Becky Young
Administrative assistant
Kaukauna,Wisconsin
Summary
Hardworking and passionate job seeker with strong organizational skills, quick to learn new software, databases, new filing systems eager to secure entry-level Administrative Professional position. Ready to help team achieve company goals.
Precise Office Administrator with 26 years of experience. Expert in Microsoft Office, Pension Pro various filing systems and data bases. Distinguished history of decreasing office spending while increasing functionality.
Overview
16
16
years of professional experience
Work History
Office Coordinator
MAP Retirement, LLC
08.2021 - 08.2023
- Maintaining ongoing contact changes in database and on line websites.
- Digital file storage to support operational and recordkeeping requirements.
- Routed correspondence to facilitate timely communication between team members and clients.
- Reported to senior management on organizational performance and progress toward goals.
- Routed files from old filing system to new filing systems.
- Completed 401(k) /Roth bi-weekly payroll contributions for clients and their employees.
- Submitted for filing Forms 5500EZ, 5500-SF and 5500s to Department Of Labor (DOL).
- Provided clerical support, addressing routine, and special requirements.
- Participated in workshops and in-service meetings to enhance personal growth and professional development.
- Interacted with customers by phone or email.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Provided backup to front desk to step in to answer phones whenever employee was absent or at lunch.
- Database management and digital file storage to support operational and recordkeeping requirements.
- Scanning and Imaging of brokerage statements.
- Assisted with new AI filing system setup, entering data into data base relating to scanning /imaging project.
Office Coordinator
CLA (CliftonLarsonAllen), LLC
01.2019 - 08.2021
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained record filing system to improve document organization and management.
- Scanning and Imaging
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Created and maintained databases to track and record client data.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Drafted correspondence and other documents for Director and department heads in company's voice.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Performed research to collect and record industry data.
- Completed bi-weekly payroll for many clients and their employees.
- Submitted for filing Forms 5500EZ, 5500-SF and 5500s to Department of Labor (DOL)
Administrative Professional
Schenck Retirement Plan Solutions
05.2007 - 07.2021
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained record filing system to improve document organization.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Maintained databases to track and record client data.
- Scheduled office meetings and client appointments for staff teams.
- Assisted development and implementation of new administrative procedures.
- Drafted correspondence and other documents for department heads in company's voice.
- Managed filing system, entered data and completed other clerical tasks.
- Scanning and Imaging
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed bi-weekly payrolls for many clients and their employees.
- Submitted for filing Forms 5500EZ, 5500-SF and 5500s for Department Of Labor (DOL).
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Performed research to collect and record industry data.
Education
No Degree - Oral Interpersonal Communications
Fox Valley Technical College
Appleton, WI03.2003
GED -
New London High School
New London, WI06.1978
No Degree - Administrative Assistance And Secretarial Science
Fox Valley Technical College
Appleton, WI06.1978
Skills
- Microsoft Office
- Data Migration
- Records Management
- Call Transfers
- Database Maintenance
- Developing Office Systems
- Accounts Payable
- Material Preparation
- Scanning/Imaging
Timeline
Office Coordinator
MAP Retirement, LLC
08.2021 - 08.2023
Office Coordinator
CLA (CliftonLarsonAllen), LLC
01.2019 - 08.2021
Administrative Professional
Schenck Retirement Plan Solutions
05.2007 - 07.2021
No Degree - Oral Interpersonal Communications
Fox Valley Technical College
GED -
New London High School
No Degree - Administrative Assistance And Secretarial Science
Fox Valley Technical College
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