Phone

330-***-****

Addres

*** *********** ***

Boardman, OH 44512

Email

adv5dc@r.postjobfree.com

Enthusiastic finance professional with seven years of experience in cultivating client relationships. I seek an opportunity to exhibit my interpersonal skills with clients to provide excellent customer service. I hope to apply my current knowledge and skills while allowing room for growth within your company.

CONTACT

PROFILE

EDUCATION

EXPERIENCE

SKILLS

Richard J Kalosky III

F i n a n c i a l A d v i s o r

Youngstown State University

ASSOCIATE OF ARTS IN

BUSINESS ADMINISTRATION

2020

ExamFX

LIFE, ACCIDENT & HEALTH

LICENSE

2022

Excellent communication and

interpersonal skills

Organized & Detail Oriented

Proficient in QuickBooks, ProSeries,

and Microsoft Suite

Leadership skills

Coordinate file room for requirements per SEC and IRS regulations. Answer phone calls and assist with customer needs. Profile customers to uncover needs for services offered. Process Payments.

Maintain an accurate record of financial transactions. Recording of debts and credits.

Conducting daily banking activities.

Addressing payroll questions and issues from employers. Distributing employee paychecks.

Delivering the payroll to businesses.

Calculate pay according to hours worked, incorporating leaves and overtime. Assess the needs of clients and their financial goals. Assist in building financial portfolios through investments based on individual needs.

Abide by all tax laws and insurance policies.

Configure both short and long-term goals, such as budgeting for large expenses and planning for retirement.

Provide financial strategies based on client’s individual goals. FINANCIAL ADVISOR

PAYROLL & BOOKKEEPING MANAGER

2022 - Present

2016 - Present

MassMutual l 945 Windham Ct., Boardman, OH

Sullivan's Tax & Cetera Financial Service l 5621 Market St., Boardman, OH PACKAGE HANDLER

2015 - 2016

United Parcel Service l 95 Karago Ave., Boardman, OH 2019

H&R BLOCK TAX COURSE

H&R Block

Collaborated with other warehouse personnel to ensure efficiency. Scanned and grouped coordinating packages together for truck loads. Transported packages into delivery area and loaded the packages onto conveyor belts, tucks, or pallets.

Maintained an organized and safe work environment. Technical and analytical skills

Contact this candidate