Hetal Tolia

Responsible for entering and processing all invoices received for payment and undertaking the payment of all creditors across US, Canada, and India vendors. Troubleshoot exceptions in workflow to determine appropriate solutions and perform vendor setup and maintain vendor data.

Supported a financial advisor with meeting preparation, scheduling, and data entry, along with client communication and managing various projects. Maintained and updated client data in the Ameriprise CRM, including assets, liabilities, and current investments.

Worked closely with data from leading financial institutions and law enforcement departments across multiple states, ensuring institutions received necessary information for recovery efforts. Developed and managed a litigation settlement database by entering judgments using CLS collections.

Researched products, accurately wrote product descriptions and attributes, and assigned appropriate shipping and handling charges as a member of the e-Commerce management team. Managed web content for ShopGoodwill.com using Multi-Front and Agility for data entry, and Process Shipper for shipping updates.

Supported office teams to ensure smooth day-to-day activities within a busy environment, providing accurate administration of all paperwork generated at the office level. Monitored center supply inventory, scheduled appointments between parents and teachers, and assisted teachers in educational activities.

Greeted guests promptly and cordially, informed each guest of store sales and events, and assisted guests in finding and coordinating merchandise. Managed inbound and outbound salon calls, set up new and changed existing appointments, and proactively called clients to remind them about forthcoming appointments.

Handled and maintained all import orders and prepared documentation related to imports of pharmaceutical goods. Maintained contacts with dealers and handled queries through internet research and standard product books.

Maintained customer call logs and handled their queries, along with maintaining records of receivables and payments. Handled and maintained all export orders and prepared all documentation related to exports of chemical goods.

Completed a Bachelor of Commerce degree, focusing on business and financial principles. Gained foundational knowledge in accounting, economics, and management.