Sarah Moon

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

Jarrell, TX **537

512-***-****

ad07bc@r.postjobfree.com

Objective

To be hired on to a challenging position, which will allow me to further utilize and develop my administrative and customer service skills.

Professional Experience:

Austin First Financial, Austin, TX

Office Manager-March 2023-Current

Job responsibilities include:

Responsible for all office duties for Austin First Financial

Keep up with Business Tracker

Open and create all annuity accounts for clients

Customer Service in helping all clients gain access to insurance accounts

Assist clients in making any account changes

Keeping up with CRM

Payroll for company

Answer all incoming calls and emails from clients

Keep up with all client digital and paper files

Weekly reports

Working with multiple software

Keeping up with Managers email and calendar

Speaking with clients via email

Setting up all zoom calls

Onboarding new clients

Working with multiple insurance companies

Keeping track of potential leads

Weekly meeting notes and updates

Keeping up to date with software

Set all client appointments

AP on all company invoices

Ordering all office supplies

Sending monthly mailers

Sending holiday and birthday cards

Upside CFO, Austin, TX

Executive Assistant-December 2021-March 2023

Job responsibilities include:

Responsible for all office duties for Upside CFO, Appleton One Investments and Austin Executive Tax

Payroll for company as well as client companies

Answer all incoming calls and emails from clients and prospects

Keep up with CRM

Keep up with all files for Austin Executive Tax

Invite all tax clients to software for tax documents

Monthly Margins

Keeping watch on rental property updates, payments, insurance, bills due

Working with multiple software

Keeping up with Managers email and calendar

Speaking with clients via email

Meeting clients for signatures or paper pickup

Notarization on documents

Working on sending out all Tax and CFO proposals

Setting up invoicing for all clients

Onboarding new clients

Onboarding new employees

Keeping track of potential leads

Weekly meeting notes and updates

Recon on all accounts for 3 companies and personal

Keeping up to date templates in Software

Schedule and send out all employee evaluations

Ceate Employee Handbook and Holiday List

Submit Reimbursements

Set personal appointments

Update and send engagement letters for Tax clients

Work on all Real Estate including HOA and Tax for all properties

AP/AR for all 3 companies

All other duties assigned by CFO

Brown Distribution, Austin, TX

Payroll Specialist-August 2021-Current

Job responsibilities include:

Employee maintenance within the time clock system (new hires, terms, transfers, organizational changes)

Setting up new hires within our time clock terminal to allow fingerprint scanning

Distribution of missing punch reports to appropriate managers, follow up for replies & enter corrections

Enter leave slips, review & clearly mark timesheets for missing punches & missing days & confirm off schedule overtime

Run and email average hours

Enter all new hire information as well as employee salary and title updates within Sage 100

Review & Enter all changes to auto deductions while working with benefits coordinator

Update employee file with any changes - including home address and direct deposit enrollment & maintenance Forms

Collect & enter all extra earnings due for payouts

Prepare Term Employees final paycheck check list for all final deductions and payouts

Completion of Excel Master Spreadsheet

Reporting requirements after payroll processing

Confirm checklist is 100% complete while compiling bi-weekly payroll work papers book, signed timesheets, leave slips

Assist employees with payroll related inquiries - including pay stub copies, employment verifications, compensation history

Generate off payroll special check runs for in-voluntary terminations and/or other corrections if needed

Track, prepare reconciliations, & submit monthly for financials

Back-up for Fintech customer set-up, inquiries, & research as needed

Back-up for Encompass research & delivery overrides when needed

Assist with various assignments coming from accounting manager and/or payroll/benefits administrator

VeraBank, Florence, TX

Treasury Management Support Specialist-November 2018-August 2021

Job responsibilities include:

EBanking support

Serve as a point of contact and escalation for servicing related issues, ensuring problem resolution and client satisfaction. Keep all informed via multiple communication channels including the utilization of Salesforce.

Schedule appointments and conduct live demonstrations of system capabilities for new implementation for clients utilizing telephone or Bomgar.

Maintain exceptional client service protocols while handling client inquiries via all channels; Telephone, secure Messaging and Email.

Participate in Treasury Management team meeting/calls; where current pipeline and calendar appointments are discussed, reviewed and prioritized.

Assist with obtaining proper documents for now onboarding and the enablement of new services.

Prioritize and maintain high-level sense of urgency to ensure client implementations remain within the defined service level agreements.

Review (eTreasuryBusiness/Commercial) of onboarding applications related to cash management product offerings (e.g. Remote Deposit, ACH, Wire, Bill Pay, Information Reporting, Positive Pay, Direct File Transmissions).

Assist with identifying efficiencies where applicable.

Stay abreast of system functionality as enhancements/releases are deployed and communicate same to both Business and Commercial Lending Teams as needed.

Work with Management and other Operations areas to assist with project related tasks.

Must be available for flexible scheduling during off business hours, including nights and weekends as needed to meet critical client deadlines.

Perform and other related duties as required or assigned.

Union State Bank, Florence, TX

Bookkeeping and Incoming Wire-July 2014-November 2018

Job responsibilities include:

Chargebacks

Personal Internet Banking

Debit Card Inquires

Business Internet Banking including setup and unlocking Beb customers

Stop payment review

Balancing duties include Collection recon and End of Day ACH Batch balancing

Customer service calls, balance confirmations and rotation of afternoon proof

Backup duties include incoming wire desk

Backup on balancing Union State Bank accounts daily

Ordering supplies for branches and gathering supplies for branches

Dawson Precision, Florence, TX

Accounting A/P and Invoicing-May 2012 to July 2014

Job responsibilities include:

Invoicing for all of the daily sales

Entering all bills for A/P

Entering all checks received

Opening and processing all mail

Answering Phones

Knowledge of QuickBooks

Filing

Faxing

Inquiring with vendors on products ordered

Doing all deposits for the company

Receiving and processing all paperwork for returns

Other miscellaneous tasks assigned by manager

Edward Jones, Georgetown, Texas

Business Office Administrator-February 2012 to May 2012

Job responsibilities include:

Contacting all clients

Processing all paperwork

Making sure Financial Accountants calendar is up to date

Preparing for all appointments for current day

Answering Phones

Filing

Faxing

Maintenance on small appliances

Ordering for branch

Paying bills for branch

Making deposits for branch

Sending out fliers and updates via mail/email to clients

Central National Bank, Georgetown, TX

Teller-August 2011-Febuary 2012

Job responsibilities include:

Receiving and distributing all cash and checks

Balancing drawer daily

Balancing ATM weekly

Balancing vault weekly

Filing

Faxing

Opening all branch mail

Answering phones

Distributing cashier’s checks and money orders

Florence ISD, Florence, Texas

Public Education Information Management System (PEIMS) Secretary– April 2008 to August 2011

Job responsibilities include:

Enter new student information into PEIMS

Enter/Maintain accurate student information including withdrawing student

Enter grade information; process student report cards

Generate final “no show” list no later than Sept 1 of current school year

Process end of the year PEIMS Input/Output Reports

Maintain new student permanent records and folders

Provide documents for state audits

Answering phones

Filing

Faxing

Florence ISD, Florence, Texas

Teachers Aide/Paraprofessional – August 2007 to April 2008

Job responsibilities included:

Presented subject matter to students, using lecture, discussion, or supervised role playing

Help students, individually or in groups

Prepare lesson outline and plan assigned area and submit outline to teacher for review

Plan, prepare and develop various teaching aids

Prepare, administer, and grade examinations

Conferred with parents on progress of students

D’Boones County Store, Florence, Texas

Cashier/Assistant Manager – August 2003 to August 2007

Job responsibilities included:

Cashier for front counter

Answer incoming phone calls

Balance drawer, make bank deposit

Order inventory- receive and verify shipments

Vendor Management

Skills And Abilities

Ability to multi-task

Great organizational skills

Keyboarding

Filing

Excellent Record Management

Maintaining confidentiality

Knowledge of and experience with computer programs;

oMicrosoft Word

oMS Outlook

oPEIMS

Faxing

Ability to take accurate phone messages

Good customer relations skills

Mass e-mailing

Knowledge in QuickBooks

Education:

Florence High School, Florence, TX

Graduated, May 2001

Central Texas College; Killeen, TX 2003

Austin Community College; Austin, TX 2003

Professional Training:

RSCCC(Regional Service Center Computer Cooperative) End-of-Year/Summer PEIMS 2008/2009 & 2009/2010

Paraprofessional Academy

The STAR program

Introduction to Word 2007

Intermediate Word 2007

Introduction to Power Point 2007

RSCCC Cycle 1 Grade Reporting procedures

txGradebook Demo

txGradebook for RSCCC users

RSCCC Attendance Audits and Attendance Letters

30 hours certified child care training:

oDPRS 8 Hour Pre-Service Training

oSpecial Needs Children Understanding, Coping & Management Strategies

oAge Appropriate Curriculum & Child Guidance & Discipline Tips

oMediation

oI’m All Ears (Listening)

oRaising Kind Children

oHow To Handle Them

oBoys Will Be Boys/ Girls Will Be Girls

Keyboarding

CPR

RSCCC Grade reporting procedures

RSCCC Attendance Audits and Attendance Letters

TxGradebook

TxConnect

QuickBooks

CRM

Zoom

References:

Leslie Futrell, Sr Server Admin

Scott and White

254-***-**** work

254-***-**** cell

Mr. Jeff Daniell, Business Owner

D’Boone’s Country Store

254-***-**** cell

254-***-**** home

Teresa Brubaker, Receptionist

ThermasSol

800-***-**** ext 0 work

254-***-**** cell

Keri Hamilton, Assistant Manager; Service Group

Service Guard

512-***-**** work

512-***-**** cell

Contact this candidate