Rosie Jones
Indianapolis,IN
Summary
Hardworking Financial Secretary collaborates well with supervisors, treasurers and auditors. Excellent organizer adeptly receives, records and deposits monies collected with little to no errors. Strong clerical skills and familiar with preparing monthly and yearly financial reports.
Overview
24
24
years of professional experience
Work History
Financial Secretary
Good Samaritan M.B. Church
Indianapolis, IN
06.2018 - Current
- Maintained accurate financial records and prepared monthly statements.
- Prepared bank deposits and reconciled bank statements.
- Reviewed invoices for accuracy and completeness prior to submitting for payment.
- Generated reports detailing income, expenses, assets, liabilities.
- Provided customer service to clients regarding payment inquiries.
Remote Call Center Agent
Kelly's Services
Indianapolis, IN
05.2021 - 09.2022
- Assisted customers with inquiries, issues and complaints via telephone, email and chat.
- Provided accurate information on products and services to customers.
- Resolved customer service inquiries promptly and efficiently.
- Processed orders accurately and timely.
- Maintained up-to-date knowledge of company's products, services and promotions.
- Managed customer accounts, including updating account information as needed.
- Participated in training sessions to stay abreast of new products, services, policies and procedures.
- Developed strong relationships with customers through effective communication skills.
- Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
Childcare Teacher
Carmel Clay Schools
Carmel, IN
11.2016 - 03.2021
- Created a safe, clean and stimulating environment for children to learn and grow.
- Provided positive guidance to help children develop socially, emotionally, physically and cognitively.
- Encouraged creativity through art projects, imaginative play and music activities.
- Developed lesson plans based on the needs of each student while adhering to state curriculum standards.
- Communicated with parents regarding their child's progress throughout the school year.
- Ensured compliance with safety regulations related to food handling, sanitation, fire prevention.
- Supervised circle time, free play, outside play and learning and developmental activities.
- Taught children foundational skills in colors, shapes and letters.
Bank Teller
PNC Bank
Michigan City, IN
06.2014 - 05.2016
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Performed cash handling duties including counting currency, coins and checks.
- Educated customers about different types of banking services available at the branch.
- Provided assistance to other tellers during peak business hours as needed.
Tax Associate
H&R Block
Michigan City, IN
01.2008 - 04.2014
- Assisted clients with the preparation of financial documents related to taxes.
- Ensured compliance with applicable laws and regulations regarding taxation matters.
- Advised clients on strategies for minimizing their tax liability within legal parameters.
- Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
- Prepared tax return documents for clients.
- Met with clients to gather information and discuss line item tax return components.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Recruitment Coordinator
Americall Teleperformance
Michigan City, IN
01.2000 - 10.2007
- Managed recruitment process for new hires, ensuring all necessary paperwork was completed accurately and on time.
- Developed job postings to ensure they were accurate and attractive to potential candidates.
- Organized and maintained applicant tracking systems, including entering data into the system and updating information as needed.
- Coordinated with hiring managers to determine staffing needs, create job descriptions, and identify ideal candidate criteria.
- Reviewed resumes and conducted initial phone interviews with applicants to assess qualifications.
- Scheduled in-person interviews with hiring managers and coordinated travel arrangements as needed.
- Conducted orientation sessions for newly hired employees, providing them with detailed information about company policies, procedures, benefits.
- Provided support during onboarding processes by completing background checks and drug screenings for new hires.
- Participated in college career fairs to recruit top talent for current openings within the organization.
Education
High School Diploma -
Rogers High School
Michigan City, IN06-1974
Skills
- Payroll Processing
- Cash Flow Management
- Cost Control
- Credit management
Timeline
Remote Call Center Agent
Kelly's Services
05.2021 - 09.2022
Financial Secretary
Good Samaritan M.B. Church
06.2018 - Current
Childcare Teacher
Carmel Clay Schools
11.2016 - 03.2021
Bank Teller
PNC Bank
06.2014 - 05.2016
Tax Associate
H&R Block
01.2008 - 04.2014
Recruitment Coordinator
Americall Teleperformance
01.2000 - 10.2007
High School Diploma -
Rogers High School
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