Hardworking and passionate full-time job seeker with strong organizational skills, eager to secure entry-level Senior Clerk I/II (8328).
Experienced Clerk with exceptional typing and data entry abilities and results-driven nature. Knowledgeable about logging daily information, researching variances and maintaining thorough records. Accuracy-driven, service-oriented and diligent about completing tasks with little supervision.
Overview
5
5
years of professional experience
Work History
Financial Advisor Assistant
Palo Duro Financial Group
Amarillo, TX
2021.10 - Current
Assists in examining current policies, procedures, practices, forms, reports and records; reviews and analyzes work flow and performance; distributes and maintains records; and documents specific action taken.
Make sure to follow all rules and regulations to stay in compliance within company guidelines.
Prepared detailed documents and reports in adherence administrative processes.
Improved office operations by automating client correspondence, record tracking and data communications.
Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives.
Organized spaces, materials and catering support for internal and client-focused meetings.
Managed multiple tasks and met time-sensitive deadlines.
Maintained confidentiality of information regarding clients and company.
Improved knowledge, skills and responsibilities.
Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Carried out day-to-day duties accurately and efficiently.
Conducted research, gathered information from multiple sources and presented results.
Used Microsoft Word and other software tools to create documents and other communications.
Confirmed appointments, communicated with clients and updated client records.
Answered central telephone system and directed calls accordingly.
Troubleshot copy machines and printers and scheduled service as needed.
Corresponded with clients through email, telephone or postal mail.
Responded to inquiries from callers seeking information.
Answered phone promptly and directed incoming calls to correct offices.
Provided clerical support to company employees by copying, faxing and filing documents.
Assistant District Testing Coordinator
Amarillo ISD
Amarillo, TX
2019.04 - 2021.10
Trained new testing team members and provided continuous mentoring.
Kept school in full compliance with established policies, legal requirements and student safety standards.
Collected data and created spreadsheets for tracking purposes
Maintained knowledge of applicable State rules and regulations to ensure proper testing protocol
Prepared and maintained various student files, included cumulative folders.
Handled sensitive state testing materials; student information and test scores discreetly.
Prepared, shipped and tracked secure State testing materials.
Carried out day-to-day duties accurately and efficiently.
Exceeded goals through effective task prioritization and great work ethic.
Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Insurance Receptionist
Farmers Insurance Agency
Amarillo, TX
2016.06 - 2018.06
Resolved customer problems and complaints.
Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Confirmed appointments, communicated with clients and updated client records.
Collected policy payments from clients and updated account balances.
Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Collected and distributed messages to team members and managers to support open communication and high customer service.
Exceeded goals through effective task prioritization and great work ethic.
Education
GED -
Dumas High School
Dumas, TX
Skills
Communicate Effectively
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Timeline
Financial Advisor Assistant
Palo Duro Financial Group
2021.10 - Current
Assistant District Testing Coordinator
Amarillo ISD
2019.04 - 2021.10
Insurance Receptionist
Farmers Insurance Agency
2016.06 - 2018.06
GED -
Dumas High School
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