Alyse Jeal
Anaheim,CA
Summary
Adept at transforming challenges into opportunities, I leveraged my expertise in Microsoft Office and strategic planning at Catering Services to enhance operational efficiency and foster team collaboration. My knack for meticulous record-keeping and relationship building resulted in a notable increase in departmental productivity and client satisfaction.
Overview
9
9
years of professional experience
Work History
Clerical Assistant
Catering Services
03.2022 - Current
- Maintained confidentiality of sensitive company information while handling sensitive documents and communications.
- Ensured accuracy in data entry tasks, resulting in improved record-keeping and reduced errors.
- Increased department efficiency by managing correspondence, answering phones, and directing inquiries to appropriate personnel.
- Prioritized daily tasks effectively to meet deadlines consistently without compromising quality or detail.
- Responded to inquiries from callers seeking information.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Contributed to a positive work environment by promoting effective communication among team members.
- Processed invoices and expense reports accurately and efficiently to maintain up-to-date financial records.
- Input data into spreadsheets and databases.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Maintained organized files and stocked supplies to support team needs and maximize performance.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Processed incoming and outgoing mail and packages according to established procedures.
- Created and maintained detailed records of all office activities.
- Coordinated and scheduled meetings and appointments.
- Informed and supported business leaders through consistent communication and administrative support duties.
Life Insurance Agent
WFG Title
01.2021 - 12.2021
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
- Analyzed customer needs to provide customized insurance solutions.
Treasurer
Outdoor Living Suites
03.2016 - 11.2020
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Drafted treasury reports to support management decision-making needs.
- Advised management regarding significant expenditures to keep operations in line with budget limitations.
- Streamlined payment processes, improving efficiency and reducing processing times.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Education
Cypress Community College
Cypress, CASkills
- File organization
- Scheduling and calendar management
- Data entry
- Microsoft office
- Copying documents
- Maintaining records
- Billing and invoicing
- Meeting support
- Spreadsheet creation
- Meeting coordination
- Calendar management
- Travel arrangement coordination
- Scheduling appointments
- Meeting preparation
- Record preparation
- Mail processing
- Fax operations
- Travel arrangements
- Phone reception
- Email management
- Proofreading documents
- Organizing and categorizing
- Customer service
- File maintenance
- Verbal communication
- Filing and data archiving
- Digital file management
- Time management
- Prioritizing work
- Social media and promotions
- Spreadsheet management
- Clerical support
- Mail handling
- Dedicated team player
- Strategic planning
- Relationship building
- Appointment scheduling
- Administrative support
- Multi-line phone proficiency
- Customer relationship management (CRM)
- Positive attitude
- Strong problem solver
- Scheduling
- Professional and mature
- Event planning
- Schedule management
- Filing systems
- Document management
- Microsoft Office Suite
- Workload management
- Budget tracking
- Invoice processing
- Expense reporting
- Presentation preparation
- Event preparation
Timeline
Clerical Assistant
Catering Services
03.2022 - Current
Life Insurance Agent
WFG Title
01.2021 - 12.2021
Treasurer
Outdoor Living Suites
03.2016 - 11.2020
Cypress Community College
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