Administrative Assistant Customer

NAVIS F.C. LEFEVER

P.O. BOX ***** BARRIGADA, GUAM 96921

PHONE: 671-***-**** (671-***-*****

EMAIL: ************@*****.***

PERFESSIONAL EXPIRENCE

A. Employer: Guam Department of Labor

ST. 400 GCIC Bld. Hagatna, Guam 96910

Position: Special Projects Coordinator for Fiscal Department

(Supervisor – administration and Accounting department)

Date of Employment: September 2009 through January 2011

Duties Performed:

Management / Accounting:

• Gather billing for monthly utility bills by department.

• Organize and collect purchase orders by accounts (Federal funds and General funds)

• Calculate and balance account funds and balances.

• Prepare payments for processing by DOA.

• Collect signatures from authorized personnel for payment processing.

• Monitor payments to assure that vendors were paid on a timely schedule.

• Process of reimbursement payments for federally funded programs.

• Receive reimbursement request from federal programs on a monthly / quarterly bases.

• Review request to make sure all requirements are met regarding paper work and

Supporting documents.

• Calculate figures to reassure that requested payments are accurate and not over budget

Of granted contract.

• Obtain all signatures required for processing and process through DOA for payment.

• Participant timesheet collection:

• Collect time sheets for all high school participants.

• Make work schedules for participants. / Calculate hours to assure participants are within

hours granted per season.

• Prepare reports of hours quarterly for review.

Fair Employment application processing and consultation:

• Assist clients with concerns regarding personal rights and advice regarding fair

employment issues.

• Review all intake applications and Process through IMS system.

• Issue every application with a FEPO number.

• Prepare report of applicants FEPO interview with FEPO officer.

B. Employer: Grant Thornoton Certified CPA

790 South Marine Corp Drive Tamuning, Guam 96913

Position: Accounting Technician/Administrative Assistant

Date of Employment: August 2004 through May 2009

Duties Performed:

Payroll Processing: In charge of processing of payroll for various companies -

Portfolio size: Four (4) Clients, payroll size of 10 and less employees:

• Review time sheets, work charts, wage computation, and other information to

• detect and reconcile payroll discrepancies.

• Process paperwork for new employees and enter employee information into the

payroll system.

• Verify attendance, hours worked, and pay adjustments, and post information onto

designated records.

• Compute wages and deductions, and enter data into computers.

• Record employee information, such as exemptions, transfers, and resignations, to

maintain and update payroll records.

• Process and issue employee paychecks and, statements of earnings and deductions.

• Keep track of leave time, such as vacation, personal, and sick leave, for

employees.

• Compile employee time and payroll data from time sheets and other records.

• Distribute and collect timecards each pay period.

Account/Customer Relations - Portfolio size: Four (4) Clients, payroll size of 10 and

less employees:

• Compile information about new accounts, enter account information into

computers, and file related forms or other documents.

• Coordinate customer's schedule and activities with appropriate personnel within

the agency to establish their financial needs.

• Interview customers to obtain information needed for opening accounts.

• Inform customers of the different types of services offered by the company.

• Gather and organize information on problems or procedures based on customers

request.

• Review and disseminate information on services offered by the Agency to our

customers.

• Follow-up on customer's request to ensure completeness and timeliness of

service.

• Confer with customers by telephone or in person to provide information about

products and services, cancel accounts, or to obtain details of complaints.

• Keep records of customer interactions and transactions, recording details of

inquiries, complaints, and comments, as well as actions taken.

• Check to ensure that appropriate changes were made to resolve customers'

problems.

• Determine charges for services requested, collect deposits or payments, or arrange

for billing.

• Refer unresolved customer grievances to designated personnel for further

investigation.

Accounts Receivables

• Arrange for debt repayment or establish repayment schedules, based on

customers' financial situations.

• Locate and notify customers of delinquent accounts by mail, telephone, or

personal visits to solicit payment.

• Advise customers of necessary actions and strategies for debt repayment.

• Confer with customers by telephone or in person to determine reasons for overdue

payments.

• Locate and monitor overdue accounts, using computers and a variety of

automated systems.

• Answer customer questions regarding problems with their accounts.

• Record information about financial status of customers and status of collection

efforts.

• Trace delinquent customers to new addresses by inquiring at post offices,

• telephone companies, credit bureaus, or through the questioning of neighbors.

• Sort and file correspondence, and perform miscellaneous clerical duties such as

answering correspondence and writing reports.

• Resolve customers' service or billing complaints by performing activities such as

adjusting bills.

Individual Tax Preparation:

• Compute taxes owed or overpaid, using adding machines or personal computers,

and complete entries on forms, following tax form instructions and tax tables.

• Prepare or assist in preparing simple tax returns for individuals.

• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a

minimum.

• Interview clients to obtain additional information on taxable income and

• deductible expenses and allowances.

• Review financial records such as income statements and documentation of

• expenditures to determine forms needed to prepare tax returns.

• Furnish taxpayers with sufficient information and advice to ensure correct tax

form completion.

• Consult tax law handbooks or bulletins to determine procedures for preparation of

atypical returns.

• Calculate form preparation fees according to return complexity and processing

time required.

• Check data input or verify totals on forms prepared by others to detect errors in

arithmetic, data entry, or procedure

Business License Renewal/Foreign Corporation Registration:

• Prepare necessary forms for all customers of Grant Thornoton every June to

renew their business license and/or apply for a new license.

• Prepared all forms necessary for Foreign Corporations to become registered

agents and allowed to conduct business on Guam required by Department of

Labor, Guam Contractors Licensing Board and the Department of Revenue &

Taxation.

EDUCATION

August 2008 – December 2011 University of Guam, Mangilao GU

*General requirements with a Major in accounting and a minor in Business Management.

Graduated May 2004 Academy of our Lady of Guam, Hagatna GU

Diploma (General Requirements)

SKILLS

• Advanced with all Microsoft applications (Word, Excel, power point)

• Type at 64 words per minute with maximum 3 mistakes.

• Advanced with quickbooks & billquick.

• Work well with other, alone as well as under pressure.

REFERENCES

Vanessa Cabe REMAX Diamond Realty 671-***-****

Majesta Merfalen Bank of Guam 671-***-****

Nora Meno Revenue & Taxation 671-***-****

Contact this candidate