Accounting assistant, experienced in working with Sage 50 software, mainly accounts payable. Experienced Banker, Customer Service Representative, Financial Advisor Assistant, and Administrative Assistant, seeking a challenging and rewarding position. Proficient in working with a diverse workforce and excellent with connecting with all people in any environment. Highly motivated and well developed in organizational and interpersonal skills with a strong will to learn.
Hi, I’m
Kari Joslyn
Allendale,MI
Summary
Overview
21
years of professional experience
Work History
ICCF Community Homes
Accounting Assistant
07.2023 - Current
Job overview
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- ICCF Community Homes is a nonprofit organization with an additional 13 entities that provides housing, shelter, food, transportation for low income families in the west Michigan region, mainly Grand Rapids.
ADVANCE CAPITAL MANAGEMENT
FINANCIAL ADVISOR ASSISTANT
07.2022 - 02.2023
Job overview
- Assist advisors with daily activities, including scheduling appointments for in person meetings
- Preparing and reviewing new account paperwork for retirement accounts
- Work in a team atmosphere in addition to independently, and effectively
- Handle client information in a confidential manor
- Building relationships in a professional environment
- Interact with clients in person and over the phone to help facilitate and resolve their requests
- Maintain admin functions such as going through mail, processing checks, IRA transfers, deposits, and withdrawals.
West MichIGAN community bank
Customer/Financial Service Rep
06.2016 - 06.2022
Job overview
- Proactively promote and cross sell bank products and services to meet customer needs
- Collaborate with banking staff to ensure branch and bank goals and objectives are met
- Assist with vault teller, branch cash purchases/sells, and ATM teller duties
- Open accounts and perform necessary account maintenance
- Fulfill bank operations, compliance, and security requirements with diligence
- Support branch leadership with monthly audits and check-ins
- Foster an environment of teamwork and accountability with fellow team members and leadership.
Ripple Effect thrift store
Retail associate
01.2015 - 05.2016
Job overview
- Accountable for maintenance and upkeep of the entire store to ensure a customer friendly experience, including stocking and replenishing inventory
- Maintained and updated an accurate database of donated items
- Ensured items were strategically sorted, priced, and stocked for maximum return
- Delivered outstanding customer service while interacting with guests with a focus on meeting their needs
- Managed cash register process while upholding strict cash balancing standards.
macatawa bank
Customer Service Representative
11.2011 - 05.2012
Job overview
- Proactively promote and cross sell bank products and services to meet customer needs
- Enhance customer relationships with outstanding customer sales and service
- Collaborate with banking staff to ensure branch and bank goals and objectives are met
- Fulfill bank operations, compliance, and security requirements with diligence
- Foster an environment of teamwork and accountability with fellow team members and leadership.
rbk fasteners
administrative assistant
09.2009 - 11.2011
Job overview
- Led the accounts receivable process, ensuring timely payments, bookkeeping, and basic banking duties
- Processed incoming mail and ensured it was routed to the appropriate department, intervening with solutions when appropriate
- Maintained a customer and vendor file retention strategy
- Delivered world class service to customers and vendors calling in for support and routing.
Macatawa bank
Customer service representative
11.2003 - 12.2009
Job overview
- Proactively promote and cross sell bank products and services to meet customer needs
- Enhance customer relationships with outstanding customer sales and service
- Collaborate with banking staff to ensure branch and bank goals and objectives are met
- Assist with vault teller, branch cash purchases/sells, and ATM teller duties
- Fulfill bank operations, compliance, and security requirements with diligence
- Foster an environment of teamwork and accountability with fellow team members and leadership.
Education
Kelloggsville High School 23 Jean St Wyoming Michigan
diploma from General
06.1996
University Overview
Skills
- Strong customer relational and interpersonal skills
- Effective problem solver
- Great relationship builder
- Microsoft Office Suite (Excel, Word, Office)
- Conflict resolution
- Cash balancing
- Excellent teamwork
- Adaptability
- Collaborative learner
Timeline
Accounting Assistant
ICCF Community Homes
07.2023 - Current
FINANCIAL ADVISOR ASSISTANT
ADVANCE CAPITAL MANAGEMENT
07.2022 - 02.2023
Customer/Financial Service Rep
West MichIGAN community bank
06.2016 - 06.2022
Retail associate
Ripple Effect thrift store
01.2015 - 05.2016
Customer Service Representative
macatawa bank
11.2011 - 05.2012
administrative assistant
rbk fasteners
09.2009 - 11.2011
Customer service representative
Macatawa bank
11.2003 - 12.2009
Kelloggsville High School
diploma from General