Rachele Finley
Forest Park,GA
Summary
Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs.
Overview
12
12
years of professional experience
Work History
Legal Administrative Assistant
Ferenczy Benefits Law Center
07.2024 - Current
- Supported multiple attorneys simultaneously by efficiently prioritizing tasks according to urgency or deadline requirements.
- Managed general clerical needs such as maintaining correspondence files, scanning sheets and faxing documents.
- Reduced attorney workload through proficient document management, handling correspondence, and performing clerical tasks.
- Scheduled and coordinated meetings between legal teams and clients.
- Facilitated clear communication between clients and attorneys by acting as a liaison to ensure all parties were informed of updates or changes.
- Prepared drafts of forms, letters and agreements for legal staff use.
- Screened phone calls to effectively handle less important inquiries and keep senior staff free for more important matters.
- Provided exceptional customer service when interacting with clients fostering strong relationships and positive outcomes.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Increased productivity by anticipating attorney needs and providing proactive support in various administrative tasks.
- Improved law office efficiency by managing calendars, coordinating travel arrangements, and maintaining organized files.
- Enhanced client satisfaction with efficient scheduling and coordination of appointments, meetings, and conferences.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Scheduled and made appointments for seven attorneys
Client Account Specialist
Ford & Harrison LLP
08.2022 - 07.2024
- Submitted cash and check deposits and generated cash receipts to record money received.
- Posted customer payments by recording cash, checks, and credit card transactions.
- Utilized Microsoft Excel, Aderant and Chrome River software to manage invoices and payments.
- Assisted in month-end closing procedures, ensuring accurate financial reporting.
- Handled day-to-day accounting processes to drive financial accuracy.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Used accounting software to reconcile accounts, track income, and generate invoices.
- Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Responded to inbound inquiries regarding accounts and payments.
- Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
- Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
- Trained new hires in company policies, standard operating procedures, and software systems related to accounts receivable functions, ensuring seamless integration into the team''s operations.
- Assisted in annual audit preparation, ensuring accurate representation of accounts receivable records and compliance with accounting standards.
- Collaborated with sales team to resolve billing discrepancies, resulting in improved customer relationships and increased client satisfaction.
HR Admin & Invoice Expense Analyst
Hawkins Parnell & Young
03.2020 - 08.2022
- Efficiently managed personnel files, ensuring all documents were up-to-date and in compliance with legal requirements.
- Acted as a reliable point of contact for employees seeking information on company policies, benefits, or general HR matters.
- Maintained confidentiality of sensitive HR information, adhering to strict privacy guidelines at all times.
- Contributed to a positive company culture by planning engaging team-building events and activities.
- Enhanced onboarding experience for new hires through well-organized orientation sessions and timely completion of paperwork.
- Provided ongoing administrative support to the HR department by managing schedules, coordinating meetings, preparing documentation, and maintaining organized filing systems.
- Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing.
- Processed daily invoices, check requests and wire transfers of foreign and domestic currency.
- Expedited reimbursement process times through prompt communication with employees regarding missing or incomplete documentation.
- Researched and resolved invoice and payment issues for internal employees and external vendors.
- Enhanced vendor relationships through prompt communication and timely resolution of discrepancies.
- Improved payment accuracy with meticulous invoice review and reconciliation efforts.
- Reduced outstanding accounts payable balances by diligently following up on overdue invoices and negotiating payment terms.
- Managed high-volume invoice processing efficiently, maintaining a consistent record of timely payments.
- Assisted with annual audits by generating reports and collecting and consolidating invoice information.
- Safeguarded the company''s financial reputation by promptly addressing any payment disputes or inquiries from vendors.
- Provided strong customer service and support to prevent invoice and expense issues.
- Investigated inquiries relating to status of accounts.
- Maintained accurate vendor records, ensuring proper tax compliance and streamlined communication channels.
- Provided cross-functional support for other finance departments as needed, fostering a cohesive team environment.
- Scheduled meetings regularly to discuss potential improvements or policy changes related to Expense Analyst function.
- Handled sensitive and confidential documents and information to maintain corporate reputation.
- Worked closely with IT to troubleshoot software issues and implement system improvements, enhancing overall efficiency in the Accounts Payable processes.
- Streamlined vendor inquiries and disputes resolution, maintaining positive and professional relationships.
- Implemented digital filing system for accounts payable documents, improving document retrieval times.
- Reduced payment errors by meticulously auditing invoices against purchase orders and delivery receipts.
Real Estate Agent
Better Homes and Gardens Real Estate - Metrobrokers
07.2019 - 06.2022
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Advertised client properties through websites, social media, and real estate guides.
- Maintained connections with clients to encourage repeat business and referrals.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
- Communicated with clients to understand property needs and preferences.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
- Advised clients on market conditions and property value for informed decision-making.
- Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
- Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
- Marketed property for clients by hosting open houses and advertising online and in print.
- Assisted first-time homebuyers in navigating the complex real estate process, guiding them from pre-approval to closing.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
- Consistently stayed up-to-date on industry trends and best practices, attending professional development courses and seminars to better serve clients.
- Tailored communication style to meet diverse client needs, building trust and rapport.
- Organized open houses that showcased properties effectively, leading to increased interest and offers.
- Prepared and presented contracts and other legal documents to clients.
- Coordinated appointments to show tenants and buyers prospective homes.
- Reviewed and executed confidential documents, contracts and disclosures.
Lead Planner
Irene Tyndale Events
10.2017 - 11.2021
- Increased event attendance by developing strategic marketing campaigns and engaging promotional materials.
- Coordinated schedules and timelines for events.
- Conferred with event staff at event site to coordinate details.
- Utilized project management skills to keep events on track while meeting deadlines and staying within budget parameters.
- Managed logistics for successful events, including venue selection, contract negotiation, and coordinating with vendors.
- Adapted quickly to unforeseen circumstances or changes in the event landscape, implementing contingency plans as needed.
- Managed event logistics and operations.
- Performed event coordination for larger parties and gatherings.
- Performed face-to-face meetings to finalize contract for services and event details.
- Developed tailored event plans to meet client objectives, ensuring seamless execution and positive guest experiences.
- Developed strong relationships with clients, fostering trust and rapport for ongoing business opportunities.
- Managed budgets effectively, monitoring expenses closely to ensure events were delivered within financial constraints.
- Established working relationships with clients by organizing various events.
- Implemented post-event evaluations to identify areas of improvement and drive continuous enhancement of future initiatives.
- Optimized event layouts and floor plans to maximize attendee flow and overall experience, minimizing congestion in high-traffic areas.
- Collaborated with cross-functional teams to ensure cohesive event messaging and branding alignment.
- Developed creative themes for events and created related activities to engage attendees.
- Brainstormed and implemented creative event concepts and themes.
- Analyzed event costs to identify areas of improvement and cost savings.
- Utilized social media to promote events and increase attendance.
- Oversaw event registration process by collecting and tracking attendee information.
- Trained and supervised event staff to complete tasks on time.
- Coordinated travel and accommodations for event attendees.
- Developed detailed event reports, documenting all aspects of each event.
- Monitored and controlled event expenditures to meet budgets.
- Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation, and proposal development for various events.
Wells Fargo
Lead Teller & Service Manager
10.2013 - 05.2019
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Replenished ATM funds in empty canisters prior to validation process.
- Introduced customers to other bank team members to help meet financial needs.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
- Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Boosted branch sales with proactive product recommendations based on customer needs.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Answered inquiries regarding checking and savings accounts and other related products.
- Collaborated with other departments to resolve complex issues, enhancing the overall banking experience for clients.
- Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
- Contributed to branch success through participation in local community events, promoting brand awareness, and attracting new clientele.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Increased efficiency of transaction processing by utilizing technology advancements within the banking platform.
- Resolved customer complaints in professional and timely manner.
- Met with customers to discuss service needs and offer available solutions.
- Hired, trained and supervised team of service staff members to meet business goals.
- Analyzed service reports to identify areas of improvement.
- Maintained a safe working environment by enforcing strict safety protocols and providing ongoing staff training on proper equipment use.
- Coordinated with other departments to maintain streamlined and productive workflow.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
- Developed strong relationships with vendors and suppliers, resulting in improved product support and better pricing for customers.
- Increased team productivity with introduction of new performance management system, focusing on individual strengths and areas for improvement.
- Implemented customer feedback system to gather insights and identify areas for service improvement.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
License Salesperson/ Agent - Real Estate
Better Homes And Gardens - Metrobrokers
Atlanta, GA07-2019
Communications - Public Relations
Kennesaw State University
Kennesaw, GA07-2017
Skills
- Office administration
- File management
- Calendar management
- Proofreading
- Document preparation
- File organization
- Microsoft office
- Client service and support
- Fast learner
- Scheduling/Planning
- Event planning, promotion, and analysis
- Event planning and logistics
Timeline
Legal Administrative Assistant
Ferenczy Benefits Law Center
07.2024 - Current
Client Account Specialist
Ford & Harrison LLP
08.2022 - 07.2024
HR Admin & Invoice Expense Analyst
Hawkins Parnell & Young
03.2020 - 08.2022
Real Estate Agent
Better Homes and Gardens Real Estate - Metrobrokers
07.2019 - 06.2022
Lead Planner
Irene Tyndale Events
10.2017 - 11.2021
Wells Fargo
Lead Teller & Service Manager
10.2013 - 05.2019
License Salesperson/ Agent - Real Estate
Better Homes And Gardens - Metrobrokers
Communications - Public Relations
Kennesaw State University
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