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Experience

    • United States
    • Retail Groceries
    • 1 - 100 Employee
    • Scan Coordinator
      • Aug 2021 - Present
    • Executive/Administrative/Personal Assistant
      • Apr 2010 - Apr 2021

      • Screen all incoming calls, utilized effective listening skills to understand the needs and concerns of clients and customers. Assisted clients and customers in resolving issues and complaints in an effective and timely manner. • Schedule appointments, appearances, meetings (conventions). Schedule and confirm travel arrangements including visas as needed. • Email & compose correspondence, fill out applications, organize files and keep records updated including client list, fan clubs & seminars. • Build and update website with current information, maintain & post to social media accounts. Help with marketing materials. • Order supplies, catering for events & run errands as needed. • Reconcile 3 years of accounting; including: • Performed accounts receivable/payable and payroll functions thru year-end, including tax filings. Assist CPA with tax filing. • Reconciled multiple corporate and personal bank statements, input invoices and counter checks. Compute and record fiscal data to maintain accounting records to substantiate business transactions Show less

    • United States
    • Machinery Manufacturing
    • 1 - 100 Employee
    • Executive Assistant to the President
      • Mar 2008 - Apr 2010

      * Screen all incoming phone calls and assist with their needs in an effective and timely manner. * Used Outlook for daily correspondence, calendaring events and meetings; maintaining 7 calendars (3 executive & 4 companies) and 2 in-boxes. Respond to emails, forward to appropriate personnel, print for records/folders, schedule and calendar meetings. * Utilize Word, Excel and PowerPoint to create correspondence, detailed reports and minutes. Created presentations using PowerPoint for groups and individuals for corporate meetings, as well as hard copies for Board of Managers. * Maintained detailed records and revised filing system to improve productivity. Including personnel, company telephone directories, address of all customers & vendors. Maintaining many different lists for specific events. * Scheduled and confirmed travel arrangements and appointments for the President, employees and clients. Arranging all transportation and accommodations, suggesting restaurants for meals, also including procuring visa’s or passports when necessary for employees. * Organize weekly and monthly inter office meetings, holiday parties, retreats, conventions including exhibitions and help with annual golf tournaments. Includes badges, name tags, all catering, electronic equipment and accommodation and transportation if needed. * Administered company swag and marketing materials. In charge of designing all custom plaques and gifts for recognition and shipping including necessary paperwork for foreign countries. Gifts for employees, customers, gift baskets and personal gifts. * Oversaw company cell phones, air cards, company credit cards & expense reports, company vehicle and company apartment. Show less

    • United States
    • Business Consulting and Services
    • Assistant to the Owner
      • Mar 2007 - Feb 2008

      * Used Outlook for daily correspondence and calendaring events and meetings. Assisted clients and customers in resolving issues and complaints in an effective manner * Used Word and Excel to create correspondence and detailed reports. Including editing and tracking changes in government contracts. * Used software, including Access, to enter, retrieve, and revise information a database. Record fiscal data to maintain and substantiate business documentation. Maintained detailed records and revised filing system to improve productivity. * Ordered, received & distributed office supplies. Accurately completed all required forms for major purchases for office. * Scheduled and confirmed travel arrangements and follow-up appointments for employees and meetings. Show less

    • Executive Offices
    • 100 - 200 Employee
    • Executive Administrative Assistant
      • 2001 - 2008
    • Office Manager/Accounting
      • Jul 2000 - Dec 2001

      * Full movie production accounting thru closing. Including paying all AP and AP, bank reconciliation's, payroll, residuals, balance sheet, trial balance thru year end closing. * In charge of reviewing contracts and logging in Comet system. Send out monthly billing reminders for minimum guarantee's and follow up on collection. * Answer emails, phone calls and office correspondence regarding projects. * Order all office supplies & equipment, maintain leases. * Set up meetings and weekly office luncheons. * Make travel, hotel arrangements and transportation when required. Made sure cell phones worked in foreign countries with appropriate carriers and sim cards. Procure Visa's if required. * Made arrangement for booth transportation to Cannes France Film Awards and set up. Including VAT. * Expense reports and credit card coding for proper project and ledger. Show less

    • Business Manager - Personal Assistant
      • Mar 1998 - Jun 2000

      * Managed 15 high profile celebrity clients and their corporations. Acted as personal contact and liaison. * Reconciled all their personal and corporate bank accounts thru year end. Including paying all bills and coding correctly, monthly trial balances, balance sheets, profit & loss statements, general ledgers, payroll, quarterly payroll and tax deposits, W2's and W4's at year end. Properly coded all business expenses between personal account and business accounts. * Managed travel and hotel accommodations when required. Visa's as needed. * Created spreadsheets in Excel recording all personal stocks gains and losses. * Opened all mail and answered or directed to the proper personnel (lawyer, publicist, agent). * Maintained insurance files and policies. Including Life, Medical, Property and Auto. Also maintained all personal files and profiles. * Ordered Christmas gifts and baskets as required. * Maintained cell phones and credit cards and acquired new ones as needed. Show less

    • Assistant to Owner/Full Charge Bookkeeper
      • Jun 1986 - Feb 1998

      * Assistant to 16 individual high profile clients & multiple corporations at the same time. * Used Word, Excel to create correspondence, detailed reports, design forms and checklists, including monthly profit and loss investment charts. * Created, and then established office policies and procedures manual. * Used Access, to enter, retrieve, and revise information in a database maintaining detailed records and revised filing system to improve productivity. * Ordered, received & distributed office supplies. Negotiated equipment purchases and leases. Accurately completed all required forms for major purchases for office and clients. * Reconciled multiple corporate and personal bank statements, input invoices and counter checks. Performed accounts receivable/payable and payroll functions thru year-end, including tax filings. Compute and record fiscal data to maintain accounting records to substantiate business transactions. Prepared balance sheets, trial balances, profit & loss, entered journal entries and close out year-end. * Answered phone and helped or directed calls as needed. * Distributed mail, filing and answered correspondence as required. Show less

Education

  • Gresham High School
    Business
  • Santa Monica College
    Business Administration and Management, General

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