Customer Service Manager

DONNA S COUCH

*** ********* ***** ****, ** ****2

h: 919-***-**** c: 937-***-**** e: *****.*.*****@*****.***

CAREER OVERVIEW

Executive Administrative Assistant with 20+ years job experience, providing outstanding public relation services,

exceptional office and accounting support on many levels.

SKILL HIGHLIGHTS

• Executive Office Experience

• Advanced Microsoft Office Skills

• A/R, A/P & Payroll • Office Managerial Skills

• Professional Customer Service • Multi-Task Management

PROFESSIONAL EXPERIENCE

Administrative Assistant

July 2008 to Current

Sovereign Capital LLC – Cary, NC

• Handle all correspondence, appointment schedules, greeting clients and setting up meeting space

• Collect confidential information for financial planning, insurance, investments and estate planning

• Process distribution requests, servicing requests, life and annuity applications

• Perform all accounts payable, bookkeeping, maintaining general & expense ledgers

• Answer phones, manage office and complete other general administrative duties

Co-Owner & Operator

March 1996 to July 2008

Couch Property Management – Dayton, OH

• Managed residential investment properties totaling (7) units

• Handled collections, accounts receivable & payable, general & expense ledgers

• Performed property marketing, advertisement and sales

• Coordinated property renovations

• Prepared tax information for company CPA

Co-Owner & Office Manager

June 1999 to January 2008

Couch Painting Company – Dayton, OH

• Answered phones, handled customer service, correspondence, estimates and invoices

• Processed budgets, payroll, accounts receivable and payable

• Coordinated job schedules, scheduled sub-contractors

• Prepared year-end tax documents and needed paperwork for CPA

Client Relations Manager & Executive Assistant

October 1999 to June 2001

Maxima Financial Group LLC – Indianapolis, IN

• Processed paperwork for distribution requests, servicing requests, life and annuity applications

• Handled all correspondence, set appointments and coordinated office schedules

• Collected confidential information for client reviews, estate planning, and all areas of financial planning

• Answered phones, ordered office supplies and completed other general administrative duties

Executive Secretary & Accounting Manager

May 1988 to May 1991

A.E. Fickert & Son, Inc. – Moraine, OH

• Provided secretarial support to the President and Vice President

• Handled calls for general contracting, home restoration, cleaning, and demolition

• Performed all accounts receivable and payable, collections, invoicing, payroll, bank reconciliation, and

correspondence

• Prepared year-end tax documents and worked closely with CPA during tax preparation

• Managed office and interviewed all entry administrative support candidates

Receptionist & Data Entry Manager

March 1985 to May 1988

Harlamert Foods, Inc. – Dayton, OH

• Greeted clients, answered phones, handled mail distribution, and completed accounts receivable tasks as needed

• Earned promotion to Data Entry Manager handling all sales orders, packing tickets, and invoices

• Supervised all other data entry operators

EDUCATION

Sinclair Community College 1984-1986

Dayton, Ohio

Business & Accounting Courses

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