Administrative Assistant Records Clerk

Location:

Madison, WI

Salary:

$23

Posted:

May 25, 2023

Contact this candidate

Resume:

Lisa M. Eid

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

Middleton, WI 53562

608-***-****

****.***@***.***

Objective:

To grow and learn within a company that will enable me to use my administrative and customer service skills and my educational background to ensure mutual successes.

Computer Skills:

Microsoft Office, Outlook, Word, Excel, PowerPoint, CRM, Skype, Microsoft Teams, Zoom

Software: STAR, Pfx Access Tax and Document, Pfx Tax, Pfx Engagement

Employment:

CliftonLarsonAllen LLP, Middleton, WI (Clifton Gunderson merged with Larson Allen) –

January 2012 to Present – Service Processing Coordinator. Duties include: set up new clients in STAR and related tax softwares and CRM, type, proof, add and print final bound copies of client financial statements, assemble client tax returns and e-filed tax returns for all types of returns being processed, run daily due date reports for tax returns that are due, prepare all tax and assurance engagement letters, and type client general correspondence to IRS and other State Department of Revenue and engagement letters, prepare client invoices monthly. Answer incoming calls through main reception area and handle customer related phone calls. Learning Network Resource for office – set up for webcasts, reserve conference rooms through Outlook and submit sign in sheets for professionals to receive CPE. IT Site Contact person – keep track of IT inventory and set up IT equipment/workstations for new hires.

Clifton Gunderson LLP, Middleton, WI – July 2000 to December 2012

Administrative Assistant. (See duties above for CliftonLarsonAllen LLP)

Ascensus Financial Distributors, Inc., Madison, WI – November 1998 to July 2000

Direct Response Case Services Representative. Duties included: provide customer service over the telephone to agents and life insurance home offices to process term life insurance applications, process mail correspondence daily, maintain and update the internal database, review and check all policies, and follow up on case outstanding requirements and coordinate problem resolution with agent and home office. Obtained Wisconsin Life Insurance License in August 1999.

Inacom Information Systems, Inc., Madison, WI – May 1996 to November 1998

Accounting Assistant – Accounts Receivable. Duties included: all sales invoicing and credit memos, collections, credit references, processed daily check deposits, reconciled accounts receivable, handled telephone calls regarding customer accounts, spreadsheets on Excel, handled personal letters to customers, and back up receptionist.

Publisher’s Toolbox, Inc., Madison, WI – April 1995 to May 1996

Accounting Assistant – Accounts Payable. Duties included: updated accounts payable, processed and printed checks, reconciled vendors’ accounts, handled telephone calls regarding vendors’ accounts, processed daily check deposits, credit references, collections, and handled personal letters to vendors.

Employment (Continued)

Soils & Engineering Services, Inc., Madison, WI – June 1988 to March 1995

Office Manager. Duties included: answered main telephone at front desk, greeted customers, processed mail, updated accounts payable and accounts receivable, word processing for one person office, scheduled meetings for the President, processed workmen’s compensation claims, and general clerical duties.

American Family Insurance Group, Madison, WI – September 1987 to June 1988

Account Records Clerk – Part-time. Duties included: searched for out mail, filed records, file-ins, and CRT data entry.

Education:

Upper Iowa University, Madison, WI – February 1995 to February 1996

Accounting studies. Part-time.

Madison Area Technical College, Madison, WI – August 1991 to December 1994

Administrative and Accounting Studies. Part-time.

Madison Area Technical College, Madison, WI – August 1987 to May 1988

Administrative Assistant – Information Processing Studies. Full-time.

References:

Sheri Springer

Senior Manager, SVA