Margaret McDonald
adwb66@r.postjobfree.com
PROFESSIONAL SUMMARY
Proactive, friendly customer service specialist dedicated to meeting and exceeding expectations at every interaction. Timely and professional with extraordinary communication skills and ability to build and cultivate relationships. I am actively seeking a role where I can utilize my education and experience to add immediate value to an organization. Extremely outgoing and works well with others. Professional and Dependable.
EMPLOYMENT HISTORY
Sept 2022 – Current WTS Wichita, KS
Office Administrator
Opened up office every day, worked in QuickBooks AP/AR, entered in New Clients, set up job project #’s, ordered in supplies from Amazon Business Acct, ran Company errands.
Sept 2021 – Aug 2022 Wichita Area Builders Assoc (WABA)Wichita, KS
Head Receptionist
Opened up office every morning, answered all incoming calls, took payments from members, sent out emails from the President, set up WABA events, worked with caterers for WABA events, scheduled meetings for the President, scheduled conference room meetings routed calls to office staff, made daily deposits at the end of the day.
March 2020 – Sept 2021 Scholfield Honda, Wichita, KS
Customer Relations Service Manager
Follow-up with customers, after service, to ensure they are satisfied with the service they received, resolve customer complaints if needed. Back-up receptionist, multi-phone system, route calls, schedule appointments. Review/handle service orders, warranties match service, etc. Weekly reporting of CSE scores to owner. Process deposits for purchases of cars, cash, credit, or checks.
Sept. 2019 – March 2020 Health and Healing Bodyworks
Front desk receptionist, opened office, scheduled appointments, took messages. Responsible for processing payments for clients. Inventory management. Managed front office operations.
May 2018 – Sept. 2019 Raymond James – Shane Prill
Prepared forms or agreements to complete broker sales. Developed prospects from current commercial customers, referral leads, or sales or trade meetings. Relayed buy or sell orders to securities exchanges or to firm trading departments. Prepared documents needed to implement plans selected by clients. Prepared financial reports to monitor client or corporate finance. Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Determine charges for services requested, collect deposits or payments, or arrange for billing. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computer.
May 2006 – May 2018 Strategic Financial Concepts
Managed all front office duties. Trained and supervised front office staff. Prepare forms or agreements to complete sales. Complete sales order tickets and submit for processing of client-requested transactions. Record transactions accurately, and keep clients informed about transactions. Received payments by checks, credit cards, vouchers, or automatic debits. Compile and maintain non-monetary reports and records.
EDUCATION
North High School – General studies
SKILLS
Microsoft Office
CRM – Automotive Industry
CDK Text Connect – Automotive Industry
Brokerage Firms specialized software
FINRA – Compliance
REFERENCES Available upon request