Administrative Assistant Life Insurance

Sheila R Kaul

Fountain, CO ***** 719-***-**** ******.****@*****.*** www.linkedin.com/in/sheila-kaul

Professional Summary

Highly motivated Administrative Professional with 17 years of experience within the Financial Services industry. Strong interpersonal and communication skills with management, clients, vendors, and piers. Effectively set priorities to meet operational deadlines and long-term goals while maintaining accuracy in documentation, client accounts and reports.

Experience

Michael Bush, CFP®, Chfc®, CLU® RICP®, Financial Representative

Administrative Assistant Colorado Springs, CO

March 2017 – Nov 2017

Managed all aspect of independent Life Insurance and Certified Financial Planner office.

Coordinated document preparation, from obtaining confidential client information to the creation and the implementation of product sales.

Follow up and tracking of all paperwork and tasks until fully completed.

Maintained agents calendar and client appointments.

Handled all client service requests and needs in a timely manner.

Implemented and maintained payroll system for bi-weekly payroll and tax filing for Federal and State agencies.

Organized and maintained electronic and paper file systems.

Access many carrier websites to obtain product and service information and forms for the client and agent needs.

Timothy D McConnell, Chfc®, CLU®, Financial Representative

Senior Administrative Assistant Colorado Springs, CO

March 2001 – March 2017

Managed all aspect of independent Life Insurance, Retirement Planning, Estate Planning and Business Financial Planning office.

Coordinated document preparation, from obtaining confidential client information to the creation and the implementation of product sales.

Follow up and tracking of all paperwork and tasks until fully completed.

Maintained agents calendar and client appointments.

Handled all client service requests and needs in a timely manner.

Organized and maintained electronic and paper client files.

Implemented and maintained human resource files and actions, including W-2 withholdings,

bi-weekly payroll processing and benefits.

Tracked and filed payroll taxes for Federal and State agencies.

Access many carrier websites to obtain product and service information and forms for client and agent needs.

Coral West Catalog Denver, CO

Retail Buyers Assistant May 1987 – June 2000

Assisted two retail buyers with merchandise review and purchasing

Data entered catalog product information for retail catalog

Auburn Tool and Machine, Inc Golden, CO

Owner President / Treasurer 1985 – 1998

Financial and office operations

Employee HR

Payroll processing - Payroll Tax filing

Sales and Use Tax filing

Accounts Receivable and Payable

Computer Skills

Proficient in:

Windows

MS Word

Excel

PowerPoint

Outlook

SalesForce - CRM software

Yearli – Employer tax reporting online

Federal and CO State EFTPS

Colorado Dept. of Revenue Online

MyUI Employer Online

Colorado Notary Public

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