TONY N. KHURANA
********@*****.***
Client management, Customer relations, Customer Service, Office Administration, Purchases, Inventory Control, Payroll, Accounts Payable Accounts Receivable, Employee Benefits
About Me:
Extensive experience in customer relations focused on financial, insurance and real estate industries. Helped achieve high growth for the organization by understanding and implementing management goals, client needs and staff requirements
Presentation Skills
Experience:
Facility Coordinator, Clean Harbors Environmental Services, Inc., Norwell, MA--Redwood City, CA location (July 2022-present)
Data management requiring high degree of accuracy and intense knowledge of complex custom-made software
Interaction with transporters, ensuring procedures are followed correctly
Approve or refuse loads, preparing, manifests.
Identification and error correction
Key Admin person
Office Assistant/Office Administrator, Bay Homes Network, Pittsburg, CA (October 2020-June 2022)
Office administration
Marketing and Agent support; Management reports
Coordination and communication with salespersons
Interaction with accountant to ensure monthly statements are ready
Data Entry and Virtual file maintenance
Client Services/Office Manager/Administrative Assistant, Sells Financial Services, Inc., Los Gatos, CA (June 2004-April 2020) Furloughed then terminated due to global pandemic
Dedicated client services representative with high—almost unanimous-customer satisfaction
Organize and gather sensitive data to enable government form filings
Liaison between client and 3rd party administrators and financial institutions
Go-To person and initial contact point for employer as well as client
Research on prospects for new business
Respond to and assist clients with excellent service and understanding
Draft, offer suggestions on and proof-read simple legal contracts and documentation
Consult with clients to evaluate needs and determine best options
Resolution of client issues with the Financial Institutions
Assist in pension planning (defined benefit pension plans) and administration—particularly in the accounting area
Assistance in Governmental Accounting including filing in requisite tax form sent
Maintenance of virtual and manual files and data entry
Independent Life Insurance Agent (December 1995-Present)
Includes full range of employee benefits for start-ups and established businesses
Registered representative for retirement plans including 401(k) (previously securities licensed)
Staff Accountant.
Employee benefits, Bookkeeping, Accounts Payable, Accounts Receivable
Clients included Aumcom Inc., (April 1998-Jan 2004) Nestpro, Inc. (Jan 1995-June 1995)
Office Assistant/Staff Accountant, Western Cellular Management Inc.), San Jose, CA (Feb 1990-Oct 1995)
Overseeing various assets including property and stock investments
Interacted with stockbroker and approved/disapproved purchase of individual securities
Prepared qualitative and quantitative reports for regulatory authorities in different cellular markets
Coordinated and managed employee benefits
Set-up and maintained computerized accounting system
Liaison with tax-accountant and outside investors
Analyzed and provided recommendations on viability of new business proposals
Maintained and balanced records of multiple business entities
Business Courses Instructor, SCS, Newark, NJ (July 1986-Feb 1989)
Field Auditor, Manufacturers Hanover Commercial Corp (Sept 1985-May 1986), New York, NY
Customer Relations/Accounts Receivable, Pier Connection, Hoboken, NJ (Nov 1983-May 1985)
Successfully negotiated chargebacks from retail customers
Education
Masters Degree in Business Administration, Ohio University (1981-1983)
Licenses: Life and Health License. Previously held: Series 6 and 63
Bachelors Degree in Business Administration, Accounting, Bombay University
MS-Office Specialist, Campbell Community Education, March 2021
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