1. MINDY JO JAMES
EXECUTIVE SUMMARY
Results-driven administrative professional with over 25 years' experience
providing diverse operations assistance in fast-paced environments.
Possess excellent organizational, time management and customer relations
skills. References will attest this individual goes above and beyond,
surpasses expectations and has such experience that it is no surprise that
others needs are often anticipated and completed before requested.
High School Diploma
Pearland High School - Pearland, TX
Completed 15 Hrs
San Jacinto Junior College, South Campus
SPECIALTIES
 Dedicated, excellent work ethic
 Respect confidentiality
 Master of multi-tasking
 Organizational Skills
 Prioritize Integrity and honesty
 Resourceful creative thinker
 Self-driven individual
PROFESSIONAL EXPERIENCE
In Home Caretaker/Hospital Advocate, Alto, TX.
08/2015 – 07/2016
Appointment Coordinator/Caregiver/Advocate
 Scheduled and accompanied patient to multiple specialist
appointments
 Prepared daily medications to be taken at one of the five daily time
slots and closely monitored patient for any signs of side effects
 Maintained extensive records of patient vitals and overall health
 Administered breathing treatments four times a day
 Monitored and recorded daily doses of solid food and liquid intake
 Successfully kept household running in efficient and proactive
manor picking up any duties necessary to provide positive, healthy
and reliable patient care
 Provided care while maintaining duties for Arnold Land and Cattle,
also keeping booth stocked and running smoothly at Crosby Antique
Mall
 Patient's health had greatly improved, but before leaving this
position I established future care, medication dispensing and
physical therapy through home healthcare services
Address: 27419 East Fairway Oaks
Drive, Huffman, TX 77336
Phone: 281-324-9080; 713-628-4251
E-mail: MindyJoJames@hotmail.com
LinkedIn: https://www.linkedin.com/in/mindy-jo-james-93bb5851
 Lifetime Member of Houston Livestock
Show and Rodeo
 Wine Garden Committee
2015 - Present
 Livestock Committee
2000 - 2014
 Swine Auction Committee
1995 - 1998
 Member of Pasadena Livestock Show
and Rodeo
 Hostess Committee/Livestock Auction
1992 - Present
EDUCATION
INTEREST/VOLUNTEER
ORGANIZATIONS
HIGHLIGHTS
 Natural understanding of general office equipment and electronic
devices, extensive computer use, creative wording for internet
research, desktop printers, fax machines, photocopiers, USPS
postage machines, Bloomberg and multi-line phone systems.
 Special talent and patience for clearing copier and printer paper
jams, changing toners in many different machines, adding paper
and further setting machines up for the most efficient operation.
 Extensive history with MS Office to perform multitude of tasks using
MS word for drafting letters, creating forms and overall
administrative duties.
 Long-time user of MS Outlook both in professional career, and
personal use at home on laptop, mobile phones, Apple and Android
based, and notebooks.
 Well versed in MS Excel, fluent creating spreadsheets programming
for automatic calculation.
 Long history operating the internet, using creative wording to aid in
research.
TECHNICAL SKILLS
 MS Office Suite
 MS Outlook
 MS Windows
 MAC OS
 Android OS

2. PROFESSIONAL EXPERIENCE …continued
Arnold Land and Cattle Company, Columbus, TX. 01/2016 – 08/2016
Bookkeeper
 Contracted to create extremely detailed Excel spreadsheet to track cattle inventory and
monetary transactions
 Established a QuickBooks accounting system to reflect accurate financial records to reconcile
daily with Excel spreadsheet
 Entered financial information and payments to guarantee that employees and vendors were
paid accurately and on time
 Streamlined daily reporting information entry for efficient record keeping purposes
 Sorted invoices and correspondence for latter part of 2015 through May of 2016, further
maintained appropriate filing of personal and professional documentation
 Reconciled company bank, credit card and line of credit accounts
 Prepared efficient filing system and created labels for 2015 and 2016
 Established a system for changes and updates for future years
 Once both systems were up, running and accurately reconciled, provided training for new
employee taking over upon my exit
 Some work done on location, much done remotely
 Kept very clear and open line of communication to monitor necessary changes and progress
Crosby Antique Mall, Crosby, TX. 08/2014 – 05/2015
Owner/Operator of booth in co-op
 Opened and closed mall three to five days weekly, often opening early, also staying late
while customers finished their shopping experience
 Assigned vendor numbers when new vendors joined our group
 Was the first point of contact for all visitors and potential vendors so maintained clean and
inviting entrance area
 Kept accurate and updated list of contact information for all vendors to easily contact them
for customers requesting discounts or placing custom orders
 Stayed familiar with vendors' inventory to easily fulfill customer requests or lead them to
vendor areas that could accommodate those requests
 Took photos and posted items for all vendors on Facebook page
 Entered sales in QuickBooks daily and closed sales out at end of day
 Closed credit card machine out at close of business daily
 Completed daily audit sheet reconciling sales, cash and credit card receipts with QuickBooks
end of day report and credit card machine printout
 Prepared daily deposit
 Kept accurate list of customer contact information and customer requested items, shared it
with all
 vendors in effort to locate those items and provide custom service to mall customers
 Contacted customers with answers to questions, requests, offers, layaway issues and
reminders for custom orders, and scheduled meeting times for order retrieval
 Ran vendor sales reports using QuickBooks then reconciled with tags and sales slips for
bimonthly pay outs
AMHERST SECURITIES GROUP, L.P., Houston, TX. 03/1996 – 10/2014
Administrative/Sales Assistant for Investment Bankers
 Amherst was sold, Houston operation's department was required to cut 37%, only six
employees total, three in Administrative/Sales Assistant capacity. In this case it meant
keeping two employees and adding to their work load, having just one made no sense.
 Answered a high volume of phone calls and email inquiries confirming trades, acquiring
accurate delivery information for trade settlements, confirming trades and tirelessly
troubleshooting
 Successfully communicated with back office staff, company owners and presidents,
compliance departments and individual customers, but majority of contact being with other
broker/dealers, money managers, investment advisors, banks and clearing firms
 Top priority is to satisfy all requests, answer any questions, going above and beyond and
regularly surpassing expectations of contacts and employers

3.  Successfully met multiple daily deadlines in fast paced high stress office setting
 Sales team primarily type "A" personalities, able to easily work under that pressure and rise
to occasion when unexpected challenges are presented
 Maintained excellent records of daily trades and all correspondence for five to eight
salesmen, successfully supported three of top 10 producers, and effectively covered top
producer for 10+ years until his early retirement in July 2013
 Kept impeccable call book of multiple contacts and delivery instructions for each salesman's
clients for clear and easy access
 Willing to cover for coworkers when necessary, and more than happy to help out when a co-
worker needs a helping hand
 Always demonstrate utmost confidentiality, daily exposure to highly sensitive information
 Maintained current knowledge of strict compliance rules that Amherst operated under, put in
place by multiple governing agencies including, but not limited to, NASD, SEC, SIPC, FINRA
and Homeland Security
 When opening new accounts, often necessary to research using the internet to find company
information to complete required forms, then had to get original signatures from brokers
located in Greenwich, CT or New York, NY office, signatures from that office principal, then
once received back in Houston office, determined that all original signatures and blanks
were accurately completed, turned them in to compliance department
 Updated monthly inventory changes, submitted list of bonds held by broker customers to
trading desk for them to supply current market prices, updated pricing and ran performance
reports generated using MS Excel, then once completed and signed off on by compliance,
they were emailed to customer
 Reconciled monthly commissions for each salesman and followed up to confirm any
corrections were completed in timely manner
 Easily adapted to system upgrades and/or changes, very flexible
 Have self-cleared trades and cleared through external clearing firms
 Completed trade tickets using E-ticketing system developed by company's internal IT
department
 Once trade cleared, new factors and/or coupons come out on bonds post settlement, worked
daily to clean up outstanding money differences created by those updates and stayed
current, very diligent until resolved
PROFESSIONAL EXPERIENCE ….continued
OTHER EXPERIENCE
HOLBROOK'S BAR AND GRILL, HOUSTON, TX 09/1995 – 02/1997
Bartender/Waitress
THE WESTCAP CORPORATION, INC., HOUSTON, TX. 12/1986 – 08/1995
Sales Assistant
J.D. MARTIN COMPANY, INC., HOUSTON, TX. 05/1985 – 08/1986
Receptionist/Data Entry and File Clerk