Caitlin Walpole
Powell
Summary
Versatile Secretary/Accounting Assistant with a proven track record at Heritage Pool Company, excelling in customer service and office administration. Demonstrated ability to handle confidential information and enhance organizational efficiency. Skilled in QuickBooks and adept at fostering positive client relationships, contributing to a notable increase in customer satisfaction. Professional Secretary with over 3 years of experience managing daily administrative support tasks and operations in various industry. Well-organized, quick learner committed to delivering high-quality results. Adaptable and versatile worker providing excellent customer service within dynamic environments.
Overview
14
14
years of professional experience
Work History
Secretary/Accounting Assistant
Heritage Pool Company
12.2021 - Current
- 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.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Entered data into system and updated customer contacts with information to keep records current.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Managed executive calendars, scheduling appointments and meetings to optimize time management.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
- Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
- Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
- Utilized advanced software programs for data entry tasks that increased accuracy while minimizing errors.
- Proficient in Quickbooks computer software.
Secretary/Accounting Assistant
Pools by Heritage
12.2021 - Current
- 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.
- Proficient with Quickbooks computer software.
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained electronic filing systems and categorized documents.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Managed executive calendars, scheduling appointments and meetings to optimize time management.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
- Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
- Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
- Promoted a positive image of the organization through clear communication both internally with colleagues and externally with clients.
- Utilized advanced software programs for data entry tasks that increased accuracy while minimizing errors.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Manager
Chipotle Grill
01.2015 - 01.2017
- Accomplished multiple tasks within established timeframes.
- 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.
Trainer/Customer Service Cashier
Raising Cane's Restaurants
03.2012 - 01.2015
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
- Coached employees on best practices, providing constructive feedback to support their professional growth.
- Evaluated the effectiveness of training initiatives by tracking participant progress and gathering feedback for continuous improvement.
- Excellent Customer Service.
Education
High School Diploma -
Archbishop Chapelle High School
Metairie, LA05-2014
Skills
- Customer Service
- Verbal and written communication
- Office Administration
- Organization
- Keyboarding skills
- Appointment Scheduling
- File Management
- Calendar Management
- Confidentiality understanding
- Sales Support
- Schedule Management
- Mail distribution
- File systems management
Timeline
Secretary/Accounting Assistant
Heritage Pool Company
12.2021 - Current
Secretary/Accounting Assistant
Pools by Heritage
12.2021 - Current
Manager
Chipotle Grill
01.2015 - 01.2017
Trainer/Customer Service Cashier
Raising Cane's Restaurants
03.2012 - 01.2015
High School Diploma -
Archbishop Chapelle High School
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