-Assessing client needs and resolving their needs in a prompt and courteous manner-Reconciling client accounts (ex: bank, credit card, loan) using Quickbooks-Setting up client files in the Arkin Client Portal and other software programs-Monitor Arkin Client Portal for new uploaded client documents and update the appropriate file-Meet/greet clients in person and on the telephone-Communicating with clients in person, over the phone, and in writing.-Make bank deposits and conduct other business on client’s behalf-Maintaining current client contact information-Maintaining sensitive client documents-Scheduling appointments-Determining specific client needs, either resolving their issue or relaying their needs to the correct member of our staff-Using my two decades of work experience to creatively solve internal and external problems-Meet deadlines for record submissions, internal and external projects-Prioritize workload and updating priorities according to changing needsTax Preparation:-Receive tax documents from clients by email, fax, in person drop off, and downloading from our client portal-Organizing and scanning all documents required to prepare a tax return-Update clients on the status of their tax returns -Process prepared tax returns-Deliver tax returns to clients -Mail, E File client tax returns-Monitor receipt and acceptance of E Filed tax returns-Log final tax routing sheets and backup documentation into FileCabinet software

Assigned to Gulfstream Aerospace Branch 2189 January 2013 – July 2016Worked from GAC account from local branch office: July 2014 – January 2015On-Site: January 2015 - Present• responsible for hiring new employees, verifying all hiring documents are properly completed, entering employee information into KSN, processing direct deposit information• meeting with employee to review background history for the last 7 years, this includes identifying all employers during the last 7 years, highest level of education achieved, and each county the applicant has lived or worked in during this time. International background searches (criminal, education and employment) when required. Also running drivers records and credit reports when applicable • verifying all background information – Using Sterling Infosystems to verify all , in the event Sterling cannot verify, obtaining alternate documents in accordance with GAC guidelines• assemble the background packet per GAC guidelines, including all required forms, submit background packet to GAC’s background division, answer any questions regarding each background packet• supplying new employees with information regarding Kelly services, GAC, and orientation. • Correctly assembling and maintaining employee files• served as initial point of contact for all customers and employees coming to our designated area at GAC, providing customer service • screened applicants using various resources, including KSN, monster, Career Builder and Indeed• conduct phone interviews of applicants• inputting applicants into Gulfstream’s applicant tracking systems, Successfactors and Resumeware• Skills vital in this position: Confidentiality, ability to constantly change work processes and conditions in accordance with the changing needs of GAC, organization and time management skills, the ability to consistently meet deadlines while working under minimal supervision

• Supervised office staff of 6 – 10. Delegate responsibilities to and oversee staff in order entry, claims, customer service, A/P and A/P.• Ensure communication between various departments, hold regular staff meetings to ensure uniformity of staff knowledge, understand staffs daily functions and assist or provide direction when needed.• Accounts receivable daily posting, process new accounts, collect advertising, and answer calls related to customer accounts.• End of month reconciliation, run reports, process credit holds, forward progress reports to claims departments, write off uncollectable accounts.• Computer systems used include Microsoft Office for routine office work and AS400 to enter/download orders (via EDI), verifying order status, inventory and posting payments to accounts, maintain/update customer account information.Computer systems used include Microsoft office for routine office work and AS400 to enter/download orders (via EDI), verifying order status, inventory and posting payments to accounts, maintain/update customer account information

Reviewed and analyzed client financial positions including in-force life insurance policies and investments. Conducted research to determine if new policies would be more beneficial to clients in the long term. Analyzed, researched, and designed policy packages that provided the best cash value for each customer in his or her particular life situation. Packages included life insurance, long term care insurance, retirement insurance, and annuities.Obtained information from clients regarding their health status and financial histories. Arranged insurance physicals, gathered and presented forms, and assisted customers with completing paperwork. Interviewed clients to further verify and document information accuracy.Worked directly with clients to monitor account performance. Suggested additional or improved investment vehicles to improve performance and increase quality. Developed long-term investment activity schedules based on current market trends; re-evaluated as market changes occurred.Performed compliance activities including but not limited to trade logs, cash disbursements logs, correspondence filing, obtaining OSJ approval of all outgoing client communications and marketing items.Exhaustively researched any topic requested by my superiors including but not limited to all securities and insurance matters.Responsible for coordinating a wide variety of in office paperwork including all securities and insurance CE and related logs, updating all licensing on an annual basis.

Prepared office budgets based on current expenditures and historical data. Reviewed and analyzed all budgetary elements, examined and evaluated expenditure trends, then developed short-term budgets for specific programs and services and long-term budgets detailing office expenditures on an annual basis. Administered accounts payable and receivable, allocating budgeted amounts to appropriate functions and ensuring that office expenses were paid routinely and in a timely fashion. Developed office operating plans, allocated funds to cover them, issued purchase orders, processed invoices, and paid bills on a pre-determined schedule.Provided customer support for all Edward Jones clients. Maintained personal contacts and written correspondence to keep customers informed. Established effective working relationships with vendors supplying goods and services to the office. Researched client preferences and needs prior to the offer of new products and services. Arranged meetings and client events for the introduction of new products and coordinated closely with vendors to supply meeting rooms and food and beverage services.Identified and researched customer problems and issues. Placed orders and troubleshot any issues that arose with customer accounts. Tracked down issues, determined resolutions, and kept customers informed at all stages.

• Toured customer worksites to determine exact nature of work and inspect work conditions. Conducted safety evaluations and worker’s compensation inspections in client work environments. Analyzed jobs to be performed, worker requirements, and overall work atmosphere. Based hiring decisions on a variety of relevant factors.• Constantly evaluated and verified trends in hiring, local business development, compensation, and other factors that could potentially impact budgets, hiring parameters, and overall business model. Participated in community groups and organizations, analyzed construction and building trends, and monitored new business implementation throughout local region.• Monitored, evaluated, and analyzed performance of temporary workers performing at customer work sites. Received oral and written reports from clients regarding worker performance and work standards. Utilized information to determine further deployment of specific workers. Identified problems and issues, discussed with employees, and directed resolutions.• Prepared and formulated branch office budgets based on business trends, historical data, and current operating information. Ensured that sufficient funds were allocated for daily operating expenditures as well as special programs and projects. • Regularly reviewed all expenditures to ensure budget allocations were sufficient in all program areas. Monitored branch costs including unemployment taxes and worker’s compensation expenses. Collected and recorded weekly payroll and transferred data to Atlanta head office for check preparation.