Administrative & Accounting Support Specialist

Shannon M. Bell

Cypress, TX 281-***-**** ************@*****.***

Professional Summary

Detail-oriented Administrative and Accounting Support Professional with 10+ years of experience supporting sales operations, preparing quotations, processing orders, issuing invoices, and maintaining accurate financial documentation. Proficient in QuickBooks, Microsoft Excel, Word, Outlook, and PowerPoint. Strong background in customer service, data entry, documentation management, and cross-functional team collaboration. Recognized for accuracy, efficiency, and adaptability in fast-paced office environments.

Core Competencies

• Quotation Preparation & Sales Support

• Order Processing & Client Follow-Up

• Invoice Generation & Accounts Documentation

• QuickBooks Data Entry & Basic Accounting Support

• Microsoft Excel (Spreadsheets, Data Tracking, Reporting)

• Microsoft Word, Outlook & PowerPoint

• Customer Service & Issue Resolution

• CRM Systems: Salesforce, HubSpot, Zendesk

• Administrative Support & Office Operations

• Team Collaboration & Cross-Department Coordination Professional Experience

Principal Licensed Agent (Self-Employed) Cypress, TX Aug 2017 – Aug 2025

• Prepared and delivered detailed client quotations and processed service orders with strict accuracy standards.

• Issued invoices and maintained organized financial records to support accounting and reconciliation processes.

• Performed data entry into CRM and financial systems ensuring documentation accuracy and compliance.

• Supported sales lifecycle from initial inquiry through order completion and client follow-up communication.

• Maintained 98% client retention rate through responsive customer service and timely issue resolution.

• Streamlined workflow processes, reducing response time by 30% through improved documentation tracking systems.

Contact this candidate