Bio
Experience
-
-
Accounting Clerk
-
Mar 2015 - Present
Helping with offering count twice a week; running credit card giving; daily reports of online giving; entering credit card receipts on QuickBooks and reconciling statements on monthly basis. Help with various Finance Office duties. Serve as Co-Department Head of Hospitality Team for Church.
-
-
-
Fortress Estate Solutions
-
Plano, TX
-
Administrative Assistant
-
Jul 2012 - Dec 2012
-
Plano, TX
Create and update Spreadsheets; Help with the transfer of Clients from one company to another (this included making sure all compliance paperwork etc. was signed and forwarded as needed); Maintain Files; Reconcile accounts with receipts.
-
-
-
-
Receptionist/Assistant
-
Aug 2011 - Feb 2012
Answer PhonesGreet GuestsAssist with Data Entry and other projects as assigned.
-
-
-
-
Realtor Assistant
-
Mar 2009 - May 2010
Enter information and upload pictures for new listings.Upload all listing and contract paperwork into the Paperless System.Maintain current files for clients and listings.Make entries into QuickBooks; reconcile monthly bank statements.Work with Database; contacted clients, banks, etc. when necessary, email or phone
-
-
-
-
Office Assistant/CSR
-
Apr 2007 - Jan 2008
Run daily insurance reportsCreate new client folders; filingContact mortgage companies in order to keep information up-to-date for clientsData-entry into insurance databaseAnswer phones
-
-
-
-
Office Manager
-
Jul 2004 - Jun 2006
AP and employee payrollReconciled all financial accounts on a monthly basis; prepared report for CPAReceptionist duties i.e., answered phones & greeted customersUpdated daily purchase order sheet; typed letters & documents; filing; prepared items for shippingKept inventory of office and other supplies
-
-
Education
-
1975 - 1976Pacifica High School
High School Diploma, Secretarial Skills
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Accounting”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community