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Data Entry Office Assistant

Location:
San Jose, CA
Salary:
60000/yr
Posted:
December 27, 2022

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Resume:

TONY N. KHURANA

408-***-****

adt9yh@r.postjobfree.com

Client management, Customer relations, Customer Service, Office Administration, Purchases, Inventory Control, Payroll, Book-keeping, 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 entry requiring high degree of accuracy and intense knowledge of custom-made software

• Interaction with transporters, ensuring procedures are followed correctly

• Approve or refuse loads, preparing shipping manifests

• Identification and error correction

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 and assist clients with excellent service and understanding

• 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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