With 3+ years of experience maintaining financial records and reviewing account activity. A proven track record of using my excellent personal, communication and organization skills to lead and improve department policies as well as meet strict deadlines while prioritizing urgent needs. Team player with excellent communication skills, high quality of work, driven and highly self-motivated. Strong negotiating skills and business acumen and able to work independently.
Assist with processing admission applications and academic scholarships as well as helping in developing, implementing, and assessing strategies, policies, and procedures that ensure efficient processing of admission applications. Also collaborating with many other university departments to attract, admit, enroll and award students successfully.
Provided administrative support to Financial Advisor, organized files, arrange travel, and bookkeeping as needed. Provided excellent customer service to clients and ensured the branch as a team and office operates efficiently. Participated in annual business planning meetings as well as assist with marketing activities such as planning and monitoring events.
Reviewed, monitored and recommended changes to current and projected program and agency policies. Reported financial data and update financial records in ledgers and journals. Prepared monthly CPA report including checkbook and credit card reconciliations as well as prepared and managed agency budget.
Managed client request regarding orders. Helped generate leads and located opportunities for business growth. Assisted outside sales representatives with product information and availability as well as scheduling delivery to clients.
Consulted clients on business packages and made personalized recommendations. Assisted with creating and managing policies and procedures within the department. Handled on average of 60 customer inquires and complaints per day with a 93% customer satisfaction rate.