Ashlynn Holbert Email & Phone Number

• Complete daily duties, including performing ACH pulls, Trade submissions, Asset Reconciliation, balancing of plan assets, and issuance of distributions.
• Provide walk-through and assistance to plan sponsors on payroll and website questions.
• Design, institute, and communicate internal process improvements.

Tacoma, WA

• Process individual retirement account distributions, plan contributions, and record enrollments in Relius or on the Relius based website.
• Provide plan and pension information to participants via phone, email, or mail including basic tax repercussions and allowable 401(k) distributions.
• Complete contribution transmittals and report to Platform Operations

Kent, WA

• Listened to customers wants and needs in order to create their dream bathroom or kitchen becoming the top 20 sales person in the company monthly serving 50+ customers
• Provided visually appealing and functional floor plans in ProKitchen selling $70k/ month
• Accurately explained company products and answer questions and concerns in a timely and professional manner
• Facilitated Concatenate() and notations in SharpSpring marketing program to provide 300% increase to frequent, personalized customer outreach

Federal Way, WA

• Processed individual retirement investments by evaluating actions needed: update personal contact, contribution rates, investment selections, or combination
• Assisted in evaluating current market actions and possible funds for consideration by compiling Excel analysis for the CEO
• Contributed to workplace efficiency by maintaining and improving current systems/processes: automated marketing materials using Excel VBA, Publisher/Excel Merge, and Word Mail Merge

Tacoma, WA

• Prepared status reports and detailed project reports; presented information to organizational leadership, project teams and client/customer groups on over 7 simultaneous projects
• Collected and analyzed business data, incorporating outcomes into project activities and identified opportunities to enhance and improve business processes
• Managed project with Under Writing and Membership to ensure subscriber quality experience and manage payments in line with federal recommendations and company policy
• Assisted Treasury Accounting in identifying, posting, and reconciling payments for all 4 states; improved US Bank lockbox reconciliation and pricing comparison
• Operated as Group Accounts Receivable in monitoring of Groups and Associations

Tacoma, WA

• Gather Benefit Corporation assessment data to analytically evaluate company accountability
• Examine scholarly, professional, and news articles to analyze effectiveness of state policy
• Interview invested parties for information collection and correspond with supervising Professor

Tacoma, WA

• Facilitate data analysis within the office by utilizing vLookup, If, and Right Excel formulas
• Search internet sites to post over 500 jobs and internships for current and recent students annually, with a 25% improvement over the 2012-2013 academic year
• Enter Student State Work-Study time sheets into Oracle database
• Create a welcoming environment to customers in person and on the phone while answering individualized questions

Tacoma, WA

• Reconciled monthly general banking accounts that contained over $60,000,000 in transactions using Excel pivot tables and financial formulas
• Completed journal, adjusting, and spreadsheet load entries in PeopleSoft for merchant card recharge, gifts-in-kind, investment activity, retail transactions, and fiscal end
• Established Excel macros in VBA for Senior Accountants that formatted worksheet downloads
• Ensured fiscal integrity while offering exceptional service to students, faculty, and staff

Tacoma, WA

• Executed Accounts Receivable, customer account management, and an average of $4,500,000 in collections, by calling customers with balances and checking status of invoices
• Worked independently to enter data and code sub-ledger A/R and cash receipts
• Maintained Milestone Reports containing contract progress payment reports and assisted with cash receipts planning, along with collection and communication among departments
• Reconciled general ledger accounts: utilities, employee loans, and cash accounts
• Processed monthly and quarterly Sales tax preparation
• Keyed paid invoices, called vendors, and filed documents properly for Accounts Payable

Tacoma, WA

• Managed and oversaw stocking and ordering of all food items in store
• Assisted customers in locating specific gourmet items from different nationalities
• Provided warm environment while answering questions about products in the Gourmet Food department and others in store
• Informed patrons of the World Market rewards membership and other deals and sales

Tacoma, WA

• Retrieved current and previous students’ college transcripts
• Organized confidential information and filed according to office standards
• Reviewed academic information so that co-workers could easily find and process required material

Tacoma, WA

• Communicated through e-mail to sell quarter page advertisements to parents of graduating Seniors
• Designed fourteen pages of yearbook ads that contained pictures and quotes provided by parents using InDesign

Idaho Falls, ID

• Developed an understanding of store merchandise to better advertise product and assist customers
• Welcomed customers and assisted families and individuals find apparel in the store
• Accurately counted money in cash registers during opening and closing

Rigby, ID

• Managed accounts payable and receivable totaling over $50,000 in QuickBooks and Excel
• Determined amounts that each driver should be paying to cover insurance of semis and trailers to be proportional to their liability
• Developed Excel spreadsheets that contained formulas to enter bills of lading
• Organized over 30 employees’ information in files and Excel worksheets