Business professional with 7+ years of experience in customer service, data entry, and security, demonstrating strong communication and organizational skills. Adept at managing sensitive information and enhancing client engagement through efficient scheduling and billing processes. Committed to fostering a collaborative work environment and eager to leverage QuickBooks and Microsoft Word expertise to contribute to team success.
Welcomed and assisted visitors and employees in a professional and courteous manner.
• Monitored building access, logged visitor activity, and ensured compliance with safety protocols.
• Provided customer support by resolving visitor issues and answering general questions.
• Maintained organized logs, reports, and daily shift summaries.
• Prepared individual and small business tax returns with accuracy and compliance.
• Assisted clients with payroll setup, budgeting, and financial planning.
• Provided front-line customer support for seasonal and returning clients.
• Scheduled appointments and maintained confidential client records.
• Answered phones, handled inquiries, and followed up with clients to ensure satisfaction.