Ursula Bauer Email & Phone Number

Concord, Nc, Us

Charlotte, North Carolina Area

Responsible for exceeding a 10 day SLA for various advisory activities and analyze client data.Led the creation of the Centralized Correspondence Team by determining process flows, researching processes and implementing within a one year time period. Responsible for creating and updating department procedures and job aids that are used in the education of others within the team. Continuing to improve the process, the SLA have gone from 15 days to 10 days for client correspondence.Analyze client data and research to ensure the accuracy of the client information when sending out correspondence to promote a positive client experience. Attention to detail is a must when reviewing households, and company information is correct.Designed the KE site to update various business routines. The site is beneficial for our dept and local offices as it contains information such as letter templates, special links to forms and responsibilities of the department. Initiated companywide process enhancement relevant to client letter correspondence generation.Responsible for 11 Advisors in achieving their business goals mandated by departmental set policies relating to client interactions, financial data entry and compliance documentation. Provided timely client correspondence on advisory activities ranging from the initial outreach letters to annual reviews. The correspondence contained unique compliance material to ensure a positive client experience.Delivered accurate research and data entry for NaviPlan (financial plan) within required SLA, relating to client Retirement Plans.Maintained accurate compliance records which were revised as needed based on individual Advisor compliance updates. Achieved 100% compliance accuracy for the Charlotte complex of over 100 advisory staff. Contacted clients on a daily basis to set up appointments regarding their Annual Review, while keeping the advisor informed and their calendar updated. Processed expense reports.

Charlotte, North Carolina Area

•Implemented Quick Books and set up of company files •Created new customer, vendor and employee database •Checked various invoices for accuracy, and prepared them for payment•Tracked and reconciled various payments •Issued checks to vendors•Reconciled bank statements•Created and recorded financial data for month end reports•Created spreadsheets to track various reports•Created graphs•Created international business letters •Established policies and procedures for employees•Was in charge of researching and implementing new sales software program •Solved IT relates issues•Entered journal entries•Created job cost analysis•Solved crucial account discrepancies with various governmental and non-governmental agencies•Was in charge of creating biweekly and monthly payroll •Processed payroll taxes•Processed expense reports and commission checks•Worked closely with president of company on special projects•Made travel arrangements

Raleigh-Durham, North Carolina Area

•Prepared client payments, as well as commission checks for data entry•Issued checks for clients, various insurance companies and vendors •Researched payment discrepancies and accounts•Recorded drafts from company sweep account•Checked various invoices for accuracy and prepare them for payment•Coded and entered payments, deposits and wires •Reconciled various bank statements•Recorded financial data for month end reports

Raleigh-Durham, North Carolina Area

Office Manager•Was responsible for accounting and employee issues•Implemented and maintained employee database•Implemented as well as maintained new insurance coverage, including COBRA related issues•Resolved customer related issues, posted payments and daily production Accounts Administrator•Was in charge of various builder accounts•Reconstructed, implemented and maintained builder tracking system•Brought client accounts to current status •Assisted clients with their inquiries and special requests •Processed work order forms •Researched various supply companies regarding cost efficiencyAR Manager•Developed accounts receivable department •Worked closely with field managers regarding customer disputes and other late payer issues •Created late payer form letters, and tracked outstanding client balances•Entered new business information and run various reports

Raleigh-Durham, North Carolina Area

•Assisted various department heads with secretarial administrative duties, ordered supplies, responsible for mail distribution•Periodically filled in for marketing director by providing various information to potential clients•Implemented and maintained payroll tracking systems for over 60 employees•Assessed information for new personnel data base, created new data tracking system, updated and tracked crucial personnel mandates•Maintained petty cash and resident cash funds, as well as daily deposits•Oriented new employees and took part in new employee training

Raleigh-Durham, North Carolina Area

•Scheduled classroom reservations, registered employees for class participation, distributed class promotions for orientation and employee improvement classes•Assembled handbooks and folders for appropriate classes•Scheduled tour guides to be present for orientation•Created certificates, scored tests results and entered them in system, created spreadsheets for evaluations, entered department averages •Typed various reports as well as created overheads and form letters, created graphics, assigned codes for various teleconferences, provided administrative support for various events, such as employee recognition for Wake Med staff members, and the United Way program•Answered multiple phone lines

Raleigh-Durham, North Carolina Area

•Encoded approximately 1000 invoices on a monthly basis for the Columbia, Charleston and Raleigh area, as well as enter various data in system•Processed payments and recorded daily cash balances•Created and tracked note payments in reference to franchise purchases and leased equipment, notes owed to banks, vendors and Jani King International•Assisted various vendors regarding their accounts•Checked employee’s expense reports and created accounts receivable reports

Us High School Diploma

Business Mgmt

Economy And Administration

Domestic Science And Social Science