I have the pleasure of working with Heather. Our work relationship started in started in 2021. We hired a firm Heather was working at and she was assigned to our account. From the very beginning, she...
I have had the pleasure of working with Mrs. Simpson for the past two years. During that time, she has always been pleasant, cheerful and a delight with which to work.
Heather started with Advanced Po...
Trust Score
Exceptionally trusted; proven professional excellence.
• Manage owner/president-level calendars, emails, correspondence, and calls, prioritizing tasks
effectively.
• Schedule meetings and conduct zoom interviews.
• Handle credit card and operating expense reports.
• Handle back office duties as the front runner while owner/president would drop items in my lap and I would take off running as expected by him.
• Manage overseas service team for proj...
Harwinton, Connecticut, United StatesMy responsibilities include paying invoices for operating expenses, recording bank, credit card and loan transactions. Recording commissions and customer payments, reconciling them and paying carrier invoices/statements for those agency bill policies. Entering in payroll and creating monthly financial reports, such as the Balance Sheet, Income Statement, Production Reports, and Analysis Repor...