Administrative Assistant

Heather L. Smith

402-***-**** ad0pkf@r.postjobfree.com

https://www.linkedin.com/in/heather-smith-5017b5160

Multi-faceted Accounting Management and Firm Wide Administrative Assistant

Projection Development / Employee Training and Development / Management

Professional Summary:

Project development, and accounting professional offering many years of progressive experience and education in the development, assessment, and oversight of business programs and initiatives.

Knowledge and expertise in communicating and closely working with top-level administrators, information technology experts, financial brokers, staff, colleagues, and vendors.

History of efficiently building, and training; technical proficiency in Microsoft Office Suite, and PeopleSoft, as well as expertise in internal organizational systems and resources.

Office Assistant, Controller, Accounts Payable, Accounts Receivable, Supply Manager, Statement Production and distribution, Payroll, procedure development, IT Support, Report Development.

Areas of Expertise:

Client Service/Relations

Regulatory Compliance

Vendor Management

Relationship Building

Invoicing/Payment Processing

Data Analysis and Reporting

Problem Solving

Contract Oversight

Account Reconciliation

Attention to Detail

Critical Thinking

Accounting Specialist

As a business professional with many years of experience in offering thoughtful and effective contributions within accounts and project management, my goal is to create opportunities to support the growth and achievement of all individuals that I have the pleasure of working with. My experience has allowed me to become skilled in best practices of leadership, problem-solving, analysis, collaboration, staff development, account management, and Accounting.

My Coursework towards the General Studies program, at the University of Nebraska at Omaha I consider myself to be a passionate and loyal employee, successful in creatively developing and accessing business programs, and always committed to building top-performing teams designed to achieve company success. My desire to learn and grow as a professional has prompted my willingness to search for a new position that would allow me to continue to make sound business and creative decisions for an organization. I invite the opportunity to discuss experiences that would allow me to make a positive and high-impact contribution to your company.

Personnel Shopper 03/2020 to Current

Instacart, Door Dash, Uber, Uber Eats, Grubhub, Waitr,

Spark, Pickup Point, Roadie, Postmates

Texas, Louisiana, Nebraska

Problem Solving/ Communication Specialist

Delivery Logistics/ Schedule Coordination

Speed and Accuracy under High Pressure

Proactive Productivity

Effective time management

Autonomous work environment

Personnel Coordinator 01/2020 to 03/2020

Danos, Midland, Texas

Coordination of W-2 and Sub-Contracted Employees

New Employee Orientation

Mass Coordination of Legal Documentation for Compliance and Monitoring of completion

Job board -Team Dissemination and Maintenance

Covid-19 Mass Communication and Compilation Spreadsheet

PPE Disbursement

Lodging Arrangements

Accounting Specialist 7/2019 to 1/2020

Oryx Midstream Services. Midland, Texas

Pivotal in the verifying accuracy of billing data in the process of Accounts Payable.

Responsible for cross-checking and revising any errors in the submission of all A.P. invoices.

Answerable for the collection of all ACH and Check payment backup documents.

Resolve discrepancies in accounting records.

Vendor Contact for resubmission of invoice requests.

Ad Hoc projects as they relate to the needs of management.

Compile data, compute fees and charges and prepare invoices for billing.

Client Services/ Firm Administrative Assistant / 11/2001 to 6/2019

The Interstate Group, Charlotte, North Carolina

As the architect of the operational efficiency and improvements with-in the firm. My position provided oversight of invoices and trading reconciliations, for a high-performing financial brokerage firm. Trainer and educator for new techniques; tenure spanning several transitions of ownership.

Selected Accomplishments:

Process monthly client statements, and resolve all concerns regarding statements, balances, contract renewal dates, and contract terms; apply wire, ACH, and check payments to client accounts.

Propel business development initiatives forward by training employees, setting and tracking account, monitoring metrics, and identifying areas for growth.

Key liaison for external clients; develop positive trade relationships and problem solve all customer needs.

Collaborate with information technology professionals to seamlessly transition and implement new systems.

Analyze, calculate, and interpret financial data to support the organization’s goals and objectives.

Independently complete yearly recertification requirements for Wombat Security, Information Privacy and Protection, Know Your Customer (KYC), and OFAC.

Operational leader for daily administrative tasks meant to support an improved workflow design.

Develop and compile policy, process, procedural, and regulatory compliance documentation for KYC, SEC/FINRA, OFAC, and additional reviews/certifications.

Lead reconciliation specialist and authorizer for daily trade accounts and soft-dollar trades.

Contact this candidate