Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Dawn Lensert

Buffalo,WY

Summary

With a proven track record at All Inclusive Counseling, I excel in bookkeeping and staff management, enhancing operational efficiency by 30%. My expertise in vendor engagement and leadership has fostered a collaborative environment, driving significant improvements in workflow planning and project execution. Veteran Program manager bringing many years of business operations experience. Adept at leading projects from development to delivery. Effective people manager and big-picture thinker. Accomplished industry leader offering many years of management expertise including staff training and development, performance evaluation, and continuous improvement. Focused on being efficient.

Overview

21
21
years of professional experience

Work History

Office Manager

All Inclusive Counseling
Sheridan, WY
02.2024 - 12.2024
  • Administered payroll and maintained proper documentation of employee personnel.
  • Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Input QuickBooks/Payroll.
  • Coded and entered daily invoices with in-house accounting software regarding insurance payments.
  • Maintained filing system for records, correspondence and other documents.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Mediated conflicts between employees and facilitated effective resolutions to disputes.
  • Interpreted and communicated work procedures and company policies to staff.
  • Provided training to new hires on office policies and procedures.
  • I interviewed upcoming students and supervisees for the second interview process.
  • Implemented and maintained company protocols to facilitate smooth daily activities.
  • Ordered supplies and equipment to maintain adequate inventory levels.
  • Developed and implemented office policies and procedures.
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Assisted in recruiting, onboarding and training new employees.

Administrative Assistant

First Northern Advisors
Buffalo, WY
01.2023 - 02.2024
  • Provided comprehensive administrative support to Investment Advisors.
  • Assisted in the development of marketing materials for prospective clients.
  • Built productive relationships with clients.
  • Reviewed clients' accounts and plans regularly to determine the need for plan reassessment.
  • Prepared pitch books, briefs, and status reports.
  • Prepared tax forms relating to client investments such as 1099s and K-1s.
  • Reviewed account statements for accuracy before sending them out to clients.
  • Processed paperwork related to new accounts, transfers, deposits and withdrawals in a timely manner.
  • Communicated regularly with clients via phone or email regarding their accounts.
  • Assisted in the preparation of client presentations, reports, and other documents.
  • Updated client portfolios by entering transactions into financial software systems.
  • Responded to incoming calls from clients regarding their accounts or general inquiries.
  • Generated weekly, monthly, quarterly reports summarizing investment performance metrics.
  • Compiled data for monthly performance reports and presented them to Investment Advisors.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Completed day-to-day duties accurately and efficiently.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Small Business Owner

Self-employeed
Douglas, WY
02.2018 - 11.2022
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Negotiated contracts and agreements to secure advantageous terms.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Supervised company social media and marketing efforts to expand brand awareness and attract new customers.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Developed and maintained an online presence through website management and social media.
  • Monitored financial objectives and prepared budgets according to projections.
  • Reviewed sales reports and adjusted sales activities or expenses to better meet budgets.
  • Participated in local community activities to promote the brand's visibility and reputation.
  • Implemented customer service protocols to enhance satisfaction and loyalty.
  • Formed and sustained strategic relationships with clients.
  • Set pricing structures according to market analytics and emerging trends.
  • Involved with local community service.
  • Resolved conflicts between staff members and customers when necessary.
  • Photographed products for sale and posted pictures online to increase visibility and showcase current product availability.
  • Developed marketing campaigns to deliver messages to right audience.

Office Assistant

Natrona County School District #1
Casper, WY
09.2003 - 03.2016
  • Answered telephones, directed calls, and took messages.
  • Identified issues and utilized emotional intelligence and diplomatic communication to defuse.
  • Typed, formatted and edited correspondence and other documents.
  • Ordered office supplies and managed inventory to ensure a well-stocked office.
  • Handled incoming and outgoing mail and packages, including preparation for shipping.
  • Greeted visitors in a professional manner and provided assistance when necessary.
  • Opened, sorted and routed incoming mail and prepared outgoing mail.
  • Conducted data entry tasks with a high level of accuracy and efficiency.
  • Provided customer service, addressing inquiries and resolving issues promptly.
  • Managed inventory of office supplies and placed orders when needed.
  • Computed, recorded and proofread data or reports.
  • Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
  • Developed organizational filing systems for confidential customer records and reports.
  • Maintained and updated filing, inventory and database systems, manually or using computer.
  • Answered and directed phone calls to appropriate staff members.
  • Maintained filing systems, both electronic and physical, for easy document retrieval.
  • Copied, sorted and filed records of office activities and business transactions.
  • Created spreadsheets using Microsoft Excel to track expenses and other financial data related to the office budget.
  • Assisted with special projects as needed by researching information on the internet or through other sources.
  • Utilized office equipment such as printers, copiers, and fax machines efficiently.
  • Prepared meeting agendas, attended meetings and recorded and transcribed minutes.
  • Supported the planning and execution of corporate events and meetings.

Education

High School Diploma -

Lakeland Union Highschool
Minocqua, WI
05-1985

Skills

  • Bookkeeping
  • Staff hiring
  • Billing
  • Vendor engagement
  • Facility management
  • Contract administration
  • Expense reporting
  • Financial tracking
  • Staff management
  • Banking operations
  • Documentation expertise
  • Workflow planning
  • Project management

References

References available upon request.

Timeline

Office Manager

All Inclusive Counseling
02.2024 - 12.2024

Administrative Assistant

First Northern Advisors
01.2023 - 02.2024

Small Business Owner

Self-employeed
02.2018 - 11.2022

Office Assistant

Natrona County School District #1
09.2003 - 03.2016

High School Diploma -

Lakeland Union Highschool

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Dawn Lensert