PHYLLIS SHARP MCGEE

• Observe and practice company regulations regarding information security to preserve integrity of client data.
• Compile, organize and maintain reports pertaining to client data such as new accounts, estate planning documentation and account summaries.
• Research issues and make thoughtful decisions to achieve efficient and effective resolutions.
• Schedule and confirm appointments based on clients' availability.
• Document customer correspondence in CRM to track requests, problems and solutions.
• Support clients by handling service requests, answering questions and acting as a consistent resource.
• Greet incoming customers to provide immediate friendly and knowledgeable support.
• Maintain accurate recordkeeping with proactive attention to client information updates.

• Maintained and processed invoices, deposits, and money logs.
• Completed payroll for employees and maintained detailed records of procedures.
• Reconciled and corrected issues with financial records.
• Recorded deposits, reconciled monthly bank accounts and tracked expenses.
• Ordered office supplies and kept office stocked with needed resources to operate smoothly.
• Compiled and analyzed data to produce reports.

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