Answer phones, handle client inquiries. Handle scheduling for three advisors and maintain calendar. Prepare quarterly invoices using Quickbooks. Process credit card payments. Process custodial deductions of client fees. Order supplies. Plan and organize client events. Complete client paperwork. Prepare client information for meetings.

Prepare quotes for Account Managers for maintenance agreements utilizing online tools and excel spreadsheets. Proactively generate renewal quotes for current clients to insure coverage does not expire. Maintained Cisco renewal goals for past two quarters. Research client inquiries regarding coverage for network devices. Back up for new system devices. Answer phones and greet visitors.

Looking for an opportunity in office administration,credit management, or other position that will utilize my education and skills.

Responsible for testing on system upgrades, specialized reports, system upgrade recommendations, troubleshooting processing issues.

Responsible for adjustments to client accounts due to system issues or oversight. Responsible for extensive calculations using Excel. Responsible for approvals of team processors correction activities. Responsible for processor assistance during the correction process. Responsible for training of specialized corrections.

Responsible for new account creation for clients from submitted paperwork. Responsible for quality control for other processors. Responsible for learning and training on specialized team functions.

Responsible for accounts payable, data entry, payroll, invoicing and reconciliation of band accounts, also worked closely with the company accountant on financial matters.

Responsible for all credit functions for regional office after locally owned business bought out by Stock Building Supply. Responsible for credit inquiries, establishing new accounts, establishing credit limits. Responsible for payment posting and collections activities. Responsible for sales tax filings for Texas, Oklahoma, Kansas and New Mexico. Responsible for month end processing. Assisted with order processing and inventory as necessary.

Responsible for all accounts receivable functions for three company locations. Performed collections activities to obtain balance recover on delinquent accounts. Handled all administrative functions for the General Manager. Worked in the positions of lead office person and office manager before making a lateral move to manage accounts receivable. Responsibilities in these positions included accounts payable, data entry, customer service, hiring and training of new employees, human resources, payroll functions and office supervision of four office personnel and four management trainees. Also responsible for monthly department budgets and yearly department projections.