• Revitalized a neglected accounting function by reorganizing and streamlining processes, contributing to the department's return to profitability. • Handled customer inquiries and transactions efficiently, ensuring accurate order processing, pricing verification, and logistical coordination. • Elevated customer service standards by resolving issues with empathy and attentiveness, achieving a 95% customer satisfaction rating.

• Managed account maintenance, system updates, account closures, and 529 distributions within CRM software, ensuring accurate client interaction records and adherence to task completion deadlines. • Composed and distributed various forms of communication including emails, texts, and letters, as well as conducted 70 phone calls on average per day to clients on behalf of financial advisors. • Collaborated with a team of 7 client support members to maintain high standards of work and meet established deadlines. • Supported client inquiries and service requests, providing timely and effective resolutions to enhance customer satisfaction.

- Created and maintained detailed procedures to streamline receptionist desk operations and improve efficiency. - Delivered comprehensive administrative support to Sales, HR, and Administration, handling scheduling, correspondence, and data management. - Managed front desk operations, including greeting clients, directing inquiries, answering phones, and coordinating visitor needs. - Processed and maintained transaction records, including scanning, organizing in shared drives, and uploading into SAP for seamless data tracking. - Coordinated team calendars, managed mail and packages, compiled and distributed daily reports, and ensured accurate shipping documentation and batch tracking.

- Provided compassionate support during the pandemic by addressing inquiries about unemployment cases, helping individuals navigate challenging circumstances. - Gathered and analyzed case information to identify issues, diagnose problems, and deliver effective solutions or escalate complex cases as needed.

• Delivered accurate lab results to healthcare providers through multiple channels including telephone and internet-based platforms. • Utilized Salesforce and specialized software to enhance customer service efficiency and accuracy. • Escalated complex cases, ensuring detailed communication to senior representatives for resolution, improving client satisfaction by reducing repetitive information sharing.

• Investigated, uncovered, and diagnosed issues with customers’ QuickBooks Online applications researching for solutions online and in Salesforce.com.

• Streamlined the process of ringing up customers’ orders to maximize accuracy of data input, exact money exchange, superior item bagging, and investigated issues before escalating to management• Provided outstanding customer service by helping customers find items• Stocked shelves, returned unwanted items to shelves and pulled forward merchandise• Unloaded trucks and divided boxes of miscellaneous items into department boxes in preparation for distribution on the sales floor

• Provided remote and in-person administrative support for various business owners• Organized flow of administrative work, composed documents and reports using Word and Excel as well as virtual applications, and created an Excel database for a client that housed information crucial to his business• Provided remote administrative support for various business owners• Performed all administrative work; prepare, review, and summarize miscellaneous reports using Word and Excel; manage filing system, digital and hard copy• Processed and recorded financial transactions including bank reconciliations, deposits, petty cash, expense reports, and purchase orders

The US Army Irregular Warfare Fusion Cell and the US Army/Marient Corps Counterinsurgency Center at Fort Leavenworth, KS was the most interesting job of my career to date. Although personnel was very private with details, information that was considered common knowledge was extremely interesting to me. I am proud of the time I was able to support these service individuals.I was fortunate enough to secure a second one-year contract after making myself indispensable during the first one-year contract by taking the initiative to track Army orders relating to multiple projects from initial assignment by headquarters through completion, and sustaining the value of the order tracking system with zero failures. My attention to detail increased the efficiency of both Outlook and SharePoint calendars by 50% by keeping information current and correctly scheduling meetings, appointments and events. I processed highly confidential documents and safeguarded sensitive communications and information on a daily basis. My duties included composing and preparing weekly project and progress reports with Word, Excel and PowerPoint and posting them on SharePoint and distributing internally. My superiors allowed me to develop procedures designed to facilitate administrative operations during the restructuring of my department and headquarters.

UMB Bank was a short-term contract position where I covered an extended maternity leave which involved supporting a Senior Vice President and Senior Trust Advisers. Several times a day, I would process money movements and discretionary distributions using account management software. It was fun to read and analyze legal documents for research purposes and then report findings.

At different times during my tenure, I supported the CIO, administrators, directors and managers of multiple departments. I was able to help facilitate administrative operations during the startup of a new support/liaison department. My gained experience helped me to significantly contribute to a project that overhauled the IT purchasing system resulting in a streamlined, automated procurement system that provided real-time status, improved delivery time by 200% and enhanced cost control, saving the firm 95% of unnecessary expenses.My insight allowed me to provide budgetary input based on review of general ledger reports resulting in reporting issues and recommending solutions. In turn I corrected general ledger reports and assisted with the preparation of a $250,000 annual budget.Other things I did was preparing and tracking contracts and documents and establishing a filing systems; scheduling, coordinating and overseeing the execution of meetings, conferences and events; making travel, hotel and ground transportation arrangements; preparing, reviewing, reconciling and submitting expense reports and purchase orders. I also had the opportunity to train and coach administrative support staff in a friendly and consistent manner.