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Personal Assistant Resume Example

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PERSONAL ASSISTANT
Professional Summary

Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 16 years of performance. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths. Successful at preparing agendas, scheduling meetings and following up on action items. Learns new software with ease.

Skills
  • Bookkeeping
  • Accounts payable specialist
  • Invoice and payment processing
  • Analytical reasoning
  • Customer-oriented
  • Data entry
  • Exceptional organization
  • Superior attention to detail
  • Life insurance
  • Health insurance
  • Client needs analysis
  • Knowledgeable in Quickbooks
Work History
Personal Assistant, 04/2009 to Current
Company Name – City, State
  • Liaised with key accounts to deliver targeted administrative support, household and property management.
  • Arranged domestic and international travel plans and itineraries, including flight, car service and restaurant reservations.
  • Maintained appropriate filing of personal and professional documentation.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Provided multifaceted services by running errands, managing mail, scheduling appointments and arranging transportation.
  • Prepared homes for client arrivals and administered rental properties.
  • Checked residencies for move-in readiness prior to client arrivals.
  • Screened personal and business calls and directed to appropriate party.
  • Managed residential property issues and prepared homes prior to client arrival.
  • Developed professional relationships with reliable vendors, including dry cleaning, tailors and designers.
  • Worked with clients to effectively plan and coordinate logistics for special projects and events.
  • Organized client' homes prior to arrival home and performed house sitting duties.
  • Prepared and staged properties for customers.
  • Executed basic banking and bookkeeping tasks.
  • Organized and cared for clients' homes and properties by maintaining and preparing for arrival and daily living requirements.
  • Consistently received positive feedback from guests on performance reviews.
  • Displayed absolute discretion at handling confidential information.
Licensed Insurance Producer, 10/2018 to 06/2019
Company Name – City, State
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Approached potential clients by using direct marketing techniques, including mailings and Walmart store Kiosks.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Responded to customer calls within 4 hours to swiftly resolve issues and answer questions.
  • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
  • Created sources for continuous client referrals within community and with businesses using professional and personal resources.
  • Built relationships with clients through active listening and compassion to provide excellent service.
  • Spent ample time with each customer, verbally reviewing and explaining documents to ensure client comprehension.
Payroll Specialist, 02/2015 to 09/2018
Company Name – City, State
  • Checked figures, postings and accounting documents for correct entry, mathematical accuracy and proper coding.
  • Organized and Posted commissions from 12 Insurance carriers to 13 Insurance producers in accordance with broker company procedures.
  • Created spreadsheets
  • Developed and maintained internal control processes, document procedures, identification of areas to improve internal controls and implementation of policy change.
  • Collaborated with technology programmers to remedy system problems
  • Compiled and analyzed financial information to prepare entries to accounts such as general ledger accounts documenting business transactions.
Property Accountant, 04/2006 to 06/2008
Company Name – City, State
  • Dealt with tenant invoices, balances and payments for 854 units on 82 acres.
  • Completed bank and account reconciliations on a monthly basis.
  • Compiled general ledger entries with 100% accuracy.
  • Evaluated and improved accuracy and completeness of financial records to boost regulatory compliance.
  • Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
  • Collaborated with Portfolio managers to ensure full compliance with governing bodies and limit regulatory risks.
  • Oversaw tenant and homeowner HOA accounts and financial reporting for over 800 clients.
  • Matched purchase orders with invoices and recorded necessary information.
  • Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
  • Provided comprehensive accounting support to company by managing functions like accounts payable, accounts receivable and business expense processing.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Entered financial information and payments to guarantee accurate and on-time payments for tenants, homeowners and vendors.
  • Implemented new accounting processes to decrease spending and work flow downtime.
  • Monitored, verified and approved invoices for accounts payable.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
  • Inspected account books and recorded transactions, resulting in a recovery of a $48,000 billing error.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Managed and responded to all correspondence and inquiries from tenants and homeowners.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Provided outstanding customer service by quickly and professionally handling issues.
Education
Associate of Science: Coding And Business, 04/2009
Concord Career Institute - City
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Resume Overview

School Attended

  • Concord Career Institute

Job Titles Held:

  • Personal Assistant
  • Licensed Insurance Producer
  • Payroll Specialist
  • Property Accountant

Degrees

  • Associate of Science : Coding And Business , 04/2009

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