Administrative Assistant Office Administrator

Marie Monette Ducharme

*** ******* ****** ****** 337-***-****

Opelousas LA 70570 ****************@*****.***

Objective: Seeking a position in which I can utilize my professional experience working in a fast-paced environment demanding strong organizational, technical, and interpersonal skills. Multi-faceted, efficient and reliable administrative professional with over 10 years combined experience as a teacher, small business owner, and administrative assistant.

Professional Experience

Edward Jones January 2020 to Present

On-Call Business Office Administrator-Part-Time

Edward Jones March 2015 to January 2019

Business Office Administrator 1616 Kerr Street Suite 2, Opelousas, LA

Office Administration duties: Answer incoming calls (2 lines); Manage calls/walk-ins; Manage phone calls from home office; Set/confirm appointments; Sort and respond to incoming mail; Manage service requests, wires, faxes, and emails; Process branch expenses through pay bills system; Assisted financial advisor with building solid trustworthy relationships with clients.

Account Processing duties: Account opening/closing/transfer administrative; Estate administrative; Cash instruments administrative; Securities administrative; Enter notes into Calendar and Activities.

Client Services duties: Prepare for appointments; Prepare/update portfolios at the direction of the financial advisor; Integrate Relationship Manager into Standard Operating Procedures; Respond to other client inquiries on administrative questions; Answer client administrative questions about statements.

Going, Sebastien, Fisher and LeBouef January 23, 2019 to December 5, 2019

Administrative Assistant 2811 S. Union Street Opelousas, LA

Office Administration Duties: Accounts Payable (bi-weekly), entered invoices into QuickBooks, scanned checks & invoices to Doc-It, mailed payments to vendors. Primary backup for answering incoming calls (multiple lines), Prepared transmittal letters to the IRS and LDR, Mailed tax returns to the IRS and LDR and updated Lacerte, Handled outgoing and incoming mail, Export and reconcile certified mail receipts, Posted payments to client’s account in Practice CS, Responsible for calling clients with past due balances and scanning all notes to Doc-It, Mailed monthly statements to clients and assisted with billing

Teachers' Playground, LLC Dec 2005 to Apr 2013

Co-owner/Manager 221 North Main Street; Opelousas, LA

Responsible for daily, weekly, and monthly accounting activities including timely and accurate accounts payable, accounts receivable, bank reconciliation, disbursements, invoicing, and preparation of daily bank deposits.

Responsible for preparation and delivery of month-end reports to company accountant for sales and quarterly taxes.

Completed accounting transactions and reconciliation tasks using Quick Books.

Quickly and effectively solved customer challenges.

Managed the operational and organizational standards of the store as well as implemented the marketing, advertising, and financial strategy.

St. Martin Parish School Board

Elementary Teacher Jan 2000 to May 2003

St. Landry Parish School Board

Elementary Teacher Aug 2003 to May 2005 and Aug 2012 to May 2013

Duties included but were not limited to:

Chaperoning classes and trips

Prioritizing teaching methods

Conducting parent teacher conferences

Enforcing rules and disciplinary action

Lecturing and discussing concepts

Preparing material for presentations

Grading tests and conducting progress reports

Recordkeeping student activities in accordance with laws and school policies

Education

Bachelor of Arts: Elementary Education-December 1999 University of Louisiana at Lafayette

References available upon request

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