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Data Entry Assistant

Albuquerque, New Mexico, United States
November 28, 2017

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*** ******* **** **, *** Rancho, NM 87124 ● 505-***-**** ● PROFILE

Top-notch executive level administrator/assistant and business owner with over 40 years extensive administrative background in military, financial, legal, medical and commercial wholesale environments. Independent worker who has managed business relations and special projects and served as primary point of contact for and liaison between management, sales teams, personnel, clients, and vendors. Maintain excellent written and oral communication skills, problem resolution abilities, and a high level of confidentiality. Equally effective office management including bookkeeping

(accounts payable and receivable), human resources and advance MS Office, IT and social media support. EDUCATION

University of Maryland (via US Army)

Supervisor and Management

New Horizons, Albuquerque, NM

Relevant Courses:

MS Office for Professional Staff

Electronic Presentations for Business Professionals

Keyboarding and Document Formatting

Communication Skills for Executive Assistants

Professional Office Procedures

Professional Development:

Microsoft Office Specialist (MOS), 2007

Notary Public, NM – Expiration Date 4/28/2018




Office Management

Records Management

Database Administration


Event Management



Executive Support

Travel Coordination

Technical Writing



MS Word

MS Excel

MS PowerPoint



MS Outlook

MS Access

MS Project

Logos Acctg and Logos II

MS Publisher

FileMaker Pro




Asbury United Methodist Church August 2015 – November 2017 Office Administrator/Bookkeeper/Communications Director Responsibilities include providing administrative support to Senior and Lay Pastor as needed. Design and produce weekly church bulletins for all services; design and produce all programs for funerals, special services, weddings, etc. Provide IT support for all staff members; update website and social media as needed (usually at least 1x week, more depending on events scheduled at the church); calendar all events and liaison with all outside groups that utilize space for community meetings (AA, Al-anon, S-anon. OA, etc.). Assist committee chairs with scheduling meetings and providing assistance when needed. Responsible for assisting in the maintenance and upkeep of the church properties including coordinating insurance claims, acquiring estimates as needed to replace broken machinery (stoves, ice machines), having carpets cleaned, floors stripped, etc. Responsible for posting and processing checks and deposits weekly; providing monthly financial reports and attending Finance Committee meetings; tracking all pledges annually during pledge campaign and providing quarterly contribution reports to all congregation members, submit annual budget drafts based on annual income/expenses; and, responsible for apprising Finance Committee of church’s financial status monthly. Responsible for all communication between church and congregation; and, am responsible for making decisions on assisting walk-ins or call-ins with financial help utilizing Pastor’s Needy fund. Provide and maintain personnel files and assist new hires with paperwork for payroll; set up payroll and/or make changes when needed. Also provide assistance to personnel who are terminating. Event coordinator – assist when needed for special church planned events etc. New Mexico Annual Conference Foundation July 2012 – July 2015 Communications Director

Responsibilities included redesign of company website and all literature and branding pieces. Designed and produced monthly newsletter and all other correspondence to include endowment and/or scholarship brochures; annual capital campaign brochures for over 150 United Methodist Churches throughout New Mexico and Western Texas. Design and produce annual financial report. Event coordinator for all Foundation board meetings and special events. Provided admin support as needed throughout merger with Texas Methodist Foundation. Missuri Financial Services, Albuquerque, NM December 2003 – February 2012 Client Relations Director

Held position of Client Relations Director for this independently owned financial investment firm ($50M assets under management - approximately 250 clients).

Provide executive-level administrative, back office and para-planner support for a small investment firm and demonstrated ability to improve procedures and meet demanding deadlines.

Plan and coordinate all company events and develop presentations for related on- and off-site meetings.

Designed and produced all company print pieces to include stationary, brochures, business cards, and client hand outs.

Direct business relations and distribution of company literature to stimulate client interest and sales leads.

Designed, built and maintained company website while adhering to compliance regulations Recommend and manage capital purchases, direct vendor relations, generate and maintain tracking records.

Process monthly expense reports reflecting supporting documents and budget code indexes.

Hire and supervise administrative and data entry part-time office assistant.

Collaborate with back office operations to process client service request, opening of new accounts and asset transfers.

Provide IT support including local area networking, computer (hardware and software) maintenance.

Developed and maintained client management system tracking daily notes, portfolio identification and personal data collection.

RCM Network Solutions, Rio Rancho, NM January 2002 – Present Owner/Operator

Owner of a desktop publishing and computer consulting company providing services to a variety of clients in Albuquerque, Los Lunas, Placitas and Rio Rancho, NM. (Approximately 50 clients).

Provided desktop and virtual assistant outsourcing services to include: o Design and produce print pieces to include stationary, brochures, business cards, post cards, flyers and other various client handouts.

o Design, build and maintain company websites.

o Data entry – create various excel spreadsheets and/or databases to accommodate contact management tracking, mailings and/or sales/revenue tracking.

o Plan and coordinate events and develop presentations for related on- and off-site meetings. o Provide bookkeeping support and tax preparation.

Small Business Consulting

o Recommend hardware/software purchases.

o Recommend and implement marketing strategies (mailings, website, product introduction, client events).

IT Support

o Install new hardware and software.

o LAN/WAN setup and support for small business networks (usually 3-10 computers). o Training – related to company specific environment and third-party software packages.

Hire and supervise administrative and data entry part-time office assistant. DWI Resource Center, Albuquerque, NM 2002-2003

Held position of Project Manager for this government funded non-profit organization. The mission of this organization is to reduce the social and economic impact of DWI through public awareness, education, prevention programs and research. The Center also provides assistance to victims and serves as a central clearinghouse for information on DWI and victims' rights.

Provide direct administrative assistance to the Executive Director.

Developed and maintained timeline for project deadlines as specified in approved DOE grant.

Analyzed and manipulated statewide statistics to be used in presentations to state, county and city officials.

Designed and developed company website to include online charting of statistics specific to state, county and cities.

Coordinate, wrote and produced an Employer DWI Resource manual to assist HR departments in initiating Drug Policy programs and addressing on-the-job interventions. This manual included a training video which I also wrote, produced and directed.

MGM Ltd Company, Albuquerque, NM 1995-2002

Held position of IT/Administrative Assistant for this small investment firm (approx. $80M assets under management).

Provided administrative and back office support to the three owners of this investment firm to include account processing, account auditing, and troubleshooting specific client financial requests (i.e., determining cost basis that sometimes dated back to the 1940s).

Provided all IT related services to include maintaining the company local area network, server maintenance, installations of all new or exchanged computers, and all software.

Provided hands-on training utilizing several 3rd party software packages directly related to the financial industry (i.e., dbCams). Responsible for downloading client transactional data on a daily basis, clean-up of data, and running reports as requested by partners and/or clients.

Designed and developed and maintained a customized database utilizing downloaded client data that would balance portfolios based on portfolio values and asset allocation percentages. This database was designed using MSAccess and utilized excel tables which housed complicated formulas to run rebalancing recommendations in the background. User functionality was all run from the initial MSAccess switchboard. ADDITIONAL RELEVANT EXPERIENCE

MD Anderson Cancer Center, Houston, TX

Executive Assistant to Head of Radiology

Mallinckrodt Institute of Radiology, St. Louis, MO Executive Assistant to Director of Marketing and Public Relations

Hancock, Rothert and Bunshoft, San Francisco, CA (Commercial and Maritime Law) Legal Assistant

Chappell & Barlow, Albuquerque, NM (Tax, Patent, Estate Planning and Commercial Real Estate) Legal Assistant

ComputerLand, Oakland, CA (PC Wholesales)

Word Processing Supervisor, Legal Department

Waddell & Reed, Albuquerque, NM

Administrative Assistant

US Army (Fort Jackson, SC, Yongsan, Korea, Camp Red Cloud, Korea) Admin Specialist and SidPers (Personnel) Specialist

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