Job Summary: 

• Assist Finance Managers and Accounting Office in ensuring prompt processing of all deals
• Ensuring the correct flow of documents from the Finance department to the business office
• Quality Control: check and review all incoming deals from Finance for accuracy and document completion
• Daily process prior day deals and report development to management
• Packaging documents for DMV and finance institutions
• Processing all vehicle sales documentation - contracts, incentives, etc
• Fax, email, and mail documents as needed for funding and record retention
• Adhere to all local and national regulations
• Performs general office duties such as keeping filing up-to-date (electronic & paper), scanning, photocopying and faxing vehicle documents 
• Retrieving documents, records and reports.

Skills on Resume: 

• Deal Processing (Hard Skills)
• Document Flow Management (Hard Skills)
• Quality Control (Hard Skills)
• Report Development (Hard Skills)
• Document Packaging (Hard Skills)
• Compliance Adherence (Hard Skills)
• Office Administration (Hard Skills)
• Record Retrieval (Hard Skills)

Job Summary: 

• Process California and National wholesale orders and samples in Vinosmith as well as ensure all client's accounts are compliant in Vinosmith, QuickBooks and WineDirect
• Process affiliated companies' orders in QuickBooks and WineDirect
• Manages month-end inventory transactions in WineDirect
• Manage accounts receivable, enter electronic payments, create invoices, send balance statements and reminder emails and follow up on past due accounts. 
• Helped clients regarding reconciling accounts 
• Manage accounts payable, review vendor invoices and enter them in QuickBooks (making notes for when switch to Great Plains)
• Reconcile cash received from tasting room. 
• Cash and check deposits.
• Enter distributor bill backs
• Collect W-9s from vendors and create and send form 1099 for eligible vendors
• Helps to manage production logistics, bottling and harvest obtain quotes and agreements, order supplies, arrange shipping between production facilities
• Assist Controller with Compliance duties

Skills on Resume: 

• Order Processing (Hard Skills)
• Account Management (Hard Skills)
• Inventory Management (Hard Skills)
• Accounts Receivable (Hard Skills)
• Client Support (Soft Skills)
• Accounts Payable (Hard Skills)
• Cash Reconciliation (Hard Skills)
• Compliance Support (Hard Skills)

Job Summary: 

• General office administrative duties
• Collating and typing up key correspondence
• Supporting the National Office team
• Creating and updating company documents to a high standard, in line with company guidelines
• Supporting the administrative team with standardisation processes
• Processing of daily transactions, sales and purchase invoices
• Support with the bank reconciliation, monthly accounts and chasing outstanding payments
• Dealing with petty cash and company credit card reconciliations
• Review and process expense and mileage claims
• Process monthly centralised invoicing
• Liaising with and providing financial support to the Franchise Owners

Skills on Resume: 

• Office Administration (Hard Skills)
• Document Management (Hard Skills)
• Team Support (Soft Skills)
• Process Standardization (Hard Skills)
• Transaction Processing (Hard Skills)
• Bank Reconciliation (Hard Skills)
• Expense Management (Hard Skills)
• Financial Support (Soft Skills)

Job Summary: 

• Working with the advisers to implement comprehensive advice for a portfolio of clients
• Assist financial adviser with attaining new clients, maintaining client communications, book existing client reviews, document collection, appointment schedules/confirmations, updates to files
• Prepare client annual review documentation and schedule appointments
• Completing all required documentation to implement the client's recommended strategies
• Regularly tracking, managing and reporting on the status of clients' recommended strategies
• Liaising with clients to answer any general queries and inform them of the progress of implementation
• Assist with providing tax documentation to SMSF tax administrators
• Providing ongoing support to clients and the team.
• Process invoices & payments
• Process employee expense claims
• Processing customer invoices on a monthly basis for orders received.

Skills on Resume: 

• Financial Planning (Hard Skills)
• Client Communication (Soft Skills)
• Documentation Management (Hard Skills)
• Appointment Scheduling (Soft Skills)
• Strategy Implementation (Hard Skills)
• Client Liaison (Soft Skills)
• Tax Documentation (Hard Skills)
• Invoice Processing (Hard Skills)

Job Summary: 

• Cashiering day-to-day banking/cards and cheques for Logistics and TDUK
• Allocating credit notes & payments daily
• Taking accounts off stop who have paid
• Updating Dynamics addresses for customers, including the new email addresses for email invoicing
• Credit-checking customers
• Uploading electronic invoices to customer portals
• Sending copy invoices to customers and account managers
• Opening accounts onto Dimensions
• Opening post and dealing with accordingly
• Build and maintain good relationships with suppliers.
• Performed credit control duties and monitored the aged debtor list
• Helping out with monthly payroll

Skills on Resume: 

• Cashiering (Hard Skills)
• Payment Allocation (Hard Skills)
• Account Management (Hard Skills)
• Customer Relationship Management (Soft Skills)
• Credit Checking (Hard Skills)
• Invoice Management (Hard Skills)
• Credit Control (Hard Skills)
• Payroll Support (Hard Skills)

Job Summary: 

• Open and manage Purchase Orders (POs) for the teams, assisting from start to finish, communicating as needed with key stakeholders throughout the process.
• Communicate any finance-related updates or changes in a timely manner to key stakeholders.
• Regularly track forecasts against actuals and committed spend, and update budget tracking tools in a timely manner as requested by the Manager.
• Manage, submit, and monitor external requests/submissions in support of regional and national events, requests for loaner equipment, and requests for educational grants.
• Assist in resolving purchase requisition, procurement, and accounting-related issues as related to the team's support.
• Assist in managing vendor relationships in partnership with procurement team and stakeholders
• Provide rotational back-up phone support by answering and routing firm phone calls
• Assist in ad hoc requests, special projects, and administrative tasks

Skills on Resume: 

• Purchase Order Management (Hard Skills)
• Communication (Soft Skills)
• Budget Tracking (Hard Skills)
• Event Coordination (Soft Skills)
• Issue Resolution (Soft Skills)
• Vendor Management (Hard Skills)
• Phone Support (Soft Skills)
• Project Assistance (Soft Skills)

Job Summary: 

• Greet and direct all guests and visitors upon arrival
• Answered all incoming phone calls and managed the telephone system
• Maintained staff and conference room schedules
• Oversee main office organization and filing
• Coordinate incoming/outgoing mail and packages
• Assist all other areas of the finance/accounting 
• Collect invoices and receipts from all employees and business partners
• Invoice entry, processing, and review
• Invoice verification of compliance with Purchase Orders
• Review invoice documentation necessary for processing
• Open invoice reconciliation/research and support to project teams
• Enter and reconcile company credit card and fuel card purchases to monthly statement

Skills on Resume: 

• Guest Services (Soft Skills)
• Phone Management (Soft Skills)
• Schedule Management (Soft Skills)
• Office Organization (Hard Skills)
• Mail Coordination (Hard Skills)
• Invoice Processing (Hard Skills)
• Compliance Verification (Hard Skills)
• Reconciliation (Hard Skills)

Job Summary: 

• Using spreadsheets and standardized reports, track transactions against source documents and monitor funds availability, including end-of-year spend-downs. 
• Conjunction with government budget analysts that work in a central budget office within PIRO.
• Reconciling purchase card statements and entering financial commitment data in the financial system.
• Coordinated with staff and travel agents in the preparation and processing of travel orders for division personnel and invitational travelers, processing travel vouchers.
• Planning and support on-site or off-site meetings
• Aid with financial tracking and payment of invoices
• Monitoring balances of active contracts and processing completed contracts.
• Drafting procurement requests for supplies and services per program direction and preparing ready-request packages for acquisition requests.
• Assists with acquisition, receiving, and documentation, including annual inventories of property.
• Maintain senior leadership calendars.
• Schedules/supports resources for various meetings that require coordination with staff to minimize conflicts between schedules
• Assists Federal employees with ensuring resources are properly utilized in the planning and execution of executive and programmatic tasks and milestones.
• Coordinates flow of written and oral communications between internal managers and constituents.
• Tracks deadlines and assisting management with managing workflows to ensure data calls are completed on time.

Skills on Resume: 

• Financial Tracking (Hard Skills)
• Budget Coordination (Hard Skills)
• Data Reconciliation (Hard Skills)
• Travel Coordination (Soft Skills)
• Event Planning (Soft Skills)
• Invoice Management (Hard Skills)
• Procurement (Hard Skills)
• Calendar Management (Soft Skills)

Job Summary: 

• Reconcile the firm’s Morningstar database on a daily basis
• Perform quarterly billing utilizing Morningstar database
• Input data entry into financial planning software
• Prepare client forms (electronic and paper), including account opening, transfers, and changes
• Process client service requests, including money movement activities
• Research and resolve client account issues with custodians and internal staff
• Document and maintain procedures for the compliance department
• Support the project team with day-to-day financial and administrative tasks
• Prepare the monthly project accounts by recording all expenses incurred monthly to be sent to the international organization by the 15th of the following month
• Keep all original receipts for costs incurred by the project 
• Keep a record of petty cash and project bank statements
• Support the team with event organization, planning and coordination 
• Support the team with any printing, photocopying, binding, and scanning tasks

Skills on Resume: 

• Database Reconciliation (Hard Skills)
• Billing (Hard Skills)
• Data Entry (Hard Skills)
• Client Documentation (Hard Skills)
• Client Service (Soft Skills)
• Issue Resolution (Soft Skills)
• Compliance Support (Hard Skills)
• Project Coordination (Soft Skills)

Job Summary: 

• Provide administrative support to the Supervisor of Finance and Business Office department including greeting visitors, receiving and routing incoming phone calls, sorting, stamping and distributing business office mail.
• Assist with administration of District Insurance policies including property, liability, auto, in addition to optional student insurance programs.
• Request certificates of liability insurance from the District insurance carrier when the District uses other facilities or sites.
• Coordinate the District’s alternative transportation program for anyone transporting students on own, a rented or a District vehicle, and for staff driving school vehicles.
• Collect and reconcile substitute sign-in logs from schools for payroll processing.
• Assist with administration of donations and mini-grants, including La Crosse Community Foundation and LPEF Venture grants and donations, and all other miscellaneous donations.
• Assist the Supervisor of Finance with District quotes, ordering procedures, and disposal of surplus property.
• Assist the Supervisor of Finance with school and business office supply orders, including quotes and purchasing supplies, and office equipment maintenance.
• Set up and maintain vendors in Skyward financial management software 
• Collection of W-9, banking information, address changes, contracts, certificates of liability insurance, sales tax exemption, and debarment verification 
• Assist business office with accounts payable duties, including processing, distributing, and troubleshooting purchase orders, pulling received invoices
• Sending receiving reminders, invoice distribution and vendor statement reconciliation.
• Prepare invoices for non-grant District receivables.
• Assist with P-Card management, including scanning Procurement Card Employee agreements into Skyward.
• Research and assist with the disposition of outstanding payroll and accounts payable checks.
• Assist Supervisor of Finance with District raffle license administration.
• Assist the Supervisor of Finance to coordinate staff training, including monthly and annual Administrative Assistant meetings, annual New Teacher Training, New Administrator Training and other miscellaneous events and pieces of training throughout the year.
• Assist Supervisor of Finance with coordination of annual audits including the collection of data and reports.
• Assist with mail distribution at the Hogan Administrative Center as scheduled.

Skills on Resume: 

• Administrative Support (Soft Skills)
• Insurance Administration (Hard Skills)
• Coordination (Soft Skills)
• Payroll Processing (Hard Skills)
• Donation Management (Hard Skills)
• Procurement (Hard Skills)
• Vendor Management (Hard Skills)
• Accounts Payable (Hard Skills)

Job Summary: 

• Prepare reports for client meetings using several programs
• Maintained various compliance office records
• Ensure that Retirement Minimum Distributions (RMDs) for clients are taken in a timely manner.
• Scanned documents for archiving and routing to proper departments for processing.
• Greeted clients, answered incoming phone calls, order office supplies, etc.
• Production of financial and advisory reports
• Conduct the whole of market research via industry tools
• Worked along the IFA team to ensure client communications were professional and efficient
• Work in conjunction with the compliance team
• Ensure systems and processes are maintained to the very highest of standards
• Preparation of advisory packs

Skills on Resume: 

• Report Preparation (Hard Skills)
• Compliance Management (Hard Skills)
• Retirement Planning (Hard Skills)
• Document Management (Hard Skills)
• Client Interaction (Soft Skills)
• Financial Reporting (Hard Skills)
• Market Research (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Assist in the development of new business relationships 
• Effectively assists in the management of the existing book of business.
• Assist advisors/trust officers as needed with reporting, preparing for client meetings and managing files.
• Researched special items and completed special projects 
• Perform administrative and investment reviews of accounts.
• Work with the internal team to effectively coordinate the delivery of an exceptional client experience.
• Handle and answer customer inquiries in accordance with Brand Standards.
• Answer incoming client calls and return any missed calls
• Process service requests from clients and agents
• Followed up on fax and client requests
• Perform administrative tasks and support financial advisors

Skills on Resume: 

• Business Development (Hard Skills)
• Client Management (Soft Skills)
• Reporting (Hard Skills)
• Research (Hard Skills)
• Account Analysis (Hard Skills)
• Teamwork (Soft Skills)
• Customer Service (Soft Skills)
• Administrative Support (Hard Skills)