Ian Mcgaughy Email & Phone Number

Lexington, South Carolina, United States

Lexington, South Carolina, United States

Columbia, South Carolina, United States

Columbia, South Carolina, United States

• Provided account services to customers by processing transactions on their behalf, such as deposits, withdrawals, payments, cashing checks, recording night/mail deposits, and issuing certified checks.
• Communicated with customers in person and on the phone about any questions or problems they were having with anything related to the bank.

Columbia, South Carolina, United States

• Assisted with the day-to-day tasks such as organization, data input, transcribing meetings, answering phone calls, greeting clients and event organization.
• Organized bi-weekly classes for potential clients to learn about financial planning for their future retirement, as well as two client appreciation events.
• Input new client data into the database, including financial statements and various information about the clients that would be useful to provide the clients with a personalized retirement plan.
• Provided organization of files for current and new clients, while following a strict systematic process to give our clients the best service possible.

Lancaster, South Carolina, United States

• Led the day-to-day business operations, such as paying bills, making deposits, sending invoices, ordering/pricing products, and delivered flowers on an as needed basis.
• Performed a financial analysis to calculate where the flower shop could potentially cut costs and increase profits.
• Delivered products in a timely manner, while also being careful to not damage the plants or breakable vases and communicated with the recipients to create returning customers.
• Managed the flower shops charity that was created to help people needing food, coordinated with local businesses and churches for donations and created the bags of food that were given out.
• Unloaded product deliveries from various vendors and prepared them for display in strategic locations to increase purchases of more expensive products by customers.

Lancaster, South Carolina, United States

• Oversaw numerous client’s financial data by keeping accurate books on accounts payable and receivable, payroll, financials, and reconciliations.
• Worked diligently to make sure clients had the proper documents in hand by specific deadlines.
• Sent many client’s payroll each week and ensured that hours were correct, and the right amount of taxes were deducted for every paycheck.
• Communicated with clients on the phone and in person to set meetings, receive payment, or to explain any questions to ensure the client was comfortable and informed on the services received.