Hardworking and focused Administrative professional offering excellent bookkeeping, planning and prioritization skills demonstrated through twenty years of performance. Skilled at drafting reports and business correspondence, tracking accounts payable and receivable as well as updating spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.
Overview
23
23
years of professional experience
Work History
Administrative Assistant
O’Connor and Schnider Funeral Home
01.2012 - Current
The following are the key responsibilities of the position: - Answering phone calls in a professional and timely manner
Greeting families visiting the funeral home
Returning client calls and requests promptly
Resolving basic client inquiries and screening calls for directors
Producing funeral materials for services
Ensuring all death notices and obituaries are submitted accurately
Handling maintenance of office machines
Accurately applying payments to client accounts
Collaborating with all personnel for the betterment of the funeral home
Promoted to Bookkeeper
Was responsible for: - Developing office procedures that included random drug testing, cash processing, and staff scheduling
Managing conflicts in the workplace
Scheduled administrative employees and worked closely with facility managers and office staff to ensure accurate client accounts
Collaborated with facility managers to ensure that all accounts payable were approved and payments were completed both accurately and on time
Ensure payments were posted accurately and deposited daily
Reconciling client accounts, cash advance accounts, and bank statements
Sending out monthly statements and producing refunds to clients
Review the financial section of the client’s account for audit purposes
I transformed the client's outstanding payments into collections due to nonpayment
Communicated with the funeral directors to make sure that their financial policies were being implemented and followed as per the guidelines
Provided assistance and promptly addressed inquiries from the management team
Ensure that management requests are met with efficiency and effectiveness
Manage and enter payroll.
Bank Teller
Heritage Bank/US Bank
03.2001 - 12.2011
Job expectations include sales and servicing of all bank products, ensuring that customers are knowledgeable about all the products offered by the bank, and assisting them in selecting the products that best meet their needs
Promoted to Universal Banker
Responsible for completing teller duties
Processing personal loans
Completed all the necessary training that was required.
Education
High School Diploma -
Lima High School
Lima, MT
05.1996
No Degree -
Montana State University - Bozeman
Bozeman, MT
05.1998
Skills
Invoice Processing
Office Administration
Reception Oversight
Database Management
Clerical Support
Bookkeeping
Scheduling
Report Writing
Meeting Planning
Account Reconciliation
Accounting Skills
QuickBooks Expert
Additional Information
With an extensive work history in bookkeeping I have become proficient in a multitude of programs including QuickBooks and internal accounting programs. Additionally, I am willing and capable of learning any new program introduced to me.
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