Jacquelyn Olson Email & Phone Number

Toronto, Ontario, Ca

Reviews and processes payroll for a 700+ multi-state company: timekeeping reports, PTO reports, missed punch reports, etc.Maintains accurate records of payroll documentation and transactions.Prepares and processes pay for terminations and pay correctionsAudits and analyzes payroll reports for changes and accuracy.Provides excellent customer service on all payroll related questions from managers, employees, and agencies.Process Verification of Employment forms.Assist with special projects as requested.Maintains monthly and quarterly Labor & Statistics reportsWorks directly with Human Resources on worker’s compensation, sick leave and short-term disability issuesProcesses medical and child support wage garnishments Enters new hire employees, terminations, leave of absences, etc.Displays daily proficiency in Paychex, UKG, Excel, and Outlook

Toronto, Ontario, Ca

San Diego, California, Us

Answered phones and greeted visitors, issuing visitor badges as appropriateMaintained secured entry to office areasWrote and edited documents such as letters, reports, instructional documents, and brochures Created and maintained filing systems, both electronic and physicalCarried out administrative duties such as filing, typing, copying, binding, scanning etc.Point of contact for maintenance work order program FMX used by entire Credit Union, maintained and was responsible for administration of programResponsible for assigning, approving, and scheduling maintenance work orders for entire Credit Union Supported mail room operations to ensure timely and accurate sorting of inter-office mail, external mail, special handled items (such as; certified mail, legal documents, real estate and car loan titles) and couriered deliveries to appropriate destinationsDocumented supply inventory, maintaining a 6 month stock of PPE for 28 Credit Union BranchesDisplays proficiency in the daily use of Excel, Outlook, Microsoft Office, and FMX

San Diego, California, Us

Processed fraudulent transaction disputes on member’s accounts and issued replacement debit/credit cards to existing membersPerformed IRA deposits/withdrawals and filled out necessary regulatory forms related to state and federal tax withholdings.Made edits to existing membership agreements

San Diego, California, Us

Processed member transactions and performed account file maintenanceIdentified cross-selling opportunities, referring members to Personal Financial Representatives Met/exceeded established monthly/annual sales and service goalsMaintained a thorough knowledge of all products and services, policies and proceduresEnsured compliance with daily cash drawer balancing and limitsIdentified questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential lossesPerformed necessary steps to ensure BSA/AML compliance to reduce risk to the credit unionAssisted with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assignedServed as back-up to Personal Finance Representative/Banker