LINDSAY GEOFFROY
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EDUCATION
Bachelor of Arts, English, University of Massachusetts, Lowell, MA (2/2013)
Concentration: Writing Minor: History (GPA 3.9/4.0)
SKILLS/COURSEWORK
Organized and detail-oriented
Strongly-developed writing and editing skills; excellent grammar
Expert in Microsoft Word, PowerPoint, and internet research
Proficient in Microsoft Excel, Salesforce, Adobe, WordPress, Squarespace, and social media outlets
Familiar with Filezilla FTP, WebEx, Photoshop, iMovie, and Celtx
Coursework in editing/publishing, professional writing, and marketing
WORK EXPERIENCE
Compliance Services Associate, Sovos Compliance, Wilmington, MA (7/2016- Present)
Prepare tax returns and ensure compliance with applicable taxing authorities
File high volume of tax returns for both Autofile and Sales Tax Services teams
Communicate effectively with clients and coworkers over the phone and through Salesforce
Mentor and train Autofile new hires and update Autofile training materials
Sales Operations Coordinator, Lionbridge Technologies Inc., Waltham, MA (8/2015-6/2016)
Composed business proposals and RFPs on behalf of entire global sales team
Ran Salesforce reports, gathered data on sales team metrics, imported data into Excel pivot tables
Assisted Marketing with creation of newsletters, white papers, solution briefs, social media copy
Assisted Sales Trainer with creation and maintenance of internal and external training materials including slide decks, training modules, and tests
Account Services Team Member, Digital Federal Credit Union, Marlboro, MA (10/2014- 8/2015)
Reviewed and provided communication on business, trust, and specialty account applications
Processed various service requests submitted by front-line staff within 24-48 hours
Maintained detailed spreadsheets, notes, and procedural lists regarding daily activity and job duties
Trained education team and branch services on proper processing and maintenance of accounts
Updated and maintained internal training materials for branch services
Defined Contributions Representative, Fidelity Investments, Merrimack, NH (2/2014- 10/2014)
Educated plan participants on defined contribution 401(k) plan benefits, rules, and taxation
Assisted Quality Assurance department and served as "Level of Effort" point of contact for team
Worked as part of a team to meet various metric and statistical goals
Served as floor walker/mentor for new hires on the Defined Contributions team
Teller, Digital Federal Credit Union, Tyngsboro, MA (6/2010- 6/2013)
Utilized several types of software and machinery in compliance with credit union regulations
Wrote detailed reports concerning conversations with customers and sales results
Updated and maintained training manual for tellers and member service representatives in branch