Karina Estudillo
Edinburg,TX
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
20
20
years of professional experience
Work History
Administrative Assistant
Strategic Insights Financial Planning Group
11.2015 - Current
- Collect information for new client onboarding
- Facilitate with opening of all new accounts, such as, individual accounts, retirement accounts, business accounts, timely processing and tracking applications
- Process incoming account transfers from other brokerage firms, with timely processing and tracking
- Money movements to bank account, or into firm accounts
- Wire processing
- Check deposits into appropriate accounts
- Facilitate clients with 401(k) rollovers
- Provide a timely, accurate, high level of service regarding the execution of all account related transactions.
- Change of broker dealer processing for insurances
- incoming mail to appropriate team members.
- Answering incoming calls and screening to assure calls are redirected to the appropriate team member.
- Meeting preparation and takedown processing to include; appointment confirmations delivered to client in a timely manner.
- Seminar planning, ensuring location is set, catering is set, ensuring all attendees sign in upon arrival, handing out their premade name tags, ensuring all necessary items are taken to venue, pens, paper
- Purchased and maintain office supplies.
HR Assistant, Payroll Assistant
Bumblebee Therapy, LLC
08.2016 - 07.2021
- Documented human resources records and maintained confidentiality of sensitive personal information.
- Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
- Delivered friendly assistance with new hires throughout interviewing and hiring process.
- Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures.
- Maintained payroll information by calculating, collecting, and entering data.
- Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.
- Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
- Completed payroll accurately and timely to meet employee expectations.
- Coordinated resolution of payroll discrepancies.
Administrative Assistant
Trophy Transport
01.2010 - 11.2015
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Handled account payments and provided information regarding outstanding balances.
- Entered and maintained billing information in company internal databases for accessibility.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Assisted with payroll for 10 -member team by using QuickBooks
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Assisted with onboarding of new employees.
- Purchased and maintained office supplies.
Office Manager
E&R Vacuum
01.2005 - 01.2010
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Handled account payments and provided information regarding outstanding balances.
- Entered and maintained billing information in company internal databases for accessibility.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Assisted with payroll for 10 -member team by using QuickBooks
- Maintained good working relationships with vendors and resolved disputes.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Assisted with onboarding of new employees.
- Purchased and maintained office supplies.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Education
High School Diploma -
South Texas College
Mcallen, TXHigh School Diploma -
San Benito High School
Hollister, CA06.1997
Skills
- Office Administration
- Document Control
- Invoice Processing
- Scheduling
- Check processing
- Data Entry
- Prioritization
- Business operations support
- Computer Skills
- Quickbooks
- Sensitive material handling
- Phone call answering
- Customer and client relations
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
HR Assistant, Payroll Assistant
Bumblebee Therapy, LLC
08.2016 - 07.2021
Administrative Assistant
Strategic Insights Financial Planning Group
11.2015 - Current
Administrative Assistant
Trophy Transport
01.2010 - 11.2015
Office Manager
E&R Vacuum
01.2005 - 01.2010
High School Diploma -
South Texas College
High School Diploma -
San Benito High School
Similar Profiles
Ansel C.S.M. LeslieAnsel C.S.M. Leslie
Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)
Eshwari GobikrishnaEshwari Gobikrishna
Assistant Project Officer at NSW - Department of Planning & Environment - Delivery Coordination Digital and Insights (DCDI) – Program Coordination Office (PCO)Assistant Project Officer at NSW - Department of Planning & Environment - Delivery Coordination Digital and Insights (DCDI) – Program Coordination Office (PCO)
PRASANTH SPRASANTH S
Associate Manager at Strategic Research Insights (SRI)Associate Manager at Strategic Research Insights (SRI)