Summary
Overview
Work History
Education
Skills
Quilting
Timeline
Generic

Susan Lively

Summary

Dedicated reliable Administrative professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Experienced with over 20 years of excellent communication and good judgement.

Overview

18
18
years of professional experience

Work History

Sr Accounts Coordinator

TIAA
Charlotte, NC
11.2007 - 03.2022
  • Managed and responded to correspondence and inquiries from Financial Planners and Advisors
  • Assessed data and information to verify entry, calculation for client's financial retirement plans.
  • Effectively communicated with Financial Planners and Advisors needs and kept updated, as needed.
  • Input data to move plans forward when RUSH request from Advisors was received.
  • Researched issues to help Planners move plans forward in timely matter.
  • Updated monthly calendar for team review.
  • Entered figures using 10-key on computer to compute data quickly.
  • Maintained relationships with Planners, Advisors and Management team.
  • Gathered, evaluated data in detailed for financial reports.
  • Streamlined daily reporting information entry for efficient record keeping purposes.
  • Checked retirement documents for errors
  • Identified and suggested remedies for areas of improvement based on detailed daily reports and analysis.
  • Crossed-trained team members on best practices and accurate data entry on areas responsible for.

Membership Services Coordinator

Montana Society Of CPAs
Helena, Montana
09.2003 - 06.2007
  • Coordinated enrollment for Society membership, 1600+ members throughout Montana including countries of Saudi Arabia Japan, England and Kingdom of Bahrain and onboarding of new members with associated feeds and paperwork.
  • Responsible for accounts receivable for membership dues, educational classes, and prepared invoices for outstanding amounts due.
  • Assisted prospective and established members in person or by telephone. Coordinated ongoing training, arranging speakers, facilities, conferences and travel.
  • Cultivated loyal member base through events and promotion of members-only services.
  • Helped members navigate systems, pay for services and resolve different concerns.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Maintained up-to-date knowledge of educational classes and service changes.
  • Answered average of 30+ calls, and emails per day, addressing customer inquiries, solving problems and providing product information.
  • Promptly responded to inquiries and requests from prospective customers.

Education

Some College (No Degree) - Early Childhood Education

Western Mt College
Dillon, MT

Some College (No Degree) - Business

Wake County College
Raleigh, NC

Liberal Arts And Special Education Early Childhood

Central Piedmont Community College
Charlotte, NC

Skills

  • Data Analysis
  • Creative Problem Solving
  • Document Coding and Classification
  • Attention to Detail
  • Relationship Building
  • Customer Relations
  • Time Management
  • Proactive and Self-Motivated
  • Data Entry
  • Precision and Accuracy
  • Accounts Receivable and Payable
  • Service accounts

Quilting

I have a love for colors of fabric, putting the blocks into different shapes to create a special design.

Timeline

Sr Accounts Coordinator

TIAA
11.2007 - 03.2022

Membership Services Coordinator

Montana Society Of CPAs
09.2003 - 06.2007

Some College (No Degree) - Early Childhood Education

Western Mt College

Some College (No Degree) - Business

Wake County College

Liberal Arts And Special Education Early Childhood

Central Piedmont Community College

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Susan Lively