Dottie Boutz
Ridgedale,MO
Summary
Seasoned professional who has experienced many milestones and accomplishments. Previous achievements include: (2) Limited Partnerships with Edward Jones Investments, assisted Financial Advisors to reach the next Segmented level of business, trained /mentored personnel at both Management and Administrative levels, uncovered a $500,000 Software Maintenance Contract through research, as well as numerous “Certificates of Appreciation” from Account Representatives. An experienced individual who continually receives accolades and recognition. Organized and dependable candidate successful at managing multiple priorities with a positive attitude with strengths in communication. Willingness to learn and take on added responsibilities to meet team goals with dedication and enthusiasm.
Overview
46
46
years of professional experience
Work History
Buyer II
SUTTER HEALTH - STOCK CONTROL – SUPPLY CHAIN
03.2014 - Current
- Utilizes Lawson ERP, Cognos and Hyland/On-Base software programs.
- Currently assigned as the primary role for researching/presenting substitutes for items currently on backorder to obtain product for Sites required for patient care.
- Processes product reroutes from other Distribution Centers which have been killed off the PO or which is on backorder status.
- Determines if product is available in other Units-of-Measure (UOM’s) to have product shipped as soon as possible.
- Expedites orders as requested for Overnight, Next Day, Same-day, Second-day deliveries.
- Assists with the Stock Control email inbox daily. Also assists with and covers other responsibilities when a Team member is out of the office.
- Generates Overdue and Attention PO lines report daily. Assists with processing action needed items as time allows.
- Previously held the role of “Central Point of Contact” for the Supply Chain Purchasing Department. Responsible for submitting InfoForm for new hires, transfer employees and off-boarding employees.
Administrative Assistant
OMNI COMMUNITY MANAGEMENT, INC.
04.2012 - 03.2014
- Assistant to Association Manager of twelve (12) Homeowner Associations.
- Contracted job projects to various Vendors.
- Prepared monthly Board packages; ran Compliance reports, Work Order and fine consideration reports.
- Produced mass mailings of courtesy and call-to-hearing letters for violations of the Associations CC&R’s.
- Volunteered to assist with special projects and Board meetings.
- Large volume of calls, email, paperwork and interaction with Board members, Vendors and personnel.
Senior Branch Office Administrator / Field Mentor / Trainer
EDWARD JONES
06.2001 - 05.2011
- Ensured the branch office was in compliance with NYSE regulations and Edward Jones guidelines.
- Opened various accounts for clients, maintained and updated accounts, including cost basis.
- Created / tracked applicable documentation for account transfers, rollovers, 1035 exchanges from other Financial Institutions and new purchases of Insurance products.
- Participated in Branch Office Administrators' (BOA) Mentoring Program and BOA Quarterly meeting coordination; volunteered for Financial Advisor Field Training.
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
- Fostered strong relationships with clients, leading to increased loyalty, repeat business and referrals.
Assistant Contracts Administrator / Order Administrator
COMPUTER ASSOCIATES INTERNATIONAL, INC.
07.1995 - 07.2000
- Final review/acceptance of Contracts and Non-Disclosure schedules.
- Provided support with Account Representatives including in-depth research of Contact Licenses and files.
- Processed requests for Software to be shipped using databases: J.D. Edwards World, OneWorld, BOLD and Softrax.
- Primary Lead in training personnel for data entry.
- Assisted in the migration of third-party distribution for shipping product.
- Meeting crucial deadlines; spreadsheets; respond to and interpret action items derived from customer letters; Customer Service; produced accurate and reliable information.
Administrative Assistant
MACKAY & SOMPS, Sacramento, CA
05.1994 - 07.1995
Assistant to Lead Loan Officer
UNITED TITLE COMPANY, Las Vegas, NV
03.1993 - 12.1993
Office Manager / Administrative Assistant
MTS SYSTEMS CORPORATION, Calabasas, CA
06.1988 - 02.1993
Legal Clerk II
LOS ANGELES CITY ATTORNEY’S OFFICE, San Fernando, CA
07.1979 - 06.1988
Skills
- Lawson ERP and On-Base Hyland programs
- In-depth research, Report Generation, Proofreading
- Legal Contracts & Administration
- Excellent Customer Service and Client Relations
- Crucial Deadlines and Time Management
- Training / Mentoring
- Administrative and Team Support
- Detail-oriented, ability to handle multi-tasks effectively
- Microsoft Office Suite
- Accounts Payable/Receivable and Payroll
- Verbal and written communication
- Relationship building
- Vendor relations
Websites
Timeline
Buyer II
SUTTER HEALTH - STOCK CONTROL – SUPPLY CHAIN
03.2014 - Current
Administrative Assistant
OMNI COMMUNITY MANAGEMENT, INC.
04.2012 - 03.2014
Senior Branch Office Administrator / Field Mentor / Trainer
EDWARD JONES
06.2001 - 05.2011
Assistant Contracts Administrator / Order Administrator
COMPUTER ASSOCIATES INTERNATIONAL, INC.
07.1995 - 07.2000
Administrative Assistant
MACKAY & SOMPS, Sacramento, CA
05.1994 - 07.1995
Assistant to Lead Loan Officer
UNITED TITLE COMPANY, Las Vegas, NV
03.1993 - 12.1993
Office Manager / Administrative Assistant
MTS SYSTEMS CORPORATION, Calabasas, CA
06.1988 - 02.1993
Legal Clerk II
LOS ANGELES CITY ATTORNEY’S OFFICE, San Fernando, CA
07.1979 - 06.1988
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