Andrea Guarneros
Accounting Clerk at Whittier Trust Company- Claim this Profile
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Bio
Experience
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Whittier Trust Company
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United States
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Investment Management
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100 - 200 Employee
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Accounting Clerk
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Oct 2022 - Present
Scan the fiduciary packet and daily letter to the quality control folder. Organize aging fiduciary packets and daily letters by date. Clear an average of 60 checks a day. Audit newly keyed-in requests and edits on Charlotte Financial Office. Scan the fiduciary packet and daily letter to the quality control folder. Organize aging fiduciary packets and daily letters by date. Clear an average of 60 checks a day. Audit newly keyed-in requests and edits on Charlotte Financial Office.
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Yusen Logistics (Americas) Inc.
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United States
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Entry Writer I
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Aug 2021 - Oct 2022
Used CargoWise to create new jobs, upload supporting documentation, transmit shipments, create delivery orders, and respond to requests from customs. Managed A/P payments to shipping lines and trucking companies. Billed an average of 230 monthly invoices. Created physical files and helped transition into a paperless workplace. Communicated with the importer regarding any issues that may arise via MS Office. Transmitted an average of 115 shipments per month. Aided importer and compliance team by classifying 35 new products. Managed A/R transactions related to the importer.
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LINKStaffing
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United States
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Sales Order Entry
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Apr 2021 - Aug 2021
Answered inbound phone calls from carriers, dealers, and customers. Used Sage 100 to accurately input retail and wholesale orders. Reviewed past invoices to assign any missing credit. Responded to emails from customers, dealers, and carriers in a timely manner. Helped package and label an average of 60 packages a week (replacements and small items). Aided in organizing smaller items in the warehouse. Answered inbound phone calls from carriers, dealers, and customers. Used Sage 100 to accurately input retail and wholesale orders. Reviewed past invoices to assign any missing credit. Responded to emails from customers, dealers, and carriers in a timely manner. Helped package and label an average of 60 packages a week (replacements and small items). Aided in organizing smaller items in the warehouse.
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Partner's Personnel
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Commerce, California, United States
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Call Center Representative
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Feb 2021 - Apr 2021
Answered an average of 120 inbound calls from wholesale and retail customers. Provided ETA's on upcoming shipments to dealers and retail customers. Answered an average of 120 inbound calls from wholesale and retail customers. Provided ETA's on upcoming shipments to dealers and retail customers.
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Ginger Care: Adult Residential
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La Verne, California, United States
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Caregiver
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Apr 2020 - Feb 2021
Distributed and applied medication to clients. Maintained the cleanliness of the facility. Organized client documents, records, and personal items. Recorded client activities and wellness on a daily basis. Booked doctor’s appointments. Distributed and applied medication to clients. Maintained the cleanliness of the facility. Organized client documents, records, and personal items. Recorded client activities and wellness on a daily basis. Booked doctor’s appointments.
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Education
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California State University, Los Angeles
Bachelor's degree, Economics -
Synergy Quantum Academy
High School Diploma, High School/Secondary Diplomas and Certificates