Administrative Assistant Office
Resume:
HEIDI GARCIA-SANFIORENZO
San Juan, Puerto Rico 00926
BACKGROUND:
Dynamic, task oriented team player with excellent organization, communication and time management abilities. Strong office administration and accounting skills. Skillful at building successful working partnerships and customer relationships. Assertive and self-guided.
WORK EXPERIENCE:
De Varona Insurance Administrative Assistant (Contract)
Hato Rey, PR November 2011 to present
Ensure efficient office operations: manage prospect and support calls providing solution every customer request, prepare / receive and sort customer mail, perform general accounting duties (accounts payable, receivables and invoicing). Process new policies, renewals, cancellations, maintain customer base, and overall management. Maintain customer relationship management system. Procure office materials. Maintain good standing with customers and business partners.
First Caribbean Educational Group Administrative Assistant (Contract)
Hato Rey, PR February 2010 to September 2011
Ensure efficient office operations: manage prospect and technical support calls, prepare customer mailings, perform accounting duties (accounts payable, receivables and invoicing). Coordinate seminars to showcase products, manage contacts and appointments and procure office materials. Maintain goodwill with business partners.
JRS CPAs PLC Office Manager (Contract)
Hato Rey, PR February 2005 to November 2009
Performed office administration duties which included accounts payable, receivables, bank reconciliations, invoicing and collections management, bank deposits and general duties as assigned by partner. Maintained healthy business relationships with customers and suppliers.
Merrill Lynch Manager Assistant
Hato Rey, PR February 2001 to February 2005
Performed all office management activities in support of 16 financial advisors and administrative personnel comprising the Puerto Rico institutional and retail operations. Managed invoices, payables, petty cash, mail and document filing as per corporate guidelines. Ensured proper inventory levels for all office supplies. Coordinated branch
seminars, conference calls, appointments and other business activities. Supervised two client associates and a receptionist. Coordinated all office logistics for the branch’s relocation to a new physical facility. Maintained healthy business relationships with clients and vendors.
Merrill Lynch Accountant
Hato Rey, PR May 1992 to February 2001
Prepared periodic financial reports to account for securities transaction activities. Primary liaison with Corporate Accounting and Regulatory for the accounting of special bond emissions. Recognized and valued purchase of securities while maintaining inventory control of financial instruments. Analyzed bond purchases for proper accounting treatment. Prepared and loaded journal entries into the accounting system. Processed wire transactions for mortgage backed products. Calculated broker commissions.
Banco Central Hispano Accountant
Hato Rey, PR January 1991 to May 1992
Led and supervised all Leasing Department accounting operations. Developed functional requirements for the automation of all leasing accounting activities. Prepared profit and loss statements. Outlined and implemented improvement plans within the billing system yielding reductions in the rate of delinquency. Pre-qualified prospective leasing clients.
The Bank and Trust of PR Accounting Clerk
Hato Rey, PR October 1989 to January 1991
Ensured proper recognition and posting of daily activities into the General Ledger. Processed invoices and prepared general payment and payroll checks. Performed monthly bank reconciliations.
SKILLS:
Knowledge of Microsoft Office tools including Word and Excel, and Bloomberg Financial Markets system.
EDUCATION:
University of Puerto Rico, Rio Piedras
Bachelor in Business Administration, Cum Laude
Accounting/May 1990
Oswego State University College, New York
Exchange Program - School of Business Administration
August 1988 through May 1989
References available upon request
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