Sally Koch
Montville,NJ
Summary
Dynamic Administrative Assistant with proven expertise for Daniel Lamego, Charles Marisca, excelling in customer service and data organization. Enhanced operational efficiency through meticulous document management and proactive scheduling. A dedicated team player, adept at fostering client relationships and implementing effective filing systems, ensuring confidentiality and accuracy in all tasks.
Overview
25
25
years of professional experience
Work History
Administrative Assistant
Daniel Lamego, Charles Marisca
09.2009 - Current
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported Financial agents through scheduling meetings and preparing crucial documents.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Optimized calendar management for Financial agents by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Maintained inventory of office supplies and placed orders.
- Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Developed filing system for historical documents, preserving important company records and improving access to information.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Full Charge Bookkeeper
Township of Fairfield
09.2000 - 09.2009
- Reconciled bank statements on a monthly basis, identifying discrepancies and resolving issues promptly.
- Communicated regularly with clients regarding billing inquiries, resolving disputes fairly and maintaining strong professional relationships.
- Improved cash flow management by monitoring outstanding invoices closely and following up on overdue payments proactively.
- Matched purchase orders with invoices and recorded necessary information.
- Reduced errors in accounts payable and receivable by implementing a thorough review process, increasing overall accuracy.
- Maintained and processed invoices, deposits, and money logs.
- Established QuickBooks accounting system to reflect accurate financial records.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
Education
High School Diploma -
Essex County College
West Caldwell06-1977
Skills
- Customer service
- Data entry
- Computer skills
- Office administration
- Administrative support
- Microsoft Word
- Microsoft Excel
- File organization
- Microsoft outlook
- Customer and client relations
- Filing
- Customer relations
- Clerical support
- Critical thinking
- Strong problem solver
- Scheduling
- Documentation and recordkeeping
- Scheduling and calendar management
- Dedicated team player
- Appointment scheduling
- Verbal communication
- Data organization
- Records management
- Calendar management
- Filing and data archiving
- Documentation and reporting
- Mail handling
- Resourceful
- Confidential document control
- Letter preparation
- Mail distribution
Timeline
Administrative Assistant
Daniel Lamego, Charles Marisca
09.2009 - Current
Full Charge Bookkeeper
Township of Fairfield
09.2000 - 09.2009
High School Diploma -
Essex County College