Annette Walton
Office Manager Administrative Assistant at Bratcher Financial Svc
- Role
- Office Manager Client Development Specialist at Bratcher Financial Svc
- Location
- Bowling Green, KY, US
- LinkedIn followers
- 500 followers
About Annette Walton
Personal Growth is the Process of Responding Positively to Change~I am an experienced professional trained in Sales and Marketing by Philip Morris USA, a division of Altria, a world class, Fortune 200 Corporation. The knowledge, skills and expertise I acquired from this premier tobacco company was instrumental in my launch of a very successful and versatile career path, first as an entrepreneur, expanding into different business sectors throughout my career. My experience in various industries include Insurance, Investments, Administration of Economic Programs through the State of Kentucky, Business Services, Manufacturing, the Tobacco Industry, Retail, including Apparel and Accessories, and Convenience / Grocery Stores.My skills and experience include: Sales and Marketing, Account Management, Business to Business Contract Sales, Independent Business Owner, Client Development Specialist, Legal Assistant, Senior Store Manager, Accounting Assistant, and Administrative Assistant. Additional skills include: Office Management, Market Planning, Marketing, Project Management, Policy Analysis, Court Document Preparation, General Ledger, Accounts Payable, Accounts Receivable, Payroll, Budgeting, Cash Management, and Financial Reporting. I have experience in various software programs including Microsoft Office, Quickbooks Pro, Kentucky Network-KASES, KAMES, KYIMS, GoldMine, Peachtree, Oracle, Tenant Pro, Property Ware, MYOB, Advisors Assistant and A360.I hold an Associate of Arts degree in Paralegal Studies from Western Kentucky University, a Certificate of Training in Computer Skills with an emphasis in Computer Programming from Bowling Green Technical College (Southcentral Kentucky Community and Technical College), and a High School Diploma from Saint Romuald High School. I am also a Kentucky State Notary Public – License # 4573
Experience
Office Manager Client Development Specialist
Jun 2015 — Present
I am currently employed with Bratcher Financial as Office Manager, Administrative Assistant and Client Services Specialist in insurance and investments. My responsibilities include assistance in proposal preparation, processing of insurance policy applications, claims, investment processing, scheduling, compliance, event planning and customer service. I have effectively processed policies, claims and financial distributions in a timely manner, meeting required goals and deadlines for the company. My electronic and paper files maintenance, has improved efficiency in record keeping, statistical reports, and account summaries. I am proficient in the software programs, Microsoft Office, Adobe, Advisors Assistant, A360, and Microsoft Outlook, with utilization of computers, online financial websites, multi-line phone systems, and office machines.
Education
Western Kentucky University
Associate's Degree, Paralegal
2006 — 2008
Bowling Green Technical College
Certificate of Training, Basic Computer Skills
St. Romuald High School
High School, General Education
Skills
- Human Resources
- Event Planning
- Outlook
- Administrative Assistants
- Microsoft Outlook
- Public Speaking
- Accounts Payable
- Management
- Team Building
- Records Management
- Retail
- Microsoft Office
- Sales
- Wordperfect
- Westlaw
- Accounts Receivable
- Process Scheduler
- Data Entry
- Merchandising
- Customer Satisfaction
- Training
- Sales Management
- Administration
- Access
- Software Documentation
- Key Account Management
- Quickbooks
- Marketing
- Office Management
- Accounting
- Inventory Management
- Invoicing
- Administrative Assistance
- Inventory Control
- Coaching
- Hiring
- Interviews
- Budgeting
- Customer Service
- Telephone Skills
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