Brenda Legare
Manchester,NH
Summary
Accomplished Grant Administrative Assistant with a proven track record at NH Coalition Against Domestic & Sexual Violence, showcasing expertise in financial documentation accuracy. Leveraged critical thinking and professional communication to streamline operations, achieving the creation of over a dozen tracking spreadsheets. Skilled in compliance, with a flair for meticulous detail and customer relations. Organized and dedicated with a proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
14
14
years of professional experience
Work History
Grant Administrative Assistant
NH Coalition Against Domestic & Sexual Violence
08.2021 - Current
- Manage post-award services, oversee state & federal grant awards for compliance with uniform guidance & grant-specific requirements
- Work with directors & grant program staff to implement established grant compliance policies & procedures
- Prepare detailed financial reports on grant expenditures according to funder specifications, ensuring full transparency in the allocation of funds received
- Serve as a knowledgeable resource for colleagues on grant-related issues, providing guidance & support when needed
- Monitor funded projects closely, working with program staff to make timely adjustments as needed for successful implementation & re-class errors in grant charges, accounting & close outs
- Developed & maintain a comprehensive grants calendar to ensure timely submissions, progress reports, and evaluations
Financial & Tax Associate
CPM Tax & Accounting, LLC
10.2018 - Current
- Generate and submit invoices based upon established accounts receivable schedules and terms.
- Perform accounts receivable duties, including researching charge backs, discrepancies and reconciliations.
- Reconcile account information and report figures in general ledger by comparing to bank account statement each month.
- Organize new accounts and update existing ones with current personal and business information including verification of submitted financial documentation for accuracy and integrity against internal and regulatory standards.
- Process transactions for clients including deposits/withdrawals to investment, annuity and college accounts.
- Liaison between account holders/representatives to resolve issues and maintain satisfaction of over 600 clients.
- Develop integrated spreadsheet and database templates for accumulating, formatting and organizing financial data.
- Keep operations in compliance with Federal regulations by directing effective internal systems to track due dates and required submission documents.
- Keep physical files and digitized records organized for easy updating and retrieval by authorized team members.
- Produce high-quality documents, spreadsheets, presentations for internal and customer-facing needs.
- Provide administrative services including phone, email correspondence, making copies and handling incoming and outgoing mail and faxes.
- Compose and proofread memos, letters and reports to verify error-free communication.
- Assist with event planning, including associated travel and logistical arrangements.
- Manage Senior Partners calendars to strategically coordinate meetings, appointments and events.
- Create/Update physical records and digital files to maintain current, accurate and compliant documentation.
- Oversee office inventory activities, including ordering and requisitions, stocking and shipment receiving.
Senior Operations Assistant
Charter Trust Company
02.2011 - 10.2018
- Daily balancing of cash account /reconciliation of checking account/review of over drafted accounts
- Daily income processing/deposit/process incoming checks/manual posting of mutual fund dividends
- Set up assets, modify assets, deliver/gift assets
- Maintain all legal files (Wills, Trusts, IRA documentation)
- Monthly account fee oversight
- Code new accounts with proper fee schedule/produce; liquidate client invoices/monitor closing accounts, process final fees
- Monthly reconciliation of house accounts/mutual fund statements
- Produce extensive monthly reports for Senior Management
- End of month coordinator
- System administrator - involves several online platforms
- Online account access administrator
- Set up new user/trouble shoot online end user issues
- Account Review Coordinator
- Receive/process all opening/closing account paperwork for approval
- Prepare 12 or more reports for monthly ARC meeting/finalize reports for monthly Board meeting/take and finalize meeting minutes for ARC review/approval
Education
Certificate - Administrative Support Specialist
New Hampshire Career Institute
Concord NH2006
Skills
- Justice of the Peace / Notary Public
- Excellent planner and coordinator
- Customer Relations
- Critical Thinking
- Professional Communication
- Meticulous attention to detail
Timeline
Grant Administrative Assistant
NH Coalition Against Domestic & Sexual Violence
08.2021 - Current
Financial & Tax Associate
CPM Tax & Accounting, LLC
10.2018 - Current
Senior Operations Assistant
Charter Trust Company
02.2011 - 10.2018
Certificate - Administrative Support Specialist
New Hampshire Career Institute
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