Branch Administrator Resume Samples
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Branch Administrator Resume Samples
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LH
L Heidenreich
Leta
Heidenreich
390 Zola Greens
New York
NY
+1 (555) 594 7845
390 Zola Greens
New York
NY
Phone
p
+1 (555) 594 7845
Experience
Experience
Phoenix, AZ
Branch Administrator
Phoenix, AZ
Pacocha, Maggio and Lindgren
Phoenix, AZ
Branch Administrator
- Performs general clerical duties including, but not limited to, copying, faxing, mailing and filing
- Provide monitoring and reporting of branch cash volumes using cash management tools
- Agencies who contact the hiring manager directly regarding this role will be removed from the PSL or banned from it moving forward
- A record of developing constructive and cooperative working relationships with others, and maintaining them over time
- Proven record of billing accuracy and consistently meeting billing deadlines and management objectives
- Creates proper shipping and billing documents, including manifests
- Confirm accuracy of purchases with vendors, including shipping, billing and customer support
Phoenix, AZ
Senior Branch Administrator
Phoenix, AZ
Okuneva-Bode
Phoenix, AZ
Senior Branch Administrator
- Create proper shipping and billing documents daily, including manifests
- Other related support functions as directed by management
- Answer incoming calls
- Problem solving abilities
- Customer service attitude
- Moderate computer knowledge
- Attention to detail
present
Los Angeles, CA
Senior Branch Administrator, Puchong Branch
Los Angeles, CA
Aufderhar LLC
present
Los Angeles, CA
Senior Branch Administrator, Puchong Branch
present
- Assist in monthly meeting to provide performance/operational issues
- Other tasks assigned by Branch Manager or The Management
- Performance Management
- Performance reporting to BM - on overall general admin Credit control, financial, customer service and claims
- To authorise URGENT payment in AS400 in the absence of the Branch manager. The BMs to counter check & sign the payment authorised when back to office
- Responsibility with controls / compliance for CBC, premium warranty chasing by Account Support and Admin Support reporting to Branch Manager
- Monitor performance of admin staff in Customer support, scanning, CBC & report to BM
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
The University of Texas at Austin
Bachelor’s Degree in Business
Skills
Skills
- Excellent follow up skills and good attention to detail
- Good working knowledge of basic accounting, human resources, general business, grammar, and spelling
- Strong background in gas, welding and safety supply industry with retail experience desirable
- Detail oriented and highly organized
- Strong problem-solver, with an eye for detail
- Enthusiasm, passion for working with people, good work ethic, and an internal drive to execute on goals and deliverables
- Strong knowledge of Retail Banking policy, procedure and regulations
- General knowledge of real estate practice and law and some knowledge of accounting is
- Knowledge of Basic Accounting
- Interpersonal skills with ability to deal with difficult situations in a diplomatic and professional manner
15 Branch Administrator resume templates
Read our complete resume writing guides
1
Branch Administrator Resume Examples & Samples
- Ability to manage/supervise support staff
- Completion of the Canadian Securities Course (CSC) and Codes & Practices Handbook (CPH) is Mandatory
- Previous industry experience (ideally in a Branch Administrator role) along with compliance and human resource experience is preferred
2
Branch Administrator, RBC Dominion Securities Resume Examples & Samples
- Responsible for branch technology initiatives, coordination of new IT orders and access requests and in-branch contact for technology issues
- Supervision of Branch Cage Operations, including signing authority for outgoing cheques and approval of daily transactions. With your Branch Manager, you will be responsible for the daily review and approval of all branch operations/transactions and exceptions in strict compliance with internal policies and procedures
- Recruitment of new Sales Support Staff, including posting of available positions, interview process and hiring. Possible termination of employees following approved HR practices
- Ongoing performance reviews with Sales Support Staff, including regular feedback, performance coaching and corrective action where appropriate
- Training of new branch staff and coordinating ongoing training initiatives for existing branch staff
- Ensuring Compliance and Internal Control requirements are met
- Review incoming mail, print reports and distribute accordingly (shared with Cage staff)
- Assistant to Branch Manager(s)
- Coordinating branch meetings and presentations with both external and internal presenters
- Ability to hold regular meetings with support staff
- Ability to manage/supervise/coach support staff
- Working knowledge of the New Assistants and New IA training programs
- Completion of CSC and CPH mandatory within the first 12 months of employment
3
Branch Administrator Resume Examples & Samples
- Lead, coach and oversee activities of the Sales Assistants and other branch support staff
- Coordinates the implementation of new policies & procedures intended to improve the quality of service
- Lead and apply the performance management process, supporting employees in their personal and performance development by utilizing training and resources as appropriate
- Ensure branch is correctly staffed with administrative personnel as per branch allocation and where necessary post the position, screen & interview candidates, perform reference checks and extend offer employment and train new staff
- Remain abreast of client feedback on service quality and together with Branch Manager (BM) coach the team to prevent issues and improve the client experience and related initiatives
- Provide leadership for all national and branch projects and initiatives
- Coach and develop all branch support staff – ensure performance objectives are set, feedback is provided, annual/mid year assessments are completed and ongoing training and accreditation programs are in place
- Partner with Human Resources to manage employee relations matters, including disciplinary measures as necessary
- Provide Leadership and support to SAs and IAs, keeping team members informed through regular SA meetings and up to date on all initiatives, policies and procedures. Support the team by continuously developing knowledge in own area
- Contribute to the ongoing improvement of the employee experience by leading Pulse initiatives/action plans (particularly with the Support staff)
- Contribute to a positive working environment within the branch and with internal partners
- Actively participate and contribute in national BA Conference Calls, National and Regional Calls, providing input and feedback as required
- Actively support the BM in achieving the branch’s annual business goals and referral goals
- Contribute to the success of the branch through personal and team commitment
- Be knowledgeable of, model and ensure staff understand and comply with Bank/industry service standards, policies/procedures/controls, codes and guidelines of conduct/privacy codes/securities laws and regulations and maintain high ethical standards
- Maintain control of all operational/administrative and regulatory/compliance activities as required such as Missing Document Report, Client Complaints, AML, Staff Registrations, Account Openings/Documentation
- Coordinate and assist branch staff with system access, IT support, premises issues, changes in furniture and office equipment
- Assist in maintaining branch security (building and system access) and ensure all branch staff are aware of premises security and emergency procedures
- Coordinate the Health and Safety program for the branch
- Maintain an up-to-date Business Continuity Management (BCM) Plan and ensure details are communicated to and understood by all staff
- Oversee branch reporting activities; ensure monthly reporting is monitored, accurate and verified on a timely basis
- Monitor branch cost centre expenditures, report unfavorable variances to plan to the BM, identify opportunities to increase efficiencies
- Provide support in transitioning of DIA and Competitive hires
- Support the planning and coordination of client / partner events and seminars
- Responsible for Cage and Reception duties and may provided Sales Assistant duties for an Investment Advisor
- Previous experience in people management is an asset
- Previous experience as a Sales Assistant in a brokerage environment is preferred
- Proven ability to deliver a high level of client service
- Proficient MS Office Suite
4
Branch Administrator Resume Examples & Samples
- Lead, coach and oversee activities of the SAs and other branch support staff
- Remain abreast of client feedback on service quality and together with the primary BA coach the team to prevent issues and improve the client experience and related initiatives
- Provide leadership for all national and branch projects and initiatives; take the lead on change management to ensure implementation is smooth and adoption is early
- Coach and develop branch support staff – ensure performance objectives are set, feedback is provided, quality annual/mid-year assessments are completed and ongoing training and accreditation programs are in place
- Provide support in transitioning & training of SAs, DIAs and Competitive hires
- Assist SA team with day to day problem resolution and escalation requests
- Ensure branch is correctly staffed with administrative personnel as per branch allocation and where necessary post the position, screen & interview candidates, perform reference checks and extend offer
- Partner with HR to manage employee relations matters, including disciplinary measures as necessary
- Provide Leadership and support to SAs and IAs, keeping team members informed through regular SA meetings and up to date on all initiatives, policies and procedures
- Assist in maintaining building and system access, ensure all branch staff are aware of premises security & emergency procedures
- Maintain an up-to-date Business Continuity Management (BCM) Plan and ensure details are communicated to & understood by all staff
- Monitor branch cost centre expenditures, report unfavorable variances to BA, identify opportunities to increase efficiencies
- Support the planning and coordination of client / partner events & seminars
- Responsible for Cage and Reception duties and the direct supervision of staff in these functions
- Previous experience in people management is preferred
- Previous experience as a Branch Administrator in a brokerage environment is preferred
5
Branch Administrator Resume Examples & Samples
- Basic knowledge of administrative process and procedures. Proactively and professionally provide administrative assistance to assist the IA(s) in meeting client service needs
- Compliance rules (proprietary and industry)
- Understand and use of ADP and RIS
6
Branch Administrator Assistant Resume Examples & Samples
- Assist the Branch Administrator in monitoring and ensuring smooth cage operation and completion of any delegated tasks
- Provide assistance to the Branch Administrator
- Liaise on administrative issues
- Assistant support for Branch Manager’s accounts (telephone, portfolios, client information and follow through on service plan etc
- Provide vacation coverage support to Associates
- Cage backup duties
- Completion of the Canadian Securities Course (CSC) and Codes & Practices Handbook (CPH) is preferred
- Previous industry experience along with compliance and human resource experience is preferred
7
Assistant Branch Administrator Resume Examples & Samples
- Provide Assistance to the Branch Administrator and Management Team
- Liaise on administrative tasks
- Ensure compliance requirements are met
- Provide leadership and coaching to the branch’s support staff
- Supervise directly or indirectly all support staff
- Participate or complete responsibility over recruiting, hiring, discipline, termination of support staff
- Participation in annual and three month reviews
- Monitor and ensure smooth cage operation and completion of any delegated tasks
- Cage and reception assistance
- Some BTS responsibilities
- Broad knowledge of the applications on the Retail Workstation
- Completion of CSC and CPH is strongly preferred
- Branch Technology Specialist
8
Junior Branch Administrator Resume Examples & Samples
- In depth knowledge of the day to day operations/administration of the cage related procedures in a branch
- In depth knowledge of the Head Office Departments servicing the branch
- Completion of CSC and CPH is preferred
9
Assistant Branch Administrator Resume Examples & Samples
- Produce reports, compose a variety of correspondence and assemble documentation for audit
- Maintain complete audit files and ensure documentation in good order
- Issue cheques, input deposits, monitor incoming/outgoing mail, order stationary supplies, schedule presentations and ensure efficiency among sub branches
- Participate fully as a member of the team and contribute to a positive work environment; Share expertise of position relevant information and any changes discovered
- Ensure satisfactory resolution of enquiries and take ownership of coordinating responses with other branches/departments as necessary
- Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics
- Possess excellent communication skills Proven ability to deliver a high level of client service
- Detail oriented and highly organized Ability to work in a fast-paced, dynamic environment
- Proficient with firm software & MS Office Suite
10
Assistant Branch Administrator Resume Examples & Samples
- Proficiency in Excel is required
- Knowledge of the day to day operations/administration of client accounts
- Providing technical support to branch-level hardware and software used by Investment Advisors and their Associates
- Technology support includes: Reimaging desktop, setting up network printers, blackberry device support, updating IPT phones and setting up computers
11
Scotiamcleod Branch Administrator Resume Examples & Samples
- Previous experience in a Support Staff position preferred
- Strong interpersonal skills when interacting with both staff and external clients
- Knowledge of Microsoft systems: Word, Excel and Powerpoint
12
Scotiamcleod Assistant Branch Administrator\brch Ops Asst Resume Examples & Samples
- Entering client trades as directed by the client or Advisor
- Remaining up to date with the regulatory rules and trading activities as it relates to client accounts
- Previous industry experience
13
Branch Administrator, RBC Dominion Securities Resume Examples & Samples
- 2 or more years of Banking or Investment Industry experience
- Ability to manage/supervise support staff preferred
- Completion of CSC and CPH preferred
14
Regional Branch Administrator Palm Beach Resume Examples & Samples
- Provides daily administrative and business management support to Branch Manager and Relationship Managers in respective branch office. Works closely with Branch Management with regard to RM recruiting efforts, as needed
- Acts as liaison for problem resolution internally and externally. Interfacing with clients, vendors, management, employees, IT, HR, LCD, to identify issues and bring to closure. Escalated as necessary
- Actively works with Business Management, Compensation, HR and IT on strategic projects and responsibilities
- Maintains supervision and monitoring of Syndicate, GPL, New Accounts and account maintenance
- Work directly with RM Compensation team, with responsibility for review of monthly RM compensation reporting RA/BA sharing, monitoring AE numbers and requests
- Acts as Onboarding manager for respective branch for all new hires. Ensures all new hires are well coordinated, with appropriate systems access, paperwork, training, logistics
- Manages onboarding and logistics for summer associates, interns, TTRMs and MBAs
- Responsible for tracking and currency of policy, process, and regulatory training, certifications, and continuing education for respective branch personnel
- Review of branch T&E expenses, and gifts and entertainment policy oversight. Ensure cost containment and compliance with policies
- Branch maintenance and vendor management
- Administration and coordination of new employee onboarding including but not limited to new hire registration, workstation setup, application access, IT setup, etc
- Systems training for new Relationship Associates and Business Analysts
- Notification to HR on all employee resignations, transfers, status changes
- Coordinate employee network events, participation and hosting events
- Responsible for client requests and the coordination of recruiting meetings
- Prepare travel arrangements and expense processing
- Prepare client mailings and pitchbooks
- Basic office maintenance and liaise with mailroom and facilities management
- Supervision of the clean desk policy
- Ensures appropriate governance within area of responsibility, controls, if necessary escalates and resolves supervisory issues
- Ensures that areas under management operate without significant operational, financial or reputational risks by performing the necessary control tasks
- Retains, directs, motivates, trains and develops staff in order to reasonably ensure that employees under supervision are competent to perform within their functions, receiving appropriate information and training in order to achieve high employee engagement and high client satisfaction (if applicable)
- Plans and utilizes resources proactively and efficiently
- 3-5 years professional experience in similar role/industry
- Series 7 and 66, Series 9, 10 a plus
15
Assistant Branch Administrator Scotiamcleod International Resume Examples & Samples
- Assist in management of branch support staff by
- Resolving escalated issues
- Providing ongoing employee recognition
- Acting as a resource to provide information, contacts and direction for questions and escalations
- Assist the Branch Management Team by
- Completing all administrative duties, including filing, storage and report distribution
- Building spreadsheets and maintaining databases as necessary
- Running or assisting management with New Issues
- Compiling documentation regarding compliance issues
- Co-ordinating and tracking daily and monthly supervision requests as directed by Branch Manager
- Maintaining Compliance spreadsheets (Insider, Control Block, etc.)
- Completing and submitting Monthly Error Report
- Maintaining the Branch Research Distribution System
- Assisting with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
- Coordinating building facilities maintenance
- Scheduling branch meetings, including external speakers
- Assisting with interviews with support staff
- Ensuring quality and efficiency of branch operations
- Onboarding of new experienced Advisors and their teams, by acting as a resource or liaison
- Working to resolve any issues on systems that have been escalated by Branch System Administrator
- Completion of CSC, CPH and Investment representative Training
- Willing to complete courses to become licensed
- Able to work independently in a fast paced environment
- Self- starter and service oriented
- Brokerage experience and sales experience preferred
16
Senior Branch Administrator Resume Examples & Samples
- Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
- Successful completion of the Canadian Securities Course and associated IDA licensing requirements
- Must have demonstrated leadership and people management skills
- Extensive experience in the financial services and brokerage industry in a similar capacity
- Ability to deal with internal and external complex compliance issues
- Superior organizational and time management skills sufficient to deal with numerous activities with varying degrees of priority
- Strong people management and interpersonal skills to work effectively with and to manage and coach support staff
- Excellent communication and problem solving skills sufficient to resolve numerous issues and conflicts throughout the day
- Excellent computer and technology skills
- Good knowledge of portfolio management concepts sufficient to recognize high risk vs. blue chip portfolios
17
Branch Administrator, RBC Dominion Securities Resume Examples & Samples
- Assist with monitoring and ensuring smooth branch operation and completion of any delegated tasks
- Provide Assistance to the Managers
- Liaise on administrative issues with sub-branches
- Ensure compliance requirements are met and registrations are current
- Assist with support staff hiring and performance management
- Monitor head office initiatives cascaded to branches
- Completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or willing to obtain if not previously licensed)
- In depth knowledge of the day to day operations/administration of the branch operations related internal procedures in a branch
- Strong technology background
18
Branch Administrator, RBC Dominion Securities Resume Examples & Samples
- Monitor and ensure smooth branch operation and completion of any delegated tasks
- Ensuring compliance requirements are met
- Provide Assistance to the Managers(s)
- Liaise on administrative issues with sub-branches and advisor teams
- Run or assist the manager with new issues
- Assisting with the coordination of hiring, leave and terminations of support staff
- Maintaining payroll, recognition and benefits for branch employees
- Additional compliance or administrative projects as they arise
- Back up for Branch Operations
- Previous experience in the financial/brokerage industry preferred
- Completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) preferred
- Branch Technology Specialist back-up
19
Assistant Branch Administrator Resume Examples & Samples
- Prepare bank deposits
- Print daily reports and distribute them accordingly
- Proactively advise and obtain from Assistants’ new LOA’s prior to expiry
- Assist in preparing the outgoing courier bag
- Intermediate to advanced knowledge of Microsoft applications
- Excellent customer service/interpersonal skills
- ** This is a part-time contract to work 2-3 days a week on Wednesday, Thursday and Friday during business hours
20
Assistant Branch Administrator Resume Examples & Samples
- Inventory control of Branch Technology and chargeback’s
- Maintain Registration files
- P&L queries
- Book luncheons and produce a weekly scheduler for the Branch
- Assist in reflecting interest in New Issue System
- Accounts payable
- Monitor returned statements, proxies, contracts & Insurance policies
- Contact for building maintenance
- Filing
- Cage backup
- Cheque signing
- Surveillance enquiries & follow-up
- Monthly Review follow-up
- Backup for cage (below)
- Preparation of cheques and daily bank deposits
- Dealing with incoming and outgoing funds
- Reception & answering phones and greeting clients
- Daily New & Updated KYC Report & Follow up
- Ensure LOAs are correctly completed with proper authorization
- Process Bankwires, JEFE events and Messagenets
- Filing of all Branch documentation
- Support Branch Management and Investment Advisors with administrative functions as needed
- Easy-going personality
- Must have the ability to prioritize daily tasks, multi-task, deal with various personalities
- Must be able to shift priorities and deliver results
- Responsible for contributing to a positive teamwork environment
- Working knowledge of Microsoft applications
- Professional / team player attitude
- 12-Week New Assistants Online Training Course within 3 months of hire
- Proficiency in BTS and Messagenet cage functions preferred
21
Assistant Branch Administrator Resume Examples & Samples
- Provide support to CSAs and IAs, keeping team members informed by participating in regular CSA meetings and keeping up to date on all initiatives, policies and procedures
- Contribute to the ongoing improvement of the employee experience by leading Pulse initiatives/action plans (particularly with the support staff)
- Assist branch staff with system access, IT support, premises issues, changes in furniture and office equipment
- Assist with the coordination of the Health and Safety program for the branch
- Assist in maintaining an up-to-date Business Continuity Management (BCM) plan and ensure details are communicated to and understood by all staff
- Assist in monitoring branch cost centre expenditures, report unfavorable variances to plan to the BM, identify opportunities to increase efficiencies
- Assist in the planning and coordination of client / partner events and seminars
- Assist in the support of cage and reception duties
- Previous experience in an administrative capacity is preferred
- Ability to work in a fast-paced, dynamic team oriented environment
22
Branch Administrator Vancouver Resume Examples & Samples
- Preparing Branch Review documentation and presentation materials, as requested by RBMs
- Preparing meeting Agendas and meeting materials and documents
- Assuming responsibility for the physical preparation and appearance of documentation, which may include New Account Opening Packages e.g. photocopying and binding of materials, as needed
- Maintaining office filing systems
- Answering telephones, communicating messages clearly
- Arranging conference calls (audio/visual)
- Preparing expense reports and adheres to expense tracking rules and guidelines
- Providing backup assistance to other support staff on an as-needed basis
- Provide support to the RBMs by
- Assisting with branch review activities
- Following up with branch administrative staff on outstanding queries and related items
- Drafting letters and correspondence
- Assisting the transition and migration team with the onboarding of new recruits
- Participating in special projects
- Developing and executing a meaningful employee development plan
- Strong organizational and management skills
- Experience in branch review/audit planning & preparation
- Experience in branch review/audit planning and preparation
23
Branch Administrator Resume Examples & Samples
- A minimum of one year experience with accounts receivables and payables
- A minimum of one year experience with collections
- A minimum of one year relevant & related billing experience preferred
- Proficient in Microsoft Word and Excel
- Proven record of billing accuracy and consistently meeting billing deadlines and management objectives
- Ability to learn and become proficient with billing in an ERP accounting system
- A record of developing constructive and cooperative working relationships with others, and maintaining them over time
- Excellent organizational skills with high level of attention to detail
- Independent, self starter
- Florida Notary or able to become one
24
Branch Administrator Resume Examples & Samples
- Completed College Diploma in Business Administration or in a related field, and 3 year of relevant experience
- Successful completion or willingness to complete the Canadian Securities Course and Conduct and Business Practices Handbook Course
- Proficiency in MS Office: Word, Excel, Outlook, Explorer
- High Level of leadership; initiative and autonomy
- Strong attention to detail with the ability to multi-task and show initiative and exemplify a positive attitude
- Ability to offer fast and efficient service to clientele
- Bilinguism French and English (written and spoken) is an asset
25
Branch Administrator Resume Examples & Samples
- Strong administrative skills including keyboarding and data entry
- Ability to use general office equipment (fax, scanner, copier, etc)
- High proficiency with the Microsoft Office Suite
- Experience with ERP systems would be a plus
26
Assistant Branch Administrator Resume Examples & Samples
- Support the Branch Administrator in functions related to
- Prior Client Service Representative/Associate experience an asset
- Proven ability to deliver a high level of service
27
Branch Administrator Resume Examples & Samples
- Minimum 3 years general office administration experience with 3 years of experience managing employees
- Experience with Accounts Payables and Receivables is required
- Proficient with computer software programs including MS Office suite (Word, Excel, Outlook and PowerPoint)
- Experience in processing confidential information and understanding privacy laws and Company policy governing employee information
28
Branch Administrator Resume Examples & Samples
- Communicate clearly orally and in writing to a variety of audiences
- Identify and solve problems
- Ability to learn BrightView’s internal software systems
- Good data entry and typing skills
- Ten key number pad by touch
- Ability to operate fax, copier, and multi-line phone
- Good working knowledge of basic accounting, human resources, general business, grammar, and spelling
- Must possess 2 or 4 year degree in business or a related field and/or 3 – 5 years’ experience in a business office with accounting related responsibilities
29
Senior Branch Administrator Resume Examples & Samples
- Create proper shipping and billing documents daily, including manifests
- Enter data into Safety-Kleen systems
- Contact customers delinquent in payment and coordinate pick up of payments
- Enter time of service Containerized Waste Service profiles into the Waste Approval Wizard software
- Print and restock time of service in Sales and Service Representative’s folders
30
Branch Administrator Resume Examples & Samples
- Prepare relevant data for Management in respect of budget and forecast processes within guidelines of financial policies in the branch
- Preparation and timeous submission of the branches annual budget and quarterly forecast for ROD and Business Analyst approval, conforming to defined budget guidelines and principles
- Maintenance of expenditure within approved levels by ensuring compliance with budgetary control procedures 2.Ensure branch compliance with company accounting and administrative practices, in conformance with legislation and generally accepted accounting practice
- G4S Cash branch administration policy and procedures
- G4S HR policy and procedures
- G4S Business Ethics policy/ preventing Bribery and Corruption policy
- Knowledge of Basic Accounting
- SAP – creditors and credit notes
- Report writing skills
- Communication (verbal and written)
- Understanding Organization goals and objectives
- Understanding organization environment
- Dealing with change
- Delivering customer service
- Managing and Leading people
31
Senior Branch Administrator, Puchong Branch Resume Examples & Samples
- Direct Sales Engagement
- Provide back up to inquiries including policy issuance and client related inquiries
- Escalation point for customer services issues from Admin Support
- Maintain the branch email & distribute accordingly
- Internal Communications
- Assist in monthly meeting to provide performance/operational issues
- Review and recommend and/or plan branch organization structure, operational and governance-related processes
- Submission of monthly check list for BOAM
- Organizational Planning & Monitoring
- Ensure all Accounts and Admin Staff have sufficient system training and basic knowledge for all product lines and defined roles
- Oversee that cheque, cash and credit card submissions are tallied through eRCB from Account Support
- Oversee the branch safe and ensuring cash are properly kept in accordance to branch compliance
- Coordinate CBC, premium warranty monitoring/reminding and download premium warranty list from head office to branch shared drive
- Credit Control
- Coordinate with credit control team at HQ
- Responsibility with controls / compliance for CBC, premium warranty chasing by Account Support and Admin Support reporting to Branch Manager
- Review STP failures statistics and report to BM/HQ
- Receive payments and issue receipts/Issue payment for refund cheques/ printing fees/e-commission
- Responsible for entering cheques in DB system and courier to HQ
- Maintain the eRCB and ensures the entries are tallied
- Post Sales Control
- Conduct approvals for any related pre or post sales tasks
- Escalation point for claims to HQ
- Monitor performance of admin staff in Customer support, scanning, CBC & report to BM
- Perform QR/RR Release
- Service Control
- Track on all significant related issues or complaints
- Performance reporting to BM - on overall general admin Credit control, financial, customer service and claims
- Ensure Speedy approval in FLAS within authority limit. To seek UW approval for risk above authority
- Conduct quality check on service standards of branch
- Overall maintenance of office logistics
- Responsible for Petty Cash control
- Other Control Measures
- Resolve escalated new business & referral issues from Direct sales
- To perform OR cancellation if necessary as a form of control
- To authorise URGENT payment in AS400 in the absence of the Branch manager. The BMs to counter check & sign the payment authorised when back to office
- Ensure incoming postal mails are distributed to respective department for action
- Continuous Development
- Ensure continuous learning with Branch Manager and/or attend internal/external AXA trainings
- Ensure adequate training and basic product knowledge is provided to Account & Admin Support, plus coordinate with HQ training
- Provide guidance and supervision to business support staff, specifically customer service & financial areas
- Other tasks assigned by Branch Manager or The Management
- Minimum of 5 years experience in and /or similar role / capacity
32
Branch Administrator Resume Examples & Samples
- Building effective working relationships across the team and with various business line and corporate function contacts
- Encouraging the generation of new ideas and approaches
- Intermediate/Advanced Skills in Microsoft Office (Excel, PowerPoint and Word)
- Experience in branch review/audit planning & preparation an asset
- Experience in account administration
33
Branch Administrator Resume Examples & Samples
- Screens telephone calls and visitors. Provides information to callers and visitors about Mobile Mini, Mobile Mini Products and Services and Branch Information. May direct calls and visitors to other areas within Mobile Mini Branch and Service Center
- Establishes, maintains and revises branch files and Branch records. May also prepare special and recurring reports following general directions
- Performance confidential administrative functions for the Branch, such as, typing, proofing and assembling reports or proposals for customers or outside agencies
- Maintains calendar for Branch leadership, scheduling meetings and appointments and potentially arranging travel and hotel accommodations as necessary
- Opens and reviews all mail directed to the Branch. Can compose responses to routine inquiries, and determines which items need to be forwarded to with area within the Branch
- Computer, telephone and electronic office equipment
- 1-2 years of experience in the field or related area preferred
- 1-2 years of Customer Service Experience
- Familiar with E-mail and MS Word
34
Branch Administrator Resume Examples & Samples
- Create and revise Retail policies and procedures for Retail branch colleagues, with a focus on client impact and colleague efficiency
- Maintain a central repository for all Retail client-facing policy and procedure that is easily accessible to all bank colleagues
- Establish policy and procedure format standards for optimal design and usability and monitor to ensure standards are consistently applied
- Administer and maintain a formal review and approval process for new and/or revised Retail policy and procedure
- Evaluate the effectiveness of existing policies and procedures, and initiate enhancements as identified
- Determine the client and colleague impact with introducing new or revised policies or procedures
- Work closely with Retail Management and Branch Operations Support when implementing new policy, procedure and exception reporting
- Act as point of contact for, and regularly partner with other departments (i.e. Risk Management, e-Commerce, Compliance, Marketing, RSA, Legal, HR, Deposit & Loan Operations, Training, IS, and Fraud) on new policies and/or procedures being created to understand impact to the client, Retail colleagues and the Bank
- Operate central email/phone support desk for Retail branch colleague operational questions and suggestions
- Provide monitoring and reporting of branch cash volumes using cash management tools
- Ensure branch cash ordering and servicing needs are being met according to service level agreements
- Review and process invoices from armored carrier and cash management solution partners to ensure accuracy and manage the error resolution process when necessary
- Work with third-party vendors (i.e. FED, armored carriers, cash management solutions) for business process improvement opportunities
- Maintain department's shared drive by organizing content for users to quickly locate and access files and folders
- Provide administrative support during branch openings, closings, relocations and reductions in branch services
- Provide administrative support during mergers and acquisitions
- Bachelor degree in related discipline or equivalent experience preferred
- 3 - 5 years developing and maintaining policies and procedures in a sales or service related field
- Strong knowledge of Retail Banking policy, procedure and regulations
- Prior cash operations experience strongly preferred
- Prior vendor relationship management preferred
- Prior project management experience preferred
- Excellent oral, presentation and written communication skills required
- Must be able to clearly convey and articulate thoughts, ideas and/or processes, especially when developing policy and procedure
- Must possess a meticulous attention to detail, especially when developing policy and procedure
- Proficient in banking applications and Microsoft Office suite including Excel, Word and PowerPoint
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Branch Administrator Resume Examples & Samples
- Answer phones and respond to customer requests
- Provide customers with product and service information
- Issue and receive purchase orders
- Enter credits into SAP
- Set-up customer accounts
- Enter Contract maintenance and pricing
- Assist outside sales team with any admin issues
- Research customer issues as it pertains to invoicing, cylinder balances, or any other account information
- Other duties and special projects as necessary
- HS Diploma or equivalent
- Minimum of 2 years previous related in experience (or equivalent combination of education and experience)
- Flexible to work overtime as needed
- Strong background in gas, welding and safety supply industry with retail experience desirable
- Intermediate level knowledge of Microsoft Office applications (Word, Excel, Outlook E-mail)
- SAP experience strongly desirable
- Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees
- Strong problem-solver, with an eye for detail
- Ability to compute rate, ratio, and percent’s
- Regularly required to stand, sit and talk or hear
- Regularly required to walk; use hands to finger, handle, feel or use a calculator or computer; and reach with hands and arms
- Rarely lift and/or move up to 60 pounds and move more than 125 pounds with the aid of material handling equipment
- Occasionally required to walk
- Able to sit for long periods of time
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Branch Administrator Resume Examples & Samples
- High School diploma or GED (General Education Degree) or equivalent combination of education and work experience that provides the knowledge and abilities necessary to perform the work
- Demonstrated proficiency using Microsoft Office Suite, to include excel and outlook; ability to learn MRC Global business processes
- Demonstrated ability to communicate and work tactfully with diverse groups and individuals
- Demonstrated ability to consistently present professional behavior, empathy, image and demeanor
- Knowledge of MRC Global products to serve the branch customer base
- Work with minimal supervision, exercise good judgment, flexibility, initiative and discretion
- Work within the details of a project while maintaining perspective on the overall purpose
- Analyze situations, solve problems, evaluate responses and render assistance
- Present oral and written comments and recommendations clearly and concisely
- Aptitude with learning new technology
- Maintain good company image while establishing strong business relationships internally and externally
- Ability to understand and comply with MRC Global guidelines & expectations, to include Code of Conduct and Conflict of Interest guidelines
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Branch Administrator, Senior Resume Examples & Samples
- Verification of Sales and Hazardous Waste documents completed by Sales and Service Representatives
- Act as escort for government inspectors through the facility in the absence of Branch General Manager, Lead Material Handler or Environmental Manager
- Ensure proper completion of Facility Operating Log, and proper maintenance of accounts receivable, branch bank deposits, manifests, and other key administrative areas
- May act as primary or alternate Emergency Coordinator and assist management in incident response
- Maintain branch database, and ensure all personnel are up to date and documented on all training as required by Safety-Kleen and applicable government agencies
- Coordinate personnel requirements such as DOT physicals, employee physicals, State Transporter License Numbers (if applicable), start packs, Worker’s Compensation claims, etc
- Answer calls and assist customers with any issues
- Provide corrections for annual reports
- Obtain EPA identification number lists for state or region
- Maintain branch level customer service and collection procedures
- Perform monthly inventory counts
- Handle entry of equipment transfers to/from DC & other branches
- Upsell current customers to other LOB’s within SK
- Compile target prospect lists for Branch Manager
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Branch Administrator Resume Examples & Samples
- Ensures Health and Safety is the number one goal by following policies, processes and acting in a safe manner at all time
- Answers the telephone and transfers calls to the appropriate person
- Ensures the reception and/or administration area is kept clean and organized
- Greets all branch guests at the reception area, signs in visitors and provides a professional and friendly first impression
- Accurately enters daily data entry into the system
- Responds to customer enquires or concerns
- Manages the branch’s account receivables
- Contacts customers delinquent in payment and coordinates their payments
- Creates proper shipping and billing documents, including manifests
- Other administrative tasks as needed by the branch
- Minimum of one-year previous experience in a similar administrative role
- Previous Account Receivable experience preferred
- Strong computer skills, specifically with Microsoft Office programs
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Branch Administrator Resume Examples & Samples
- Greet all guests visiting the facility
- Assist with customer opportunities in order to build our Customer Now brand
- Assist in managing Accounts Receivable Aging
- Provide competent administration to sales and operations team efforts
- Manage waste collection service entries and compliance records
40
Branch Administrator Resume Examples & Samples
- 1-2 years of Administrative Assistant experience in and fast paced environment
- Experience in running payroll preferable a high volume weekly payroll
- Experience working in a staffing firm is preferred
- Experience answering high volume phone calls
- Enthusiasm, passion for working with people, good work ethic, and an internal drive to execute on goals and deliverables
- Excellent follow up skills and good attention to detail
41
Branch Administrator Kad-maternity Cover Resume Examples & Samples
- Previous experience in a customer focused environment
- Demonstrable experience of working within a structured process
- Excellent IT Skills (MS Word, Excel and Outlook)
- The ability to work well as part of a team
- Educated to GCSE standard (5 x A-C) or equivalent
- Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive and Consumer Credit Act
- Previous experience in a collections or underwriting position
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Branch Administrator Resume Examples & Samples
- Answer phone calls and assist vendors while providing good customer services, including: reading and understanding customer orders
- Support customers, Sales, vendors and others by answering questions, researching issues and organizing customer and vendor visits
- Create, process, and file all purchase orders and invoices for the branch
- Work within warehouse in various positions including: Picking, K-Ship, Repack, Returns, and Inventory. Support branch managers with other tasks as needed
- Manages all clerical aspects of Protrack performance system and the Kronos payroll system (time off requests, perfect attendance tracking). Maintain office filing systems (employee, OSHA, payroll, bonus)
- Manage Open Hire requisition system and support recruiting to fill open positions to include: prescreening applicants and facilitate pre-employment testing for available positions
- Process New Hires to include: employment paperwork, New Hire Orientation, benefits enrollment, and online training courses
- Track all branch employees training (Safety, position training, Code of Conduct, onboarding)
- Administer and schedule drug/alcohol testing for new hires, post incident, or for cause
- Support to answer questions related to benefits, training, recruiting and safety
- Coordinate and communicate activities for the branch, including all employee events
- Order and track office, warehouse and uniform supplies, as well as employee purchases
- A minimum of 2-3 years office administration experience in a busy environment. Human Resources experience a plus
- Strong proficiency in Microsoft Office
- Must be able to react appropriately to stressful situations including dealing with unsatisfied customers and/or vendors
- High School Diploma or equivalent (GED) preferred
- Proficient to read, write, and speak in English
- Proficient in arithmetic
- Ability to work overtime as needed and assist in other areas of the branch
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Branch Administrator Resume Examples & Samples
- Conduct and/or oversee all recruitment related activities for District/Branch Office including: Sourcing, Advertising, Recruitment Fairs, Social Media Advertising and other innovative recruitment strategies
- Ensure that all applicants are prescreened, evaluated and processed in accordance with G4S recruitment compliance practices and procedures
- Meet regularly with Scheduler, Operations Manager, for proper placement, overtime control and forecasting/meeting the staffing needs of the Branch
- Co-ordinate uniform requirements for existing staff and uniform new guards in accordance to Company standards
- Associated administrative duties and responsibilities including offer letters, new hire documentation and orientation
- May be required to facilitate onboarding/orientation programs for new employees
- Completion of a College Diploma (Business or Human Resources Preferred)
- Minimum one year work-related experience in a human resources recruitment role within a staffing agency or security industry environment is required
- Expertise in the application of legislation including employment standards, Human Rights, Health & Safety, Employment Equity and Privacy Legislation
- Minimum one year work-related experience in a human resources recruitment role, within a staffing agency or security industry environment is required
- Expertise in the application of legislation including Employment Standards, Human Rights, Health & Safety, Employment Equity, and Privacy Legislation
44
Branch Administrator Resume Examples & Samples
- Effectively communicate both verbally and in written form
- Arranging care reviews and supervisions
- Carrying out telephone monitoring of care packages
- Recruiting new care workers
- Ensuring care provision meets CQC guidelines
- Adhering to company compliance standards
- Demonstrate decision making skills and problem solving
- Excellent IT skills particularly in the use of Microsoft Office (Excel, Word, PowerPoint, Internet Explorer and Outlook)
- Ability to develop relations with colleagues across the business
- Commercial in approach and understand factors that influence performance
- Have good judgment and decision making skills
- Ability to influence and develop relations with colleagues across the business, wider Interserve and commissioners/ customer to deliver relevant goals
45
Branch Administrator Resume Examples & Samples
- Five years of previous admiistrative experience. Excellent verbal communications skills and an ability to work independently
- Proficient with Microsoft Office products, especially Word, Publisher, Excel & PowerPoint
- Social Media and some Marketing experience is required
- General knowledge of real estate practice and law and some knowledge of accounting is a plus
46
Branch Administrator, Wealth Management Resume Examples & Samples
- Handle day-to-day tasks of running the branch (i.e. meetings; Investment Advisor (IA) support; basic organization of the office)
- Handle all incoming phone calls for one of the Branch Managers
- Provide necessary documentation to internal departments (i.e. Human Resources, Payroll and Continuing Education)
- Generally, work to improve the operational efficiency of the Head Office branch
- Deal with client calls as they arise, both corporate and Wealth Management
- Process and follow-up on client documentation for proper maintenance of accounts
- Maintain the database of clients and prospects that use our website
- Maintain confidential records for Branch Managers (i.e. Handle incoming mail and correspondence, draft up and email responses when necessary)
- Organize meetings and presentations
- Interface with many departments within Canaccord Genuity for approvals/investigation and requests
- Perform additional administrative duties as required
- Completion (or in the process of completing) of CSC and CPH with a minimum of one to two years direct experience Well-rounded knowledge of brokerage industry
- Dataphile and Execlear experience is an asset
- Professional, responsible and able to work independently
- Demonstrated ability to meet deadlines and work effectively under pressure
- Ability to work with employees and clients at all levels
47
Branch Administrator Resume Examples & Samples
- Assists new Associates with new-hire paperwork. Processes and sets up files for new Associates. Sets up mailboxes for new Associates. Assists in orienting new Associates to the office and the company. Keeps records of all DLLR, MRIS & Board of REALTORS’ functions such as agent additions, license renewals, terminations and transfers; coordinates required paperwork for same
- Assists all Sales Associates with obtaining photos, business cards, name tags, name riders, etc. Informs Sales Associates of office policies and procedures. Serves as point of contact for Sales Associate’s inquiries and problems
- Maintains listings, sales, settlements, and processes as required
- Compiles competitive brokers’ sales figures on a regular basis and forwards to Corporate Headquarters
- Keeps records on all MLS functions such as agent additions, terminations and transfers
- Arranges for orientation and training of new hires and Sales Associates
- Creates and distributes letters, memoranda, and other general office correspondence
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Branch Administrator Resume Examples & Samples
- Knowledge of the Company's administrative and service functions
- Knowledge of Company customer markets and of local stock products
- Data entry and organizational skills
- Ability to work well other employees
49
Medtrans Branch Administrator Resume Examples & Samples
- Review files for accuracy and completeness before sending to Corporate Safety and Compliance Department. Ensure files are properly filed, maintained and safeguarded/secured in a locked cabinet from access or review by unauthorized personnel
- Driver Vehicle Inspection Reports (DVIRs)
- Ensure drivers are notified and scheduled to take Medline Training Academy (MTA) and Infinit-i Online Training Course
- Review completion of Infinit-i on-line training courses. Notify branch MedTrans supervisor and drivers of incomplete courses
- Review and replenish truck supplies (headlights, wiper blades, log books, DVIR books, Rear-view camera supplies, padlocks, etc.). Upon request from a branch MedTrans supervisor or drivers, order supplies, equipment and uniforms from Corporate MedTrans Safety and Compliance
- Review all paper logs for accuracy and completeness, when a discrepancy is found return to the appropriate branch driver for correction. Sort and send properly completed DDLs to Corporate Safety and Compliance Staff
- Driver Daily Activity Reports (DDARs) and Bills of Lading [BOLs]
- When prepared, collect and review DDARs for accuracy and completeness. Return incomplete DDARs back to drivers for correction
- Scan and email or fax completed DDARs to Corporate MedTrans. Establish a file system and file DDARs and BOLs
- Review driver electronic logs for errors. Alert supervisors/managers of necessary corrections. Track errors and corrections. Document corrections for future reference
- Effectively navigates through complex situations, both internal and external, that may require multiple decision makers
- Strong Microsoft Office skills required
- Project management background
- Strong communication skills (written and verbal)
- Ability to support supervisors and managers through reporting / metrics
- Strong problem solving skills
- Extremely high sense of urgency
- Capable of handling multiple priorities and extensive time demands
50
Branch Administrator Resume Examples & Samples
- Interacts with customers both within the branch and over the phone and provides assistance with accounts as needed
- Answers phones and respond to customer requests. Provides customers with product and service information. Backs-up the Counter Sales function
- Serves as the go-to person for office inquiries and customer service. Assists outside sales team with any administrative branch issues
- Researches customer issues as it pertains to invoicing, cylinder balances, or any other account information
- Organizes branch administrative operations, procedures, and filing systems
- Issues and receives customer purchase orders
- Data entry of customer accounts, contract maintenance and pricing, and entry of customer credits into SAP
- Assists in maintaining, weekly, monthly, and annual reports
- Maintains supplies by checking stock to determine inventory levels
- High School Diploma or GED Required. Associate’s degree or higher preferred
- Prior administrative support experience preferably in the welding or gas industry and/or supporting sales. In lieu of experience, may consider additional education beyond the minimum required as a trade-off
- Prior experience using SAP and/or databases a plus
- Exhibits customer focused behavior such as building positive relationships and strives to understand customer’s needs, both internal and external
- Interpersonal skills with ability to deal with difficult situations in a diplomatic and professional manner
- Excellent oral and written communication and interpersonal skills. Ability to adjust communication method based on customer situation. Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees
- A positive approach and willingness to learn coupled with the ability to work in a team environment
- Proficient working knowledge of Microsoft Office applications (Word, Excel, and Outlook)
- Math skills to include the ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percentages
- Employee may occasionally be required to transverse through office and/or manufacturing locations
- Employee will routinely be moving or transporting up to 40 pounds and occasionally up to 60 pounds
- The noise level in the work environment is usually moderate and work may be performed in a standard office/retail environment or in a production/distribution facility
- Work space is one that may contain moving mechanical parts
- May require the ability to occasionally work overtime as needed
51
Branch Administrator Resume Examples & Samples
- Operates telephone system to direct incoming and interoffice calls
- Collects, sorts, prepares, and distributes daily mail and services the postage machine
- Sets-up desks for new hires and removes supplies from desk of termed employees
- Greets visitors/customers in a courteous manner and announces their presence to the appropriate party
- Oversees general office administrative duties, updates postage machine and meter servicing, coordinates courier service, maintains petty cash, orders office supplies for corporate office, and provides copy support
- Serves as backup person for front desk
- Cleans and maintains inventory of café and all coffee stations
- Maintains cleanliness of all conference rooms or common areas
- Completes catering orders and needs for internal meetings
- Maintains reservation schedule and appearance of the Executive Conference Room
52
Branch Administrator Resume Examples & Samples
- 1) Administrative support activities such as filing, faxing, copying and phone coverage for multi-line phone system
- 2) Written and Verbal communication among a variety of customers internal and external to the company and or department
- 3) Creation of printed materials to include reports, memos, and presentations
53
Branch Administrator Resume Examples & Samples
- Organised and experience of working to processes and systems
- The ability to work on their own initiative
- Flexible approach to workloads and demands of the department
- Experience of Microsoft office including word and excel
- Excellent communication skills and a high level of customer service skills
54
Senior Branch Administrator Resume Examples & Samples
- Knowledge of Company customer markets
- Knowledge of local stock products
- Data entry skills
- Ability to interface with all levels of employees and management
55
Branch Administrator Senior Resume Examples & Samples
- Answer incoming calls
- Respond to customer inquiries and/or complaints
- Enter sales leads into the Hand-Off Tool on a daily basis
56
Branch Administrator Resume Examples & Samples
- Complete administrative tasks including job lot billing to customers, scanning/faxing orders and quotations, and providing proofs of delivery (POD) as required
- Process customer credits and deductions and investigate/track their causes; investigate and resolve LIV workflows, and coordinate the generation and clearing of daily/weekly/monthly reports
- File documents and mail, maintain tax certificate files, back up receptionist, and manage Company records
- Participate in Quality Improvement Teams in an effort to limit rework, streamline administrative functions, and enhance the service effort within the location
- Key and approve daily transactions including but not limited to returns to suppliers, returns from customers, miscellaneous billings and credits
- Participate in annual inventory and closing work, as directed
- Review and approve reports in accordance with Company instructions; suggest and implement appropriate corrective actions
57
Branch Administrator Resume Examples & Samples
- Maintains office/executive calendars
- Answers incoming telephone calls and directs to appropriate individual or documents a message
- Prepares correspondence for routine inquiries
- Makes travel arrangements for branch personnel and completes expense reports for branch leadership team
- Provides project support work as needed+
- High School Diploma or equivalent; some college preferred
58
Branch Administrator Resume Examples & Samples
- Manage sales contract files through to client closing
- Bookkeeping records, spreadsheets, invoices, bill reconciliation and detailed escrow maintenance/deposit tracking
- Process new listings
- Manage online files systems
- Compile monthly reports
- Monitor systems weekly and notify Managing Broker of any concerns
- Ensure company equipment is maintained and updated; evaluating new equipment and manage repair process
- Maintains supplies inventory
- Create and maintain an operations manual that documents all systems and standards
59
Branch Administrator Resume Examples & Samples
- Minimum of one year of order processing experience, preferably in the office equipment industry
- Proficiency in Microsoft Office applications (Excel, Word, Outlook)
- Proficiency in database management and data entry
- Desire to provide exceptional customer service to both internal and external customers
- Personal drive and internal motivation toward high achievement
- Demonstrated flexibility and adaptability
- Ability to work overtime during end of month and other peak periods
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Assistant Branch Administrator Resume Examples & Samples
- Assist in processing daily administrative tasks including but not limited to miscellaneous bills and credits, customer deductions, receiving reports, returns to suppliers, and job lot billings
- Assist in the investigation and resolution of supplier credits and billbacks
- Back up switchboard/receptionist as required
- Obtain proofs of delivery, as required by CSRs, Financial, and Administration
- Knowledge of computer systems
- Knowledge of phone systems
- Phone skills
- Proficient in Word, Excel, and Outlook
