Achieved high client satisfaction through effective relationship management. Streamlined financial transaction processes, resulting in improved accuracy. Enhanced accounting support functions, contributing to overall operational efficiency.
Overview
5
5
years of professional experience
Work History
Construction Administrative Assistant
RT Materials
01.2025 - Current
-Greet and assist visitors to the office
Data entry
Handle various accounting tasks, such as processing weekly payroll
Submit and file invoices
Follow up, call and email customers for payment (account receivable)
Operate office equipment such as fax machines, copiers, scanners, phone systems, and computers
Answer phones, provide basic information, and transfer callers as appropriate
-Receive material from our vendors
Answer incoming calls and route to appropriate department
Scan and email documents to appropriate departments
Scan and email invoices to appropriate departments
Scan and email bills to appropriate departments
Scan and mail packages to customers
Maintain office supplies inventory and order materials as needed
Update the database with new clients, new invoices, new scans, etc.
Maintain office cleanliness and organize all items into designated areas.
Other tasks as assigned by management.
Associate Banker
BMO
01.2021 - 01.2024
- Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.
- Worked in the teller line processing deposits, withdrawals, and loan payments.
- Supported daily office functions, including answering phones and scheduling.
- Support operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filling, opening and closing activities.
- Handled all the inquiries of the customers over the phone.
- Organizes work information to ensure accuracy and completeness
- Balance the vault and cash drawer at the end of the day
- Protect the bank’s assets in compliance with all regulatory requirements.
- Meet customers' transaction-based needs for seamless execution.
- Protects the bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Monitor, identify, and report suspicious patterns of activity
- Assisted with administrative tasks including filing and records management
Education
Associate of Science - Business Administration & Accounting
Triton College
River Grove, IL
01-2021
Skills
Achieved high client satisfaction through effective relationship management Enhanced customer service quality by implementing strong communication strategies Streamlined accounts receivable and invoicing processes, resulting in improved cash flow Increased data accuracy through meticulous records management Optimized scheduling by coordinating calendars and emails efficiently Maximized productivity using Microsoft Office tools, including Excel, Outlook, and Teams Improved financial tracking with proficient use of QuickBooks Delivered well-prepared documents to support operational needs Enhanced office administration and scheduling processes for better efficiency Ensured accurate financial transactions and cash handling to maintain fiscal integrity
Languages
Spanish
Professional Working
Timeline
Construction Administrative Assistant
RT Materials
01.2025 - Current
Associate Banker
BMO
01.2021 - 01.2024
Associate of Science - Business Administration & Accounting