.
- Handle all contract processing, billing and account service issues.
Administrative Assistant
Popper, Seger & Popper, LLP
06.2003 - 11.2004
- Responsible for updating and maintaining tax calendar.
- Generate client invoices using Quickbooks.
- Proofread client financial reports.
- Prepare engagement letters.
- Enter numerical data and proof trial balances.
- Answer and direct incoming calls.
- Arrange travel, schedule meetings and maintain calendar in Outlook.
Administrative Assistant
Northwestern Mutual Financial Network
New York, New York
09.2001 - 06.2003
- Communicated with clients to gather information and respond to inquiries promptly.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Handled confidential documents in an organized fashion according to established protocol.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Organized and maintained files for underwriting records and correspondence.
Education
Bachelor of Science - Business Administration
Fordham University
Bronx, NY05-2001
Skills
- Client support
- Data management
- Software proficiency
- Administrative assistance
Timeline
Administrative Assistant
Pellegrino, Saccomani & Wells, LLP
01.2020 - 04.2024
Control Associate
Jefferies & Company
10.2005 - 02.2012
Sales Assistant
Viacom Outdoor
11.2004 - 10.2005
Administrative Assistant
Popper, Seger & Popper, LLP
06.2003 - 11.2004
Administrative Assistant
Northwestern Mutual Financial Network
09.2001 - 06.2003
Bachelor of Science - Business Administration
Fordham University