Data Entry Clerk

* ****

TERRENCE (TERRY) GADAIRE

480-***-**** • ********@***.***

**** *. ****** ******, *******, AZ 85018

Professional Summary

Highly personable, driven and resourceful administrative professional with 26+ years’ experience supporting high-achieving executives and companies. Currently seeking an Executive Administrative position to leverage meticulous administrative skills. Proficient at using Microsoft Office and QuickBooks to create exceptional communications, presentations and spreadsheets, meeting diverse administrative needs. Dedicated to maximizing customer satisfaction and exceeding business objectives with organized approach and strong multitasking abilities. Professional Competencies

• Project Management

• Administrative Support

• Office Management Experience

• Financial Audits and Records

Management

• Payment Processing/Reconciliation

• Microsoft Office proficiency

• QuickBooks

• Highly Organized, Meticulous, and

Professional

• Interpersonal and Customer Service

• Notary Public (Active)

Professional Experience

Simplicit Financial – Phoenix, AZ

Administrative Specialist, 04/2021 to Current

• Project Development and Implementation.

• Maintain and manage sole RIA’s calendar and scheduling of appointments.

• Administer and service existing and new investors.

• Compliance and quality control implementation and maintenance.

• Customer Database maintenance and reporting.

• Carrier and outside vendor system implementation and development. The Winfield Group, LLC – Scottsdale, AZ

Administrative Assistant, 01/2020 to 04/2021

• Prospect management and tracking.

• Create and edit prospect Presentations and Life Insurance Illustrations and proposals.

• Maintain and manage Sr. Management calendar and scheduling of appointments.

• Provide servicing to existing clients and portfolios.

• Responsible for quarterly and annual reporting to clients and required agencies.

• Creates and maintains Marketing and Email campaigns for prospective/targeted demographics.

2 Page

Envision Capital Management Ltd. – Phoenix, AZ

Sr. Office Manager, 12/2005 to 01/2020

• Direct day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and 3-member management team with related direct reports

• Process monthly performance summaries for four alternative investment funds using financial spreadsheets and monthly statements to over 350 investors

• Hire, manage, develop and train staff, establish and monitor goals, conduct performance reviews

• Process quarterly distributions to over 350 investors with over $100 million in capital asset values

• Execute wire transfers, stop payments, account transfers and, reconcile accounts

• Assist in conducting annual financial audit on various alternative investment funds

• Post loan and rental payments; reconcile accounts

• Process all required paperwork and applications for the successful establishment of new investment accounts, either internal or on custodian platform

• Utilize QuickBooks to produce monthly invoices, reports and other deliverables and accounts receivables

• Contribute to smooth business operations by planning and organizing meetings and conferences

• Produce high-quality documents, spreadsheets and presentations for internal and customer- facing needs using Microsoft Office

• Analyze and solve multi-faceted problems and projects that affect executive leaders and business initiatives

• Complete bi-weekly payroll for 5 employees

• Manage financial records to ensure accuracy and compliance by monitoring records and addressing variances

• Interact with customers professionally by phone, email and in-person to provide information and direct to desired staff members

• Develop and maintain company’s redesigned website (www.valueadvisor.com) Arizona Home Insurance Company – Scottsdale, AZ

Customer Service Manager, 03/1999 to 12/2005

• Worked with Claims Manager to resolve retention problems, improve operations and provide exceptional customer service

• Managed quality assurance program including on site evaluations, internal audits and customer surveys

• Developed and maintained long-term relationships with policyholder and small business entities

• Explained documents to customers in detail to ensure key information was understood

• Processed, reviewed and disseminated monthly renewals of property casualty policies while pre-underwriting to maintain retention of over 8,000 policy holders 3 Page

Weyerhauser Insurance Services – West Hills, CA

Sales and Marketing Representative, 07/1990 to 04/1999

• Achieved sales goals and service targets by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships

• Forged and nurtured impactful relationships with customers to promote loyalty, boosting customer satisfaction ratings

• Collaborated with managers to share customer feedback and recommend operational changes to meet emerging trends

Education

Carroll College - Helena, MT

Communications

United States Navy - Balboa Naval Hospital, CA

Hospital Corpsman

Arizona Property & Casualty Insurance License (Est. 1991) Expired / Did not Renew

References: Available upon request

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