Customer Service Administrative Assistant
Resume:
Cleveland, AL *****
***********@***.***
AMY WARD
SKILLS & ABILITIES
Excellent Organizational Skills
Proficient in MS Word, Excel, PowerPoint, Publisher, and QuickBooks
Strong Customer Skills
Data Entry
Filing
Scanning
Accounts Receivable/Payable
Financial Service Knowledge: RMD, loans, and disbursements
Social Media and Website management
Event Management and Organization
Sales
Able to work with a team or independent
EXPERIENCE
NORTHWESTERN MUTUAL
April 2016-July 2016
Responsible for maintaining three agents’ calendars and schedules
Responsible for maintaining client relations for three agents – initial contact, birthday, annual reviews and follow up appointments.
Maintain social media and personal websites for three agents
Maintained client records in CRM software program
Responsible for the marketing campaigns for three agents
ADMINISTRATIVE ASSISTANT, SMA SERVICES, INC
2015-2016
Responsible for the monthly reconciliation of bank records for three departments within the company
Assist with the yearend work for clients
Responsible for the loan and payout request associated with a company’s retirement plans
Assist the insurance agent/department’s receivable account
Scanning files into the computer based program Document Manager
CUSTOMER SERVICE REPRESENTATIVE/SECRETARY/SCHEDULER, RAMEY CLEANNG, INC
2013-2015
Responsible for all incoming calls for 3 companies
Responsible for scheduling appointments for 2 companies
Responsible for maintaining a calendar for 4 inspectors, 1 carpet cleaning crew, and a mold remediation crew
Responsible for preparing contracts for the inspectors and clients to sign.
Responsible for Client set up and billing in QuickBooks
Director of First Impressions
Assisted in marketing campaigns for 1 of the companies
Helped organize and design booths at trade show exhibits
SECRETARY, FIRST BAPTIST CHURCH OF HAYDEN
2011-2013
Responsible for updates to church’s website and social media accounts
Power Church Plus – program used for records and accounting
Maintain financial contributions
Maintain attendance records of church members and guest
Assist Treasurer with accounts receivable/payable
Produce documents for church members and guest
Answer a multi-line telephone and represent the church in a professional manner
EDUCATION
HAYDEN HIGH SCHOOL
Advanced diploma 1993
PENN FOSTER
Administrative Assistant Certificate 2015
VOLUNTEER
Board Member, Sav-A-Life 2010
Help set policy for the daily operation of clinics
Responsible for organizing and implementing fundraising projects
Responsible for enlisting sponsors for events
Responsible for the scheduling and organization of volunteers
Responsible for the marketing of events
REFERENCES
LEE RAMEY
President, Ramey Cleaning, Inc.
LISA SMITH
Office Manager/Financial Secretary, First Baptist Church of Hayden
JIM JONES
MANAGER OF ALABAMA SODA BLASTING
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