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Customer Service Executive Assistant

Laguna Beach, CA
March 06, 2018

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Rachel Sheffield



Qualifications - Profile

•Over 1 0 years of experience in bookkeeping, customer service, marketing & sales

•Management and senior admi nistrative experience

•Software: Proficient in QuickBooks, Outlook, Excel, Word, PowerPoint, ACT, Redtail


January 2013 – Present Barrett Solutions/Cornerstone Wealth Advisors:

Executive Assistant: Returned to earlier employer. Additional responsibilities include managing all executive scheduling, events, and daily office operations; acting as liaison between staff, clients and office executives serving as primary troubleshooter. Responsible for all aspects of accounting; Creating financial reports, assisting with tax preparation; maintaining client relations; managing training center classes- Customer Service Associate for our wealth management and advisory service.

Jan 2010 - Oct 2012 J & M Janitorial Supplies: Culver City, CA

Accounting/Inventory Assoc. Responsible for AP, AR, Inventory Control; Collections; Sales/Customer Service

Aug 2004 – Sept 2009 Barrett, Cleere & Associates: Dana Point, CA:

Bookkeeper: Responsibilities included all aspects of accounting and maintaining client relations; created financial reports and assisted in tax preparation; Worked onsite at client locations; Key in development of a training center; Executed an annual marketing plan and managed executive scheduling, events, and daily office operations.

Aug 2003-June 2004

Aug 2002 - June 2003

Sept 2001-June 2002

Mayo Mechanical: Dana Point, CA

Administrative: Responsible for technological transfer of office operations for greater efficiency. Managed A/P and A/R implementation of database marketing project. Researched and identified vendors for quality/cost control.

Gymnasium Nad Aleji: Prague, Czech Republic

English Teacher: Responsible for academic caseload of 1 67 high school students. Developed and executed lesson plans. Attended and participated in faculty meetings, supervision groups, and campus-wide outreach events and workshops.

Northwestern Mutual: Irvine, CA

Office Manager: Developed marketing strategies for financial representatives. Managed databases and researched demographics. Responsible for contract underwriting and compiling information for claims and investments. Carried out tasks to meet the needs of clients and perspective clients. Coordinated appointments and client relations.


May 2001 California Lutheran University, Thousand Oaks, CA

Bachelor of Arts – History

May 1 997 International House - Cambridge, Santa Monica, CA

Certification: Teaching English as a Second Language

Nov 1996 Westlake Culinary Institute - Certified Culinary Chef


Oct 2018 CERT – Community Emergency Response Training, City of Laguna Beach

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