Mary Jo Berte

**** * ***** *** *** *

Wauwatosa, WI 53226

262-***-****

lbm062@r.postjobfree.com

SUMMARY

A highly motivated administrative assistant with initiative and experience to handle projects independently. Excellent communication and organizational skills with a demonstrated talent for developing and managing multiple projects in a timely manner. A positive team player that is willing to go the extra mile wherever needed. Maintains a high standard of excellence and professionalism while meeting deadlines in a fast-paced environment.

PROFESSIONAL PROFILE

CliftonLarsonAllen (Formerly Clifton Gunderson), Milwaukee, WI Jan. 2007- Apr. 2012

Administrative Assistant

Supported tax and audit partners, senior managers, managers and associates by typing memo’s, coordinating meetings, breakfasts and lunches when needed.

Initiated with template or from draft, and finalized tax and audit engagement letters for clients

Formatted, revised, proofed and finalized financial statements for clients that were initiated by partners and managers for the final product)

Maintained new and updated client information in Customer Relationship Management system for all audit and tax partners in Milwaukee office.

Supported switchboard daily and as needed for most of the offices in Wisconsin. Managed all office and kitchen supply orders for an office of 120 people. . Managed service contracts and vendor relationships for office. Managed UPS contract for office including, shipping packages for all tax and audit partners and managers.. Coordinated and distributed incoming and outgoing mail

Coordinated set up of laptops and video equipment for Partner and manager webcasts and meetings

Remedy Intelligent Staffing, Milwaukee, WI Feb. 2006 - Sept. 2006

Admin/Customer Satisfaction Specialist,

Typed letters and mailed correspondence to appropriate customers daily. Answered multi-phone lines and directed calls appropriately for entire 100 plus office.

Documented leads for company, using Customer Relationship Management system, which assisted sales staff with new business.

Maintained customer service information using Microsoft Word and Excel, which resulted in sales staff having up to the minute accurate client information”?

Entered customer orders

Shipped packages via USPS, Fed Ex and UPS, and completed tracers if needed

WISN TV 12, Milwaukee, WI Nov. 1997- Feb. 2006

Sales Assistant/Support

Supported nine account executives, three managers and research director with typing and proofing letters and memos, coordinating lunches for client meetings.

Created and maintained commercial proposals

Generated reports from mainframes and created PowerPoint presentations

Received and directed phone calls appropriately

Supported switchboard weekly

Sullivan Dental Products, Inc., Milwaukee, WI Aug. 1995 - Nov. 1997

Customer Service Assistant/Support

Provided administrative support to 45 customer service representatives serving a nationwide client base

Prepared memos and correspondence and revised internal forms

Initiated UPS shipment tracers, generated duplicate invoices and investigated customer problems and requests

Sent dental instruments to manufacturers for repair and led follow-up with respective dental office billing

Home and Garden Party, Milwaukee, WI 2002-2007

Independent Designer

Presented and sold products for in-home shows

Initiated and managed fundraisers with schools and local organizations

Marketed and scheduled shows and recruited designers

Managed orders and financial calculations

Attended workshops for improving customer service, selling product, booking shows and recruiting

COMPUTER SKILLS

Advanced in Microsoft Office XP Word, Excel, PowerPoint and Outlook

CRM: ACT 4.0, SalesLogix

EDUCATION

Health Coach/Counselor classes, Institute for Integrative Nutrition,

Mar. 2012- Present

“Mistake-Free Grammar & Proofreading,” Fred Pryor Seminar, Sept. 2004

“Dealing with Difficult Customers,” Fred Pryor Seminar, Sept. 2002

Advanced Microsoft Word class, June 1999

Medical Terminology, Body Structure and Advanced Psychology courses,

Community Memorial Hospital through WCTC, 1971

COMMUNITY INVOLVEMENT

Taught religious education class for ninth and tenth graders, St. Agnes Parish,

Butler, WI, 2002-2004

Assisted Tender Care University Day Care, St. Agnes School, Butler, WI, 1993-1994

Led girl and boy scout troops and completed respective leadership training,

Boy Scouts of America, Waukesha, WI, 1993

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