Admininstrative Assistant/Office Manager
Resume:
Heather-Marie Rodrigues
** *** *** ******, ********, RI 02920
**************@*****.***
Professional Overview:
Personable, results-oriented team-player Administrative Assistant eager to bring my 19 years of exceptional customer-relation and decision-making skills to a growing company who needs top-level support. Broad-ranging industry experience includes customer service, taxes, payroll, insurance, automotive, mortgage and refinancing and financial aid. Proficient in building friendly, trusting business relationships while maintaining a strong work ethic and professional demeanor.
Key Skills:
*Superior performance in a fast-paced, deadline-driven environment
*Microsoft Outlook, Excel, Quickbooks
*Accounts Payable/ Receivables
*Tax and Payroll Knowledge
Work Experience
D.E. Rodrigues & Company, Inc. CPA Firm Fall River, MA December 2008 to March 2011
Office Manager
*Organized, implemented, and supervised all office administrative duties.
*Tracked and contacted clients concerning quarterly and annually tax work done by accountants.
*Assisted clients with monthly sales tax submission.
*Processed weekly and/or monthly payroll for clients including quarterly and annually payroll tax returns
*Processed and prepared client paperwork for pick up and submission including tax returns, W-2 and 1099 forms, tax analysis and estimated taxes, special IRS forms, and financial statements.
*Ordered office supplies for Fall River and Fairhaven office
*Tracked all accounts receivables including making collections calls, billed and received payments from clients and reconciled monthly accounts including sending out statements to clients.
*Organized and paid accounts payables using Quickbooks.
*Balanced and reconciled all business bank accounts and owner's personal bank account.
*Made bank deposits for Fall River and Fairhaven Office.
*Created procedure manual for all office administrative duties.
Patriot Financial Group Warwick, RI January 2008 to December 2008
Office Manager
*Personal assistant to the managing partner including providing customer service to his clients in his absence.
*Gave assistance to Investment Advisers when needed.
*Handled daily office activity including answering phone calls, collecting mail, filing.
*Scanned and entered correspondences and new applications into KisTrack system to send to New Business Administrator at our corporate office.
*Managed accounts payables and receivables.
*Assisted Compliance Officer with organizing and getting approval from the brokerage company on client material.
*Acting New Business Administrator in our corporate office for three months entering new business, working with advisers and insurance/investment companies to get new business approved including ordering parameds.
*Organized and supervised the office move of the Warwick office including working with vendors, corporate, packing, and organizing new office floor plan.
Household Finance Corporation Warwick, RI November 2006 to November 2007
Sales Assistant
*Assisted customers with payments and questions on their accounts, new products and payment options.
*Completed daily RESPA requirements and maintained files for loan applications.
*Prepared loan closing including mortgage recordings and funding loans.
*Ordered appraisals, titles, verified property taxes and home insurance during application process.
*Ordered verification of mortgages and employment when necessary.
*Audited and shipped all loan documents to imaging weekly.
*Maintained 100% loan documentation accuracy for year.
*Participated in two internal compliance audits and passed with above satisfactory results.
*Ordered branch supplies and paid branch monthly bills.
*Packaged all documents required for retention including application turn downs, check stub tissues, receipt books, and daily audit reports.
*Assisted in monthly and daily audits/reports completed by branch sales manager.
*Completed daily bank deposits via Branch Scanner System.
American Auto Auction Dighton, MA July 2000 to January 2006
Sales Assistant
*Assisted Sales Representatives and Manager with sale preparation and dealer recruitment.
*Assisted Dealers with vehicle titles and sales paperwork.
*Prepared sales for dealers by reserving spaces, organizing current dealer inventory and preparing reports.
*Assisted the buyers and sellers on pending sales to complete deals.
*Administration tasks and projects including organized and prepared for annual car show for General Motors.
*Worked with a select group of dealers to build their selling percentage by the amount of cars brought to auction and minimizing any title issues for dealer.
*Assisted in training new sales employees.
*Proficiently solved problems that may arise by communicating and enforcing Auction policies to dealers in a fair matter to all involved.
Gibbs College Norwalk, CT June 1999 to June 2000
Director of Financial Aid
*Managed Financial Aid Office for 500 + student population including federal applications,
Pell and student loan disbursements, student payments, Federal Work- Study, and Default prevention.
*Created all policy and procedures within the Financial Aid Office.
*Supervised, trained, and cross-trained a staff of three Financial Aid Counselors.
*Managed and prepared all reports and applications due to the Department of Education
including annual FISAP, reconciliation of Pell, and transmitting Student FAFSA information
through EDE software.
*Speaker at presentations and workshops for high school students preparing to attend college
Education:
Bay State College 1994 Boston, MA, USA Travel/Business Associate Degree
Skill Path Classes: Administrative Assistant Conference, Microsoft Excel Workshop, Women’s Conference
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