Sheila Carrothers

sc752ce2@westpost.net

OFFICE MANAGER/CLIENT SERVICE

_________________________________________________________________________
Appointment Scheduling * Meeting Coordination * Staffing
Account Preparation - Document Creation * Special Projects
A dependable, highly equipped professional with 12+ years of experience in provi
ding effective and comprehensive support to senior executives. Possesses the hi
ghest degree of integrity supported by a flawless record of maintaining confiden
tiality.
Expertise Includes:
* Applications/Underwriting
* Accounts Receivable/Payable
* Operations/Office Management
* Customer Relations
* Notary
Software Applications:
* MS Word (60+ wpm)
* CRM - Advisors Assistant
* Outlook
* Peachtree
* Quicken
_________________________________________________________________________
PROFESSIONAL EXPERIENCE

Martin Financial Group, Temp, AZ 2008-Present

Independent Financial Firm including mutual funds, financial plans, life, disabi
lity, long term care insurance, annuities, stocks, etc.
Client Services Specialist
*Responsible for handling all aspects of customer relationship including prepara
tion of paperwork for client meetings, brokerage account set up, underwriting re
quirements, and customer requests for deposits, disbursements, and transfers.
*Yearly notification of annual reviews, RMD, contributions IRA, SEP, SIMPLE. Se
mi-annual enrollments for employer retirement plans.
Noah Webster Basic School, Mesa, AZ 2003-2008
Elementary Charter School with over 1100 students attending.
Executive Assistant to Director
*Assisted Director in hiring, training, scheduling, and evaluating personnel.
*Implemented "Outlook" for organizing Director's calendars, appointments, and co
ntacts.
*Devised and complied tracking system to streamline accounting process from 3 da
y turnaround to a 1 day turnaround for the before and aftercare billing.
*Planned and coordinated over 15 events during the past four years creating them
es, negotiated for and secured sites, plus arranged for invitations, decorations
, catering, and entertainment.
*Proofed and edited reports, correspondences, and procedure manuals, screened ca
lls, and communicated directives to staff of 125.
Lutheran Brotherhood Financial, Eugene, OR 1995 - 1996
Financial company selling life insurance, annuities, and trust planning.
Office Manager
*Identified potential customers, cold-called to set up appointments, increasing
advisor's productivity by 50%.
*Maintained client databases for mailing and communication purposes.
*Created and organized filing system to increase office efficiencies and product
ivity.
Stencil Accents, Eugene, OR 1993 - 1999
Faux painting business specializing in borders and murals.
Owner/Operator
*Handled all aspects of owning company from marketing, sales, accounting, and cu
stomer service.
Phaez Inc., Salinas, CA 1989 - 1990
Construction company dealing with master planned communities and medium size com
mercial projects.
Administrative Assistant
*Handled multi-line phone system, served as assistant to seven staff members inc
luding CEO, President, and Controller, organized staff members for open bid proj
ects, served as liaison between field offices and owners, responsible for filing
system, assisted project managers with general office duties including correspo
ndence, data entry, scheduling, and appointments.
Equa Investment Co., Monterey, CA 1986 - 1989
LLC specializing in obtaining investors for retirement communities, master plann
ed communities, manufacturing factories, and retail stores.
Office Manager/Personal Assistant
*Tracked office expenses and created monthly reports for owner. Prepared invoic
es, Accounts Receivable/Payable, and banking.
*Coordinated logistics of 2 trade shows for retail stores, served as liaison wit
h trade show personnel, in-house sales personnel, organized designing of marketi
ng and product materials.
Progressive Insurance Co., San Jose, CA 1984 - 1986
Automobile claims office.
Administrative Claims Assistant
*Enhanced business infrastructure devising form letters, scheduled tasks for ass
istants, and work rotation resulting in improved performance and customer servic
e.
*Received "Employee of the Month" award for work completed.
VeloBind, Inc., San Jose, CA 1982 - 1984
Manufacturing company of book binding products.
Administrative Assistant II
*Provided continuous, high quality support to the VP of Human Resources. Coordi
nated schedule, appointments, and travel arrangements; managed expense accounts
and recovery, and all correspondence, computer updates.
VOLUNTEER POSITIONS
Fund raising for various organizations, including Noah Webster Basic School PTO,
Spring Creek PTO, Cub Scouts of America, and Special Olympics. Received honors
for my participation and leadership to the Wives Club from The United States Ar
my during Desert Storm deployment. Elected as Treasurer for Good Shepherd Luther
an Church, served as Secretary, Treasurer, and President during my four year inv
olvement with Noah Webster Basic School PTO.

EDUCATION
Heald Business College
Hartnell Community College