Resume

Administrative Executive Assistant

Location:

North Charleston, SC

Salary:

25,000 to 30,000

Posted:

October 20, 2015

Contact this candidate

Resume:

Karen D. Schmalz

**** *. ******* *****, ***** Charleston, SC 29406 843-***-****

www.linkedin.com/in/KarenSchmalz acr5k6@r.postjobfree.com

CUSTOMER RELATIONS PROJECT MANAGEMENT CUSTOMER TRAINING

Innovative customer solutions specialist with a unique background in management, bookkeeping, training, upselling, inside sales and customer training; within Retail, Tax Filing and Medical Industries. Ability to evaluate, analyze and reconcile issues in a timely manor, while establishing priorities and maintaining composure in extremely demanding situations. Robust technical experience in Tax Wise, Tax Act, HRBlock, Drake, Microsoft Suite, Adobe, IDX, Practice Partner and Oasis.

CORE COMPETENCIES TECHNICAL EXPERIENCE

Problem Solving

Employee Training

Customer Training

Customer Retention

Document Management Systems

Analytics

ADP Payroll

ADP Timesaver

ADP Enterprise

Tax Wise Software

Tax Act Software

HR BLOCK Software

PROFESSIONAL EXPERIENCE

RLJ COURTYARD MARRIOTT CHARLESTON HISTORIC DISTRICT Charleston, SC 2015-Present

HR and Accounting Assistant

Performs diverse accounting, administrative and Human Resources assistant services which are complex and often confidential. Conducts all references checks and executes the employment process. Maintains all logs, (new hire, termination, transfers, and department meetings) daily by period and prepares reports in a timely, accurate manner. Input and update ADP new hires, terminations and pay-roll action forms and changes daily. Conducts orientation for new associates, reviews benefits with new associates, directs completion of all required forms and audits them for accuracy. Provides an overview of the IHR Handbook with emphasis on the fair treatment policy, progressive discipline, and benefits. Assist with all benefit enrollment and administration including group health insurance, sick leave and FMLA. Administers OSHA, Workers Compensation and Unemployment Claims responsible for hotel. Assists the General Manager with Associate of the Month and Year programs, implements the “I am Interstate” employee recognition program.

Utilizes ADP payroll processing programs and completes bi-weekly payroll for hotel associates. Reconciles associate tips report from Food and Beverage department, and applies tips to ADP reports for payroll. Verifies paycheck deductions, bonuses and sick/vacation time through ADP system, insuring accuracy on associate paychecks. Sorts and verifies nightly deposits, recording any disputes, and deposits all reconciled funds to bank. File and reconcile credit card expense reports against receipts. Assist in reconciling open account status items. Accurately account for General Manager check book, reconciling purchases and forwarding check batches to corporate office.

BARNES & NOBLE North Charleston, SC 2012 to 2014

Digital Sales Lead

Rapidly promoted within the organization, from bookseller to Digital Sales Lead due to a proven track record with upselling for all digital devices and outstanding customer service. Orchestrated a learning and development training program for employees beyond previous store standard. Established as the training and development specialist within the store for all digital devices. Dedicated to providing optimal levels of service to insure customer training and customer satisfaction promoting repeat business. Investigated and resolved customer problems and concerns in a timely manner.

MAGIC KINGDOM CHILD CARE DEVELOPMENT CENTER North Charleston, SC 2012 to 2013

Bookkeeper/Accountant

Brought company into compliance with state, federal and DSS requirements, with updated fiscal reporting. Reconciled outstanding tax returns for filing with IRS and state tax regulators. Updated and implemented inventory and accounting procedures for purchased materials, depreciation and disposition of child care facility and property purchased for daily use. Utilized various tax preparation knowledge and bookkeeping skills to create a stable financial working platform for the child care facility to work from.

Assisted the Assistant Director with food program, DSS and other regulatory bodies in maintaining monthly required documentation. Oversaw production of web page and Facebook page for multimedia advertising. Enhanced and maintained database with current and past clientele. Revised and improved debt collection and collection procedures; client retention policies and procedures and creation of tuition contracts for back payment.

H&R BLOCK North Charleston, SC 2012 to 2012

Tax Associate

Certified tax professional with Department of Treasury license, to prepare 1040 Federal and all state tax returns. Consulted with clients during the tax season and assisted clients with IRS and state collections letters; completing amended tax returns as required.

J.K. HARRIS & COMPANY Goose Creek, SC 2005 to 2011

Emergency Management Tax Preparer

Case Specialist 2005 to 2007

Certified tax professional with Department of the Treasury license, to prepare 1040 Federal, all state and local income tax returns. Headed pilot company tax preparation customer service restructuring program in 2009, which resulted in improved customer satisfaction.

Tax Resolution Specialist performs a variety of tasks that will move clients towards the resolution of their tax liabilities and the closure of their cases; including correspondence, account transcripts and income information as supplied by government. Counseled clients in gathering all required information in accordance with IRS and state requirements and maintained electronic and physical files. Expedited documentation as paralegal involving preparation of legal documents for tax representation to the IRS in negotiation of settlements. Corresponded directly with IRS and client as necessary, by telephone or business letter.

FRANKLIN C. FETTER FAMILY HEALTH CENTER, INC. Charleston, SC 2003 to 2005

Executive Administrative Assistant

Coordinated with HR Director in training incoming staff, including orientation, new employee paperwork and issuance of identification badge. Conducted outgoing orientation, HR filing, employee insurance and payroll tracking. Generated reports to DSS and other South Carolina Government organizations for background checks on new employees. Completed dictation translation and generation of minutes under Robert’s Rules of Order, for multiple meetings including Board of Directors, Management, Staff and Clinical Department meetings.

Assisted the QA Manager in insuring HIPAA regulatory procedures is completed with each employee. Coordinated with Accounting department receiving payments from outside payer sources for deposit such as Insurance, Medicare, Medicaid and private payments. Maintained staffs’ quarterly newsletter as editor and writer. Co-chair of committees: 2003 End of Year Celebration, 2003 & 2005 Annual Picnic, and 2004/2005 Conference Room Upgrade.

Secretary for the Board of Directors in the application and selection process for new Executive Director from December 2003 to January 2004 by processing, compiling and maintaining records, votes and notification of applicants under strictest rules of confidentiality.

MEDICAL UNIVERSITY OF SC, STORM EYES INSTITUTE Charleston, SC 2000 to 2002

Administrative Assistant

Assistant to the Physician Director of Glaucoma Services. Insured proper updating of physician accreditation, CV and continuing education. Coordinated and maintained doctor/patient relationship and verified patient information regarding insurance, legal briefs, medication and billing. Scheduled surgeries, follow-up appointments, and worked with facility financial councilors to insure patient compliance. Coordinated and edited dictation and transcription of Storm Eye physicians technical writing for publication in various medical journals.

REFERENCES

Courtyard Charleston Historic District

Terri Hanley

843-***-**** ext: 123

acr5k6@r.postjobfree.com

Barnes & Noble Booksellers HR

800-***-****

Courtyard Charleston Historic District

Douglas Heaton, Revenue Manager

843-***-****

Roper St. Francis Hospital

Candace Parsons-Smith