Administrative Assistant Customer Service
Resume:
Carleen M. Tibbetts
**** **** ***., *******, ** *4605
***********@*****.***
EDUCATION
California State University Northridge, 2007-2009
M.A. in English, 2009 (creative writing emphasis)
Loyola Marymount University, 2000-2004
B.A. in English, 2004 (creative writing emphasis)
EXPERIENCE
OneAmerica Concord, CA January 2013-
present
Office Manager/Support Specialist
n Building and ordering client plan participant retirement/investment
portfolio enrollment kit booklets specific to the parameters of various DC
and DB pension plans
n Submitting and ordering client annual plan review reports
n Heavy data entry
n Generating proposals for prospective clients
n Creating PowerPoint presentations for sales reps' meetings with potential
clients
n Collecting plan docs and all relevant client new business paperwork for
submission to corporate transition services
n Conducting regular regional office meetings
n Any and all miscellaneous office projects for both sales reps and plan
consultants including customer service, personalized marketing materials,
participant contribution projections
North LA County Regional Center Van Nuys, CA April 2012-
November 2012
Administrative Assistant
n Gathering and processing applications for individuals with developmental
delays
n Preparing eligibility determination and Notice of Action packets
n Preparing charts containing all relevant medical, psychological,
educational records, etc., for each new consumer
n Filing, data entry, and mailing
n Any and all miscellaneous projects
Ivy League School Torrance, CA October 2009-
February 2010
Teacher
n Teaching Math to kindergarteners, first graders, and sixth graders
n Teaching English to third and seventh graders
n Daily activities included lecturing, assigning homework, quizzes and a
final exam as well as helping students with any homework questions they may
have from their regular schoolwork
California State University-Northridge Northridge, CA August-
December 2008
Supplemental Instruction Leader
n Sitting in on two sections of CSUN's 155 freshman composition course as
well as holding hour long extensive writing labs immediately following each
class
n Preparing various lesson plans designed to help students improve the
mechanics of writing analytical and argumentative essays as well increase
their comprehension and retention of assigned course material
n Holding writing conferences with students on an individual basis
regarding their paper topics and the progression of their writing
Actuaries Unlimited, Inc. Encino, CA
January 2005-December 2007
Legal Department Administrative Assistant
December 2007
n Preparing various legal amendments and IRS forms for DB and DC pension
plans
n Submitting Plan Documents to the IRS
n Scanning in and e-filing all amendments returned to the office as well as
following up with clients outstanding amendments
n Preparing client annual valuation report packages and participant
statements
n Preparing 1099-R forms for plan participants
n Ensuring all client corporate tax returns were received and filed by the
required 10/15 deadline
n Answering, screening, and handling all of the Vice President's incoming
calls as well as routing all incoming calls to various plan administrators
n Processing, scanning, e-filing, and distributing all incoming mail and
client correspondence and preparation of all outgoing shipments and
mailings
n Any and all miscellaneous projects as well as backup for reception and
other administrative assistants
AWARDS AND ACTIVITIES
n Dean's List
n LMU chapter of Sigma Tau Delta English Honor Society
n CSU-Northridge chapter of Sigma Tau Delta
n Recipient of the CSU Northridge English Department's Morley/Peterson
Scholarship, May 2008
n Publication of poems and reviews in Ancora Imparo, BluePrint Review, L.A.
Miscellany, Redheaded Stepchild Magazine, Zocalo Magazine, Word Riot, kill
author, Metazen, Vector Press, Coconut Poetry, Monkeybicycle, H_NGM_N, The
Rumpus, and other publications
Contact this candidate