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Click here or scroll down to respond to this candidateCandidate's Name
Fairfield, OH Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLECLIENT SERVICES ADMINISTRATORCustomer-Centric professional driving business growth and productivity through streamlined processes and transparent communication. Optimize operational procedures by implementing consolidated reporting systems and enhancing task management. Build strong team dynamics and unified mission for success.Core competencies and technical skills:Financial Reporting Bookkeeping A/P, A/R Taxes & Payroll Preparation Employee Training LPL Financial Quantum QuickBooks Sage SAP NetSuite Omnique Oracle MS Office (Excel, Word, Access, Power Point, Teams)EXPERIENCEHUNTSVILLE ART LEAGUE, Huntsville, AL Artist 03/2023 10/2023Painted fine art and managed cooperative art league shop, overseeing operations and supporting multiple artists at Lowe Mill ARTS and Entertainment.TATE FARMS, Meridianville, AL Tour Guide (Seasonal) 09/2022 10/2023Provided private guided hayride with educational presentation, farm tours, assisted children pick their own pumpkins from the vine, barnyard animals, showcasing features and providing informative experience for visitors.LUXOTICCA GROUP, EYEMED, Mason, OH Financial Analyst (Temporary) 08/2021 12/2021Supported business development activities focused on existing client renewals working with pricing team.Focused on assigned casework, including reconciliation/auditing, freeing up resources and allowing company to concentrate on 2 strategic projects.AUTO EXPRESS SERVICE, Fairfield, Ohio Office Manager (Temporary) 11/2020 05/2021Managed customer service flow and accounts payable/receivable, including vendor maintenance.Created and entered purchase orders for needed parts/supplies into system.Communicated with vendors, requestors, and procurement team.Reconciled invoices and purchase orders. Prepared reports and billing for reconditioned and customer cars, assisted Auto Express of Hamilton with payroll/vacation time, and worked with the service manager to ensure excellent customer service.GLOBAL FINANCIAL RESOURCES, Cincinnati, OH Service Director 10/2019 03/2020Managed hundreds of accounts for new/existing customers.Prepared client reviews with tailored cost analysis reports on a monthly, quarterly, and yearly basis.Ensured company compliance with FINRA and SEC regulations while collaborating with advisors and broker-dealers to deliver an exceptional customer experience.Organized materials for client events and workshops and handled all tax reporting duties.RAI ADVISORS, Murfreesboro, TN Operations Administration 01/2017 10/2019Directed office operations company wide and provided licensing/administrative support to financial advisors. Served as primary point of contact for new/existing customers. Prepared annual and quarterly client reviews, including detailed cost analysis. Oversaw workflow transition of accounts with external companies. Developed standard procedures, created work instructions, and trained staff on commission split codes.Generated $1.4M in business growth within first year through customer service, informative selling, and creating advanced pre-screening process.Managed system conversion from Invest Financial to LPL Financial, recovering $10K+ in back commissions for advisors by discovering and capturing missing accounts.Identified, investigated, and resolved compliance issues, ensuring seamless commission processing on third-party accounts.Enhanced company culture and employee morale through team-building initiatives and appreciation measures.Streamlined processes for new client onboarding, account re-papering, and compliance for client presentations by consolidating reporting and optimizing various tasks, including asset class overrides, prospect pre-screening, and more.Enhanced company culture and employee morale through team-building initiatives and appreciation measures.(EXPERIENCE CONTINUED)SIMMONS FINANCE, Murfreesboro, TN Finance Operations Specialist 08/2015 12/2016Provided corporate and branch operations support, ensuring continuous compliance. Processed ACH returns, NSFs, refund requests, and account adjustment journal entries.Managed accounts payable, bank account sweeps, loan audits, and posted loan payments, along with general ledger entries and reporting. Assisted the president with marketing efforts and help desk support.Improved efficiency in processing county property tax statements, issuing checks, and paying property taxes by creating Excel workbook and work instructions for annual use.KLABEN AUTO STORES, Kent, OH Warranty Administrator 08/2012 08/2013Administered warranty claims for accounts receivable in compliance with Chrysler Dealer Connect.Processed hundreds of payments weekly and daily deposits, balanced daily cash drawers, managed petty cash, and handled billing and timesheet reconciliation.Provided customer service in high-pressure environments with crowd distractions, noise, time constraints, and disruptions. Organized and filed paperwork for service advisors and the parts department.TRANSPORTATION SECURITY ADMINISTRATION, Hebron, Kentucky Transportation Security Officer 07/2011 01/2012Ensured security/safety of air travelers and airport at Cincinnati/Northern Kentucky International Airport (CVG) by conducting screening/scanning procedures to detect and prevent dangerous objects from being transported onto aircraft.Delivered customer service while navigating stressful environments, including crowd distractions, time pressures, and disruptive passengers.Additional Experience:BORST INVESTMENT PLANNING SERVICES, INC., Albany, GA Office AdministratorRANDOLPH MEDICAL CENTER, Roanoke, AL Human Resource DirectorFIRST BANK, Wadley, Alabama Compliance OfficerLaCasa of GOSHEN, INC., Goshen, Indiana Accountant/Compliance SpecialistPALCO TELECOM SERVICES, Huntsville, Alabama ISO 9002 Laborer Document Controller -- Optimized plant operations by simplifying the parts tracking system, reorganizing labeling procedures, and driving the engagement of 600 employees to achieve ISO certification.EDUCATIONATHENS STATE UNIVERSITY, Athens, AL Bachelor of Business Administration, Emphasis: AccountingCALHOUN COMMUNITY COLLEGE, Decatur, AL Associate of Science, General Education |
