Objective:
Searching for a position in a more stable type work environment due to the current economy.
Profile
Motivated, personable and a quick learner of new software. Talent for quickly mastering any software that I have encountered. I recently taught myself how to use MS Access to compile reports pulling data from our order entry system. I am able to create any type of report currently asked of me. Accustomed to constantly changing paramaters for the reports that I have created. Demonstrated history of producing accurate, timely reports for quarterly Board of Directors Meetings.
Multi-Tasking – able to handle both sales administrator duties as well as receptionist duties at the same time. Poised and competent with demonstrated ability to easily adjust to every situation.
Skills Summary
MS Word, Excel, Access
Ultris, FileMaker
Written Correspondence
General Office Skills Computer Savvy
Customer Service
Multi-tasking
SalesLogix Order Processing
Report Writing
Type 60 wpm
Professional Experience
ORDER ENTRY: FILEMAKER/ULTRIS
Enter and revise sales orders in both FileMaker and Ultris simultaneously.
Create and maintain sales folders with pertinent paperwork.
Determine amount of commission that an outside sales person receives, make changes when necessary, and track on a monthly basis.
Balance our monthly backlog to all open orders.
REPORTING
Track and report all quotes going out of the office to potential customers.
o Send President and Controller monthly numbers.
o Prepare and maintain quarterly charts based on totals / amount won / amount lost / and amount dead for quarterly Board of Directors Meeting.
Create and maintain various charts based on sales trends and totals.
o Send President and Controller monthly sales numbers.
o Track and report totals by Sales Rep, Market, and Class.
o Track and report sales for Outside Sales Reps.
Developed and implemented a log to track all of our Demo units.
Created a price list for the sales department to use calculating the margin that we have on each product.
Update and maintain our backlog based on status of order in production.
CUSTOMER SERVICE
Took on additional Receptionist responsibilities when company downsized.
o Answer phones.
o Process incoming mail.
o Order catered lunches as needed.
ADMINISTRATIVE ASSISTANT
Administrative Assistant to the HR Manager.
o In charge of the administrative hiring / review process for all new employees.
o Composed confidential reports from the HRIS system.
o Administered Insurance for all employees.
o Kept track of and updated all HRIS records.
Office Assistant
o Responsible for setting up new foster family applications for processing.
o Created a program to track the application process for over 8000 foster homes in NC.
o Managed the NC criminal background check program for all new foster parents cases.
Assistant to the Branch Manager, Office Manager
o Handled clients questions and complaints when Branch manager was out of the office.
o Filed various forms e.g. (Mutual Fund, Annuity & Monthly Statements; Correspondence).
o Generated several types of reports (Gains & Loses, Cost Basis).
o Prepared office for Compliance & Divisional Manager visits.
o Composed numerous types of letters (Liquidation, Registration, Death, Lost shares, etc.).
o Requested and printed all client checks.
o Sent and received wires from various branches.
o Entered trades and various transactions in client accounts.