Experience

AMY SWAIN HEARING CENTERS

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Executive Administrative Assistant

  • Mar 2019 - Present



CLA (CliftonLarsonAllen)

• Accounting
• 700 & Above Employee

• Internal Operations Coordinator

  • Apr 2017 - Jan 2019



True North Capital Alliance

• Director Of Operations

  • Feb 2015 - Apr 2017

  Assist the CEO and CFO in the day-to-day running of the business.Initiate and manage a wide variety of critical client transactions with custodians and with other major investment firms.Managing casework and reports for a client’s appointment.Assist with scheduling.Provide excellent service for clients: Working directly with client on any issue or question they might have. Demonstrate proficiency in using the technology needed to support the operations and AIA (e.g., Sharepoint, Morningstar, E-Money, Allocation Master, MS Office, etc).Manage business operations tasks such as processing monthly fee, billing clients, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters



CEDA (Community Economic Development Association)

• Australia
• Civic and Social Organizations

• Administrative Service Specialist - CEDA (Community Economic Development Association), Lewiston, MN

  • Aug 2015 - Sep 2016

  • Manage daily accounts payable and accounts receivable functions, water utility payments, and bank deposits for the City of Lewiston• Initiate monthly bank reconciliations, water utility billings, bi-weekly payroll, quarterly tax, and payroll reporting.• Assist with City Council Meeting agendas, packets, and minutes. Post notice of all meetings in accordance with open meeting law.• Coordinate projects with architects, engineers and Winona County staff.• Monitor property tax assessments, bonds and loans payables, liquor licenses and multiple permit processes.



FASTENAL CO

• United States
• 1 - 100 Employee

• Accounts Receivable Specialist

  • Aug 2013 - Feb 2015

  • Provided thorough collection inquiries; developed payment opportunities.Excellent Multi-tasks abilities, Great Communication with clients, and Effective Problem Solving Skills. • Provided thorough collection inquiries; developed payment opportunities.Excellent Multi-tasks abilities, Great Communication with clients, and Effective Problem Solving Skills.



Alpha Investment Advisors

• Financial Services
• 1 - 100 Employee

• Client Service Manager

  • Mar 2011 - May 2013

  • Assisted the Director of Operations; supervision of operations and administration duties for the CEO.• Initiated and managed a wide variety of critical client transactions with custodians (e.g., Schwab, Fidelity Investments, etc.) and major investment firms.• Managed casework and reports.• Scheduled appointments for Alpha Investment Advisor clients.• Provided excellent service for clients; tracking of monthly activities, all AIA phone calls, working directly with clients.• Demonstrated proficiency in using the technology to support operations (e.g., Sharepoint, Morningstar, E-Money, Allocation Master, MS Office, etc.)• Managed business operations; processing monthly fee, billing clients, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters.Strengths: Trust Worthy, Loyal, Excellent communication, relationship, and time management skills; self-worker.



Breneman Winbush & Associates

• Client Service Manager

  • Jul 2007 - Mar 2011

  • Assisted the Director of Operations; supervision of operations, administration duties, assisting partners.• Initiated and managed a wide variety of critical client transactions with custodians (e.g., Schwab, Fidelity Investments, etc.) and major investment firms.• Reconciled client account information; confirming accuracy and interacting with data providers.• Provided excellent service for clients; conducting research and preparing reports for client accounts, preparing materials for client-advisor meetings, and handling routine client inquiries accurately and efficiently.• Demonstrated a clear understanding of applicable compliance, licensing, and commission matters. • Demonstrated proficiency in using the technology to support the operations (e.g., QuickBooks, Junxure, Black Diamond, MS Office, etc.)• Manage business operations tasks; processing monthly fee, billing hourly clients, scheduling client follow-up, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters, and maintain company website.Strengths: Excellent communication, relationship, and time management skills; self-starter/proactive.