Debra Hofreiter
Hayden,ID
Summary
Proactive On-Call Branch Office Administrator with extensive experience in bookkeeping and payroll management. Skilled in maintaining strong client relationships, managing sensitive information, and ensuring compliance with industry regulations. Brings strong organizational skills and a commitment to exceeding client expectations. Hardworking team player with solid work ethic and good problem-solving and organizational skills. Willing to take on any task to help team. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
32
32
years of professional experience
1
1
Certification
Work History
On-Call Branch Office Administrator
Edward Jones Investments
2004.01 - 2018.12
- Maintained strong relationships between financial advisors and clients by facilitating regular communication and updates on account statuses.
- Managed sensitive client information responsibly, adhering to strict confidentiality guidelines to protect privacy and comply with regulations.
- Developed strong professional relationships with clients through excellent customer service, consistently striving to exceed their expectations.
- Contributed to branch success with timely completion of relevant administrative tasks, such as data entry and correspondence management.
- Ensured a positive client experience by efficiently managing incoming calls and directing them to the appropriate personnel.
- Optimized resource allocation for the branch office by monitoring inventory levels of supplies and initiating orders when necessary.
- Played a critical role in supporting the branch''s growth objectives by effectively managing all aspects of daily operations, including client communication, task coordination, and administrative support.
- Streamlined office operations by managing appointment scheduling and maintaining an organized filing system.
- Participated in ongoing professional development opportunities, staying informed about industry trends and best practices to better serve clients and the branch office.
- Updated client records accurately, maintaining up-to-date profiles that facilitated efficient service delivery from financial advisors.
- Facilitated prompt resolution of customer issues, working closely with financial advisors to address their concerns in a timely manner.
- Demonstrated adaptability by effectively handling diverse responsibilities within an on-call capacity, ensuring seamless branch function during staff absences or peak periods.
- Ensured compliance with industry regulations by keeping abreast of current laws affecting finance sector practices and updating internal documentation accordingly.
- Maintained friendly and professional customer interactions.
- Complied with regulatory guidelines and requirements.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Bookkeeping and Payroll
Mark's Plumbing
1998.01 - 2001.06
- Played a pivotal role in maintaining the organization''s financial health by implementing robust controls and following best practices in all aspects of accounting and payroll management.
- Calculated deductions and processed payroll for employees.
- Monitored and updated employee information in payroll system to add changes in salary, bonuses and deductions.
- Processed payroll garnishments such as tax liens and child support.
- Reviewed time records for 4 employees to verify accuracy of information.
- Developed and implemented payroll procedures and policies to determine compliance with regulations.
- Prepared and filed accurate and timely payroll tax returns and other related reports to comply with tax laws and regulations.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
Assistant Bookkeeper
Johnston Air Conditioning and Heating
1986.08 - 1990.06
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Reduced errors in financial statements with meticulous attention to detail during data entry.
- Streamlined accounts payable and receivable management, improving relationships with vendors and customers.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Input financial data and produced reports using anAccounting Software..
- Matched purchase orders with invoices and recorded necessary information.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Entered figures using 10-key calculator to compute data quickly.
Education
High School Diploma -
Royal High School
Simi Valley, CA06.1974
Skills
- Strong Organization
- Client Relationship Building
- Sales assistance
- Scheduling appointments
- Financial Recordkeeping
- Customer Service
- Attention to Detail
- Excellent time management skills
- Customer Relationships
- Friendly
- Proficient in Quickbooks
Certification
Certified Private Money Broker. 3rd Degree Black Belt in Okinawan Karate and Jujitsu Instructor . Election Supervisor for Absentee Voting for the entire state in Prudhoe Bay, Alaska's Oilfield.
Certified Private Money Broker
I facilitate and connect private money lenders for all real estate investors needing funding for their deals.
Timeline
On-Call Branch Office Administrator
Edward Jones Investments
2004.01 - 2018.12
Bookkeeping and Payroll
Mark's Plumbing
1998.01 - 2001.06
Assistant Bookkeeper
Johnston Air Conditioning and Heating
1986.08 - 1990.06
High School Diploma -
Royal High School
Certified Private Money Broker. 3rd Degree Black Belt in Okinawan Karate and Jujitsu Instructor . Election Supervisor for Absentee Voting for the entire state in Prudhoe Bay, Alaska's Oilfield.
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