Jessica Kim: in Fullerton, CA

Managed complete data entry for over 100 food production companies with SAP program Organized records and files of all food production companies on file Assisted in handling payments to ensure all payments are accounted for by computing files on database and forwarded paperwork to supervisor in a timely manner

Worked directly with Senior Advisors by acquiring new clients for the firm by contacting over 200 clients per day for insurance eligibility and benefits Financially consulted with and provided individually designed insurance portfolios for business owners, high net worth individuals, and closely held private corporations

Created, evaluated, and revised business websites to simplify and facilitate easier navigation for small business owners, distributing and expanding clientele outreach via development of websites and e-advertising

Effectively prepared assets, receipt verification, and bookkeeping of transactions Reconciled on a monthly basis statement of expenses, revenues, trial balance statements, and prepared journal entries Processed all financial statements for business: cash, credit, receipt records Maintained appropriate inventory of merchandise