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Wells Bank

Client Service Specialist Manager / H & R Block at HS and Departmental Director's

Charlotte, NC

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To utilize and execute my years of Senior level Administrative Assistant expertise in the areas of Education, Finance in a thriving organization that has a strong focus to invest, support & promote their employees.

Work Experience

Client Service Specialist Manager / H & R Block

HS and Departmental Director's
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2000 to Present

tax season's 
Minneapolis, MN & Charlotte, NC 
 
Coordinate and maintain the workflow of a high pace tax office. Provide administrative support to the tax preparers. Keep the office staff updated on new or updated tax laws or financial changes. Lead and participate in sales and marketing events. Ensure office staff are promoting H & R Block products & services. Prepare and complete daily records & reports. Promptly & professionally handle and resolve client discrepancies. Adhere to the H & R Block tax policies and procedures. Daily reconcile accounts. Notarize documents as needed. Other duties as assigned

Sr. Administrative Assistant / Charlotte Mecklenburg Schools

HS and Departmental Director's
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1999 to Present

To the Principals for K-5, MS, HS and Departmental Director's 
 
Responsible for the daily work flow of the school office, supervise student assistants, community / parent volunteers in fast pace environments. Supervised the adherence of school systems polices, procedures and compliances. Perform general clerical duties as assigned. Respond to telephone and /or face to face inquires with immediate follow ups. Handle a variety of confidential assignments and or projects that included but not limited to maintaining the principal's schedule, appointments, conferences, records and documents. Conduct meetings, attend meetings, train & orientate new staff, prepare budgets, account payable documents, financial reports, complete & submit payrolls, staff reimbursements, travel reimbursements and travel arrangements. Order supplies for the principal, school departments and the administrative staff. Maintain and prepare the school's records / documents for annual audits. Maintain and prepare the staff benefits & compensation requests, inquires and updates. Distribute incoming & outgoing mail. Other duties as assigned by the principal. Notarize documents as requested.

Sr. Personal Banking Specialist / TCF Bank

Minneapolis, MN
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1992 to 1997

Provided and maintained excellent customer service ensuring clients are handled in a prompt efficient, professional manner. Recommend and promote bank products and services by using key listening skills for any opportunities given by the client. Open, close and maintain customer accounts. Complete customer & departments account reconciliations. Respond and adhere to the bank policies & procedures while adhering to government agency guidelines & requirements. Actively participate in bank product sales and warm calling team events. Consistently work to building client relationships (respect, trust and consensus). Perform highly confidential retail banking duties with excellent judgment and practical banking practices. Coordinate banker trainings, meetings, and recognition events. Organize and maintain several daily records, reports and files. Notarize documents as requested. Other duties as assigned by Manager.

Executive Assistant - Human Resources / U S Bank NA

Minneapolis, MN
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1985 to 1992

Handle a variety of confidential assignments and or projects that included but not limited to maintaining the director's schedule, appointments, conferences, records and documents. Maintain accounts payable & receivable records. Completes & submit several payrolls, staff reimbursements, travel arrangements. Maintain the daily work flow of a fast pace office. Adhere to bank policies, procedures and compliances. Perform general clerical duties as assigned. Respond to telephone and /or face to face inquires with immediate follow ups. Maintain and prepared the staff benefits & compensation requests, inquires and notifications. Maintain the department calendar of activities and various events. Organize department meetings & trainings. Respond to building maintenance and office machine repairs request. Other duties as assigned by the HR director. Greet & direct the HR visitor's and guests. Prepare & distribute new hire packets, facilitate orientations. Other duties as assigned by director. Notarize documents as requested

Education

certificate

Central Piedmont Community College -
Charlotte, NC

1998 to 2000

2 yr in Business Finance

Miller & Schroeder Finance Institute -
Bloomington, MN

1984 to 1986

Additional Information

SKILLS 
• 25 years of outstanding Sr. Administrative support within various financial & educational environments. 
11 years in Executive & Senior Administrative Support in Education 
14 years in Retail Banking & Sr. Administrative Support in Finance 
• Superior Customer Service Skills 
• Excellent communications, clerical and interpersonal skills 
• Proficient in various software packages - Microsoft Office Suite, Internet Explorer, Outlook, Kronos, Self Service, and People Soft 
• Problem solving, analytical & multi tasking with proven sales & leadership 
• Personable personality, pro-active with effective teambuilding skills 
• Self motivated, concise and accurate in meeting deadlines 
• Possess high confidentiality, dependability, loyalty and time management