CBT Personal Secretarial Services

Who can benefit?

• Seniors who need a little extra help to be independent
• Adults who cannot manage to "do it all" for spouse, child, or aging parents
• Widows/Widowers or anyone else who needs help adjusting to a major life change and are now responsible for their own financial affairs
• Families dealing with medical issues involving a loved on who needs temporary help getting through a difficult time.

Personal Secretarial Services

• Organize/Pay Bills
• Reconcile Statements:  Bank, Credit Card, Investment, Medical Insurance, Home Health Aid
• Follow-up phone calls/letters to resolve disputes
• Maintain detailed, accurate financial/tax records
• Prepare monthly/quarterly statements for clients/CPA's
• Set up/monitor a budget
• Track CD renewal schedules
• Make trips to Post Office and bank
• Keep appointment calendar up to date

Qualifications

• Over 11 years administrative experience within the Trust department of a bank
• Over 5 years experience in bookkeeping, set up three companies with Quickbooks
• Over 11 years experience as an Executive Secretary/Administrative Assistant, currently working for a Senior Vice President of a mid-size Consulting Firm
• 5 years experience in geriatric care
• Experienced in Microsoft Office (Escell, Word, PowerPoint, Outlook)
• Member of American Association of Daily Money Managers (AADMM)