Melodie Wolfe

• Ensures welcoming environment for client by meticulously cleaning common areas: vacuuming, mopping, and dusting all surfaces in assigned areas, emptying trashcans, cleaning/sanitizing four bathrooms, kitchen, windows
• Restocks restroom and common area complimentary supplies
• Communicates with staff to address specific repair needs and maintenance concerns
• Uses time management and efficient cleaning methods to meet deadlines
• Handles equipment, chemicals, and materials properly and with caution
• Confirms all cleaning tools and equipment were stored properly after use
• Maintains a well-organized storage area for cleaning supplies to ensure easy access and efficient use of materials

• Record and create financial transactions using Quicken software
• Prepare bank deposits
• Reconcile Bank and Brokerage statements
• Maintain up to date inventory of investments
• Design reports and excel spreadsheet
• Business correspondence via email, letter and telephone
• Provide tax information to employer's accountant
• Run occasional errands, package and post occasional parcels
• Install technology and software as needed, learn new technology as needed
• Provide technical support and custom directions for various forms of technology such as iPhone and apps, through Microsoft Office
• Shop for and purchase items, such as new technology needed or things that provide solutions to problems that employer describes
• Provide advice and information regarding financial and technology matters and providers
• Maintain paper-filing system
• Mass-mailings/mail merge

Ran timely reports / emailed results at scheduled times throughout the day

Interacted with Hubstaff time-management software throughout the day

Cold and warm calling with scripts and result coding and messages in CRM

Office supply ordering and inventory control

Desk set-up for new hires

Coordinate Indeed Interview process, schedule phone and in-person interviews

Set up employee schedules each day

Assisted with billing work: printed/mailed checks, scanned bills and followed up with bookkeepers for timely payment, electronically filed the bills in Google Drive folders, answered management questions, updated addresses, requested refunds/adjustments when needed, paper filing

Special projects such as organizing the Tech supply closet, collaborating and creating a Pet Wall bulletin board for the office employees

Handle front door walk-ins

process mail and scan documents to electronic filing system

Handle incoming phone calls

Reach out to suppliers and maintenance parties as needed, schedule deliveries

Research major office solutions to provide recommendations, practical information and quotes

Light HR task assistance

Avochato texting software

Learned/used a Mac desktop computer, keyboard and magic-mouse

Assisted with weekly mass-mailing letters

Constant Contact email blast duties

VanillaSoft CRM software

Trello task organization software

Trainual software

Coordinate office lunches and birthday celebrations

Employee email notifications about Holiday closures, new employees, etc.

Provide technical support on our donor/donation software and portal access as well as general support answering information requests, troubleshooting and problem solving with regard to donations, donor records and financial reporting to donors, field workers, home office departmental employees, and other miscellaneous outside parties as needed.

• Execute data entry and ensure accuracy of imported lockbox data from external check processor
• Handle all aspects of weekly paper receipt and tax statement mailings in a timely manner, coordinating an outside volunteer
• Research and process returned mail
• Maintain accurate, updated records of donors
• Have a general idea about our field workers' international locations, projects, security levels or be able to find out quickly
• Troubleshoot, problem-solve and suggest improvements/report areas of concern with regard to internal processes, donor and worker portals and Donor/Donation software
• Answer work related phone calls, emails, and Google Chat messages in a timely and professional manner

• Performed Sunday and holiday parcel deliveries in suburban areas, ensuring consistent safety and respect for property for our customers
• Maintained accurate records of parcels, deliveries, gas card usage, vehicle mileage and maintenance needs
• Arrived early (considered on-time) and prepared with uniform, weather appropriate clothing and equipment, supplies needed to perform physically during heatwave. heavy rainfall, frozen conditions
• Coordinated with other carriers as needed to assist or keep deliveries on time
• Completed training on postal vehicles and proprietary postal scanner software

• Supervised students ages PK through 8th Grade at lunch and recess periods
• Provided light medical care, discipline and conflict resolution
• Used discretion and Renweb software to communicate or note any significant issues with teachers, parents
• Maintained supplies and areas of use
• Gathered information and photographs weekly, coordinating responsibilities with other editors, and arranged all inputs into software for newsletter and yearbook
• Created and maintained a catalog of folders yearly in Google Drive for each subject and grade yearbook pictures
• Communicated with faculty and staff about deadlines and processes for the yearbook and newsletter items
• Met deadlines and budget
• Designed cover and entirety of yearbook, meeting with principal to review and revise several drafts throughout the year

• Learn and comply with all policies and regulations of the SEC, Morgan Stanley, and First Union Securities
• High volume of phone, in-person, and electronic communication required, (customer service skills and professional communication skills highly demonstrated)
• Use several proprietary firm financial and customer database management softwares, websites, additional outside retail software and websites, Microsoft Outlook, Windows and Excel (computer literacy skills consistently engaged)
• Independently field questions, solve problems and communicate with firm supervisors, client managers, client employees, firm support staff, and varied outsiders (analytical and problem solving skills highly utilized)
• Purchase and maintain inventory of office supplies and marketing literature for my broker group (proactiveness, responsibility and organization relied upon)
• Utilize analysis and research skills for a wide variety of projects (intelligence, learning, resourcefulness demonstrated)
• Bi-weekly phone switchboard duty for the branch (receptionist skills learned)
• High standards placed on reliability, punctuality, timely follow up of current matters and attendance at all training and informational meetings (work ethic tested and proven)