Collaborating closely with Attorney R.J. Connelly III on a daily basis, Alycia is focused on securing financial stability for their clients while enhancing each individual's financial circumstances. She adeptly manages essential financial functions related to client funds, encompassing both small estates, which may necessitate meticulous attention, and substantial trust accounts requiring rigorous oversight. This involves conducting thorough bank reconciliations to ensure accuracy and reliability, as well as preparing comprehensive financial reports for submission to state and federal agencies.

 

Alycia's responsibilities also extend to coordinating efforts with a team of financial professionals, including accountants, tax advisors, financial planners, and investment advisors, thereby facilitating holistic financial management for clients. She is also charged with drafting fiduciary documents, estate accountings, and trust accountings, in addition to overseeing the administration of these processes.

 

She effectively manages the three corporate entities associated with Connelly Law Offices, ensuring the proper maintenance of all bank accounts, the preparation of tax-related documentation, and the supervision of accounts payable and accounts receivable functions. In her role, she provides invaluable supervision and guidance to the staff within the fiduciary department, fostering a collaborative environment that prioritizes client financial well-being. She routinely engages with diverse stakeholders, including clients, vendors, beneficiaries, and other financial partners, addressing various financial matters with professionalism and a commitment to client service.

 

Prior to her tenure at Connelly Law, Alycia provided financial oversight for several small businesses. She served as an instructor for a non-profit agency, teaching computer and financial literacy skills to adults of all ages. In that capacity, she imparted the knowledge necessary for managing personal financial matters effectively, including prudent decision-making regarding investments, insurance, credit management, real estate, college financing, budgeting, retirement, and tax planning.

 

She has completed advanced training in QuickBooks and holds certification in Microsoft Office, demonstrating proficiency in Word, Excel, and PowerPoint. She is committed to ongoing professional development, continually enhancing her expertise through participation in continuing education courses, seminars, and workshops.