Overview
Work History
Timeline
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BARBARA JEAN CHELSEA LOGAN

BARBARA JEAN CHELSEA LOGAN

VICTORVILLE,CA

Overview

46
46
years of professional experience

Work History

Estate Executor

AGE Construction. Landtrust
04.2023 - Current
  • Maintained up-to-date knowledge on industry trends and legislation, ensuring clients received the best possible advice regarding their estates.
  • Ensured accurate documentation for estate settlements by meticulously reviewing files and records.
  • Supported families during emotionally difficult times by offering compassionate guidance throughout the entire estates processing journey.
  • Coordinated with financial institutions to gather critical information needed for estate administration processes.
  • Maintained strong relationships with clients, addressing concerns promptly and providing exceptional customer service.
  • Collaborated with legal teams to prepare comprehensive estate plans, resulting in smooth transitions and timely distributions.
  • Reduced processing time for estates by prioritizing tasks and managing deadlines effectively.
  • Facilitated clear communication between all parties involved in the estate settlement process, promoting efficiency and reducing misunderstandings.
  • Developed and maintained database of financial records for clients.
  • Produced financial statements and reports to comply with regulations.
  • Assisted in preparing business plans and investment strategies.
  • Prepared company tax returns and other financial filings.
  • Worked effectively in fast-paced environments.
  • Excellent communication skills, both verbal and written.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Paid attention to detail while completing assignments.

Bookkeeper, Secretary, Office Manager Estate Exe

Advance Electric and Construction. AGE
10.1978 - Current
  • Accomplished multiple tasks within established timeframes. Answered phone call and dispatched work orders.. Accounts payable. Accounts receivable. HUD Payroll. Bank reconciliation. Balance sheets, Disbursements and ledgers. Monthly preparation accounting ledgers for CPA.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
  • Organized and detail-oriented with a strong work ethic.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Paid attention to detail while completing assignments.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Excellent communication skills, both verbal and written.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Learned and adapted quickly to new technology and software applications.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Accounting Technician

Fed. Civil Ser MCLB Marine Corps Logistics Base
04.1987 - 03.2007
  • Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Reduced errors in financial reporting through meticulous attention to detail and thorough review of financial statements.
  • Completed bi-weekly payroll for company employees.
  • Contributed to successful audits with comprehensive preparation of supporting documentation and effective communication with external auditors.
  • Organized general ledger with accuracy and within time constraints.
  • Facilitated smooth financial operations by processing invoices accurately and efficiently, avoiding late payment penalties or disputes.
  • Enhanced vendor relationships by managing accounts payable efficiently, negotiating favorable terms when possible, and ensuring timely payments.
  • Increased team productivity by providing ongoing training and support for accounting staff members.
  • Screened company accounts receivable, accounts payable, payroll processing and general ledger transactions.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Improved cash flow management with precise monitoring of accounts receivable and timely collection efforts.
  • Strengthened decision-making processes by providing key stakeholders with accurate financial reports on a timely basis.
  • Entered figures using 10-key calculator to compute data quickly.
  • Input financial data and produced reports using Software.
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Skilled at working independently and collaboratively in a team environment.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Excellent communication skills, both verbal and written.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Worked well in a team setting, providing support and guidance.
  • Organized and detail-oriented with a strong work ethic.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Paid attention to detail while completing assignments.
  • Proved successful working within tight deadlines and a fast-paced environment.

Secretary

IRS Auditing
01.1985 - 03.1989
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Maintained daily report documents, memos and invoices.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
  • Created and updated records and files to maintain document compliance.
  • Offered technical support and troubleshot issues to enhance office productivity.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.

Timeline

Estate Executor

AGE Construction. Landtrust
04.2023 - Current

Accounting Technician

Fed. Civil Ser MCLB Marine Corps Logistics Base
04.1987 - 03.2007

Secretary

IRS Auditing
01.1985 - 03.1989

Bookkeeper, Secretary, Office Manager Estate Exe

Advance Electric and Construction. AGE
10.1978 - Current

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BARBARA JEAN CHELSEA LOGAN