William Richardson
Client Relations Associate at Aviation Tax Consultants- Claim this Profile
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Bio
Experience
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Aviation Tax Consultants
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United States
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Airlines and Aviation
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1 - 100 Employee
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Client Relations Associate
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Jul 2022 - Present
Columbus, Indiana, United States - Sends engagement agreements to prospective clients via DocuSign. - Initiates follow-up activities for prospects who have not executed agreements. - Performs six-month follow-up activities for new clients. - Enters client date into ACT! database CRM system. - Answers telephone, directs calls, takes messages, and creates consultation appointments for new clients. - Assists with client inquiries. - Supports monthly business reporting. - Assists with team projects as needed.
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Executive Assistant
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Sep 2020 - Apr 2022
Bedford, IN - Supported management in accounts payable and receivable processes. - Utilized business software applications for word processing to create business proposals for future work. - Recorded meeting minutes utilizing Microsoft word processing. - Tracked customer data from QuickBooks reports within Microsoft Excel spreadsheets. - Assisted in tracking quarterly fuel tax expenditures. - Created routes for estimator to bring in future work. - Maintained files, records… Show more - Supported management in accounts payable and receivable processes. - Utilized business software applications for word processing to create business proposals for future work. - Recorded meeting minutes utilizing Microsoft word processing. - Tracked customer data from QuickBooks reports within Microsoft Excel spreadsheets. - Assisted in tracking quarterly fuel tax expenditures. - Created routes for estimator to bring in future work. - Maintained files, records, calendars, for company executives. - Arranged meetings for vendors and company executives and representatives. - Reviewed and verified stone sales for accurate data entry. - Entered data into QuickBooks software to track expenses and sales that are then costed to appropriate jobs. - Reviewed policies and procedures for accurate implementation. Show less
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Cook Medical
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Regulatory Affairs Clerk
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May 2019 - Sep 2020
Bloomington, Indiana Compiled and reviewed important required documentation for Medical Device registration. Lead meetings and workshops that discuss and analyze requirements for current and future medical device regulations within the European Union and abroad. Created and reviewed meeting minute documents. Analyzed and supported team members in an administrative/clerical role.
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Inventory Manager
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Jun 2018 - Jun 2019
Bloomington, Indiana EllieMae's Boutique is a new business in Bloomington, Indiana that specializes in affordable luxury. They offer high quality gift ideas for a reasonable price for everyone. - Organized and Input over 7,500 items into the system. - Entered data regarding all inventory products into our system. - Received inventory and entered it into the system for sales. - Priced inventory in the system before setting out on the floor for sales. - Assisted in the purchasing and section of… Show more EllieMae's Boutique is a new business in Bloomington, Indiana that specializes in affordable luxury. They offer high quality gift ideas for a reasonable price for everyone. - Organized and Input over 7,500 items into the system. - Entered data regarding all inventory products into our system. - Received inventory and entered it into the system for sales. - Priced inventory in the system before setting out on the floor for sales. - Assisted in the purchasing and section of new inventory lines. - Created comprehensive reports regarding inventory sales. - Analyzed sales reports and data regarding revenue and profits. - Assisted in day-to-day sales and other needs for the company.
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Sales Associate
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Mar 2018 - Jun 2018
Bloomington, Indiana EllieMae's Boutique is a new business in Bloomington, Indiana that specializes in affordable luxury. They offer high quality gift ideas for a reasonable price for everyone. - Aided in the sales of thousands of products. - Operated the Point of Sale machine. - Opened and closed the business each day. - Made sales in luxury items such as Pandora Jewelry that can be upwards of 300 dollars. - Cleaned and organized the sales floor and office for maximum efficiency. -… Show more EllieMae's Boutique is a new business in Bloomington, Indiana that specializes in affordable luxury. They offer high quality gift ideas for a reasonable price for everyone. - Aided in the sales of thousands of products. - Operated the Point of Sale machine. - Opened and closed the business each day. - Made sales in luxury items such as Pandora Jewelry that can be upwards of 300 dollars. - Cleaned and organized the sales floor and office for maximum efficiency. - Greeted and Welcomed customers into store. - Provided a warm and welcoming shopping experience to all customers.
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Administrative Assistant
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Mar 2016 - May 2019
Bloomington, Indiana The administrative assistant at Richardson Studio takes care of jobs both inside and outside of the studio. This can include running errands, making plans, or providing input on ideas and tasks throughout the work day. It is a position integral to management of time and resources. - Ran errands for owners to make sure day-to-day functions can be accomplished. - Provided input on financial and management decision within the company. - Analyzed decisions with a financial… Show more The administrative assistant at Richardson Studio takes care of jobs both inside and outside of the studio. This can include running errands, making plans, or providing input on ideas and tasks throughout the work day. It is a position integral to management of time and resources. - Ran errands for owners to make sure day-to-day functions can be accomplished. - Provided input on financial and management decision within the company. - Analyzed decisions with a financial mindset. - Aided in the decision making process of new investments to ensure quality future financial gains or maximum utility of new investments. - Entered data regarding to over 200 clients and recipients of monthly newsletters. Show less
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Treasurer
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Aug 2016 - Jun 2018
Bloomington, Indiana As Treasurer of the Bloomington High School South's orchestra, they are a member of the student Executive Council. They are responsible for monetary collections, distribution of information regarding fundraisers, keeping track of ledgers that pertain to distributions and collections, and many other important tasks as a leader in the orchestra's Executive Council. They represent the passion and professionalism within the orchestra and during functions outside of the orchestra. -… Show more As Treasurer of the Bloomington High School South's orchestra, they are a member of the student Executive Council. They are responsible for monetary collections, distribution of information regarding fundraisers, keeping track of ledgers that pertain to distributions and collections, and many other important tasks as a leader in the orchestra's Executive Council. They represent the passion and professionalism within the orchestra and during functions outside of the orchestra. - Responsible for collecting currency from almost 100 students during fundraising events. - Distributed tickets and other items for students to use during aforementioned fundraisers. - Accounted for and tracked collections and distributions. - Built ledgers in Microsoft Excel to use for tracking tickets sold by students and corresponding money collected by students within the orchestra. - Represented the orchestra during functions outside and within the orchestra. Show less
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Education
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Ivy Tech Community College
Associate's degree, Business Administration and Management, General -
Indiana University Southeast
Pursuing a Bachelor's degree, Business Administration -
Bloomingtion High School South