Lori Harrell
New Berlin,WI
Summary
Experienced administrative professional specializing in clerical support and accounting. Demonstrated success in meeting tight deadlines and managing intricate tasks. Strong focus on improving workflow processes and fostering effective communication with various beneficiaries.
Overview
36
36
years of professional experience
Work History
Trust Administrative Specialist
Fiduciary Partners Trust Co.
Brookfield, Wisconsin
04.2019 - Current
- Provided administrative support to Trust Officer, enhancing service delivery for our book of business.
- Addressed beneficiary inquiries and needs in accordance with trust guidelines, fostering positive relationships and trust satisfaction.
- Collected and prepared tax documents for timely submission to tax preparer, ensuring compliance for our book of business.
- Strong attention to detail which is very important in the nature of this business.
- Meeting daily and monthly deadlines.
- Provided coverage for front desk and specialist roles during staff absences.
- Entering into our document retention program all documents touched.
- Working well with other company locations.
Administrative Office Manager
Digital Color, Inc.
Waukesha, Wisconsin
01.2009 - 04.2019
- Office Manager for 2 different companies under one roof.
- Oversaw daily activities of 30 clerical and administrative personnel, ensuring operational efficiency.
- Collaborated with executives to organize and provide office equipment and supplies for 3 office suites.
- Established and enforced company rules and procedures to facilitate organizational growth.
- Answer phones and was main point of contact for two separate companies that are under one roof but separated in 3 Suites.
- Organized and kept detailed files and archives for all Invoicing, Payables, Receivables and all other office documentation for 2 separate companies.
- Distributed company correspondence, including memos and updates to reinforce and apprise departments and divisions of corporate objectives and developments.
- Identified and streamlined ineffective workflow processes, enhancing overall productivity.
Mutual Fund Accountant
Fiduciary Management Inc.
Milwaukee, WI
07.1990 - 12.2008
- Executed mutual fund accounting functions from start to finish, meeting 3 daily deadlines with strong attention to detail.
- Trained new employees, expanding team from 3 to 12 accountants over 18 years.
- Managed daily tasks while addressing issues in a fast-paced environment.
Education
High School Diploma -
New Berlin High School
New Berlin, WISkills
- Financial record management
- Billing processes
- Administrative operations
- Data preparation
- Process improvement
- Organizational efficiency
- Software proficiency
- Problem resolution techniques
- Team collaboration
- Attention to detail
- Interpersonal communication
- Customer service and support
Skills And Experience
- Customer service
- Data Preparation
- Interpersonal communications
- Reception duties
- Detail-oriented
- Administrative operations
- Self-directed
- Dedicated team player
- Old School Work Ethics
- Proofreading
- AR/AP
- QuickBooks/Word and Excel Experience
- Invoicing and Billing
- Deadline-oriented
- Time Management Skills
- Problem resolution
- Organization and efficiency
- Improving procedures
Timeline
Trust Administrative Specialist
Fiduciary Partners Trust Co.
04.2019 - Current
Administrative Office Manager
Digital Color, Inc.
01.2009 - 04.2019
Mutual Fund Accountant
Fiduciary Management Inc.
07.1990 - 12.2008
High School Diploma -
New Berlin High School