Office Manager A Team
Resume:
KATHLEEN MARKHAM
An individual who is capable of maintaining a consistent high-level performance, with minimal supervision while providing strong customer service. A team player that secures daily appointments, conducts presentations and secures enrollments. A successful trainer that demonstrates and leads from the front using initiative, sound judgment and discernment.
EXPERIENCE:
AMERICAN INCOME LIFE INSURANCE/GLOBE LIFE (REMOTE)
General Agent – 10/24 – Current
Supervising Agent – 7/2023 – 9/2024
(Licensed in TX, AR, OK, KS, MO, NE, CO)
Awarded Top Rookie Producer 2023
Secure appointments with daily calls
Provide presentations to members
Assist with completion of applications and enrollments
Follow-up with members on an annual basis
Provide training to trainees
Lead a team of six agents
ALAN G. WOODBURY, CPA
Office Manager/Bookkeeper/Administrative Assistant, 8/2017 – 6/2023
Reconciliation of clients’ bank accounts
Posting in General Ledger – A/P, A/R
Prepare drafts of financial reports
Assist CPA with annual tax returns
Train, manage and/or assist staff on accounting systems
QuickBooks ProAdvisor
Handle all HR and administrative duties
Manage one receptionist and six bookkeeping contractors
GARY W. MARKHAM INTERESTS, LLC
Office Manager – Family-Owned Business, 6/2007 – 7/2017
Manage office budget, record office expenditures and interpret monthly financial statements
Maintain condition of the office
Answer call and emails from customers and clients
Establish and maintain policies and procedure
Oversee special projects or initiatives
Write reports for senior management
Create an employee handbook
Monitor office supplies and order new furniture, appliances and electronics as needed
Kathleen Markham
Page 2
THERMAL IMAGING SERVICES, LLC
Senior Executive Assistant, 3/2005 – 5/2007
Executive Assistant, 1/2002 – 3/2005
Provided high-level, confidential administrative support to CEO
Preparation of expense reports for CEO
Preparation of presentations for CEO
Prepared performance review forms and folders
Maintained CEO’s filing system
Maintained complex calendar for CEO, scheduled
meetings, and coordination of domestic and overseas travel
Daily interface with HR, IT, and Benefits/HR
Daily interface and assist with Board members
Prepared Board books utilizing Boardvantage for quarterly Board meetings
Managed CEO’s personal business using Quickbooks
Organized conferences, fundraisers, company events, and personal events
Supported daily and weekly executive and staff briefings, including preparation
of records such as agenda, notices, minutes, and resolutions for staff and corporate meetings
Provided administrative support to three other additional executives during growth periods
Planned events onsite and offsite
Project management coordinator on several special assignments
Coordinated activities, resources, equipment and information for projects
Prepared all travel arrangements with use of ConCur
Prepared all AFE’s and invoices and tracked Accounts Payable – Enertia/ Open Invoice
Managed five administrative assistants with staff projects utilizing Replicon
Managed receptionist and coordinated relief of front desk
Responsible for expansion and build-out of office space
Other Software: Microsoft Teams, Skype, Lync, Zoom, DocuSign, Google Docs, One Note, VISIO
EDUCATION:
University of Houston-Downtown
BBA – Administrative Management – spring 2006
Champion School of Real Estate
Real Estate Courses only – spring 2018
Southwestern Professional Institute
Certificate in Legal Assistant/Paralegal Studies – 2003
Notary Public – State of Texas – 2013
Quickbooks PRO Adviser – 2011
3433 W. Dallas St. #1016
Houston, TX 77019
*************@*****.***
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