Martha Brockhoeft
Conroe,TX
Summary
To find a fulfilling opportunity that will utilize my skills, experience, strong work ethics and bilingual capabilities to bring value to the people I work with and the company I work for. Systematic Administrative Assistant with successful experience in fast-paced office settings. Hardworking team-player with expertise completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
46
46
years of professional experience
1
1
Certification
Work History
Marriage Intensive Coordinator
Smalley Institute
The Woodlands, TX
01.2017 - Current
- Answer calls for program inquiries
- Data Entry Enter new client information in Zoho Customer Relationship Management System
- Conduct client intensive consults via phone interviews to present information for potential coaches
- Enter and track Monthly client intensive details in Excel Spreadsheet including names of clients, coaches, dates of intensives, costs of intensives, forms of payment and miscellaneous notes
- Type client consults via dictation
- Prepare consult documents for coach recommendation
- After transcribing notes; convert Word documents to PDF files
- Send PDF files to coaches via password protected e-mail
- Present clients with coach recommendations and availability options
- Coordinate logistics for intensive sessions
- Manage client follow-ups after program completion
- Manage client satisfaction survey log
- Enter Client payment data in PaySimple program
- Collect and process payments for intensive sessions
- Collection for declined payment installments
Administrative Assistant
Exclusive Cultured Marble
Conroe, TX
01.2013 - Current
- Accounts Payables
- Accounts Receivables
- Assist in billing discrepancies
- Assist in obtaining and providing necessary legal documentation such as W-9 forms
- Data Entry – Enter new client information in QuickBooks System
- Keep and send out PDF copies of signed W-9 Forms to requesting clients
- Enter and keep records of credit information
- Prepare all necessary documents for tax accountant
- Keep copies cash receipts, statements, and all important documentation
- Translate for company owner on many occasions
- Order and maintain office supplies
- Customer Service
Administrative Assistant
All In Wholesale Nursery
Conroe, TX
06.2017 - 12.2019
- Accounts Payables
- Accounts Receivables
- Assist in billing discrepancies for both AP and AR
- Assist at registrar when necessary
- Assist in Customer Service
- Translate for company owner on many occasions
Broker Assistant
Keystone Signature Properties
The Woodlands, TX
11.2019 - 03.2020
- Assist broker in a variety of assignments including answering broker’s cell phone as well as office phone Screen broker calls Assist broker in email correspondence via dictation
- Assist in e-mail responses to clients and broker affiliated activity such as closings transactions
- Coordinate and schedule photographers for house listings
- Date entry for new broker listings
- Create client profiles in multiple broker programs
- Scan and attach multiple client documents to multiple broker programs
- Schedule broker meetings and schools
- Assist in personal assignments such as monthly preparation of greeting cards for clients, friends, and family, assist in putting together gifts for clients as well as friends and family
- Assist broker in preparation for speaking events – gathering necessary documents as well as prompts and event decorations, food and drinks
Administrative Assistant /Administrative Assistant /Customer Service Manager
Excel Industrial Solutions
Cypress, TX
03.2008 - 05.2012
- In Accounts Payables
- Accounts Receivables
- New client credit verifications/credit checks
- Hazardous/Non-Hazardous preliminary profile processing
- Logistics – Responsible to schedule loads and confirm job completion of a variety of waste streams, both hazardous and non-hazardous
- Customer service
- Responsible for assigning mandatory company training programs.
Sales Representative
Northtown Group
, TX
02.2016 - 11.2017
- Present product according to training
- Collect payment and bring sales paper work in office to be processed Carry equipment in and out of homes in the field Log expenses and mileage Occasionally book own appointments
Volunteer Zumba Instructor, Bible Study Group Coordinator and Teacher
Heaven's Army Resources
New Caney, TX
05.2013 - 12.2016
- Lead group exercise with enthusiasm, dedication and passion for fun fitness Customize group exercise according to client preference and level of fitness Log class attendance and progress Make executive management decisions when necessary
Financial Services Branch Manager
Big City Finance
Houston, TX
09.2004 - 03.2008
- Promoted to manage and lead this firm based on my proven success as an assistant manager
- Led our team to become one of the strongest branches in the company for 3.5 years
- Oversaw and facilitated our fast-paced, high-energy team to drive continual improvements in Available Funds, Number of Referrals, ROI, Customer Repatriation Rates (return clients)
- Produced and implemented innovative marketing and advertising strategies that resulted in an average cost savings of $950 per customer acquired (CPH)
- Responsible for individually training each employee in every job function critical to our team’s success
- Interfaced with a broad background of clients and employees to successfully identify and meet the financial needs of prospective clients
- Broad exposure to each of the critical areas of office management: staff management, hiring, marketing, payroll processes, collections, accounting and operations
Financial Services Assistant Manager
Global Finance
Houston, TX
01.1993 - 09.2004
- Performed critical duties to support and facilitate the success of our office manager
- Managed the successful penetration of new markets while effectively servicing a growing clientele base
- Operated multiple phone lines and performed clerical tasks while carrying out client service duties simultaneously
- Represented our company in client complaints and implemented problem solving strategies to regain their confidence and trust
- Communicated frequently and effectively among multiple levels of management
- Cold-called numerous prospective clients on a regular basis and managed a call-back schedule
Sales Associate
Just Looking
Houston, TX
02.1989 - 01.1993
- Gained valuable customer service skills and experience
- Routinely employed conflict resolution between our company management and our clients
- Self-taught sales experience
- Counted and collected daily revenues out of the Point of Service (POS) machines
Education
Bellaire High School
Bellaire, TXHouston Community College
Houston, TXSkills
- Leadership
- Loyalty
- Punctuality
- Dedication
- Teamwork
- Efficient Communication
- Computer Skills -Quickbooks, MS Word, MS Excel Spreadsheets, MS Outlook, PaySimple Payment System,Zoho Customer Relationship Management System
- Invoice Processing
- Appointment Coordination
- Confidentiality and Data Protection
- Document and File Management
- Payroll Administration
- 10-Key Proficiency
- Data Entry Documentation
- Highly Efficient and Productive
- Bilingual in Spanish and English
- Remote Conferencing
Certification
- Certified Zumba Fitness
- Red Cross CPR /AED
Languages
Spanish
Native or Bilingual
Timeline
Broker Assistant
Keystone Signature Properties
11.2019 - 03.2020
Administrative Assistant
All In Wholesale Nursery
06.2017 - 12.2019
Marriage Intensive Coordinator
Smalley Institute
01.2017 - Current
Sales Representative
Northtown Group
02.2016 - 11.2017
Volunteer Zumba Instructor, Bible Study Group Coordinator and Teacher
Heaven's Army Resources
05.2013 - 12.2016
Administrative Assistant
Exclusive Cultured Marble
01.2013 - Current
Administrative Assistant /Administrative Assistant /Customer Service Manager
Excel Industrial Solutions
03.2008 - 05.2012
Financial Services Branch Manager
Big City Finance
09.2004 - 03.2008
Financial Services Assistant Manager
Global Finance
01.1993 - 09.2004
Sales Associate
Just Looking
02.1989 - 01.1993
Bellaire High School
Houston Community College