Marlo Zolnay Email & Phone Number

Long Beach, California

Santa Ana, California

Train newly hired payroll specialists on the use of the Heartland Payroll Software and Payroll Fundamentals as well as policy and procedure as it pertains to client payroll processing. Deliver Client and Staff Trainings sessions on a regular basis in both classroom and virtual via webinar. Develop presentations, resources and reference material for client and staff training sessions to provide continuous training as well as review of seasonal subject matter. Report results and overall assessment of on-going training activities. Monitor and reply to the Training Email Support BoxSuggest additional training topics needed in the offices based on observation/feedback of the front line staff. Training support, administrative and clerical duties as assigned and requested.

Santa Ana, California

Building payroll account and inputting new client data (including employee payroll data, tax information, etc.) into Heartland Payroll system and review for accuracy. Enter and balance employee/employer current quarter wage data and prior wage and tax data to prior quarter tax returnsUnderstanding of taxable fringe benefits, non-taxable fringe benefits, tax shelter annuities/retirement plans, pre-tax deductions and non-cash fringe benefits. Discuss any discrepancies within new client paperwork submitted by sales department with clients and/or sales reps. Interacts with clients via welcome calls, processing calls and email. Provide training to new clients on Heartland Payroll capabilities, functionality and reports. Ensure deadlines are met and clients payrolls are processed accurately. Maintains assigned base of payroll clients until accounts are turned over to the processing department. Hande other administrative and clerical tasks as assigned or requested.Attended ongoing trainings. Troubleshoot and problem solve situations that arise.Utilize import functions for employee and wage data. Perform tasks for clients requesting additional products and services. Effectively manage relationship with clients and sales all with a positive ‘can do’ attitude. Usage of WIKI and other training materials and websites. Set up retirement plans/matches, accruals and PTO plans. Perform every day type activities with high accuracy rate.Demonstrate troubleshooting and problem solving for accounts up to level 5 at minimumDetail oriented, with ability to focus on and comprehend numerical and financial dataCustomer-service oriented, excellent phone manners. Ability to work under time constraints and meet schedules; at times with unexpected deadlines. Ensure client’s payroll needs are metAble to multitask and interact with clients, Payroll Specialists and all other internal customers or associates, at times simultaneously. independently as well as part of a team

Santa Ana, Ca

Maintain assigned base of payroll clients with various pay weekly, bi-weekly, semi-monthly, and monthly pay frequencies. Provide exceptional customer service support and resolve client issues and concerns timely. Provide client customer support by being in the phone queue.Manage team member’s client base as needed for coverage. Effectively manage critical relationships between all channels to improve client retention. Competent in describing the various reports and products available via software to clients. Collaborate with other divisions/departments as first point of contact to filter and convey relevant information to client regarding compliance or miscellaneous initiatives. Establish and maintain a positive working relationship with clients focus on partnership and common objectives. Proficient at client situation de-escalation and appropriately identifying possible Payroll Supervisor engagement. Troubleshoot and problem solve situations that ariseAbility to learn and maintain a working knowledge of the Payroll SoftwareInteract with client base via telephone, fax, and/or e-mail to obtain payroll data including hours worked, salary adjustments, special payments and employee deductionsAccurately key all payroll related data necessary to process client payrolls timely by deadlineFacilitate, collaborate and coordinate with all departments for seamless and worry free processing to maintain positive client experiences. Maintain Basic understanding of ancillary product setupWork effectively as part of a team for the greater good of the business, with a strong sense of urgency, punctuality and reliability to meet internal and external targeted goals daily. Attend training department classes and ongoing payroll training throughout the year. Usage of WIKI library and all related resources and documents. Handle other administrative and clerical task as assigned or requested

Costa Mesa, California

Responsible for all aspects of quality client service. Contacts and assists clients with payroll input; verifies totals and resolves client issues. Maintains base of payroll clients on products for assigned clients in order to meet client payroll, Human Resource, and employee benefit service needs.Contacts clients daily according to set schedules in order to obtain payroll data, including salary adjustments, special payments, tax allocations, and employee deductions or adjustments.Keys all payroll-related data necessary to process and meet appointment schedules.Provides quality client service to maintain a high rate of client retention.Maintains knowledge of the payroll processing system and changes in wage and tax laws to develop a trusted relationship with our clients. Corresponds with federal, state, and local tax agencies on behalf of clients to resolve problems.Maintains client files to ensure efficient operation and improved client service.Researches and resolves client and system problems to ensure accurate payroll reports and tax returns.Establishes and maintains a positive working relationship with clients, agencies, and coworkers to promote a positive quality service image.

Long Beach, California

Front Office Administrative Duties, including answering phones, data entry, over the counter sales and repair needs. Handling of Client Tracking and Service Call Dispatching. Handling of Time Attendance and Reporting of Payroll. Assistance with Accounts Receivable and Accounts Payables. Programming of Cash Registers to meet store owner needs as well as deliver and train on register.

Carson, Ca

Inventory Control, Invoice and Freight Cost Auditing, In-transit posting and receiving, Purchasing/Importing of Textiles from China and India, typing daily communication faxes for to China and India, auditing daily invoices, balance and adjusting commission and advertising, data entry, billing, and shipping.