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Assistant Customer Service

Location:
San Ramon, CA
Posted:
October 07, 2015

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Resume:

Alicia P. Foronda

Address: Mountain View, CA ****3

Cell Phone: 408-***-****

Email: acrz3v@r.postjobfree.com

OBJECTIVE: To obtain a position as an Office Manager / Executive Assistant that utilizes my Customer Service skills in a progressive company with opportunities for growth. COMPUTER SKILLS: Word, Excel, PowerPoint, Outlook, QuickBooks, Lacerte, Oracle, Web PROFESSIONAL EXPERIENCE

03/2014 – Present Interstateequities – IEC, Los Altos CA Asset Management Administrator (AMA)

As a member of the Real Estate team, Asset Management Administrator is responsible for supporting the execution of financial reporting, investor relations and property management. Coordination of investor records and correspondence, administrate K1 and reports mailing. Create and maintain various investor files including subscription agreements, re-titling, portfolio analysis, capital accounts, and offering memorandum data input. Research demographics and implement market rent suvey. 08/2012 -03/2014 Organ-I Inc., Mountain View CA

Office Manager / Accounting Assistant

Assistance for President and CEO in preparation for meetings, events, and presentations. Coordination and preparation for meeting schedules, attendees and correspondence. Preparation for meetings such as presentation slides, excel spreadsheet or word documents. Prepare and send consultant payments and recording invoices using QuickBooks. Maintain accurate and up-to-date bookkeeping. Tracking and payment processing of approved business related expenses. 07/2010-08/2012 Tax Season Pro, Menlo Park, CA

Accounting Assistant / Account Manager

Responsible for all accounting and financial reports. Accounts Payable, Accounts Receivable, Profit & Loss Statement, Invoicing, Paying Bills. Write vendor checks for payment and bank deposit of incoming checks. Enter bills and credit card transactions into Quickbooks. Reconcile credit card and bank statements. Reconciling, adjusting and closing all accounts. Prepared and processed tax return for the business. Coordinated the preparations of Financial Statements each quarter end.

01/2010-07/2010 Fong, Ko and Associates CPA, San Mateo, CA Accounting Assistant / Administrative Assistant

Prepared and processed Income Tax Returns for Individuals, S-Corp, C-Corp using Lacerte software within the company. Coordinated the preparations of Financial Statements and Bank Reconciliations using QuickBooks and Excel. Communication and corresponded with IRS Tax authorities, clients and staff. Performed most Bookkeeping and Administrative duties within the professional office environment.

9/2007-07/2009 Mayer, Moll and Associates, San Jose CA Administrative Assistant / Financial Planner Assistant Assistance for Certified Financial Planners in preparation for meetings, events, seminars. Coordination of preparation for meetings such as presentation slides, excel spreadsheet or word documents. Assist with contacting clients regarding their accounts and maintaining relationship with current and potential clients. Prepare and send customer invoices using QuickBooks. Maintain accurate and up-to-date bookkeeping. Tracking and payment processing of approved business related expense

10/2006-06/2007 Funambol, Redwood City, CA

Executive Assistant / Administrative Assistant

Assist the company with all aspects of office management including assisting with Financial, Operations, HR, Marketing and Reception duties. Assist Finance with putting together payments for invoices using QuickBooks and Netsuite. Maintain corporate contracts, NDAs, consultant contracts, payroll and employee benefit plans. Coordinate calendars, meetings, travel arrangements, payment of expense reports. Negotiated contracts for purchasing equipment from good vendors.

01/2004 – 06/2006 Air Liquide America, Union City, CA Administrative Assistant / Executive Assistant

In charge of Billing and Invoicing of over 100 clients using Oracle software. Maintained mailing of invoices daily and responsible for outstanding output and receivables. Prepared important certified letters. Bookkeeping of incoming records. Answered phones and take orders from customers. Fax letters and documents, created copies, mailing. EDUCATION

Cal Southern University – Fall 2016

Courses to finish B.S. in Business Administration / Accounting

CA Real Estate License # 01874683 (Current)

Paralegal Certification – Legal & EA courses for Certification

De Anza College, Cupertino, CA - Spring, 2005 - Spring, 2010

Requirements for an Associate of Arts in Business Administration References available upon request.



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