Experience

Atlanticus

• Financial Services
• 200 - 300 Employee

• Documentation Specialist

  • Sep 2022 - Present



ATCS Inc.

• United States
• IT Services and IT Consulting
• 400 - 500 Employee

• Project coordinator and documentation specialist

  • Mar 2022 - Sep 2022

  ● Scheduled meetings, monitored workflows, coordinated tasks between multiple business units/teams. ● Updated and redesigned intranet websites (Confluence). ● Created internal instructional and compliance documentation. ● Develop processes and improvements around tools administration (Jira, Confluence, etc.) ● Scheduled meetings, monitored workflows, coordinated tasks between multiple business units/teams. ● Updated and redesigned intranet websites (Confluence). ● Created internal instructional and compliance documentation. ● Develop processes and improvements around tools administration (Jira, Confluence, etc.)



Andrew Smith State Farm

• Marietta, Georgia, United States

• Customer Service Manager and Executive Assistant

  • Jun 2019 - Dec 2021

  • Greeted and corresponded with customers via phone, email and in person. • Scheduled appointments, planned company events, managed administrative and service tasks. • Developed, published and monitored continuous improvement initiatives for office procedures, best practices and training materials. • Processed payments, foresee and addressed billing questions. • Greeted and corresponded with customers via phone, email and in person. • Scheduled appointments, planned company events, managed administrative and service tasks. • Developed, published and monitored continuous improvement initiatives for office procedures, best practices and training materials. • Processed payments, foresee and addressed billing questions.



MST

• United States
• Accounting
• 100 - 200 Employee

• Sr. Administrative Assistant

  • Nov 2018 - Apr 2019

  • Created bank deposits, prepared invoices, ran billing reports. • Managed incoming and outgoing mail, emails, and faxes in a timely manner. Other miscellaneous administrative tasks. • Coached and followed workflow to print, process, mail high quantity of paper and electronic tax returns daily. • Created bank deposits, prepared invoices, ran billing reports. • Managed incoming and outgoing mail, emails, and faxes in a timely manner. Other miscellaneous administrative tasks. • Coached and followed workflow to print, process, mail high quantity of paper and electronic tax returns daily.



Ronald Blue Trust

• United States
• Financial Services
• 200 - 300 Employee

• Client Service Associate

  • Aug 2015 - Aug 2018

  • Maintained client information, sent/received money and payments, opened/closed investment accounts, researched complex account issues, coordinated communication between Fidelity and clients to resolve issues. • Received IMPACT award for outstanding client service by the director of the company. • Prepared and analyzed materials for upcoming client meetings, ordered client gifts and office supplies. • Liaise with clients and Advisors to provide status updates, documented task actions, completed tasks in a timely manner. Show less



Ronald Blue & Co. | CPAs

• United States
• Accounting
• 1 - 100 Employee

• Sr. Administrative Assistant

  • Jan 2013 - Aug 2015

  • Received and scanned client information, leader and mentor to seasonal staff, ordered office supplies. • Coached and followed workflow to print, process, mail high quantity of paper and electronic tax returns daily. • Organized and initiated special projects, scheduled meetings and company events. • Data entry, created bank deposits, processed incoming and outgoing mail, emails, and faxes in a timely manner, other miscellaneous administrative tasks, annual inventory. • Received and scanned client information, leader and mentor to seasonal staff, ordered office supplies. • Coached and followed workflow to print, process, mail high quantity of paper and electronic tax returns daily. • Organized and initiated special projects, scheduled meetings and company events. • Data entry, created bank deposits, processed incoming and outgoing mail, emails, and faxes in a timely manner, other miscellaneous administrative tasks, annual inventory.



Fitness19

• Marietta, GA

• Administrative Assistant

  • 2008 - 2010

  • Data entry, front desk office duties and answered multiple phone lines. • Sold memberships and managed confidential account information. • Greeted customers, processed signup payments, maintained the health club’s high level of cleanliness. • Data entry, front desk office duties and answered multiple phone lines. • Sold memberships and managed confidential account information. • Greeted customers, processed signup payments, maintained the health club’s high level of cleanliness.