Customer Service Administrative Assistant

ROSALIND LANE

KEY SKILLS:

Microsoft Office, MS Word, Excel, Outlook, PowerPoint, SharePoint, Data Entry, Oracle, Salesforce, NetSuite, Accounting

PROFESSIONAL WORK EXPERIENCE:

Wells Fargo Bank, San Francisco, CA 02/2019 – 08/2020

Legal Administrative Assistant

Assisted (5) Attorneys (1) Paralegal with daily assignments

Filed/Copied/Faxed legal documents

Scheduled/Calendaring of daily appointments

Implemented/retrieval of boxes from storage to data process for outsourcing

Assisted with assigned projects as needed

Temporary Contract Positions, SF Bay Area 03/2018 - 01/2019

Tides (Presidio of San Francisco), San Francisco, CA 06/2017 – 02/2018

Client Services/Administrative

Point person for processing all grants-in, for both Tides Center and Tides Foundation, high volume of grants, both from government at multiple levels and non-profit/Foundation sector.

In-depth knowledge of Salesforce, DocuSign and various other E-Signature programs. Beginning knowledge of Fluxx

Client contact and screener of Accounts Payable requests for upwards of 180 NGO’s, in depth knowledge of NetSuite and direct client services.

Helped multiple nongovernmental organizations transition from paper check requests to a nuanced and detailed online system.

Processed checks for clients and visiting clients.

Temporary Contract Positions, SF Bay Area 01/2016 – 01/2017

Rodan and Fields, San Francisco, CA

Customer Care Administrative Support

Processed returns and refunds thru Salesforce Portal

Cost Plus Market, Alameda, CA

HR Administrative Assistant

Job postings on career sites, filed, created benefit packages, other duties as assigned

AAA, Emeryville, CA

Mailroom Clerk

Processed, distributed and sorted daily mail, received incoming/outgoing packages via FedEx & UPS

Sunrun, San Francisco, CA

Receptionist

Answered incoming/outgoing calls, distributed and sorted mail, administrative support as needed

Benefit Cosmetics/BareEscentuals, San Francisco, CA

Administrative Data Entry Specialist

Invoiced and inventory control of products on spreadsheet

Processed AE merchant inventory sales orders

Customer Service activities that do not require customer service or field contact

Created and maintained office documents: invoices, reports, and data sheets

Screened and routed incoming calls and messages when necessary

Scheduled appointment and meetings for supported staff

St. Jude Medical, Pleasanton, CA

Executive Assistant/CSR

Customer Service activities that do not require customer or field contact

Inputted medical information using word documents and spreadsheets

Daily phone stats audit pulls SEO orders invoicing/POD’s serial object updates work order closures

3PL Log afterhours emergency shipment reports backorder reports blanket PO audit distribution list

Open Edge/ Pay Pros, SF Bay Area

Data Entry Specialist/CSR

Input merchant credit card applications into MES database and Salesforce Portal

Bay Area Rapid Transit, Oakland, CA 09/2015 – 01/2016

Executive HR Assistant

Administrative work supporting a five member Production Team

Opened, date stamped, sorted and distributed mail to appropriate HR staff and divisions

Prepared, proofread and execute letters, memos, reports, presentations, charts, graphs and spreadsheets

Perform basic office duties: filing, copying and printing documents

Coordinate and handle conference, training room setups, scheduled meetings, sent calendar invites thru Outlook

RT Specialty, LLC, San Francisco, CA 08/2014 – 03/2015

Office Assistant

Administrative work supporting a five member Production Team as backup to the Office Manager

Managed and ordered office supplies, maintained a neat and orderly lunch room

Processed loss run requests and reviewed policy checks for accuracy

Coordinated and handled the conference room scheduling

Data entry, filing, copying and printing documents

University of Berkeley, Berkeley, CA 12/2013 – 01/2014

Receptionist

Directed incoming calls to appropriate departments

Distributed, sorted incoming/outgoing mail and packages

Disbursed alumni donations and checks to appropriate departments

Administrative duties such as filing, copying and data entry

Nordson MARCH, SF Bay Area 08/2013 – 11/2013

Administrative Clerk

Scanned, copied and transferred files into database

Updated account payable & receivable billed invoices

Proofread edited contracts/proposals for mailing

Chevron Federal Credit Union, Oakland, CA 04/2012 – 12/2012

Direct Lending Administrative Assistant

Scanned audit & purged funded loan files

Created spreadsheets updated funded files from branches

Assisted loan officers/processors as needed

Sunpower Corporation, San Jose, CA 05/2010 – 02/2012

Facilities Operation Administrative Assistant

Sunpower Global Helpdesk-Customer Requests

Updated employee workstations with new hire checklist Updated paid invoices /utilities in Excel spreadsheet Maintained service of copiers and fax machines

Ordered office supplies, assisted shipping/receiving as needed

PG&E, San Francisco, CA 04/2008 – 03/2010

Administrative Clerk ll

Distributed, sorted, data entry and verified energy efficient rebate applications

Maintained storage and purging of new/old files

KPMG, San Francisco, CA 12/2006 – 03/2008

Client Services Support

Filed, copied, pulled and purged files/documents for scanning

Process tax returns for Union Bank of CA

Requested checks and updated reports on excel spreadsheet

EDUCATION:

High School Diploma

Castlemont High School – Oakland, CA

CERTIFICATIONS:

Control Data Institute (Office Technology) – San Francisco, CA

Contact this candidate