Dedicated professional with experience in customer service, management and accounting. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience in developing procedures to improve accuracy, performance and profitability.
Overview
38
38
years of professional experience
Work History
Client Services Manager
Ferguson Financial Group
02.2019 - 10.2023
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Updated figures given on reports enabling clients to have a more complete understanding of their holdings.
Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Performed duties and provided service in accordance with established operating procedures and company policies.
Developed training manuals that, along with in-person training, generated the most productive quarter in the company's history.
Administrative Assistant
Kasperek & Co. Accountants
12.2006 - 02.2019
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Executed record filing system to improve document organization and management, both physical and electronic.
Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Established training manuals and oversaw seasonal help.
Scheduled office meetings and client appointments for staff teams.
Managed A/R, A/P, Billing and collections.
Bookkeeper/2nd Asst. Non-Foods
Hy-Vee Food Stores
08.1997 - 09.2006
Reconciled cashier's drawers and safe; deposited and ordered cash
Reported financial data in ledgers, balance sheets and journals in the NT systems.
Managed Inventory control, pricing and maintained vendor relationships.
Service Center Manager
Schnucks Markets
04.1986 - 08.1997
Trained new staff members on company policies and center expectations.
Scheduled daily service center employees for 15 people.
Audited, reviewed and reconciled cash reports for 50 employees (NCR system)
Responsible for daily and weekly reconciliation for sales and cash receipts, averaging $350,00 weekly.
Develop procedures used for accountability, improving security and loss controls. This lead to apprehending employees committing theft.
Restructure of an service center experiencing significant problems. This lead to reinstatement of government programs.