Olivia Dwyer Email and Phone Number
Olivia Dwyer work email
- Valid
Olivia Dwyer personal email
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.
Trust Point Inc.
View- Website:
- trustpointinc.com
- Employees:
- 106
-
Operational Tax And Process SpecialistTrust Point Inc.La Crosse, Wi, Us
-
Operational Tax & Process SpecialistTrust Point Inc. May 2023 - PresentEnsure 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
-
Client Success Coordinator - Emerj360Trust Point Inc. Oct 2021 - May 2023La Crosse, Wisconsin, United StatesFacilitated 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
-
Administrative AssistantTrust Point Inc. Oct 2018 - Oct 2021La Crosse, Wisconsin AreaDelivered 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
-
Programs FacilitatorBuilding For Kids, Inc Aug 2018 - Oct 2018Appleton, WisconsinCreated and executed new educational programsDeveloped connections with local colleges for volunteer resources -
Programs InternThe Building For Kids, Inc May 2018 - Aug 2018Appleton, WiAssisted in executing and revising current programsCreated and delivered educational programsParticipated in community outreach events
-
Seasonal HelpFox Valley Technical College May 2017 - Aug 2018Appleton, WiWorked independently over the summer and winterm seasons to maintain campus facilities -
Office AssistantUniversity Of Wisconsin-Stout Honors College Jan 2018 - May 2018Menomonie, WiCompleted 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
-
Community Support Living AgentLutheran Social Services Of Wi & Upper Mi Sep 2016 - Oct 2017Menomonie, WisconsinCreated 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 -
CashierBulk Priced Food Shoppe Oct 2014 - Sep 2016Greenville, WisconsinInteracted with customers dailyFilled custom ordersStocking shelves and organizing productTrained new staff
Olivia Dwyer Skills
Olivia Dwyer Education Details
-
Human Development And Family Studies, General -
Information Technology
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.
Not the Olivia Dwyer you were looking for?
-
1injuryfinance.com -
2rams.com.au, visualrisk.com -
1adirondacklandtrust.org -
Olivia Dwyer
Follow Along On Instagram To See My Current Projects! @OliviahalodesignsPhiladelphia, Pa1meca.edu
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial