Elvira Notz joined Dorchester Wealth Management, a predecessor of Cardinal Point, in 1994. With over 30 years of operational experience in investment organizations, she demonstrates exceptional expertise in maintaining financial records using Great Plains and Sage software, preparing financial statements for the firm and its clients, managing the audit process, and reviewing tax returns. Elvira is also responsible for managing internal audits, overseeing SOX reconciliations, managing payroll, and handling all banking tasks.
Additionally, she ensures precise client billing by coordinating with custodians and administering fee receivables. Her diligent approach to client account administration guarantees seamless transaction reconciliation and accurate tax classification, making her an indispensable asset to clients and the firm.