Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Administration Assistant
First Financial Advisory Services
Westerly, RI
05.2010 - Current
Provided administrative support to management team.
Answered incoming calls in a professional manner.
Organized and maintained files, including electronic records.
Managed daily calendars for multiple staff members.
Performed data entry tasks accurately within specified timeframes.
Processed incoming mail on a daily basis and responded to inquiries from internal and external customers in a timely manner.
Scheduled appointments for department personnel as needed.
Greeted visitors in a courteous manner and provided assistance when necessary.
Supported HR functions by preparing new hire packets and conducting onboarding activities.
Processed financial documents, account opening packets. Handled all aspects of account maintenance for current clients.
Helped clients with Medicare supplement and PDP.
Certified Tax Preparer
Proficient with Account Payable and Account Receivable.
Proficient in Microsoft Word and Excel.
Education
Tax Preparer
HR Block
Wakefield, RI
01.2017
Associate of Science - Accounting And Business Management
Community College of RI
Warwick, RI
06.2009
High School Diploma -
Westerly High School
Westerly, RI
06.1982
Skills
Supply Replenishment
Quickbooks
Scheduling
Appointment Scheduling
Administrative Support
Document Retrieval
Bookkeeping
Business Correspondence
Business Administration
Office Management
Telephone Reception
Mail Handling
Account Reconciliation
File Organization
Memo Preparation
Data Analysis and Research
Multi-Line Phone Systems
Administrative Operations
Certification
RI Insurance License.
Timeline
Administration Assistant
First Financial Advisory Services
05.2010 - Current
Tax Preparer
HR Block
Associate of Science - Accounting And Business Management