Alexa Mangum Email & Phone Number

Raleigh, North Carolina, United States

Raleigh, Nc

• Transitioned from manual process to QuickBooks POS multi-version to new UE software system within 8 months• Trained new employees to ensure the proper use of our POS system & processes.• Transitioned to 3rd party all Driver info with DOT, Medical Cards into new system & Fleet Cards for each truck.• Transitioned all Medical & Liability Insurances to new company. • Processed payroll, paid federal/state taxes online, accounts receivable/payable, bank reconciliation and invoicing• Calculated timecards for payroll, reconcile vendor tickets, miscellaneous office tasks.• Greeted and assisted customers about products, set up deliveries and completed sales transactions. • Assisted in preparing sales flyers to clients and with social media marketing and website.

Raleigh, North Carolina, United States

I work for my Family Business where I work seasonal throughout my whole life. I handled Customer Service, Training Employees, Establishing Policy and Procedures. As well as, vender relations, invoicing, processed bi-weekly payroll, and set up federal/state tax payments, and reports online.

Raleigh, North Carolina, United States

Fiduciary Administrator on the AAR Fiduciary Administrator Team, contract ends August 2022. Works with Individual, Custody, Charitable Agency Accounts, IRA Accounts, Revocable Trust Accounts, and Irrevocable Trusts. Responsible for reviewing documents to confirm they are compliant and up to date.- Documents include: Wills, Trusts, IRA Applications, Distributions Documents, W9’s, Wire Transfers, Client Profiles, and more. Provide risk oversight support & administration support to the Branch Management Team.- Ability to successfully function with limited day-to-day direction by manager. Self-starter with strong and creative problem-solving skills. Ability to understand new concepts. Ability to manage multiple projects simultaneous with short to long delivery times.

Raleigh, North Carolina, United States

Summer Job where I assisted Employee Benefits Managers to complete office tasks such as: making copies, scanning documents, shredding papers, putting together employee benefit packets for client meetings and miscellaneous errands.

Master'S Degree, Project Management

Activities and Societies: -I hold a Master's in Project Management, where I honed my skills in leading complex projects, optimizing.

Bachelor'S Degree, Business And Personal/Financial Services Marketing Operations, 3.8

Activities and Societies: Delta Phi Epsilon, Yearbook,

Trust And Wealth Management, Business Administration And Management, General, Junior

Activities and Societies: Delta Phi Epsilon Member: Philanthropy is Cystic Fibrosis, ANAD (National Association of Anorexia Nervosa.

High School Diploma, Sophomore To Senior Year

Activities and Societies: - High School Varsity Tennis Team: Captain 2014 and 2015 and #1 Player on the Team - High School Cheerleader.