Heather Poe

Tax Office Administrator at LifeTime Asset Management and LifeTime Tax Management
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Contact Information
us****@****om
(386) 825-5501
Location
Cary, North Carolina, United States, US

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Credentials

  • NC Real Estate Provisional License (Inactive)
    North Carolina Real Estate Commission
    Nov, 2018
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Office Administrator
      • Sep 2022 - Present

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • General Manager
      • Aug 2019 - Dec 2022

    • United States
    • Furniture
    • 1 - 100 Employee
    • Social Media Manager
      • Nov 2018 - May 2019

      ● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles, website, and online marketing ● Create content and graphics for marketing ● Project Management Assistant for the sales team ● Other miscellaneous projects, as assigned ● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles, website, and online marketing ● Create content and graphics for marketing ● Project Management Assistant for the sales team ● Other miscellaneous projects, as assigned

    • Independent Fashion Consultant
      • Aug 2016 - Jan 2018

      ● Sell women’s clothing via online & in person events ● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles ● Create content and graphics for online marketing ● Photograph and edit/collage clothing for listing online ● Maintain inventory ● Process accounts payable/accounts receivable ● Sell women’s clothing via online & in person events ● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles ● Create content and graphics for online marketing ● Photograph and edit/collage clothing for listing online ● Maintain inventory ● Process accounts payable/accounts receivable

    • United States
    • Construction
    • 1 - 100 Employee
    • Office Manager
      • Nov 2015 - Jul 2016

      ● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies ● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies

    • Server
      • Jan 2015 - Dec 2015

    • Office Manager
      • Apr 2014 - Jan 2015

      ● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable and payroll ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies ● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable and payroll ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies

    • United States
    • Software Development
    • 700 & Above Employee
    • Business Development Manager
      • Oct 2013 - Apr 2014

      ● Designed and implemented sales, marketing, and customer care strategies including deployment of business development activities for the Triangle Area ● Categorized potential client usage and product requirements and answered client queries in a timely and accurate manner ● Attended trade-shows, discussions, and seminars ● Maintained and updated weekly sales activity reports ● Designed and implemented sales, marketing, and customer care strategies including deployment of business development activities for the Triangle Area ● Categorized potential client usage and product requirements and answered client queries in a timely and accurate manner ● Attended trade-shows, discussions, and seminars ● Maintained and updated weekly sales activity reports

    • Office Manager
      • Jun 2008 - Jun 2013

      ● Directed and performed administrative duties: answered phones, managed receptionist desk, routed mail, maintained Team Member and conference room calendars, oversaw office supply inventory and procurement, and monitored Human Resources related activities ● Processed Accounts Payable/Accounts Receivable, assisted in preparation of tax returns, and conducted collections procedures for unpaid accounts ● Maintained client and vendor databases and files ● Communicated with clients, team members, and vendors in accordance with customer-friendly values ● Planned client and team member functions, including Client Appreciation Day, Team Member Retreats, and Holiday Parties ● Managed Tax Luncheon Group Show less

    • United States
    • Real Estate
    • 300 - 400 Employee
    • Assistant Property Manager
      • Feb 2005 - Jun 2008

      ● Communicated effectively with customers, prospects, residents, co-workers, and vendors ● Completed general administrative duties ● Maximized occupancy and income through efficient leasing and marketing techniques ● Processed applications to verify credit worthiness, rental history, and income confirmation ● Maintained resident files to ensure compliance with audit and confidentiality standards ● Controlled office supply inventory and purchases ● Managed accounts payable/accounts receivable , evictions, and apartment inspections ● Planned and directed community functions Show less

    • Leasing Consultant
      • Oct 2003 - Feb 2005

      ● Communicated effectively with customers, prospects, residents, co-workers, and vendors ● Completed general administrative duties ● Maximized occupancy and income through efficient leasing and marketing techniques ● Processed applications to verify credit worthiness, rental history, and income confirmation ● Maintained resident files to ensure compliance with audit and confidentiality standards ● Controlled office supply inventory and purchases ● Managed accounts payable/accounts receivable , evictions, and apartment inspections ● Planned and directed community functions Show less

    • Assistant Property Manager
      • Mar 2003 - Oct 2003

      ● Communicated effectively with customers, prospects, residents, co-workers, and vendors ● Completed general administrative duties ● Maximized occupancy and income through efficient leasing and marketing techniques ● Processed applications to verify credit worthiness, rental history, and income confirmation ● Maintained resident files to ensure compliance with audit and confidentiality standards ● Controlled office supply inventory and purchases ● Managed accounts payable/accounts receivable , evictions, and apartment inspections ● Planned and directed community functions Show less

Education

  • Wake Technical Community College
    2005 - 2006
  • Meredith College
    Psychology
    1997 - 2001
  • Cardinal Gibbons High School
    High School Diploma
    1993 - 1997

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