HEATHER POSEY
Summary
Forward-thinking, proficient in generating high-quality work by leveraging tenacious approach and strong attention to detail. Service-oriented and performance-driven individual with excellent organizational, multitasking and problem-solving abilities.
Overview
8
8
years of professional experience
Work History
Tax and Cost Basis Operations
Charles Schwab
02.2023 - Current
- Processing paperwork, tax withholding reversals, and updating client accounts in a back office environment.
- Working collaboratively with team members to enhance and improve processing procedures.
- Maintains high efficiency and quality in a fast paced environment.
- Applies effective time management techniques to meet tight deadlines.
Tax and Retirement Operations
TD Ameritrade
04.2021 - 02.2023
- Non-client facing general clerical support tasks. Maintain high productivity in a work from home environment.
- Reconciled deficiencies by using standard procedures or returning incomplete documents for resolution.
- Answered phone calls for clients and answer questions regarding account activity and tax forms.
- Processed paperwork with attention to detail and maintained 100% quality.
Waitress/Server Trainer
Boomerjacks Bar and Grill
03.2019 - 04.2021
- Maintained updated knowledge of all menu items and alcoholic beverages. Provide guests with menu items as they desire.
- Speak with customers to ensure satisfaction with food and service, respond to complaints and make conversation.
- Train new servers and assure they can thrive in the company's atmosphere.
Event Planning Assistant/Event Staff
Southern Oaks Golf Club
04.2017 - 11.2018
- Completed clerical duties and supported head event planner.
- Contacted clients to assure satisfaction and follow up on events.
- Worked closely with head event planner by conducting potential site assessments and cost estimates for client events.
- Helped set up room, floral arrangements, and dining arrangements according to banquet orders.
Education
Bachelor of Arts Degree - Business Management
University of Texas at Arlington College of Business
05.2021
Associate of Arts Degree - undefined
Tarrant County College
Fort Worth, TX01.2018
Skills
- Optimistic outlook
- Analytical reasoning
- Committed to continuous learning
- Expert in time management
- Meticulous attention to detail
Timeline
Tax and Cost Basis Operations
Charles Schwab
02.2023 - Current
Tax and Retirement Operations
TD Ameritrade
04.2021 - 02.2023
Waitress/Server Trainer
Boomerjacks Bar and Grill
03.2019 - 04.2021
Event Planning Assistant/Event Staff
Southern Oaks Golf Club
04.2017 - 11.2018
Associate of Arts Degree - undefined
Tarrant County College
Bachelor of Arts Degree - Business Management
University of Texas at Arlington College of Business
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