Accounting
Resume:
JESSICA D. JONES
***************@*****.***
SUMMARY OF QUALIFICATIONS
Proficient in finances (10+ years of experience).
Confident and self-motivated team player.
Skilled at managing multiple priorities.
Provide efficient and effective customer service.
Effective verbal communication skills.
Strong analytical and organizational skills.
Proficient with Microsoft Word, Works, Excel, and industry-specific POS software and systems.
Accurate word processing and data entry.
A quick learner eager for new challenges.
SPECIFIC QUALIFICATIONS
Accounting
Administrative support skills
Customer service skills
Planning activities
Scheduling & coordinating
Cash/Account reconciliations
Resourceful
Documentation/reporting
Organized & detail oriented
Problem solving
Multi-tasking
Notary Republic
Vita Certified
Teller/Balancing Ledgers
IRA Proficient
EDUCATION
Harris-Stowe State University, St. Louis, MO BSA in Accounting
EMPLOYMENT HISTORY
Kansas City Life Insurance Company Kansas City, MO October 2016-Present
Service Specialist/Accounting
Extensive knowledge of Annuities, Whole Life, Universal Life, Term Life policies
Prepare detailed documents to the agents in the field.
Assist policy holders with various inquiries pertaining to their accounts.
Post various daily journal entries into the accounting system.
Swope Ridge Geriatric Center Kansas City, MO
September 2017-October 2017 (temporary position)
Accountant
Update reports in Microsoft Excel
Post daily, monthly, quarterly, and annual journal entries in the general ledger.
Enter payroll hours on spreadsheet
Tracked and entered inventory into the general ledger.
Updated worksheets once invoices were received.
Maintained and made the entries in Excel for the Operating Bank Statement.
Make updates to the Bad Debt Report
Edward Jones Saint Louis, MO September 2013-May 2017
Retirement Specialist/Cash Operations Specialist
Assist Financial Advisors with account specifics pertaining to clients 401k, IRAs and savings plans.
Navigate through complex systems in order to service customers efficiently and timely.
Handle difficult or problematic situations requiring follow-up, as well as, necessary research to resolve any problems quickly.
Processing
Setting up features on client accounts i.e. ACH, Wire Instructions
JP Morgan Overland Park, KS August 2012-August 2013
Retirement Education Specialist
Assisted shareholders with their 401k and savings plan.
Processed trades, purchases, and redemptions into shareholders’ account.
Navigated through complex systems in order to service customers efficiently and timely.
Handled difficult or problematic situations requiring follow-up, as well as, necessary research to resolve problems quickly.
H&R Block Bank, Kansas City, MO October 2011-August 2012
Financial Specialist/Teller/New Account Representative
Reconciled General Ledgers, monitored overdraft reports. Set-up automatic ach, withdrawals, processed disbursements, TOA, rollovers, and opened new accounts for IRAs. Processed faxes, handled inbound/outbound phone calls, processed cashier’s checks and savings bonds. Notarized documents.
Boston Financial Data Services, Kansas City, MO May 2010-September 2011
Mutual Funds/529 Representative
Assisted shareholders with their mutual funds, IRA, and/or 529 college savings plan.
Processed trades, purchases, and redemptions into shareholders’ account.
Navigated through complex systems in order to service the customer efficiently, and in a timely manner.
Handled difficult or problematic situations requiring follow-up, as well as, necessary research to resolve problems quickly.
H&R Block, Kansas City, MO January 2009-April 2011
Tax Professional/IRA Representative
Prepared Tax Returns.
Handled customers’ IRA and CD accounts.
Assisted customers with balances and other account specifics needs.
Handled difficult or problematic situations requiring follow-up, as well as, necessary research to resolve problems quickly.
UPS-SCS, Overland Park, KS June 2005 to August 2008
Global Accounts Specialist
Handled logistics of package delivery.
Worked with preferred high-dollar and volume customer accounts.
Ensured all shipments were precise and accurate with no margin for errors.
Worked one-on-one with customers in global and automotive departments to make sure their needs were met based on their companies’ requirements.
Ran rates for various domestic and international shipments.
Information entered into the system, as well as asked additional information gathering questions of customers to ensure their needs and the company’s needs were met
Handled difficult or problematic situations requiring follow-up, as well as, necessary research to resolve problems quickly.
Compiled reports and spreadsheets for customers’ accounts, which consisted of shipments shipped by the customer, account charges, and measurements of efficiency of scheduled deliveries.
Kept a daily and monthly log of customer shipments, deliveries, pick-ups, rates, and proof of deliveries.
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