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Candidate's Name
Street Address  ARCH STREETROYERSFORD,PA Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEHIGHLY MOTIVATED PROFESSIONAL LOOKING FOR A REWARDING, FAST PACED ADMINISTRATIVE CAREER WHERE GROWTH AND OPPORTUNITY ARE AVAILABLE AND ENCOURAGEDSkillsOperations,Administrative,Team Building and Development, Hiring and Training, Payroll, Accounts Payable, Customer Service, Scheduling, Proficiency in Microsoft Powerpoint and Excel and Outlook and Word, Handling Charity OutreachEducationBloomsburg University 2005-2007Political ScienceSpring-Ford Senior High School 2001-2005ExperienceMorgan PropertiesAccounts Payable Assistant- April 2023- currentSorting invoices and sending to appropriate person for paymentPicking up and sorting mail and FedExHelping with check run- getting checks signed, mailingSetting up vendors- reviewing insurance and W9 and then setting them up to perform work at certain propertiesScanning in all physical mail and invoices to the correct AP/PropertyPerforming the monthly postage meter reading reportProcessing returned mail and checks- reviewing address and reissuing, if neededPrinting and mailing the sale/acquisition letters to all vendorsMaking sure 1099s are correct and issued for taxesCoachManager- October 2021-February 2023PayrollKeeping the team of about 10 motivated and hitting store goals for rewards signups and proper cashieringHandling returns and customer orders via shipmentIn charge of designing and managing the visual floor sets and merchandiseStore opening and closing procedures- counting the registers in the morning and night, taking care of preparing and signing off on the cash deposit nightly, setting alarm, locking the store, removing trash, Garda Pickups, etc.Managing and maintaining employees schedules and filesMaking sure we are meeting monthly goals and store operations numbersHandling the Coach Cares charity outreach and programs for our districtSEI InvestmentsCustomer Service Associate- January 2017-January 2018Processing paperwork for withdrawalsSpeaking to clients on the phone regarding invests, deposits and withdrawalsMaking phone call and maintain up to date paperwork for clientsProcessing Required Minimum Distributions1099 and any other tax documentsWells Fargo Advisors LLCClient Associate-September 2008-December 2015Helping to maintain and keep up to date, the book for a Premier Advisor who handled 100 Million plus in assetsHandling and maintaining client documents, ACH, Minimum Distributions, Trust and Estate accounts, Checks, etc- for clientsHelping with Office Operations including but not limited to- issuing checks, check deposits, mail-incoming and outgoing, office functionality, answering phones and directing questions or concernsMaintaining advisor travel, calendar and meetings- through Excel, Concur and Microsoft Outlook.Scheduling and booking client meetings, attending and advising clientsMaking sure 1099s are correct and issued, as well as Minimum Required Distributions, Rollovers for IRA/Retirement accounts and Estates, etcSubmitting physical stock certs to the Exchange for electronic paymentBest BuySenior Operations Admin- August 2007-August 2008 and Hiring Training Coordinator April 2003-August 2008Hiring and training all employees for the King Of Prussia Location- especially for Black Friday and Holiday SeasonCounting the drawers, balancing the safe and making the deposit of cashPayrollScheduling customer service and cashier employeesHandling customer complaints and issuesManaging a team of 20-30 and making sure to train on store goals and seeing the goals are obtainedKeeping track of monthly store budget goals and ideasPhilabundence and Charity OutreachHolding team and store meetings monthlyCoordinating with District Managers over budget and Monthly store goalsOpening and closing the door, opening and locking doors, making sure registers are out and even, handling the deposit, Garda Pickups, Maintaining employee files and schedules, etc