Kaleigh Peluso
Santa Barbara,CA
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Excellent communicator with outstanding customer service skills. Highly-motivated employee with desire to take on new challenges. Team oriented individual with strong work ethic. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
Work History
Administrative Assistant
Walpole Advisors
11.2022 - Current
- Provided exceptional customer service by greeting clients, answering phone calls and emails.
- Ensured creation and accuracy of client invoices.
- Reviewed client billing statements for correctness and accuracy.
- Utilized various administrative and accounting systems.
- Managed and executed accounts receivable tasks including receiving client payments, processing deposits, and updating accounts.
- Helped in the processing of income tax returns and 1099 forms.
- Handled a variety of documentation tasks.
- Managed the scanning, filing, and organization of office documents.
- Ensured accurate and up-to-date client database.
- Processed incoming and outgoing mail.
- Responded effectively to sensitive inquiries or complaints.
- Coordinated appointments, meetings and conferences.
- Directed customer communication to appropriate department personnel.
- Processed invoices for payment using accounting software applications.
Accounting and Administrative Specialist
BenchmarkPortal, LLC
05.2020 - 11.2022
- Provided administrative support to the company CEO, attending company meetings, taking notes, organizing signed contracts and product purchase agreements.
- Researched Federal Government Loan application policies and procedures, serving as company liaison.
- Managed accounting and bookkeeping functions, including journal entries, accounts payable and receivable, invoicing, financial statement preparation and account reconciliation.
- Executed commission calculations, oversaw employee timesheet management, and facilitated payroll submission.
- Ensured compliance with state regulations through the coordination of employee training in various areas.
- Managed highly sensitive employee and company documents and records.
- Engaged in the selection process by participating in interviews and serving on the search committee.
Guest Services & Cashier
Target Corporation
02.2019 - 05.2020
- Greeted customers in a friendly and professional manner.
- Provide advice and recommendations to customers.
- Assisted customers with product selection and answered questions about products, prices, availability, product uses, and credit terms.
- Processed customer transactions accurately and efficiently.
- Processed cash and credit card payments accurately and efficiently.
- Bank the registers at opening and closing.
- Ensured secure handling of cash assets and verified cash drawer amounts.
- Managed front lanes and coordinated coworker breaks.
- Addressed customer concerns and deescalated conflict.
- Executed supervisor overrides and ensured adherence to price matching policy.
- Followed all safety procedures as outlined by company policies and regulations.
Education
Associate of Science - Accounting
Santa Barbara City College
Santa Barbara, CA05.2024
Bachelor of Arts - German
University of California, Santa Barbara
Santa Barbara, CA06.2022
Associate of Arts - Economics
Santa Barbara City College
Santa Barbara, CA05.2020
Associate of Liberal Arts and Sciences - Science and Mathematics
Santa Barbara City College
05.2020
Associate of Liberal Arts and Sciences - Arts and Humanities
Santa Barbara City College
Santa Barbara, CA05.2020
High School Diploma -
San Marcos High School
Santa Barbara, CA06.2018
Skills
- Microsoft Office Suite
- Google Workspace
- QuickBooks
- NetSuite
- Lacerte
- CCH Axcess
- Xero
- Video conferencing platforms
Accomplishments
- Ernst & Young Scholarship/Award
Languages
- English – Native proficiency
- German – Professional working proficiency
- Spanish – Receptive bilingualism, conversational
Volunteer History
- Showers of Blessing, 06/2022, 11/2022
- Math and English Tutor at CyberTutorial Program, 09/2014, 06/2018
- Technology Tutor at Valle Verde for Senior Living Tech Program, 09/2015, 06/2018
- Animal Shelter Assistance Program, 09/2015, 06/2017
Affiliations
- Violin, piano, guitar, and percussion
- Knitting, yarn spinning, and sewing
- Baking and cooking
Timeline
Administrative Assistant
Walpole Advisors
11.2022 - Current
Accounting and Administrative Specialist
BenchmarkPortal, LLC
05.2020 - 11.2022
Guest Services & Cashier
Target Corporation
02.2019 - 05.2020
Associate of Science - Accounting
Santa Barbara City College
Bachelor of Arts - German
University of California, Santa Barbara
Associate of Arts - Economics
Santa Barbara City College
Associate of Liberal Arts and Sciences - Science and Mathematics
Santa Barbara City College
Associate of Liberal Arts and Sciences - Arts and Humanities
Santa Barbara City College
High School Diploma -
San Marcos High School
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