Sign in

Customer Service Manager

Grayslake, Illinois, 60030, United States
May 30, 2017

Contact this candidate


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

Grayslake, IL *****


Debbie A. Hay


February 2013-Present - Edward Jacks & Company, LLC., Lake Forest, IL

Administrative Assistant to Accounting Department

Administrative (answer phones, filing, faxing, scanning and document storage, assisting clients, managing daily office schedule, working on special projects, bank deposits, preparing checks, and responsible for office inventory; inputting tax data & collating tax returns including sales & payroll tax returns, and assembling financial statements; responsible for company’s daily fee transactions for monthly client billing, updating databases and Task Tracker with client information, company mailings/certified mail, keeping track of client investor statements, setting up conference calls & seminar registrations, trip itineraries/flights, client gifts, etc.) Work with Microsoft Outlook, Word and Excel, QuickBooks, Tabs3, File Cabinet, Internet Research, Ultra Tax, and Creative Solutions.

Owner: Jerrold Jacks 847-***-****/Manager: Mary Ann Barry 847-***-****

Aug.1, 2009-Feb. 2013 - Libertyville Massage Therapy Clinic, Libertyville, IL

Office Manager

General office/customer service work (answer phones, payroll, rebooking reports, scheduling appointments, client contact, deal with physicians working on client referrals, balancing deposits, handling client payments, etc.) Work with Word, Excel, and Outlook.

Owner: Jan O’Malley 847-***-****

Feb 2003-Jan. 2014 - City Subs & Smoothies (formerly Quiznos Subs), Libertyville, IL

Office Manager

Customer Service/Bookkeeping includes customer invoicing, billing, handling all incoming and outgoing correspondence, customer service/client contact, reconciling accounts, balancing deposits, online banking, bank transfers, filing, etc., calculate and produce payroll checks, maintain weekly sales reports, figure and pay monthly sales tax and quarterly payroll liabilities. Work with QuickBooks, Microsoft Excel, Microsoft Word and Internet. Familiar with all Windows applications. Eight years of cash handling experience.

Owner: Larry Heller 847-***-****

Dec. 1 1986-April 17, 2000 - Hewitt Associates, Inc., Lincolnshire, IL

Executive Secretary

Worked in Benefit Index Department doing various secretarial duties

Actuarial Assistant

Worked on computer updating Benefit Index Reports, various other actuarial duties, meetings, presentations, etc.

Manager: Sandy Revis 847-***-****

1981-1986 - Travenol Laboratories, Inc., Round Lake, IL

Executive Secretary

Various secretarial duties; e.g., typing presentations and reports, phones, mail, meeting and travel arrangements, agendas, itineraries, transcription and dictation, meeting minutes, filing, etc.


1980 Graduated from Mundelein High School, Mundelein, IL

1981 Graduated from Robert Morris College, Carthage, IL

Secretarial Certificate, GPA: 3.98/4, Perfect Attendance


Larry Heller 847-***-****; Angie Davis 847-***-****; Debbie Pulera 262-***-****; Sandy Revis 847-***-****; Bob Vogrich 847-***-****

Contact this candidate