Administrative

E***** Church Rd

Aniwa WI *****

Home: 715-***-****

Cell: 715-***-****

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

Carol R. Weiss

Objective

My goal is to find a position that utilizes my extensive and varied business and computer experience and skills, and allows me to continue to learn. I’m a self-motivated individual and enjoy new challenges and learning, and I find fulfillment in helping people, in service that makes people want to return, and in making a positive difference in peoples’ lives on a daily basis.

Experience

November, 2012 – May, 2017 Tlusty, Kennedy & Dirks, S.C. Schofield Wisconsin

Receptionist/Legal Assistant

Primary duties are answering phones and assisting clients coming in for appointments and assistance. Other duties include transcription, creating detailed spreadsheets using functions, formatting, and formulas, assembly and typing of various legal documents, synopsis of medical records, maintenance of file information, varied accounting duties, created and maintain Facebook and LinkedIn pages, internet research for legal cases, maintain office supplies and equipment. Receiving and receipting payments. TABS software. Other varied duties include maintaining physical office operations. Began part-time with this firm (by choice) on June 1, 2016.

January, 2012 – October, 2012 West Business Services Wausau, WI

Sales Support Specialist

Provide a large variety of support services, which include working with many software systems to insure accurate record keeping, programming information involving 70 employees, sales systems and procedures, and assisting managers to keep systems running smoothly. This involves not only systems in place, but creating and maintaining Excel, Word, PowerPoint documents and reporting and tracking systems.

January, 1995-July, 2011 Catholic Financial Life Wausau, WI

(formerly Catholic Knights/Catholic Family)

Lead Administrative Assistant

This job involved a huge variety of duties. I worked with 3 different managers here, and a multitude of financial advisors in the Wausau, Green Bay, Eau Claire, LaCrosse areas and in Minnesota, housed in and out of the primary agency office. I was responsible for all application processing, service to clients and agents (by phone, in person, and in written communication), learning, developing, and maintaining various computer applications for tracking, marketing pieces, tracking of agency expenses, some accounting and balancing of accounts, checking and credit card tracking and reconciliation, and keeping the office furnished with all necessary supplies, learning all new computer systems for office and advisors, and training them on a continual basis (at local office and off-site locations) in computer systems, products, service and client issues. Other necessary knowledge includes tax and reporting laws and issues for insurance, annuities, IRA’s, budgeting. Multi-tasking constant.

Also worked at this company’s home office in Milwaukee from 1971 – 1995. Handled all claims, matured endowments, disability claims, accounting & balancing of accounts associated with these duties.

1992-1995 Wausau Insurance Wausau, WI

Customer Service Representative, Claims

Handled claims and problem-solved issues for employees of several large companies.

After one year, moved to Property/Casualty policy issue and service. Was then called and asked to return to Catholic Knights as the Agency Administrator for their new sales office in Wausau.

Abilities

Experienced in MS Word, Excel, PowerPoint, Outlook. Have worked with various mainframe systems including Citrix, ID3, TDS. Currently working with TABS legal client management system. Also have experience with TurboTax, and various types of photo software. Internet research, scanners, printers/copiers, multi-line phones, 10 key, etc.

Interests

Cross-country skiing, snowshoeing, hiking, biking, camping, gardening, photography, exercise. I enjoy meeting and talking with a variety of people, young and old, and continuing to learn new things.

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