Karmin McKenney
Canby,OR
Summary
Experienced office management and administration professional with a proven track record of optimizing productivity, efficiency, and service quality. Highly dependable, ethical, and reliable support specialist and leader with advanced organizational, technical, and business skills. Collaborates effectively with cross-functional teams to uphold operational and service excellence standards.
Overview
20
20
years of professional experience
Work History
Office Manager
Crooks & Company Financial Management, LLC.
09.2014 - Current
- Running the office efficiently to provide excellent customer service to our clients. We highly value our customer relationships.
- Supporting the financial advisors with the tools they need to maintain a successful business.
- Giving guidance and training to staff.
- Explaining new enrollment paperwork and transfer documents for retirement accounts (i.e. IRA's, 403b's, 457's) to clients.
- Billing and tracking client services for financial planning.
- Confidential client money management which includes transferring money and depositing checks within their accounts.
- Organizing engagements and communication with clients and management.
- Client appointment bookings and assistance in preparation of meetings.
- Responsible for setup of new computers plus maintenance working in conjunction with IT.
- Answering the phone and email tracking for quick response.
- Purchasing supplies for the office.
- PERS Background
- Accurate PERS client retirement benefit paperwork preparation and submission (Tier 1 & Tier 2 / OPSRP). This includes the application and required supporting documents.
- Comprehensive knowledge of transferring retirement dollars to purchase units before retirement.
- Helping the client successfully land IAP rollover dollars into their retirement account.
- Submitting benefit estimates for eligible clients.
- Preparing paperwork for beneficiary accounts.
- Preparing paperwork along with submitting PHIP Medicare enrollment documents for clients.
- Excellent communication of PERS retirement and Medicare health insurance documents to clients.
- Thorough knowledge when communicating with PERS Customer Service Representatives.
Domestic Customer Service - Customer Service Representative II
Leviton
10.2012 - 09.2014
- Answering incoming and returning calls to a variety of customers (Leviton Reps, distributors, end users, and Leviton staff) in a friendly, knowledgeable way.
- Accurately processing & tracking orders with entry into internal INMASS and Stics systems along with completion of any issues that may arise. Maintenance of orders and follow through with estimated ship dates to customers.
- Daily upkeep of emails containing orders, questions, and multiple issues in a timely manner.
- Entry into Excel for various reports
- Knowledge of where to find Product Specification Sheets, pricing and availability.
- Application of ISO procedures and handling.
- Domestic Customer Service - Customer Service Representative I
- Sept. 2011 - Oct. 2012
- Invoicing orders on a daily basis.
- Entry into Excel for orders invoiced.
- Faxing and maintaining orders accurately to maintain well organized files.
- Knowledge of processes at the Receptionist Desk (daily paperwork and face to face contact with walk-in customers).
Education
High School -
Canby High School
01.1994
Skills
- Strong organizational/filing skills
- Attention to thorough detail to complete multiple tasks at once
- Excel in time management with precise results
- Positive verbal and written communication with clients and staff
- Efficient in Microsoft Office 360, PC, Word, Excel, Adobe and CRM software
- Customer service
- Financial tracking
- Scheduling and calendar management
- Office administration
- Data entry
- Document management
Timeline
Office Manager
Crooks & Company Financial Management, LLC.
09.2014 - Current
Domestic Customer Service - Customer Service Representative II
Leviton
10.2012 - 09.2014
High School -
Canby High School
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