Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Denise Buck

Denise Buck

Dunnell,FL

Summary

Results-oriented client relations professional with proven ability to manage and nurture client relationships. Skilled in resolving client issues and ensuring satisfaction through effective communication and problem-solving. Known for collaborative teamwork and adaptability, consistently delivering high-quality service.

Professional with strong background in client relations and proven track record of enhancing customer satisfaction. Skilled in communication, problem-solving, and strategic planning, with focus on team collaboration and achieving results. Adaptable and reliable, known for effectively managing changing needs and maintaining high standards in all interactions.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Client Relations Executive

Nature Coast Financial Advisors
Crystal River, Florida
03.2022 - Current
  • Assisting our advisors with para planning and case design prep. Updating financial records from companies like Athene, Nationwide, and North American. Contacting Clients to schedule reviews of their accounts.
  • I also assist with hiring, vetting of employees, event planning, creating spreadsheets to track various financial items. I also use some online marketing systems. Customer service is key in this industry. I love finding new ways to streamline processes and make them smoother for the user and the company.
  • I speak with many clients a day and adapt well to their situations, some clients are very unhappy and I am very good at calming clients down when upset and angry.
  • Consistently met or exceeded performance metrics by prioritizing tasks effectively and maintaining a strong focus on achieving results.
  • In this position I use the following software and programs: Salesforce, CRM, Microsoft Excel, Word, Outlook, Powerpoint, Wealthscape.
  • Established rapport with potential customers during sales calls, leading to increased conversion rates from prospects into active clients.
  • I am familiar and have used Charles Schwab Advisor Center and Fidelity platforms

Executive Assistant

Municipality of Anchorage
05.2015 - 09.2021
  • Develop the yearly operational & revenue budget for the Purchasing Department. All quarterly reviews and maintenance of the operating budget, as well as the revenue, bid bond performance and payment bond, auction proceeds and surplus property accounts shall be audited and verified routinely to ensure proper disbursements, credits, and debits to other Municipal departments/utilities and the public for return deposits. Develop internal written procedures for proper utilization of controlled accounts and ensure a system and/or logs are activated to provide a check and balance of these accounts. Processing bi-weekly payroll as well as all new hire and termination paperwork.
  • In this position I used the following computer programs and software: Microsoft Outlook, Excel, Word, Powerpoint, CRM, SRM, SAP

Payroll Accountant

Municipality of Anchorage
12.2014 - 04.2015
  • Processing Bi-Weekly payroll which includes but not limited to: Garnishments, 401K, Earnings/ Deductions. Processing Off-Cycle checks, Processing A/P Bi-Weekly. Utilizing ad-hoc reports in PeopleSoft for various queries, entering and verifying W-4, direct deposits and union deductions. Interpreting Union contracts and Policy and Procedures. Journal entries were performed on a bi-weekly basis.

Payroll Technician

Municipality of Anchorage
07.2014 - 12.2014
  • Working on the Kronos help desk team, answering phones, and filing, creating incidents in and maintaining databases. Assisting with audits and grievances, process acting pay. Entering NH, RH, PR's into Kronos. I also help with the HR side of the paperwork such as W-4's, processing A/P, ACH's, union dues, employment verifications, entering pay lines, database changes involving union dues, parking, general deductions and direct deposit set ups. Applying Federal and State laws, Municipal Policy & Procedure, Collective Bargaining Agreements, and other authorities.

Administrative Assistant II

State of Alaska
03.2011 - 07.2014
  • Maintaining personnel files for employees, assisting employees with new hire paperwork, seasonal leave and termination paperwork. Processing payroll, Calculating time sheets in TEARS, verify coding, double checking for errors and then entering into AKPAY. Processing travel claims submitted by staff to ensure proper coding and documentation are attached. Assisting accounting personnel with data entry and batching month end charges. Setting up recruitments in NEOGOV, updating position descriptions and extending non perm positions.

Accounting Technician I

State of Alaska
10.2008 - 03.2011
  • Skills:
  • Expert in database management and report preparation which will help in decision-making
  • Sound knowledge of accounting concepts and principles linked with record keeping function
  • Good communication and integration skills
  • Well equipped with finance knowledge and accounting rules and principles followed
  • Balancing approximately 80 budget codes monthly, reconciling approx. 75 one cards monthly. Processing One Card charges and Invoices on a daily basis by verify coding, entering into ETS and sending originals to DAS for final processing. I also assist with booking travel for several employees through RESX which is the State of Alaska's travel site. Upon completion of the employees trip I process the Travel Authorization by verify approvals signatures, making sure all documentation accompanies the TA entering into ETS and again submitting for final processing. I also have experience processing Purchase Requests, setting up Encumbrances and releasing balances (if needed).

Education

Some college -

Charter College
Anchorage, Alaska
01.2000

High school diploma or GED - undefined

West High School
01.1998

Skills

  • Extensive experience with Microsoft Office
  • Extensive administrative experience
  • Proficient in office operations management
  • Extensive customer service experience
  • Talent acquisition and development
  • Adobe Acrobat
  • Advanced Microsoft Excel expertise
  • Payroll (5 years)
  • Kronos and PeopleSoft (5 years)
  • Accounts payable (5 years)
  • Travel planning (10 years)
  • Databases (10 years)
  • Data entry (10 years)
  • Communication skills
  • Database management
  • Contracts
  • Critical thinking
  • Problem-solving

Certification

  • Administrative assistant/receptionist — Proficient February 2022 Using basic scheduling and organizational skills in an office setting Full results: Proficient
  • Bookkeeping — Proficient February 2022 Calculating and determining the accuracy of financial data Full results: Proficient
  • Office manager — Proficient August 2022 Scheduling and budgeting Full results: Proficient
  • Filing & organization — Proficient August 2022 Arranging and managing information or materials using a set of rules Full results: Proficient
  • Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Timeline

Client Relations Executive

Nature Coast Financial Advisors
03.2022 - Current

Executive Assistant

Municipality of Anchorage
05.2015 - 09.2021

Payroll Accountant

Municipality of Anchorage
12.2014 - 04.2015

Payroll Technician

Municipality of Anchorage
07.2014 - 12.2014

Administrative Assistant II

State of Alaska
03.2011 - 07.2014

Accounting Technician I

State of Alaska
10.2008 - 03.2011

High school diploma or GED - undefined

West High School

Some college -

Charter College

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