Assistant Office

Location:

Posted:

February 16, 2016

LeAnn Barnes

*****.******@*****.***

****-**** ****** ***** ******* Branch Office Administrator

Place daily requested trades (approved by Financial Advisor)

Managed client’s financial accounts as requested

Assisted with and managed follow up on all life insurance applications

Assisted with and managed follow up on all annuity applications

Answered phone and greeted each client

Scheduled and prepared for client appointments

Managed all aspects of paying bills and ordering office supplies

Planned annual office open house

Addressed and mailed all holiday greeting cards and birthday cards to clients

1998-2008 Via Christi Foundation Finance Assistant

Responsible for office accounts payable and receivable including business expense reports

Creating and maintaining reports for Via Christi’s United Way Campaign

Manage Foundation mailings up to 8000 pieces

Recorded and prepared minutes from meetings

Documented and tracked all grants using excel spreadsheets for presentation purposes

Helped coordinate the Via Christi Charity Classic Golf tournament and Via Christi Gala

1996-1998 Via Christi Regional Medical Center Human Resource Assistant

Processed job applications to department directors for reviewing

Responsible for initial evaluations interview of applicants

Promoted medical center events such as career fairs

Updated job hotline and job posting on a weekly basis

Back up on multi-line phone system

Led New Employee orientation each week

1994-1996 Congregation of Sisters of St. Joseph Finance Assistant

Managed all correspondence for the Assistant VP of Accounting

Responsible for tracking expenses and accounts receivable for senior facilities

1989-1994 Jardine Insurance Group Administrative/HR Assistant

Benefits Coordinator

Processed payroll for office of 40 employees

Oversaw open enrollments for benefits and 401k reporting

Responsible for reviewing resumes and interviewing applicants and writing/creating job descriptions

Assisted in the compiling of the annual financial reporting

Worked with offices all over the world, Jardine Insurance Brokers was an international company.

Education : Accounting classes at Wichita Area Technical College and Friends University. Three years of study at Wichita State University.