Administrative / Legal Assistant

• Aug 2017 - Present

Corporate and Business Law Corporate and Business Law

Administrative Assistant

• Jan 2017 - Apr 2017

Provided administrative assistance to Owner, CPA staff and Sr. Admin. Scheduling of tax appointments. Prepared correspondence, responded to email requests and client inquires. Intake and copying of source documents. Formatted spreadsheet and submission data, utilized Intuit Pro Series to track tax returns. Greeted all incoming clients, accepted FedEx/UPS and postal deliveries. Mailed and assembled organizers and competed returns. Filing, scanning, faxing, office supplies, research and data entry. Maintained cleanliness of conference room, office and kitchen. Professional demeanor, exhibited flexibility along with a strong ability to prioritize workloads to meet critical deadlines. Show less

Executive Asst/ Administrative Coordinator/ Tax Preparer

• Jan 2015 - Apr 2017

Handled busy front desk, customer service liaison to vendors and client's tax questions. Managed office communications, FAX, scanning, voicemail and emails. Troubleshot IT issues and negotiated new office machine contracts. Scheduled client appointments, prepared tax returns and processed completed tax packets. Accepted payments and followed-up with collections and billing. Updated all tax files, researched tax law, copying, shredding and managed supply inventories. Created templates, marketing material, organized mailings and data entry of client information. Managed reception area, consultation offices, filing and supply rooms. Show less

Administrative Assistant

• Jul 2016 - Dec 2016

Handled client’s tax and billing questions. A/P, A/R (desktop deposits), processed CC payments (POS sys) and collections. Scheduled appointments to Outlook and ACT calendars and organized inter-office events. New client set-up, emailed engagement letters and e-authorization requests and correspondence. E-filed and finalized returns. On-boarded new employees and set-up insurance. Prepared and mailed client invoices, WIP reports, scanning and electronic file management. Formatted YTD spreadsheets and redesigned complicated templates. Managed reception/conference rooms and supply inventories. Show less

Tax Preparer

• 2014 - 2015

Receptionist / Admin Asst

• Oct 2013 - Dec 2013

Managed (3) business lines, (24) total, assisted callers with, status of E&O renewal, application questions, trouble shooting computer difficulties & interface, educated clients on new website and how to navigate for renewal documents, scanned and uploaded submitted applications into client profile. Greeted visitors, opened and distributed mail, mailed correspondence using PB postal & folding machines, scheduled Fed Ex & UPS pick-ups. Assisted CFO and Company President with special projects, helped new staff with Excel spreadsheets, created desktop publishing projects. Organized company events, picked-up lunch orders. Professional appearance and demeanor along with perfect attendance. Show less

Administrative Assistant

• Jul 2010 - Jun 2013

Provided administrative support in work environments that include, insurance, real estate, sales, manufacturing, non-profit and PEO organizations. Adept in creating, modifying executive correspondence, letters, memos, meeting minutes along with statistical and technical reports using multiple software applications, with a strong emphasis on Excel. Experienced with assisting top level management and C-level executives while acting as liaison with various departments such as, Sales, HR, Payroll/Accounting and Benefits. Scheduled meetings, conferences, client appointments, coordinated internal and external events. Managed company and multiple management calendars. Created and updated presentations, proposals, contracts and marketing material and have excellent proofreading skills. Made travel and hotel arraignments and reconciled expense statements. Performed audits, maintained supply inventories, interfaced with service personal and building management for new equipment and repairs. Outstanding written and verbal communication skills, heavy use of problem solving ability, along with strong organizational skills and able to multi-task and thrive in fast paced environments Show less

Administrative Asst

• 2012 - 2013

- Administrative/Executive Support - Office Management / Hiring - Receptionist (6-36 multiple lines) - Statistical / Technical Reporting - Meetings & Event Coordination - Front Desk / Concierge - Customer Service / Cashier - Office Supply & Machine Procurement - Special Projects / Desktop Publishing - Filing / Scanning / Data Entry / Budgets - Administrative/Executive Support - Office Management / Hiring - Receptionist (6-36 multiple lines) - Statistical / Technical Reporting - Meetings & Event Coordination - Front Desk / Concierge - Customer Service / Cashier - Office Supply & Machine Procurement - Special Projects / Desktop Publishing - Filing / Scanning / Data Entry / Budgets

Temporary employee

• 2011 - 2012

Administrative Coordinator

• Mar 2006 - Aug 2009

Responsibilities include all aspects of Customer Service and Administrative support in a high-volume and time critical environment. Duties included the oversite of inspection requests of AIG's high profile clients for (5) risk managers, which included reassignments, escalations and cancellation of requests. Provided all requisite documentation, analysis and updates along with monthly and quarterly reports and reviews. Maintained Outlook calendars for 5-6 risk managers, full administrative support and scheduled a minimum of 20-25 appointments monthly in a high-volume environment. Territories reflect the western half of the United States. Have a history of meeting or exeeding all goals and quotas. Show less

Administrative Assistant

• Aug 2005 - Nov 2005

Performed a variety of administrative duties which supported the Corporation Staff, including correspondence, proofing of downtown community plans and changes/revisions. Scheduling of staff and board meetings, assisted with special events and promotions. Preparation of board packets and briefs for council meetings, agendas and necessary research. Provided relief support for receptionist and greeted local and international visitors. Performed a variety of administrative duties which supported the Corporation Staff, including correspondence, proofing of downtown community plans and changes/revisions. Scheduling of staff and board meetings, assisted with special events and promotions. Preparation of board packets and briefs for council meetings, agendas and necessary research. Provided relief support for receptionist and greeted local and international visitors.

Student

• 2001 - 2004

Graduated with honors '2004 Graduated with honors '2004