JENNIFER THOMAS
Wheaton,IL
Summary
I have a successful career working independently, contractually, within a team setting and being an owner of a business. I possess strong administrative and organizational skills. I utilize my data entry skills to accurately capture, input, and manage information, often using spreadsheets to maintain organized records. Additionally, I use email management tools to organize, prioritize, and respond to client emails efficiently, by employing features like filters, labels, and automation to streamline workflows. I book and schedule client appointments cost-effectively, allowing clients to self-schedule within my available time slots by accessing a dedicated booking page that integrates with my calendar system. I have experience with QuickBooks software for accounts payable & receivable, invoicing, and expenses. I have strong analytical and problem-solving skills, which enable me to assist clients in achieving their daily goals. I am committed to providing quality service and customer support to all clients. I also can create, write, and upload content for social media platforms and websites.
Overview
26
26
years of professional experience
1
1
Certificate
Work History
Driver
Uber Technology
05.2018 - Current
- Use the uber app technology to be match with riders, pick and drop per requested destination
Administrative Assistant
Staffmark Staffing Company
11.2020 - 04.2024
- As a reliable virtual assistant, I provided high-quality administrative support for day-to-day operations
- I possess excellent time management and communication skills and the ability to prioritize and multitask various administrative tasks simultaneously
- My responsibilities included, but were not limited to: Email Management: Handling inbox management, and responding to inquiries
- Scheduling: Coordinating schedules, booking appointments, and arranging travel
- Data Entry: Assisting with data management and maintaining accurate records
- Social Media Management: Monitoring platforms, scheduling posts, and engaging with followers via email, and website support
- Bookkeeping: Managing simple bookkeeping tasks such as invoices, receipts, and expenses with experience utilizing QuickBooks software
- Market Research: Conducting market research to support business projects and growth strategies
- Contact Management: Organizing and maintaining accurate contact lists and databases for seamless communication
- Customer Service: Responding to customer inquiries and ensuring satisfaction through timely follow-ups
Administrative Assistant/Consultant
A&A Export Inc.
06.2017 - 04.2018
- Consulted and assisted a small business that manufactured and produce furniture tabs for carpet cleaning companies and provided tools to help grow the business and increase clientele
- Worked directly with buyers and negotiated pricing for manufactured products
- Created a company Website/Store
- Set up Social Media Accounts to help promote company's products to a specific targeted market
- Accounts include: Amazon, Twitter, Instagram, Pinterest, Ebay, Stripe Online Credit Card Service, and PayPal to assist with e-commerce for the company
- Managed, updated, and processed online orders from Ebay, Amazon, and Website/Store
- Setup Quickbooks software to help streamline a manual process to an automation
- Processed, analyzed, reconciled, problem solve all account payable and account receivable via internet thru QuickBooks Software
- Processed, packaged, and shipped orders within a 24-hour period
- Advertised promotional products on Social Media Platforms
- Provided customer support, handle calls to address customer concerns, follow up with customer via phone and email
- Created a data base of customers needs and wants for company products
- Utilize multitasking skills to problem solve issues
Warehouse Clerk
A&A Export Inc.
06.2017 - 04.2018
- Manufactured company's products which are Clear Plastic Furniture Tabs and Silver Laminated Tabs
- Contacted, Negotiated, Scheduled, and worked with Freight Brokers /Logistics Companies such as Pro Star, Echo Global and Blue Grace to ensure the right products are delivered to the right location on time and at a good cost
- Prepared and printed Bill of Lading for outgoing shipments and researched any delays in a time-efficient manner
- Maintained and inventoried an adequate supply of plastic film, cardboard laminate and shipping materials
- Operated a Plastic Film Sheeter Machine, Cutting Press, Electric Pallet Jack, Cherry Picker, and RF Scanner
- Also verified and checked all receiving shipments, processed work orders, invoices, and recorded all shipping data into Quickbooks Software
- Handle all accounts payable and receivable thru Quickbooks Software
- Reported and checked items for defects or inconsistency
- Maintained safety protocols inside the warehouse
Managing Partner /Owner
SDM Investments LLC
01.2007 - 12.2017
- Conducted firm's strategic planning process to refine the firm's mission, vision and values and assess its current state annually
- Developed and executed objectives for the firm and ensured that they were met each year
- Established a financial plan for the firm
- Worked with the partner group to review and commit to the products and services that will serve as the firm's core and specialty services
- Evaluated and oversaw all business expansion opportunities
- Managed strategic vendor relations and vendor contracts
- Developed alliances with 3rd parties, including other CPAs, as warranted
- Represented the firm at key community events, firm functions and other meetings
- Provided and managed clients and provided quality service
Financial Advisor
Waddell & Reed
10.2002 - 12.2006
- Constructed a comprehensive review of client's financial status, analyzed financial information and prepared plans best suited for clients by utilizing knowledge of tax strategies, investment strategies, securities, insurance, pension plans, and real estate
- Worked with prospective and existing customer's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to established financial needs
- Provided clients with information on new and existing products and services
- Identified and sold the appropriate investment services to customers
- Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans
- Acted as the steward of the client's assets
- Generated and followed-up on leads
- Achieved client satisfaction and loyalty through excellent service
- Ensured compliance with company and regulatory requirements and guidelines
Senior Mutual Fund Administrator
Calamos Asset Management, LLC
07.1999 - 02.2002
- Supervised and developed a fund administration staff of six members
- Reviewed, analyzed, and directed the creation of mutual funds from start to finish
- Developed the prospectus, created financial analyses reports, and conducted SEC filings
- Worked with the fund's legal counsel and outside auditors with regard to SEC filings, examinations, and financial reporting
- Analyzed, reviewed, and directed staff activities in monitoring daily fund's compliance with investment restrictions detailed in the Prospectus, Statement of Additional Information, and the Investment Company Act of 1940
- Analyzed and reviewed results of staff activities in monitoring monthly fund's compliance with the income & diversification requirements of the Internal Revenue Code for qualification as a regulated investment company
- Reviewed periodic income distributions and assisted the tax department in preparing excise distributions in accordance with the prospectus and distribution requirements of the Internal Revenue Code
- Reviewed fund expense projections, accruals, financial statements, total performance return reports, advisory and administration fees prepared by staff on a monthly basis
- Directed staff activities and assisted in the preparation of monthly and quarterly board reports which provided fund's board of directors and fund management with timely, essential and accurate reporting of fund operations which included financial statements, portfolio characteristics, compliance summaries, etc
- Provided data for financial reporting in the completion of quarterly, semi-annual, and annual reports to shareholders
- Prepared performance reviews; assisted the manager in interviewing candidates and making hiring decisions; addressed staff inquiries on technical issues; provided guidance on resolution, training, coaching, and assisted manager in special projects as assigned
- Provided quality service internally and externally
Education
Bachelor of Science - Business Management
Southern Illinois University
Carbondale, IL05.1989
Skills
- CRM Management Software
- Critical thinking
- Team Collaboration
- Document Management
- Scheduling and Planning
- Attention to details
- File Management
- Microsoft Office Suite
- Google Sheets
- Problem-Solving Skills
- Quickbooks
- Data Entry
- Shipping & Receiving
- Excellent Written & Verbal Communication
- Customer RMA Management
- Invoice reconciliation
- Interpersonal Skills
- Inspection and quality control
- Shipping & Receiving
Certification
- Series 6,7,63,65,24
- Life/Health Insurance
Timeline
Administrative Assistant
Staffmark Staffing Company
11.2020 - 04.2024
Driver
Uber Technology
05.2018 - Current
Administrative Assistant/Consultant
A&A Export Inc.
06.2017 - 04.2018
Warehouse Clerk
A&A Export Inc.
06.2017 - 04.2018
Managing Partner /Owner
SDM Investments LLC
01.2007 - 12.2017
Financial Advisor
Waddell & Reed
10.2002 - 12.2006
Senior Mutual Fund Administrator
Calamos Asset Management, LLC
07.1999 - 02.2002
Bachelor of Science - Business Management
Southern Illinois University
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