Financial Services Assistant Resume Samples

Description :

1. Provided support tothe HR Manager,HR Coordinator and the HR Trainer.
2. Responsible for the coordination and execution of the anual enrollment process for all of Akzo Nobel sites.
3. Updated employment history,benefit changes,promotions,and pay increases within the HR computer system.
4. Maintained file system for all employee files.
5. Answered employee inquiries regarding benefits, reimbursements, salary increases, etc.
6. Posted positions available within the company and conduct exit interviews.
7. Provided employment verification.

Experience

5-7 Years

Level

Executive

Education

High School Diploma

Description :

1. Completed payroll on a bi-weekly basis for 100+ employees.
2. Kept daily records of employee time and make daily corrections as needed to ensure accuracy.
3. Kept record and manage files for all employees.
4. Employeed Benefits- Maintain all employee benefit election forms.
5. Assisted with any questions or concerns they may have about their benefit options.
6. Met with all newly hired employees to go over benefits, payroll and general HR rules for the facility.
7. Made sure that all accounts are up to date by making timely deposits and withdrawals to the account.

Experience

10+ Years

Level

Senior

Education

MS

Description :

1. Oversaw customer service, Business Office / Bookstore security, inventory control, employee training, cash management, charge verification, discrepancy research, and processing of invoices.
2. Managed the store in the absence of senior leadership.
3. Performed bookkeeping and accounts payable / receivable; reconciled reports.
4. Assisted with month end closing of financials and inventories and audits.
5. Ensured completion of all financial forms, installment notes, and disclosure statements related to student financing and credit terms.
6. Monitored, controlled, and purchased supplies and text books in order to maintain necessary inventory within budgeted parameters.
7. Balanced the checkbook at the end of every month.

Experience

5-7 Years

Level

Junior

Education

M.S. In Information Systems Management

Description :

1. Prepared and processed County payroll; creates and maintains appropriate payroll records and reports.
2. Administered employee benefits programs; conducts employee orientations.
3. Posted various revenues; reviews and reconciles various revenue and expenditure accounts; adjusts payable accruals.
4. Reviewed aging of customer accounts and reconciles to general ledger; enters meter readings; reviews and edits and posts to general ledger; prints statements and related reports; performs collections on accounts through turn-off notices and provides operators with turn-off lists.
5. Verified coding and approval on invoices; inputs invoices on system from generated purchase orders.
6. Verified accounts payable invoice entry for accuracy; posts accounts payable to general ledger and verifies accuracy of posted batches; balances batches with program totals.
7. Loaded and printed accounts payable checks; runs register and various reports; prepares checks for mailing; files checks, documents and reports; prepares accounts payable schedule.

Experience

5-7 Years

Level

Executive

Education

High School Diploma

Description :

1. Processed all aspects of accounts payable weekly.
2. Approved timecards and process payroll bi-weekly for approx.
3. Daily reviewed and weekly reported of schedules, absences, infractions and warnings for 8 departments.
4. Updated financial tracking spreadsheets related to fixed assets, capital projects, state, local, federal taxes, Chapel collections, benevolent contributions, donations, WMPF, and gift shop monies.
5. Corresponded daily with vendors, employees, department supervisors, mangers, and the executive director Keep certificates of insurance and W-9's current with all vendors.
6. Entered all new employee credentials, facility access, and photos into AOD and C-Cure applications.
7. Created, activated and deactivated employee and resident badges and fobs as needed.

Experience

5-7 Years

Level

Executive

Education

Associate's In Business Management

Description :

1. Troubleshoot problems with financial software system.
2. Prepared, processed and maintained a variety of financial reports; assists with the preparation of budget documents.
3. Answered telephone; greets visitors; responds to complaints and inquiries.
4. Responsible for stocking and maintaining Employee Service Center containing various benefit forms and description manuals.
5. Provided general correspondence and reimbursement to expatriate employees.
6. Responsible for auditing expense reimbursements according to the client's relocation benefits policies and following IRS relocation guidelines.
7. Worked with service partners to provide excellent customer service to the clients by reimbursing their relocating employees in a timely manner.

Experience

5-7 Years

Level

Executive

Education

Associate's In Business Management

Description :

1. Utilized policy and procedures to reduce or eliminate exposure to risk for losses.
2. Maintained complete and accurate logs, files and records according to established procedures.
3. Filed and retrieved documents and other data by alphabetic and/or numeric filing systems.
4. Processed teller transactions and assist customers with balancing monthly statements.
5. Resolved customer complaints while complying with all federal and state laws and regulations.
6. Balanced own cash drawer and branch cash, assist with certifications.
7. Opened new accounts, accept initial deposits, process and order appropriate documents.

Experience

5-7 Years

Level

Junior

Education

Diploma

Description :

1. Created and monitored regional sales reports which are reported to upper management.
2. Reviewed, communicated and enforced bank policies and regulations to ensure department compliance through conducting branch audits and trainings.
3. Resolved customer complaints by gathering information to determine causes and implement the appropriate process for resolution.
4. Reviewed and researched daily and monthly compliance reports, gathered information, researched and implemented processes for resolution for non-compliant issues.
5. Assisted in the development and planning of various team meetings, and employee trainings in and out of company area.
6. Created various sales reports for the Area Financial Services Representative and Regional President; reports were communicated to a region that consisted of various employment levels in four states.
7. Responsible for ensuring employees in the National Delivery Department received access to all relevant systems and conducted security trainings.

Experience

10+ Years

Level

Senior

Education

MBA In Management

Description :

1. Reduced daily travel by 50 miles Maintain compliance within the Cetera Financial Services department including: prepare, review and document compliance material.
2. Addressed audit issues, and maintain state and company compliance.
3. Recorded daily correspondence and money transactions (including stock trading accuracy).
4. Actively researched and understoond compliance regulations, develop Excel spreadsheets and maintain accurate daily data.
5. Created conclusive reports for state, federal and internal distribution.
6. Daily researched customer questions, transaction history and account processing for accuracy including; tracking, researching and processing money market, redemption and trade transactions with 100% accuracy within the daily market hours.
7. Built, developed and maintained customer files/accounts within the Cetera system Develop presentations utilizing Power Point, Excel, Word and Publisher Professionally address customer concerns, providing them with prompt and thorough assistance including product education Assist the Investment Executive with computer support, customer and product research, dictation, correspondence development, presentation development and customer relations advice Maintain all department supply ordering and merchant transactions.

Experience

2-5 Years

Level

Executive

Education

BA In Business Management

Description :

1. Initiated and developed visual training manual and program for future hires of this position.
2. Coordinated of ETSU's budgets, payroll, federal grants, private donations, etc.
3. Scanned and filed sensitive financial, institutional, and government information, inspecting and proofing institutional budget documents for the university's departments.
4. Assisted departmental chairs, administrators, vice presidents, and presidents between campus divisions.
5. Retired Open, sort, and route incoming and outgoing correspondence for various departments.
6. Allocated materials to files, reconcile travel authorizations.
7. Performed weekly review of accounts payable checks and voucher packages for accuracy.

Experience

2-5 Years

Level

Executive

Education

Bachelor's In Physical Education