Joy has been a member of the Schenker and Rosenblatt team since Fall 2007. Joy duties include Customer Service & Client Relations, accounts payable/receivable, Investment Reporting, Account Management, Account Reconciliation, Month end closing and quarterly and annual Payroll Filing.
Joy works directly with Leon Schenker as the first contact during tax appointments, streamlining the return to facilitate more client quality time with the partner. She is responsible for direct training and evaluation of new employees in the areas of accounting/bookkeeping procedures and office administration. Joy schedules private training sessions for clients who wish to learn or improve their Quickbooks Skills. She also remotely logs into many clients to oversee their Monthly Bookkeeping: bank transaction imports, credit card imports and month-end closings. Joy is married and lives in Teaneck New Jersey. She is a life time member of the Girl Scouts of America and active in her synagogue, Temple Emeth.
Copyright SRG Advisors, LLC. All Rights Reserved.