JESSICA D. JONES

ac31p1@r.postjobfree.com

816-***-****

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.

Contact this candidate