Kathleen Witkowski

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

Peoria, Arizona 85345-9407

Phone: 623-***-****

acywv1@r.postjobfree.com

acywv1@r.postjobfree.com

OBJECTIVE:

•Use my many skills to advance company earnings and client service relations SKILLS:

•Professional and organized in all situations

•Ability to carry out the duties of an Office Manager or Administrative Assistant for any firm

•IT Professional that can maintain the servers and troubleshot individual computer issues for the staff

•Ability to Interview and respond to client concerns professionally and effectively on a daily basis

•Advanced in Windows and Microsoft 2003, 2007 and 2010

•Ability to learn new software or skills quickly

EXPERIENCE:

Various Work from Home Positions, Peoria, AZ

March 2011 thru present

•Data Entry & Typing Assignments

•Phones/Customer Service

•Research

•Appointment Setting

•Selling Avon products

Various Temporary Assignments

Administrative Assistant, October 2015 to November 2016

•Phones, Ordering Supplies, Client Services

•Managed calendars

•Prepared Reports

•Research

•Data Entry and Typing

Wilson & Jones Wealth Management, Glendale, AZ (Broker – LPL Financial) Operations Manager, January 2013 to June 2015

•Phones, Ordering Supplies, Client Services

•Managed calendars

•Prepared Reports

•Administrator of CRM system

•Prepared all bank deposit information and made deposits

•Interviewed annuity and financial clients, and prepared their paperwork

•Monitored client accounts on a daily basis

•Placed financial trades

•Internet research

•Mass mailing

•Copying, filing and preparation of mail and Federal Express packages

•Implemented and maintained paperless system for office

•Monitored and maintained insurance and securities licenses and appointments for all advisors

•Prepared company for annual financial audit and dealt with the auditor personally

•Assisted tax firm during tax season

ABLE Financial Group, Scottsdale, AZ (Broker – Wells Fargo Financial) Administrative Assistant, September 2011 to March 2012

•Phones, Greeting Client, Ordering Supplies, Client Services

•Marketing

•Managed calendars

•Prepared Reports and submitted to Compliance for approval

•Assisted with client events

•Prepared and mailed Birthday cards for clients (handwritten)

•Mass mailing

•Daily administrative duties as assigned by partners Lofy Group Wealth Management, Inc, Phoenix, AZ (Broker – LPL Financial) Office, Client Services and IT Manager, Executive Assistant, December 2002 thru March 2011

•Assistant to CEO/Owner and Financial Planner/Supervisor

•Made travel arrangements

•Client services via phone and in person

•Prepared all bank deposit information and made deposits

•Interviewed insurance, annuity and financial clients in order to prepare their paperwork

•Prepared all account paperwork including insurance applications for new and existing clients

•Monitored client accounts on a daily basis

•Placed financial trades

•Prepared reports

•Assisted with client events, including venue, caterers, preparation and mailing of invitations

•Internet research

•Mass mailing

•Prepared and mailed Birthday cards for clients (handwritten)

•Copying, filing and preparation of mail and Federal Express packages

•Monitored and maintained insurance, CPA and securities licenses and appointments for all advisors

•Prepared company for annual financial audit and dealt with the auditor personally

•Supervised front office employees

•Interviewed job candidates

•Worked with utility companies to maintain office functions

•Administrator of CRM system

•Researched, selected, installed and trained employees on software and office equipment

•Maintained all computers, including three servers, as well as liaison to outside IT company

•Maintained the tax department, including gathering information, processing it for the CPA and filing returns

•Assisted tenants

PSP Industries, Phoenix, AZ (Steel Fabricator – Detail Division) Office Manager & Admin Asst., September 1992 thru December 2002

•Managed office and front office staff

•Answered phones

•Typing and data entry

•Copying, filing and preparation of mail and UPS packages EDUCATION:

•Stevenson High School, Livonia, MI

CERTIFICATIONS/ACCOMPLISHMENTS:

•A+ Certified Professional (COMP001006593768) 10/29/2007

•Network+ Certified Professional (COMP001006593768) 12/07/2007

•Passed H&R Block tax course (2006)

•Passed Medical Billing & Coding online course (2002)

Contact this candidate