Cara W

Administrative Coordinator & Bookkeeper

🐦 DesignCustomer ServiceBanking OperationsData EntryFinanceData Entry AssociateAssistantAdministrative AssistantOffice AssistantOffice Administrator
20 years experience in various industries. With general administrative & bookkeeping duties. I started my career in the financial advising & insurance industries. Assisting agents with clients applications and pre underwriting. And ad-hoc projects. Tracking sales, client follow up etc. Later, I began to assist a CPA with administrative duties and later bookkeeping for his business. Including billing, A/R & A/P. Most recently, I spent about 10 years working for a bookkeeping firm with clients from all business backgrounds. Restaurants, attorneys, real estate, etc. During that same 10 years, I have carried, birthed and raised three children and ran our household with my husband.
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Work Background
Office Manager
AB Financial ServicesOffice Manager
Jan. 2014 - Jun. 2025Greater Boston Area
Consultant - Adminstrative, Personal, Organizational Assistance
Self EmployedConsultant - Adminstrative, Personal, Organizational Assistance
Aug. 2013Greater Boston AreaAssisting business owners & executives in re-organizing & streamlining business procedures
Disability Income Specialist/Executive Coordinator
Wealth Design GroupDisability Income Specialist/Executive Coordinator
Mar. 2012 - Apr. 2013
Office Manager/Executive Assistant
BuyWithMeOffice Manager/Executive Assistant
Jul. 2011 - Oct. 2011
Executive Assistant to Financial Advisor
Northwestern MutualExecutive Assistant to Financial Advisor
May. 2010 - Jan. 2011
Disability Insurance Coordinator for The Bulfinch Group
Guardian Life InsuranceDisability Insurance Coordinator for The Bulfinch Group
Jul. 2006 - May. 2010
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