| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLEhttp LINKEDIN LINK AVAILABLEQualificationsI have several years of experience as an Executive/Administrative Assistant, in which I have worked directly for Executive Partners, Vice President Director of Operations, indirectly for the CEO/President, Vice President of Programming, Director of Client Services and Vice President Director of ERISA. Responsibilities included coordinating business travel itineraries, process expense reports, reconcile accounts, manage calendar of appointments, process and upkeep employee timesheets/vacation schedules, work with internal and external applicants/clients, and assist with research and deliveries of proposals. I also assisted with projects, prepared correspondence, presentations, reports and Trustee invoicing, supplies, processed incoming/outgoing mail (mail sorter, stamps, stuffer). Served as back-up Receptionist for busy multi-line phone system, while also setting up conference rooms and business luncheons for client meetings, planned and organized company functions (holiday luncheons/parties, Sunday luncheons, team meetings). I have a very strong analytical, problem solving and organization skills, as well as excellent customer service skills.I enjoy interacting with clients, as I assist them with their every day needs. My expertise lies with the ability to problem-solve any situation and the unique way I provide individualized customer service, while also juggling a large client load and meeting tight deadlines.Employment HistoryHorne LLPAustin, TexasAt Horne LLP, I have held a number of positions with increasingly great responsibility.Temporary Relocation SpecialistOctober 2019 January 2024Managed setting up new clients for direct bill for new and existing clients (52 clients - lodging, storage and/or movers)Data EntryHeavy customer service with client and applicants (internal/external)Processed billing and reconciliations for lodging, storage and movers, etc.Processed reimbursement requests for applicantsMain contact for all lodging-related issues and supportPrimary contact for problem-solving (research) issuesPrimary person responsible for all new hires, setting up employees with company software, lodging (reservations) accessWorked proficiently and cooperatively in team-management settingAssisted Sr. Managers, Case Managers, Specialists with special projectsAssisted in heavy inbound and outbound calls to/from applicantsPrepare and reconcile expense reportsTrain new team membersPrepare correspondence to clients and participantsPrepare proceduresCreate and maintain trackers for clients, new hires and billingScreen phone calls either handle issues or immediately forward call to appropriate person/departmentMaintain high level of professionalism and confidentiality at all timesAdministrative AssistantFebruary 2011 October 2019Worked proficiently and cooperatively in team-management settingMain contact for all lodging-related issues and supportData entrySet up background verification of new hires (badging)Responsible for build out and close out of various offices within TexasEstablish set up of direct bill for new and existing clients (lodging)Primary contact for problem-solving (research) issuesResponsible for setting up all new hiresPrepare weekly client reportsCreate and maintain trackers for clients, new hires and billingManage calendar, set appointments, meetings, business luncheons, parties, and travel arrangementsScreen phone calls either handle issues or immediately forward call to appropriate person/departmentReceive, review and distribute daily mail and handled issues/requests as authorizedAssist in delivering proposals to clients for bid work on multi-billion dollar projectsPrepare correspondence to clients and participantsPrepare proceduresTrain new team membersOrder/maintain supplies for departmentMaintain high level of professionalism and confidentiality at all timesThe 401(k) CompanyCharles Schwab Trust Company (acquired The 401(k) Company)Austin, TexasAt The 401(k) Company, I have held a number of positions with increasingly greater responsibility.Senior Specialist Operations Control and AuditOctober 2001 to December 2009Manage positive pay interfaces for five banksProduce participant distribution checksUpdate and maintain database for participant returned checks and responsible for redistribution of these checksResponsible for stop payments, research, ACH, wires, fraud (achieved 99% recovery)Main contact for all bank-related issues and supportPrimary contact for problem-solving (research) issuesSet up company employees on bank software allowing them to process positive pay, stop payments, wires, ACH and bank statementsProcessed daily bank depositsEstablish new customer accounts and maintain existing accountsPrepare of monthly Trustee reports/Trustee billingMange calendar, set appointments, meetingsScreen phone calls either handle issues or immediately forward call to appropriate person/departmentReceive, review and distribute daily mail and handled issues/requests as authorizedWorked proficiently and cooperatively in team-management settingAssist Director of Client Services and Trust Officer with special projectsPrepare correspondence to clients and participantsPrepare expense reportsOrder/maintain supplies for departmentTrain banking staffServe as back-up Receptionist for busy multi-line phone systemMaintain high level of professionalism and confidentiality at all timesTrust Accounting AssociateOctober 1999 to October 2001Process check outsourcing input of data for producing participant checksResponsible for verification of distribution checks and mail to participantsEstablish and maintain new and existing accountsResearch ACH, wires and fraud issuesProcess daily bank deposits, stop payments, and ACHsPrepare correspondence to clients and participantsPrepare correspondence to clients and participantsScreen phone calls either handle issues or immediately forward call to appropriate person/departmentManage calendar, set appointments, meetingsTraining banking staffServe as back-up Receptionist for busy multi-line phone systemMaintain high level of professionalism and confidentiality at all timesExecutive AssistantOctober 1993 to October 1999Manage calendar for Senior Vice President of Plan OperationsAssist Executive Vice President of Technology with special projectsAssist other executive staff members with various tasks/research/clerical dutiesArrange travelPrepare correspondence to clients and participantsScreen phone calls, either handle issues or immediately forward call to appropriate person/departmentManage calendar, set appointments, meetingsResponsible for document development (client database)Prepare correspondence to clients and participantsTrain banking staffServe as back-up Receptionist for busy multi-line phone systemMaintain high level of professionalism and confidentiality at all timesEducationAssociates DegreeNew Mexico State UniversityLas Cruces, New MexicoApplicationsCanopy, OneDrive, Microsoft Office, Microsoft Access, Microsoft Office Excel 2007, Outlook, ACT, Buffalo NAS Navigator, adding machine (by touch), fax machine, scanner, mail sorter/postal equipmentReferencesLacy LyonsPartner, Horne LLPPHONE NUMBER AVAILABLEEMAIL AVAILABLEViviana RamirezPHONE NUMBER AVAILABLEManager, (Deputy Director, Production) Horne LLPEMAIL AVAILABLEPaul MartinManagerHorne LLPPHONE NUMBER AVAILABLEEMAIL AVAILABLEKen Benigno, OwnerK2 Project Management Solutions LLCPHONE NUMBER AVAILABLEEMAIL AVAILABLEJerry BramlettFormerly CEO and President, The 401(k) CompanyNextStep Defined Contribution, Inc.PHONE NUMBER AVAILABLEEMAIL AVAILABLEWhitney PowellFormerly Manager, Horne LLPPHONE NUMBER AVAILABLEMalin ThomasManager, Horne, LLPPHONE NUMBER AVAILABLEEMAIL AVAILABLEMonique HeidingsfelderFormerly Woodspring Suites Houston, (J&P Asset Management), Vice President Sales and MarketingPHONE NUMBER AVAILABLEEMAIL AVAILABLEBarbara Welch, personal referenceFormerly LISD teacher retiredPHONE NUMBER AVAILABLEEMAIL AVAILABLE |
