financial assistant resume example with 4+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary
Senior [Job Title] and outstanding performer in [Skill] and [Skill] within [Industry]. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of [Type] business. Recognized for inspiring management team members to excel and encouraging creative work environments.
Skills
QuickBooks
Scheduling
Preparing Presentations
Account Closing
Customer Accounts Management
Appointment Setting
Work History
09/2019 to 03/2020
Financial AssistantGraybar Electric Company, Inc. – Knoxville, TN,
Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Entered [Type] data into [Software] system and updated customer contacts, [Type] and [Type] information to keep records current.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Transferred and directed phone calls, guests and mail to correct staff members.
Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
Answered, responded to and transferred over [Number] daily phone calls on multi-line phone system.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Performed accounts receivable duties, including invoicing, researching charge backs, discrepancies and reconciliations.
Answered questions and addressed, resolved or escalated issues to management personnel to satisfy customers.
Assisted coworkers and staff members with special tasks on daily basis.
Answered multi-line phone system by [Number] ring and transferred callers to appropriate department or staff member.
03/2019 to 09/2019
Front Office AssistantU.S. Physical Therapy – Lithonia, GA,
Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Managed [Type] files and records for [Number] clients and adhered to safety procedures to prevent breaches and data misuse.
Received and routed business correspondence to correct departments and staff members.
Oversaw efficient patient check-in processes, including verifying insurance and submitting forms to nursing team.
Took initiative to help upper management with [Type] tasks and coordinate [Type] events.
Maintained high levels of customer satisfaction by quickly and professionally greeting guests and offering beverages or [Type] services.
Took more than [Number] incoming calls per day, provided information and routed callers to correct personnel across [Number]-employee company.
Sorted mail and other important data upon [Job Title]'s absence, promoting quick delivery of all messages to recipients.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Maintained optimal office security by monitoring visitors and following precise procedures.
Increased [Type] productivity by cleaning and organizing [Type] supplies.
Coordinated master schedule by booking and rescheduling appointments and balancing workloads across [Job title]s.
Greeted [Number] daily visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
Delivered expert clerical support by efficiently handling wide range of routine and special requirements.
Scheduled appointments, forwarded phone calls and completed [Task] on multi-line office phone.
Reported facility and room maintenance problems to appropriate personnel for immediate remediation.
Directed phone inquiries, answered customer questions and scheduled appointments on [Number] daily phone calls.
Kept reception area clean and neat to give visitors positive first impression.
04/2014 to 09/2017
StudentUnited Natural Foods Inc – Champaign, IL,
Coordinated work of [Type] project dedicated to raise awareness of [Area of study], applying strong project and team leadership abilities to enhance group success.
Reported back to instructor and management to receive day-to-day tasks and responsibilities.
Followed all policies, regulations, dress codes and schedules.
Planned, prepared and participated in weekly meetings and events.
Searched at library and in scholarly databases to locate necessary information for research projects.
Volunteered with groups and organizations, including [Type] and [Type], to help with [Result].
Created and implemented study procedures to obtain required information and support [Type] research goals.
Education
Expected in to to
Bachelor of Science: Mangement Montreat College - Montreat, NC GPA:
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