Cindi Helgeson Email & Phone Number

Cedar Falls, Ia, Us

Support the administrative work of the Executive Director of Information and Technology, Regional Administrators and Supervisor of Media Services.

Cedar Falls, Iowa

Maintained compliance with university and grant requirements. Completed quarterly and annual audit reports. Assisted lead professor in managing operations of the STORM Project in accordance with state budget requirements. Designed promotional materials for onsite classes and workshops. Organized training events for student workshops, including travel, catering, etc. Prepared purchasing and billing for university supplies. Supervised student helpers.

Waterloo, Iowa

Scheduling appointments, maintaining calendar for 2 financial advisors, prepared internal quarterly and annual portfolio monitoring reports. Analyzed financial information obtained from clients for Advisor to determine strategies for meeting clients' financial goals. Complied with regulatory requirements in form maintenance and client confidentiality. Assisted senior level credit officers with complex financial applications. Created charts and graphs to illustrate daily, monthly and annual financial reports.

Waterloo, Ia

Received client, customer and vendor calls on multi-line phone system, managed office inventory and supply orders, scheduling, drafted internal and external correspondence, database management, provided training for child care providers, CACFP oversight on state and federal requirements for registration and compliance of in-home child care centers.

Cedar Falls, Iowa

Typed, filed and mailed legal correspondence from transcription, organized and maintained law library, legal documents and files, processed invoices for client services, composed and revised legal documents, including letters, depositions and court documents, coordinated and scheduled meetings and telephone conferences, greeted clients in a professional and confidential manner.

Waterloo, Iowa

Greeting clients and visitors and answering visitor inquiries, answering and routing incoming calls on a multi-line telephone system, scheduling and routing clients, maintaining and scheduling conference rooms, maintaining the waiting area, lobby and other public areas, serving coffee or tea to clients, ordering supplies, scanning, photocopying, faxing and filing documents, collecting and routing mail and hand-delivered packages, billing, data entry, word processing, establishing new case files and drafting simple correspondence.

Waterloo, Iowa

Pulling and gathering materials data, and with this data, building reports, answering phone, copier, filing and placing orders, assist with writing and constructing manuals for new equipment, submit requisitions into SAP for payment and follow through for payment. Have a working understanding of all invoices to be able to troubleshoot any payment problems with AP, call and requests quotes from various vendors, assist as needed with railroad dinner train functions.

Scottsdale, Az

Meets and greets all visitors and employees to the firm, providing them a professional welcome, going above and beyond in service approach. Schedule meeting rooms, insuring that each conference room has the necessary supplies, beverages, video conferencing etc. prior to the clients meeting times. Answers all incoming telephone calls made to the firm.

Paralegal/Advanced Business, Legal Assistant/Paralegal

Degree, Business, Management, Marketing, And Related Support Services