Susan "Nicole" Phillips
Lumberton,TX
Summary
Personable and dedicated Administrative Assistant and Office Manager with extensive experience in the Accounting and Investment industries. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
19
19
years of professional experience
Work History
Office Manager/Client Associate
McClelland CPA Firm. LLC and MSF Financial Advisor
Beaumont , TX
2011.01 - Current
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Processed payroll accurately ensuring all employees were paid on time.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Compiled data from clients to accurately complete tax forms.
- Assisted customers with any questions they had about their taxes or filing status.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Maintained accurate records of all client transactions and filings.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Filed electronically through approved software programs.
- Calculated form preparation fees according to return complexity and processing time required.
- Produced work papers and lead sheets, tax projects and payment estimations.
Cosmetologist
Self-employeed
Silsbee , TX
2008.03 - 2011.01
- Performed haircuts, coloring, highlighting and styling techniques.
- Ensured proper sanitation practices were followed at all times.
- Advised clients on how to maintain their new hairstyles at home.
- Developed a loyal client base through excellent customer service.
- Maintained cleanliness of salon equipment and tools.
- Collaborated with other professionals in the beauty industry.
- Engaged with customers by providing friendly conversation during services.
Financial Associate
A.G. Edwards & Sons
Beaumont , TX
2005.02 - 2008.03
- Provided comprehensive administrative support to Investment Advisors.
- Assisted in the preparation of client presentations, reports, and other documents.
- Conducted research on investment products for potential investments.
- Performed account maintenance activities such as opening new accounts, transferring funds, processing distributions and withdrawals.
- Responded to incoming calls from clients regarding their accounts or general inquiries.
- Generated weekly, monthly, quarterly reports summarizing investment performance metrics.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Prepared Required Minimum Distribution (RMDs) for clients.
- Maintained filing system for records, correspondence and other documents.
- Built relationships with clients, brokers, bankers, and other professionals in the finance industry.
- Assisted in the preparation of marketing materials for prospective investors.
- Reviewed legal documents to ensure compliance with relevant regulations and internal policies.
- Managed investor relations activities such as responding to inquiries about portfolio performance or strategy changes.
- Collaborated with other financial professionals to develop comprehensive plans tailored to individual client needs.
- Built and strengthened client relationships to form long-lasting, profitable bonds.
Education
License - Cosmetology Education
SETX Career Institute
Silsbee, TXSkills
- Office Management
- Bookkeeping
- Customer Service
- Administrative Support
- Billing
- Scheduling
- Organizational Skills
- Multitasking
- QuickBooks
- Microsoft Office Tools
- Document Management
- Payroll Preparation
- Regulatory Compliance
- Bank Reconciliation
- Relationship Building
- Audits
- Financial Services
- Relationship Management
- Portfolio Management
- Tax planning
- Financial Statements
- Account Management
- Due diligence
- Asset Management
- Investment strategies
- Verbal and written communication
- Meticulous attention to detail
- Investor Relations
- Persuasive communication style
- Wealth Management
- Retirement planning
- Professional Demeanor
- Research and due diligence
- Customer Service-Oriented
Affiliations
- Travel
- Music
- Decorating
- Entertaining and planning parties
References
References available upon request.
Timeline
Office Manager/Client Associate
McClelland CPA Firm. LLC and MSF Financial Advisor
2011.01 - Current
Cosmetologist
Self-employeed
2008.03 - 2011.01
Financial Associate
A.G. Edwards & Sons
2005.02 - 2008.03
License - Cosmetology Education
SETX Career Institute
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