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Data Entry billing receivables client data base phone etiquette

Location:
Salina, KS
Posted:
December 03, 2022

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Resume:

DT Donna Townsdin

785-***-**** E: adtuak@r.postjobfree.com

**** ******* ******, ******, ** 67401

PROFESSIONAL

SUMMARY

High-performing Administrative leader looking to tackle new responsibilities as Office Coordinator. Over 23 years of experience delivering superior results in the administrative roles. Professional, reliable, responsible and polite with upbeat attitude and resourceful approach to challenges.

SKILLS Microsoft Office

Accounts payable and receivable

Data Management

Invoicing and collections

Data entry & management

Customer Service

Office organization

File management

Front desk operations

Time Management

Multi-line phone proficiency

Appointment scheduling

Account reconciliation

Month-end reports

Customer relations

WORK HISTORY ADMINISTRATIVE SUPPORT 11/2017 to 06/2019 SS & C Solutions, Inc. Salina, Kansas

All billings, receivables, deposits

Worked closely with others to ensure timely invoicing and accounts receivables. Calling clients to resolve late payment/delinquent accounts Answered multi-line telephone calls from clients, vendors and various other callers seeking information. As well as faxing & emailing clients and others Created and updated physical records and digital files to maintain current, accurate and compliant documentation

Composed internal memos and external correspondence for senior management, and reviewed all documentation to eliminate errors Scheduled appointments updated calendars

Monitored and directed incoming mail and prepared outgoing mail Proficient in MS Office

ADMINISTRATIVE SUPERVISOR 11/1998 to 10/2017

Clubine & Rettele Chartered Certified Public Accountants Salina, Kansas Prepared invoices and bank deposits

Posted customer payments by recording cash, checks and credit card transactions

Identified, researched and resolved billing variances to maintain system accuracy

Generated financial statements and facilitated account closing procedures each month

Set up and updated customer accounts with interactions, payments and personal information

Drafted professional business memos, letters for partners Bookkeeping activities in Practice Management, including invoicing and accounts payable & receivables

Coached new employees on administrative procedures, company policies and performance standards

Prepared packages for shipment, pickup and courier services for prompt delivery to customers

Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels

Identified and recommended changes to existing processes to improve accuracy, efficiency and responsiveness

Sorted, opened and routed incoming correspondence and deliveries to partners & seniors to respond quickly to business and customer requirements

Created and updated physical records and digital files to maintain current, accurate and compliant documentation

Delivered top-notch administrative leadership to office staff, promoting excellence in all areas of office operations

Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance

Answered telephone calls to field inquiries from clients, vendors and various other callers seeking assistance

Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities

EDUCATION Central High School, Salina, KS

REFERENCES Robert Clubine

785-***-****

Owner & former employer

Clubine & Rettele, Chartered(sold)

218 S. Santa Fe

Salina, KS 67401

Brad Johnson

785-***-****

Owner: Sound Innovation

900 W. North Street

Salina, KS 67401

Kim Sanchez

785-***-****

Friend

Salina, KS 67401



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