LESLIE COLE
Vancouver,WA
Summary
Administrative professional responsible for the maintenance of company documents. More than 6 years of records management support. Familiar and experienced with various document management technologies and scanning experience. Knowledge of filing systems and standards. Proficiency working with Document Management Systems. Multi-tasks well and efficiently manages changing priorities. Excellent organizational skills, with attention to detail.
Overview
13
13
years of professional experience
Work History
Document Specialist
Fisher Investments
10.2017 - Current
- Process inbound packages/documentation from Investment Counselors, Client Service Associates and Outside Salespeople
- Manage approximately 300-500 emails per day.
- Use image scanner to scan documentation into internal storage system
- Prepare outbound documentation packages for various clients or custodians (Charles Schwab, Fidelity, UBS, etc.)
- Ensured compliance with company policies and industry standards maintaining meticulous attention to detail in all document-related tasks.
- Archive client and prospect documentation for off-site storage
- Manage file archival and information retrievals.
- Carefully reviewed all documents and reports for completeness and accuracy.
Office Manager
CE Ventures - Printing & Design
01.2013 - 09.2017
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Set up, design and maintain client files for in-house printing (forms, newsletters, business cards, etc)
- Operated digital machines and bindery equipment
- Processed bulk mailings (design, print, mail merge, sort, post)
- Processed payroll.
Customer Service Representative
Avista Utilities
05.2011 - 12.2012
- Assisted customers with set-up of payment arrangements, took payments and answered billing questions.
- Opened/closed customer utility accounts both residential and commercial.
- Created gas and electric trouble reports, set up new construction.
Education
Associate of Data Processing -
BYU-Idaho
Rexburg, ID1986
Skills
- Problem Solving
- Attention to Detail
- Workflow Coordination (Kofax/Citrix)
- Archive Management (DocFolder Suite)
- Data Logging/Reports (Excel)
- Document Management (DocRouter)
- Confidentiality Maintenance
- Special Projects
- Records Maintenance (IRIS)
- Document Preparation, Scanning & Validation
Timeline
Document Specialist
Fisher Investments
10.2017 - Current
Office Manager
CE Ventures - Printing & Design
01.2013 - 09.2017
Customer Service Representative
Avista Utilities
05.2011 - 12.2012
Associate of Data Processing -
BYU-Idaho