Customer Service Manager

Elizabeth McAmis

*** ******** ***

Reposo + Carlsbad, CA 92011 + Cell: 760-***-****

Profile Executive Assistant and Administrative support offering

versatile office management skills and proficiency in Microsoft

Office programs and Quickbooks. Detailed oriented, strong

planner and problem solver, works independently and exceeds

expectations.

Key Skills Office Skills + Report & Documentation Preparation +

Inventory Management + Staff Training

+ Database & Records Management + Procedures

Manuals + Customer Service

Computer + MS Word + MS Outlook

+ MS Access

+ MS Windows Vista/XP + MS PowerPoint +

MS Excel

+ Sage & Paypal

+ CS Practice + CS Ultra Tax

+ CS File Cabinet + QuickBooks

+ Aurora Wintotal

+ National Data

Collective + Multiple Listing +

Sandicor

+ Redtail Software + CRM Systems

PROFESSIONAL EXPERIENCE

2013 - Temporary CLIENT SERVICE MANAGER

Seaside Wealth Management / First Allied Securities, Inc.

. Maintained Advisor's calendar and schedule client appointments

. Assembled paperwork for client transactions

. Processed completed paperwork with appropriate custodians

. Maintain customer database using Redtail a Client Relations Management

software

. Provided reception coverage and telephone support

. Created new client checklist and follow-up procedure

. Handle incoming and outgoing mail

2012 - 2013 OFFICE MANAGER

Restore It Yourself, Inc.

. Responsible for Accounts Payable and Accounts Receivables

. Coordinates employee payroll

. Provide professional customer service

. Maintain customer database

. Process and mail Invoices

. Prepare letters and reports

. Prepare and Report quarterly sales tax

. Receive and process all incoming orders via telephone, fax and website

. Coordinate incoming sales with warehouse for processing orders for

shipment

. Process credit card orders

. Effectively managed cash flow under very stressful external business

conditions

. Implemented financial reporting discipline to upgrade capabilities,

timeliness and accuracy of financials

. Process daily incoming and outgoing orders

2009 - 2012 CLIENT RELATIONS MANAGER

Kellogg & Andelson Certified Public Accountants

Formerly Cobb, Stees & Company - Certified Public Accountants

. Liaison between Partners and high net-worth clients and corporations

to insure positive relationships

. Prepared, E-filed, and Acknowledged all IRS and State Income Tax

acceptance for nationwide and international clients

. Maintain schedules of conference rooms

. Demonstrated expertise in Thomson Reuters CS Professional Suite

Accounting family of software including; Ultra Tax, File Cabinet, Go

File Room, Practice, and Citrix

. Coordinated the integration and maintenance of corporate policies and

procedures manual

. Maintain partner's calendars and schedule client appointments

. Order, organize and monitor inventory

. Handle incoming and outgoing mail

. Provide reception coverage and telephone support

. Prepare letters and reports

2005 - 2009 OFFICE MANAGER/ADMINISTRATIVE ASSISTANT

Coastal Appraisals, Inc.

. Responsible for planning, organizing, and controlling all

administrative aspects of the organization, including the preparation,

communication, coordination and storage of appraisal data and

documentation

. Developed procedural manuals for performing real estate appraisals

from inception to final documents resulting in lenders expectations

and satisfaction

. Analyzed information from data sources to create formal documentation

of comparable appraisals for loan compliance, resulting in factual and

accurate appraisals

. Directly interfaced with banking and mortgage institutions to

coordinate reporting requirements and activities

. Earned citations for excellence in areas including work volume,

accuracy and quality; ability to learn and master new concepts;

positive work ethic; and commitment to providing unsurpassed service

2000 - 2005 SPECIAL EDUCATION INSTRUCTIONAL AIDE

Encinitas Union School District

. Facilitated positive social interaction scenarios in real life

situations with autistic and mainstream children to integrate them

into society

. Modified core curriculum to accommodate maximum comprehension and

application for special needs children

. Performed district wide special projects organizing learning materials

1992 - 1997 DIRECTOR OF CHILDREN'S MINISTRY

Christian Church

. Assumed leadership of a poorly structured Sunday School program and

instituted innovative instructional curriculum resulting in 500%

increase in attendance

. Recruited and trained quality teaching teams for struggling

children's ministry programs resulting in full staff coverage

. Instituted personalized contact and follow-up program through

creation and tracking of database attendance resulting in increased

participation from 10 to 60 regular students

EDUCATION: Palomar College and Mira Costa College

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