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Account Assistant Resume Samples
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Candidate Info
years in workforce
years at this job
Accounting
Account Assistant
Performed all accounting procedures including sales, cash receipts, purchases and cash disbursements.
- Assisted in maintaining increasing annual sales volume over 150%
- Conserved accounts receivable and accounts payable subsidiary ledgers and reconciled to supporting documentation.
- Prepared adjustments for journal entries, trial balances and financial statements.
- Completed monthly bank reconciliation and cash reconciliation statements
Candidate Info
years in workforce
months at this job
Finance
Accounting
Account Assistant Intern
Established comprehensive Excel spreadsheet of all account activities for each client based on their business and operational need;
- Reconciled cashbooks and balance sheet account; Performed monthly bank accounts reconciliation and other major account (A/R, A/P, etc.) reconciliation;
- Coordinated with different departments to collect and organize the required financial documents and legal documents, including over 150 board meeting minutes;
- Increased work efficiency by 40% on routine compliance work by improved the company filing system
Candidate Info
years in workforce
years at this job
Economics & Finance
Office of The Bursar- Student Account Assistant
Worked with various computer systems to analyze, monitor monthly paid-in-full accounts and ensure tuition balances and Perkins loans were paid in full, overseeing a minimum of 60 accounts each month.
- Updated daily and monthly phone records and researched returned mail.
- Organized and maintained collection agency files, student files and bankruptcy files.
- Duties included answering telephone calls, word processing, creating itemized statements, filing, faxing, and account management in compliance with the regulations of the office.
- Also wrote administrative policies and procedures for the other student workers.
Candidate Info
years in workforce
years at this job
Accounting, Business Administration
Inter-branch Service Associate/account Assistant
Served at first point-of-contact for customers while processing payments, deposits, and other transactions. Troubleshoot problems and resolving account discrepancies. Actively sought cross-selling opportunities with customers, realizing increase in CD, IRA, checking, savings, and safe deposit box accounts. Prepared accounts payable postings and check runs, reconciled accounts payable suspense checks, and posted monthly accruals for outstanding invoices, ensuring complete accuracy in data entry and record-keeping processes.
- Organized and designed accounts payable procedures to realize more streamlined, efficient operations.
- Assisted Member Service Manager in identifying staff inconsistencies, mentoring new employees, and providing clarification or training.
- Trained staff on new software program for Accounts Payable Department.
- Entrusted with responsibility of managing office in supervisor's absence.
- Worked late nights and weekends to manually re-enter crucial data that failed to transfer to new banking software system
Candidate Info
years in workforce
months at this job
Communications
Account Assistant, Financial Management
Started as an Office Administrative Assistant and performed duties such as: opening mail, data entry and any other miscellaneous tasks
- Created quarterly reports for clients that required: balanced general ledgers, reconciled commissions due, reconciled credit cards, reconciled road cash, created personal spending reports and financial projections for upcoming quarters, ensured balance sheets and income statements were accurately prepared and created tour budgets for clients
- Assisted Business Managers and Account Managers with daily activities such as: kept track of account balances, sorted mail, made bill payments, deposited and transferred monies into accounts and other miscellaneous tasks
- Responsible for calculating and paying out clients' wages through Paychex
- Experienced in customer service by fulfilling clients' personal and business needs
- Created and maintained relationships with banking institutions for client needs
- Specialized in Finance
Candidate Info
years in workforce
years at this job
Communications
Account Assistant/traffic Coordinator/meeting Coordinator
In addition to the meeting coordinator responsibilities, this role supported the account coordinators and account
managers in the day-to-day management of projects
- Served as the secondary point of contact with the client, [company name], US, a $1.5 million account
- Assisted account coordinators in the development and tracking of budgets and coordinated all team and client meetings
- Edited and disseminated daily "hot list" to keep team informed of daily project deliverables
Candidate Info
years in workforce
months at this job
International Relations
Spanish Language And Culture
Marketing Account Assistant
[company name] is a full-service creative, marketing and advertising agency.
- Acted as an account manager to a non-profit client, including project management and website content management.
- Conducted market research for clients from a variety of fields, including business, non-profit, and sustainable business. Market research includes focus group management and focus group recruitment.
- Edited, proofed, and completed QA of client projects
- Drafted proposals, contracts, and RFPs
- Assisted with project management and completed various account admin tasks and general admin tasks for over 20 projects, including marketing campaigns, branding development, and website design.
Candidate Info
year in workforce
months at this job
Sociology
Executive/account Assistant
Completed personal assignments, including scheduling, expenses, and complex calendar management for the agency's Partner and Managing Director.
- Coordinated extensive business and personal travel, including arranging transportation, itineraries and accommodations for both the account team and clients.
- Organized and kept record of tickets for over 500 sporting events and concerts each year.
- Maintained all related records and files as needed by the account team.
- Prepared and processed invoices and expense reports.
- Ordered and maintained inventory of supplies.
Candidate Info
years in workforce
years at this job
Communications, Public Relations
Communication Studies
Account Assistant
Utilized various skills on the account service side of a fast-paced advertising and public relations agency
- Actively participated in on-target brainstorming sessions, client meetings, and day to day client communications to develop and maintain branding, public relations, client relations, and social media marketing for signature clients
- Assisted in project development including copywriting for print materials and creative briefs
- Developed and lead a social media team within agency managing various social media platforms accounts for clients
- Worked with press at various events for signature clients
- Experience in campaign creation, writing, proofing, editing, research, and event management with various clients
- Oversaw workflow by monitoring production schedules to ensure projects completion on time
Candidate Info
years in workforce
months at this job
Account Assistant
Supported Account Executives with production of profitable business by producing insurance broking documents including submissions, binders, endorsements, invoices, and letters.
- Calculated and processed quarterly audits, liaising with insurance carriers to resolve any premium discrepancies.
- Conducted preliminary policy reviews and requested amendments from carriers as needed.
- Issued property and general liability ACCORD certificates with an interim request turn-around time of under two hours.
- Automated the production of a policy document by using Microsoft Excel to collate information from various sources.
- Assisted in training administrative personnel by creating a jargon free procedure manual.
- Accurately processed urgent ACCORD certificates for one of California's largest property acquisitions valued at over $2.75 billion.
- Administrative Assistant
Candidate Info
years in workforce
years at this job
Account Assistant /representative
Sales: Managed daily sales activities of 3 account representatives as well as my own.
- Assisted an account list to firms catering to the top 4% of the buying
- Succeeded at being one of top performers at company clearance sales 3
- Product and labor cost estimates.
- Loss/damaged merchandise insurance claims.
- Worked closely with mill representatives to maintain a steady awareness of product updates and introductions.
Candidate Info
years in workforce
months at this job
Communication Studies
Account Assistant
- Assisted in managing the employee benefit plans for twenty large group companies
- Planned Open Enrollment meetings for employees and prepared client deliverables
- Worked closely with clients and carriers to provide excellent client service
- Executed data compilation and analysis for carrier renewal and marketing plans
- Marketed clients to several large carriers to identify competitive rates and plans
- Managed multiple large-scale account management projects simultaneously
- Partnered with Account Managers and Executives to ensure timely delivery of compliance materials
Candidate Info
years in workforce
year at this job
Marketing, Minor
Account Assistant
- Supported Account Managers in sale of insurance policies by checking customer files for completeness and accuracy.
- Reviewed critical documents for processing errors.
- Communicated directly with Small Business unit customers, as well as underwriters of various
- Coordinated printing and mailing of policies and endorsements.
- Completed all open customer activities in a paperless working environment.
Candidate Info
years in workforce
years at this job
Marketing Management
Account Assistant
- Participated in the development and implementation of national marketing strategies, reaching 8.2% increase in customer base.
- Work closely with the Northeast Regional Manager to identify new business opportunities and routinely participated in the client acquisition process.
- Actively interface with engineers and project managers to track project progression and status reports.
- Assist in the writing and organization of proposals for eight projects.
- Review files, records and other documents to obtain information and respond to requests using Oracle and DMS, a document management system.
- Developed new process which greatly reduced the amount of time needed to compute, record, and proofread data, records, contracts and reports for 20 employees.
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