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Controller, Assistant Controller, Accounting Manager

Pleasant Hill, California, 94521, United States
$15 hour
March 18, 2011

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**** ******** *****

Concord, CA ***** 925 ***-****

Maria Kelly

Objective A full time position in a Customer Service environment analyzing customers needs, making outbound calls to premier clients to increase products per customer ratio. Able to multi task, attention to detail and deadlines.

Experience 2002–Present Wells Fargo Investments Concord, CA

Operations Clerk

Assist Financial Consultant to reach her monthly goals.

Servicing all new and existing accounts

Ability to expand customer relationships by cross-selling products and services.

Liaison for all referral sources by reviewing paperwork for completeness.

Train bankers to develop better referrals for the Financial Consultant.

Supports the Branch management team in achieving sales/service goals.

Ensuring compliance standards are exceeded.

1999-2001 Woodruff-Sawyer & Co. San Francisco, CA

Premium Payable Accountant

Responsible for all account payable and receivables for various companies.

Process of finance contracts.

Reconcile general ledger, financial statements

Ability to work in a fast-paced environment.

Strong analytical, and communication skills.

1992-1999 Northstate Insurance Brokers Pleasant Hill, CA

Office Manager

Responsible of Account Payable/Receivables.

Ordering office supplies from various vendors.

Mail insurance materials to clients.

Ability to work independently, prioritize multiple tasks.

High phone volume.

Assist customer with their insurance needs.

1986–1992 AIG Insurance Company Walnut Creek, CA

Junior Underwriter

Responsible for over 1million book of business.


Providing insurance quotes in a competitive environment.

Approve and process certificates, and binders.

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