Experienced Office Manager and Client Associate

Laura Phillips

Office manager

Ottawa, IL ***** +1-630-***-**** *******@*****.***

Professional Summary

1. Highly organized and detail-oriented Senior client associate with more than 18 years experience supplying thorough, organized administrative support to 2 Financial Advisors. 2. Highly organized and detail oriented office manager of a successful auto body shop for over 10 years. Organized administrative and customer support in all aspects of running body shop. Work Experience

Office manager

Mac's body shop Addison, IL

July 2017 to May 2026

• Manage incoming calls.

• Order parts via phone and ccc and parts trader online platforms.

• Process incoming mail.

• Accept incoming parts delivery and inventory accordingly.

• Manage QuickBooks.

• Accounts payable.

• Accounts receivables.

• Manage part returns.

• Manage customers paper work. Insurance and customer pay.

• Check in and deliver customers vehicles

Senior Client Associate

Wells Fargo Advisors Oak Brook, IL

May 1998 to November 2016

Supported Financial Advisors as follows:

● Helped prepare for client meetings

● Processed client transactions, such as issuing checks, processed federal wires and ach, opened new accounts, processed incoming transfers, prepared and provided paperwork to clients and processed upon return

●Answered phones and help clients with questions. ●Proficient in MS WORD, Excel, PowerPoint, and Microsoft Outlook Education

Accomplishments (High School Diploma)

Lake Park High school Bloomingdale Bloomingdale, IL 1987

Skills

English Customer service Clerical experience Computer operation Time management Microsoft Office Office management Computer skills Communication skills Appointment scheduling Customer retention Account management Microsoft Outlook Team management Filing Administrative experience Bookkeeping Financial services Computer literacy Data entry QuickBooks Microsoft Excel Office experience Typing Accounts receivable/payable Organizational skills Attention to detail Microsoft Word Word processing Order entry Windows Multi-line phone systems Front desk Phone etiquette Additional Information

Authorized to work in the US for any employer

Skills

Proficient in Microsoft Word, Excel and PowerPoint. Self-sufficient

Strong problem-solving capabilities

Energetic and proactive

Extremely organized

Strong interpersonal skills

Customer service-oriented

Flexible

Accurate and detailed

Works well under pressure

Pleasant demeanor

Multi-line phone proficiency

Clerical support

Clear oral/written communication

Excellent multi-tasking ability

Documentation expertise

Contact this candidate