Margaret Yates
Ukiah
Summary
Results-driven office assistant with over 40 years of experience in administrative support, finance and accounts payable. Skilled in data entry, report preparation, and customer relations. Committed to streamlining processes and ensuring accuracy.
Overview
12
12
years of professional experience
Work History
Cashier
Ukiah Senior Center
Ukiah
04.2024 - Current
- Assisted seniors with questions about services and programs.
- Handled cash, credit, and check payments.
- Completed enrollment for new and returning members.
- Sold products such as See's Candy and tickets to events.
- Verified that cash was received and recorded it accordingly before placing it in the safe.
- Assisted the manager with event setup and decorating.
- Collaborated with team members to ensure smooth operations for the lunch program.
- Educated patrons about the resources available at the center.
- Opened and closed the event center as needed.
- Prepared reports and daily log sheets necessary for operations.
- Organized and cleaned areas being used by staff and patrons.
- Performed other duties as assigned by management.
- Volunteered for special events and projects, as requested.
Office Assistant/accounts payable
Alpha Analytical Labs Inc.
Ukiah
02.2020 - 04.2023
- Provided administrative support to the supervisor, including copying and scanning documents, filing paperwork, and screening phone calls.
- Maintained an organized filing system of paper documents and electronic files.
- Performed data entry tasks into various computer systems accurately and efficiently.
- Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
- Handled incoming and outgoing mail and packages, including preparation for shipping.
- Utilized office equipment such as printers, copiers, postage machinery and fax machines efficiently.
- Completed and mailed contracts, invoices, and checks.
- Printed and mailed monthly statements.
- Entered data into QuickBooks for accounts payable, vendor management, and statements.
- Assisted the adjacent CPA with private projects for tax preparations and planning for her retirement.
- Scanned all documents to electronic files for retention.
Accounts Specialist Supervisor
County of Mendocino
Ukiah
01.2014 - 09.2019
- Streamlined account processes to improve workflow and reduce errors.
- Provided support during external audits by preparing necessary documentation and reports.
- Provided exceptional customer service by responding promptly to phone calls and emails from customers and county employees.
- Processed and reconciled County credit card transactions and used e-pay to process payments to banks.
- Sat on committee to re-write the county travel and meal policy to meet current needs of the County.
- Acted as supervisor for all accounts payable staff throughout the county departments.
- Performed weekly check runs to pay vendors and contractors.
- Processed reports and audits for Auditor-Controller and Treasurer-Tax Collector.
- Direct supervisor of 3 co-workers in my department.
- Ensured deadlines were met and jobs were completed accurately.
- Processed and mailed all 1099's for yearly tax reporting.
- Wrote new procedures for 1099 processing ensuring compliance with Internal Revenue Service requirements.
- Paid travel and meal reimbursements for county departments.
- Daily deposits to the Tax Collector.
- Monthly audits of cash for the Tax Collector.
Education
Some College (No Degree) - Business Administration
Mendocino College
UkiahSkills
- Excellent customer service
- Accurate cash handling
- Event coordination and decorating
- Sales transactions
- Report preparation
- Office administration
- Data entry and some experience using QuickBooks
- Team collaboration
- Problem solving
- Attention to detail
- Effective oral and written communication
- Time management
- Credit card processing
- Merchandise restocking
- Proficient in the Microsoft suite, including Excel and Word
- Typing 55 wpm
- Knowledge of banking regulations
- Phone etiquette
- Organization
References
References available upon request.
Timeline
Cashier
Ukiah Senior Center
04.2024 - Current
Office Assistant/accounts payable
Alpha Analytical Labs Inc.
02.2020 - 04.2023
Accounts Specialist Supervisor
County of Mendocino
01.2014 - 09.2019
Some College (No Degree) - Business Administration
Mendocino College