Summary
Overview
Work History
Education
Skills
Languages
Software
Timeline
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Jessica Roberts

Jessica Roberts

Administrative Professional
Salem,OR

Summary

Accomplished and driven professional with a demonstrated aptitude for fostering effective collaborations across all organizational levels, coordinating intricate schedules, and ensuring diligent adherence to regulatory standards. Track record of supporting professional needs with well-organized precision, adept at managing high-volume workloads in rapidly changing environments.

Overview

10
10
years of professional experience

Work History

COMPLIANCE AND TAX SPECIALIST

Willamette Valley Vineyard
04.2021 - 10.2022

• Managed various federal and state compliance aspects, encompassing licenses and associated documentation.

• Collaborated with sales and operational teams to secure necessary licenses for new facilities within stipulated requirements.

• Processed state license applications and renewals in adherence to applicable regulations.

• Maintained a comprehensive database of licenses and their expiration dates while providing procedural guidance and instructions.

• Oversaw the renewal of state brand registrations and meticulously upheld an up-to-date repository of such registrations.

• Served as principal point of contact for all compliance-related inquiries from staff members.

• Generated monthly data for state and federal reporting requirements.

• Executed the calculation and preparation of OLCC and TTB filings for review by the CFO.

• Guaranteed timely completion and filing of all state and federal compliance documents.

• Maintained custodianship of all physical compliance records.

• Acted as primary administrator for compliance software, handling associated staff inquiries, access requests, and issue resolution.

• Assisted in bond inventory audits and related control procedures.

SCHEDULING MANAGER

Capitol Pacific Reporting
01.2019 - 02.2020

• Managed complex deposition schedules for court reporters with precision and efficiency, leveraging the CourtPages system.
• Utilized Outlook for email communication, demonstrating adeptness in digital tools, to coordinate deposition, hearing, and meeting schedules with clients and legal assistants.
• Delivered courteous and professional phone and in-person reception while upholding strict confidentiality and a systematic filing system.
• Facilitated travel arrangements for court reporters and coordinated off-site conference rooms, videographers, and other necessary resources for depositions, hearings, and meetings.
• Provided auxiliary support by scanning documents and digitizing files as needed and offering on-site assistance at satellite office locations.
• Resolved schedule conflicts swiftly, ensuring minimal disruption to operations and client satisfaction levels.

ADMINISTRATIVE ASSISTANT

Capstone Investment Group
06.2018 - 10.2018

• Provided comprehensive support to Client Care Manager in managing client requests and inquiries.
• Effectively coordinated calendar meetings and appointments and actively contributed to client appreciation events and seminars alongside partners and staff.
• Managed and processed client and staff calls and requests and maintained meticulous records of the same.
• Answered multi-line phone system, routed calls, delivered messages to staff, and greeted visitors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.

Education

General Studies 2022-2023

CHEMEKETA COMMUNITY COLLEGE
Salem, OR

Bachelor of Arts - History

WESTERN OREGON UNIVERSITY
Monmouth, OR
06.2026

Skills

  • Staff Development
  • File Management
  • Closing Procedures
  • Year-End Tax Provision Proficiency
  • Research Proficiency
  • Time Management
  • Social Perceptiveness
  • Government Regulations
  • Legal Research
  • Report Writing Skills
  • Contract Administration
  • Grant Applications
  • Grant Proposals
  • Proposal Management
  • Adobe Creative Suite
  • Document Library Development
  • Database Coordination
  • Data Evaluation
  • Client Relations Expertise
  • Document Management
  • Event Coordination
  • Facility Workflow
  • Transcribing Information
  • Referral Verification
  • Informational Packets
  • Workflow Improvements
  • Departmental Support
  • Logistics Coordination
  • Process Improvement
  • Statistical Data Gathering
  • Human Resources Management Software
  • Video Conferencing Software
  • Records Management Databases
  • Meeting Agenda Preparation
  • Data Research and Compilation
  • Calendar and Scheduling Software
  • Audio Recording
  • Administrative Policies
  • Meeting Minutes
  • Advanced MS Office Suite Proficiency
  • Reports and Financial Statements
  • Regulatory Requirements
  • Interpersonal Strengths
  • Local, State and Federal Tax Returns
  • Storage Procedures
  • Financial Analysis Software
  • Compliance Knowledge
  • Project Tracking
  • Office Management
  • Customer Relationship Management
  • Employee Scheduling
  • Interoffice Correspondence
  • Office Supplies and Inventory
  • Software Applications
  • Operational Improvements
  • Applicant Interviews
  • Operational Efficiency
  • Strategic Planning
  • Technical Support
  • Conflict Resolution
  • Staffing Assignments
  • Schedule Management
  • Contract Development and Management
  • Project Management
  • Staff Management
  • Job Assignments
  • Procedural Streamlining
  • Complex Problem-Solving
  • Issue and Conflict Resolution
  • Social Media Platforms
  • Collaborate Cross-Functionally
  • Documentation Research
  • Research and Data Management
  • Research Procedures
  • Research Proposals
  • Research Protocols
  • Comprehensive Research
  • Independent Research
  • Proposal Development
  • Restorative Procedures
  • Legislative Research
  • Interdisciplinary Collaboration
  • Complex Data Interpretation
  • Data Collections
  • Legal Writing
  • Data Entry
  • Systems Development
  • Data Storage Methods Knowledge
  • Report Preparation
  • Data Integrity
  • Archival Record Preparation
  • Digital Preservation
  • Electronic Records Management
  • Materials Preservation
  • Archival Policy Development
  • Exhibit Coordination
  • Processes and Procedures
  • Fine Collections
  • Library Classification System
  • Accurate Recordkeeping
  • Library Resources
  • Cataloging of Materials
  • Policy and Procedure Enforcement

Languages

French
Professional Working

Software

Microsoft Office Suite

CourtPages

Sage

Oracle

Timeline

COMPLIANCE AND TAX SPECIALIST

Willamette Valley Vineyard
04.2021 - 10.2022

SCHEDULING MANAGER

Capitol Pacific Reporting
01.2019 - 02.2020

ADMINISTRATIVE ASSISTANT

Capstone Investment Group
06.2018 - 10.2018

General Studies 2022-2023

CHEMEKETA COMMUNITY COLLEGE

Bachelor of Arts - History

WESTERN OREGON UNIVERSITY
Jessica RobertsAdministrative Professional