Olivia Dwyer

Olivia Dwyer Email and Phone Number

Operational Tax and Process Specialist @ Trust Point Inc.
La Crosse, WI, US
Olivia Dwyer's Location
La Crosse, Wisconsin, United States, United States
Olivia Dwyer's Contact Details

Olivia Dwyer work email

Olivia Dwyer personal email

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About Olivia Dwyer

Olivia Dwyer is a Operational Tax and Process Specialist at Trust Point Inc.. She possess expertise in customer service, time management, cashiering, microsoft outlook, microsoft office and 10 more skills.

Olivia Dwyer's Current Company Details
Trust Point Inc.

Trust Point Inc.

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Operational Tax and Process Specialist
La Crosse, WI, US
Employees:
106
Olivia Dwyer Work Experience Details
  • Trust Point Inc.
    Operational Tax And Process Specialist
    Trust Point Inc.
    La Crosse, Wi, Us
  • Trust Point Inc.
    Operational Tax & Process Specialist
    Trust Point Inc. May 2023 - Present
    Ensure accurate preparation, tracking, and timely delivery and filing of all tax formsEnsure accuracy of tax data and tax reportingOther tax related responsibilitiesAssist Account Support Team Manager with process driven initiatives and projects
  • Trust Point Inc.
    Client Success Coordinator - Emerj360
    Trust Point Inc. Oct 2021 - May 2023
    La Crosse, Wisconsin, United States
    Facilitated account opening and account maintenance with clientsCompleted department monthly billingCreated reports for Compliance and others as neededProvided technological support with Salesforce, Schwab (Advisor Center, IIP, Portfolio Connect, and Data Delivery), OnBase, Calendly and other systemsDeveloped new processes and improvement as neededSupported tax related functions including mailings, return preparation in OneSource and monthly reviewPlanned company young professional events and lead young professional long range planning
  • Trust Point Inc.
    Administrative Assistant
    Trust Point Inc. Oct 2018 - Oct 2021
    La Crosse, Wisconsin Area
    Delivered correspondence in a neat, timely, quality and accurate mannerInitiated opportunities to improve current processes, procedures and systemsFiled and scanned documentationAnswered forwarded receptionist calls as neededTrained new employeesPlanned company young professional events
  • Building For Kids, Inc
    Programs Facilitator
    Building For Kids, Inc Aug 2018 - Oct 2018
    Appleton, Wisconsin
    Created and executed new educational programsDeveloped connections with local colleges for volunteer resources
  • The Building For Kids, Inc
    Programs Intern
    The Building For Kids, Inc May 2018 - Aug 2018
    Appleton, Wi
    Assisted in executing and revising current programsCreated and delivered educational programsParticipated in community outreach events
  • Fox Valley Technical College
    Seasonal Help
    Fox Valley Technical College May 2017 - Aug 2018
    Appleton, Wi
    Worked independently over the summer and winterm seasons to maintain campus facilities
  • University Of Wisconsin-Stout Honors College
    Office Assistant
    University Of Wisconsin-Stout Honors College Jan 2018 - May 2018
    Menomonie, Wi
    Completed assigned tasks, including filing confidential papersServed on a scholarship committeeAssisted in writing and editing articles for newsletterConverted current paper filing system to an electronic system
  • Lutheran Social Services Of Wi & Upper Mi
    Community Support Living Agent
    Lutheran Social Services Of Wi & Upper Mi Sep 2016 - Oct 2017
    Menomonie, Wisconsin
    Created life goals with individuals who were elderly and/or disabledDeveloped and maintained routines with individuals for optimal careCoordinated appointments with staff and clientsResponded with fast decision-making skills through situational analysisSupervised and lead office staff during supervisor's medical leave
  • Bulk Priced Food Shoppe
    Cashier
    Bulk Priced Food Shoppe Oct 2014 - Sep 2016
    Greenville, Wisconsin
    Interacted with customers dailyFilled custom ordersStocking shelves and organizing productTrained new staff

Olivia Dwyer Skills

Customer Service Time Management Cashiering Microsoft Outlook Microsoft Office Microsoft Word Microsoft Powerpoint Microsoft Excel Google Docs Organization Skills Communication Google Sheets Google Calendar Teamwork Administrative Organization

Olivia Dwyer Education Details

Frequently Asked Questions about Olivia Dwyer

What company does Olivia Dwyer work for?

Olivia Dwyer works for Trust Point Inc.

What is Olivia Dwyer's role at the current company?

Olivia Dwyer's current role is Operational Tax and Process Specialist.

What is Olivia Dwyer's email address?

Olivia Dwyer's email address is od****@****inc.com

What schools did Olivia Dwyer attend?

Olivia Dwyer attended University Of Wisconsin-Stout, University Of Wisconsin-Whitewater.

What skills is Olivia Dwyer known for?

Olivia Dwyer has skills like Customer Service, Time Management, Cashiering, Microsoft Outlook, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Google Docs, Organization Skills, Communication, Google Sheets.

Who are Olivia Dwyer's colleagues?

Olivia Dwyer's colleagues are Cathy Carlson, Kelly Schultz, Dar Isaacson, Jennifer Gander, Cfp®, Cpa, Kelsey Huver, Melinda Kaehler, Rochelle Altendorfer.

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