Personal Assistant Customer Service

Wendy Doten

********@***.*** – 1-813-***-**** – Riverview, Florida

WORK EXPERIENCE:

February 2020-March 2024 - Estimator/Junior Project Manager/Exec. Personal Assistant - Environmental Equipment Sales - Riverview, Florida Received and analyzed blueprints and project plans to provide estimates for sanitary sewer lift stations. Prepared estimates for Sr. Project Manager's review. Created procedure for tracking all phases of estimate process. Created and utilized Project Management worksheet for each ongoing project, ensuring all project tasks and schedules were completed in a timely manner. This included obtaining pricing and ordering of materials, obtaining necessary permit information, scheduling of critical items, correspondence with customers and meeting with Sr. Project Manager to ensure all tasks were being managed and completed appropriately. Oversaw COI’s, prepared Lien Releases, Overesaw safety meeting requirements, tool lists, and material lists needed for projects. Processed employee hours via QuickBooks TSheets program, and processed weekly payroll through QuickBooks. Interviewed potential employees, performed all onboarding of new employees with all necessary new hire paperwork such as employee forms, benefit enrollment forms, direct deposit, and tax forms. Processed all office and vendor payables, matching of pick tickets, assigning due dates, printing, and sending out of checks during the bulk of my employment. Assisted Owner of the company with personal and business-related e-mails, maintaining calendar, scheduling appointments, creating correspondence, attending management meetings, and taking minutes, arranging travel, running errands, organization and filing of personal items and documents and maintained strict confidentiality and trust with sensitive information. May 2015-February 2020 - Office Manager - Air It Cool Corporation - Valrico, Florida Organized and scheduled service calls from Home Warranty Companies, Property Managers, Commercial Customers and Homeowners. Direct liaison between technicians and owner of company. Researched and ordered parts, created estimates, followed through from time of technician diagnosis to completion of job. Updated and managed all service calls daily and all aspects of invoice management. Maintained and processed all company e-mail accounts. Managed relationships with vendors and Warranty companies' contracts and price negotiations. Managed office services by ensuring office operations and procedures are organized, correspondence is controlled, clerical functions are properly assigned and monitored. Oversaw customer inquiries and complaints. May 2009-May 2015 - Office Manager - Kassel's Appliance & AC Repair - Odessa, Florida Organized and scheduled service calls from Home Warranty Companies, Property Managers, Commercial Customers and Homeowners. Direct liaison between technicians and owner of company. Researched and ordered parts, created estimates, followed through from time of technician diagnosis to completion of job. Updated and managed all service calls daily and all aspects of invoice management. Maintained and processed all company e-mail accounts. Managed relationships with vendors and Warranty companies’ contracts and price negotiations. Managed office services by ensuring office operations and procedures are organized, correspondence is controlled, clerical functions are properly assigned and monitored. Oversaw customer inquiries and complaints. June 1997-April 2009 - Operations Manager - JB of Florida. Inc. - Tampa, Florida Oversaw daily general operations, supervising office and inside sales staff. Managed A/R and payroll. Trained new sales personnel. Collaborated firsthand with the President of the company on special projects, large volume orders, supplier issues and all other issues as they arose. Arranged bi-yearly client tradeshow. Functioned as liaison between sales force and suppliers. Maintained and negotiated special pricing with suppliers. Coordinated showroom, catalog room and sales and client meetings. Oversaw all aspects of orders from inception to receipt, for President's customers and my own. Oversaw all Human Resource needs. September 1993-May 1997 - Legal Assistant/Executive Personal Assistant - Rick Terrana, Esquire - Tampa, Florida Provided total support in all professional, personal, and administrative aspects of the law firm. Supervised receptionist, law clerks and interns. Aided in discovery trial/hearing preparations, deposition arrangements. Transcribed and proofread legal documents, indexed, and updated pleadings and discovery binders. Drafted correspondence and pleadings. Maintained professional and social calendars to ensure all critical dates and deadlines were met. Managed all A/R and A/P and personal payables. Maintained general operating and trust accounts. Tracked and posted billable hours. Arranged all personal travel and appointments. EDUCATION: Thomas Jefferson High School - Tampa, Florida - Received Academic Diploma. Hillsborough Community College. Tampa, Florida, Business Administrative Classes