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Work Background
OOS Licensing Assistant in the Out of State Licensing Department
DH Wine ComplianceOOS Licensing Assistant in the Out of State Licensing Department
Apr. 2023• Assists with renewals and maintenance of various license application forms and registrations • This includes applications and renewals for wholesale & direct to consumer licenses, sales and excise tax permits and secretary of state certificates of authority or similar • Assists with preparation, submission, follow through and completion of compliance brand registration applications, distributor and franchise compliance and various application forms online/hard copy • Filing, processing and tracking of customer brand renewals as assigned • Assists with client compliance audits • Assists with organization, planning and project management of client projects • Communication and interaction with state agencies while projecting a professional image • Prepares responses, communicates, and interacts with clients and visitors at the direction of client Specialists II and above • Participates in electronic file maintenance of client documents, records and contact information • Participates in company meetings, presentations, to include covering departmental updates • Assists with infrastructure projects as assigned, to include department committee assignments • Responsible for successful execution of fiscal bulk renewal periods as a member of the bulk renewal committee • Proactively communicate deadlines and ongoing prioritization of workload • Maintain, amend, follow written procedures, documentation and/or manuals • Participates in department process improvements • Build and maintain strong relationships with cross-functional teams • Accurately track, record, and reconcile billable and administrative time within the company’s billing system • Continued education and research on current and future state and federal regulations • Create, modify and maintain documents using Office 365, Adobe Acrobat or other programs • Conduct research, compile data, and prepare documentation • Supports department with special projects
Executive Administrative Assistant
The Indoor Golf ShopExecutive Administrative Assistant
Jan. 2021 - Aug. 2022Celina, Texas, United States• Provide administrative support to President as needed, provide general office support with a variety of clerical activities and related tasks • Uphold a strict level of confidentiality • Manage calendar responds to and send out meeting request and ensure schedules are kept up-to-date and accurate. Resolves meeting conflicts and handles reschedules to accommodate more urgent time sensitive request. • Assist with travel arrangements for certain employees and take lead on the administration of the corporate travel service. Also, provide input to the organizational travel policy. • Coordinate coffee, beverage, and snack service and kitchen duties • Oversee building maintenance schedule • Greet visitors to the office • Coordinate scheduling of the meeting spaces • Offer office supplies and food for company • Answer and refer incoming calls to the appropriate person or department • Stamp, sort, and distribute incoming mail • Plan of company meetings and events • Assist in creating job descriptions • Assist in applicate screen and scheduling interviews with hiring manager • New hire onboarding • Employee offboarding • Company and employee benefits coordination. • Company accounting • Created and maintained spreadsheets using advanced excel functions and calculations to develop reports and lists • Manage workflow to ensure all payroll transactions are processed accurately and timely • Process payroll bi-weekly using QuickBooks • Accounts Payable • Accounts Receivable • Reconcile payroll prior to transmission and validate confirmed reports • Understand proper taxation and employer paid benefits • Process correct garnishment calculations and compliance • Process accurate and timely year-end reporting when necessary (W2, 1095B, and 1095C) • Update and reconcile monthly statements QuickBooks • Manage QuickBooks Account • Preform other duties assigned
Compliance Specialist
Scout & CellarCompliance Specialist
Oct. 2018 - Nov. 2020Farmers Branch TX• File for state label approvals • Update systems with approvals • File state license renewals • File state license permits • File TTB permits • File COLAs (Wine Labels) • All aspects of federal and state approvals • Manually prepare, file and pay sales tax and excise tax to all states in which we do business • Implement and run Ship Compliant (to help us stay within compliance in all states in which we do business) • Supervising the shipping of alcohol by the company to 45 different states • Observes and documents any alcohol-related issues • Answer questions and make recommendations in regard to shipping into new/renewal states • Audit 45 state Alcohol Beverage Commission reports (some monthly, quarterly, or annual) • Resolve compliance issues by brainstorming the best business solution at the same time • Ensuring the company follows all 50 states different Wine Shipping laws
Executive Administrative Assistant / Bookeeper
Scout & CellarExecutive Administrative Assistant / Bookeeper
Jan. 2018 - Oct. 2018• Acting as the administrative point of contact between the executive and internal/external clients • Undertaking the tasks of receiving calls, take messages and routing correspondence • Handling executives’ requests and queries appropriately • Maintain calendars for the executive • Make travel arrangements • Monitor office supplies and research advantageous deals • Plan appointments and events • Manage phone calls and emails • Uphold a strict level of confidentiality • Develop and carry out an efficient documentation and filing system • Designed electronic file systems and maintained electronic and paper files • Dispersed incoming mail to correct recipients throughout the office • Made copies, sent faxes, handled all incoming and outgoing correspondence • Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists • Manage workflow to ensure all payroll transactions are processed accurately and timely • Process payroll bi-weekly using QuickBooks • Accounts Payable • Accounts Receivable • Reconcile payroll prior to transmission and validate confirmed reports • Understand proper taxation and employer-paid benefits • Process correct garnishment calculations and compliance • Process accurate and timely year-end reporting when necessary (W2, 1095B, and 1095C) • Update and reconcile monthly statements for the company using QuickBooks • Manage QuickBooks
Executive Administrative Assistant / Accountant
Challenge Service GroupExecutive Administrative Assistant / Accountant
Apr. 2017 - Jan. 2018Abi• Acting as the administrative point of contact between the 3 executives and internal/external clients • Undertaking the tasks of receiving calls, take messages and routing correspondence • Handling executives’ requests and queries appropriately • Maintain calendars for 3 executives • Make travel arrangements • Monitor office supplies and research advantageous deals • Plan appointments and events • Manage phone calls and emails • Uphold a strict level of confidentiality • Develop and carry out an efficient documentation and filing system • Designed electronic file systems and maintained electronic and paper files • Dispersed incoming mail to correct recipients throughout the office • Made copies, sent faxes, handled all incoming and outgoing correspondence • Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists • Manage workflow to ensure all payroll transactions are processed accurately and timely • Process payroll bi-weekly using QuickBooks • Accounts Payable (11 different companies) • Accounts Receivable (11 different companies) • Reconcile payroll prior to transmission and validate confirmed reports • Understand proper taxation and employer-paid benefits • Process correct garnishment calculations and compliance • Process accurate and timely year-end reporting when necessary (W2, 1095B, and 1095C) • Update and reconcile monthly statements for 11 different companies using QuickBooks • Manage QuickBooks Accounts (11 different companies)
Human Resources / Payroll Speicalist
Cisco CollegeHuman Resources / Payroll Speicalist
Oct. 2015 - Feb. 2017• Designed electronic file systems and maintained electronic and paper fields • Dispersed incoming mail to correct recipients throughout the office • Made copies, sent faxes, handled all incoming and outgoing correspondence • Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists • Manage workflow to ensure all payroll transactions are processed accurately and timely • Reconcile payroll prior to transmission and validate confirmed reports • Understand proper taxation and employer-paid benefits • Process correct garnishment calculations and compliance • Process accurate and timely year-end reporting when necessary (W2, 1095B, and 1095C) • Update and reconcile monthly statement from POISE • Process four different payrolls in a months’ time
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