Administrative Coordinator Customer Service

RAANA SOJDEH

Bay Area, CA 415-***-**** **********@*****.***

LinkedIn: http://linkedin.com/in/raanasojdeh

PROFESSIONAL SUMMARY

Dynamic and detail-oriented Administrative Coordinator with over 15 years of experience supporting executives, managing employee engagement programs, coordinating events, and maintaining compliance records. Skilled in Microsoft Excel, SharePoint, QuickBooks, and Learning Management Systems to track data and streamline reporting. Strong background in IT management, banking, tax support, insurance consulting, and cross-functional coordination across public, private, and nonprofit sectors. Recognized for fostering collaboration, improving processes, and delivering high-quality administrative and financial support.

KEY SKILLS

• IT & Office Management

• Bookkeeping & Accounting Support (QuickBooks, AP/AR, Invoicing)

• Event & Training Coordination Employee Engagement & Wellness Programs

• Data Tracking & Reporting (Excel, SharePoint, LMS) Compliance Monitoring

• Executive & Office Support Documentation & Recordkeeping

• Customer Service & Client Relations Financial & Administrative Services

• MS Office Suite (Excel, Outlook, PowerPoint, Access) Google Workspace Salesforce

• Multilingual: English & Persian

PROFESSIONAL EXPERIENCE

Part-Time Bookkeeping & Accounting Assistant (Remote) – Grid Builders Company Feb 2025 – Jun 2025

• Assisted with bookkeeping and accounting tasks, including tracking expenses, client payments, and preparing invoices.

• Managed accounts payable and receivable processes remotely.

• Supported financial recordkeeping and ensured accurate documentation. Business Development Rep / Account Manager / Office Coordinator – ITMCX, Santa Clara, CA

2023 – 2025

• Coordinated hybrid meetings, employee engagement activities, and proposal support for public sector clients.

• Managed executive calendars, logistics, and documentation to support business operations.

• Tracked and updated digital records and maintained compliance with organizational standards.

Analyst Officer Services – Union Bank, San Jose, CA 2022 – 2023

• Maintained compliance logs, processed documents, and coordinated internal workflows.

• Supported financial services teams with recordkeeping and audit preparation.

• Provided client service and administrative support in alignment with regulatory standards.

Relationship Banker – Bank of America, San Jose, CA 2022

• Delivered client consultations, financial services, and compliance support.

• Scheduled and coordinated client appointments while maintaining detailed records.

• Assisted with administrative branch operations, reporting, and customer inquiries. Tax Pro Support – Block Advisors, San Jose, CA

2021 – 2022

• Supported tax professionals by managing appointment scheduling, document intake, and client communication.

• Maintained digital filing systems and prepared data for accurate reporting. Financial Advisor (Independent Agent) – World Financial Group, San Jose, CA 2016 – 2021

• Conducted financial consultations and managed client portfolios.

• Ensured compliance with California licensing and state regulations.

• Prepared applications and tracked records for insurance and retirement plans. Additional Roles (2009–2019)

• Sales Consultant, AutoNation & Internet Sales Manager, General Motors (2019–2020) – Managed sales accounts, prepared quotes, and tracked customer activity.

• Cosmetics Sales Manager, Lancôme & Dior (2015–2019) – Oversaw retail operations, coordinated events, and led client service initiatives.

• Pharmacy Intern & Assistant, Cape Town, South Africa (2009–2013) – Managed medication inventory, documentation, and customer service. EDUCATION

• Business Administration & Accounting – West Valley College – San Jose, CA (In Progress)

• Business and Marketing – University of Western Cape – Cape Town, South Africa (2005 – 2007)

• B-Pharmacy – University of Western Cape – Cape Town, South Africa (2008 – 2014) CERTIFICATIONS & LICENSES

• California Life & Health Insurance License (2020)

• California Tax Preparer Certification (2020)

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