Alexis Iqbal
Summary
Detail-oriented administrative professional with 10+ years experience and practice in business operations known for high productivity. Specialize in process optimization, project management, and data analysis, ensuring streamlined workflows and enhanced operational efficacy. Excel in communication, problem-solving, and leadership, leveraging these soft skills to drive team success and achieve organizational goals.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Administrator/Notary
MCDONALD JACOBS
06.2024 - 06.2026
- Oversaw management of entity and fiduciary yearly contracts to ensure compliance and timely execution.
- Assisted clients with software training and troubleshooting.
- Assisted staff with operational tasks, including assembly and software training, to improve overall workflow.
- Tax return processing for 1040s, 1099s, 1041s, 990s, 1120s, 1065s, 709s, and FBAR 114a.
- Document processing/autoflow and outsourcing returns via Xpitax.
- Participated in software development team meetings to enhance collaboration and integration of SafeSend Returns Suites.
- Including Gather, Signatures, and Secure File Transfer software.
Patient Services Specialist
PROVIDENCE WOMANS CLINIC
01.2022 - 06.2024
- Coordinated scheduling, insurance verification, nurse triage intake, employee training, and customer relations to enhance service delivery.
- Utilized Epic and Gynesis systems to improve administrative workflow and reduce processing time.
- Managed patient scheduling and appointment coordination for various clinic services.
- Assisted patients with insurance verification and financial inquiries during visits.
- Facilitated communication between patients and healthcare providers to enhance care experience.
Legal Assistant/Notary Accounting and Office Administrator
PIUCCI LAW
01.2019 - 01.2022
- Completed paralegal training and provided notary services. Managed potential clients and intake. Scheduled depositions and arbitrations. Conducted legal research and produced case materials. Collected police reports and medical bills to support case development. Audited cases, managed accounts payable and receivable, and coordinated office repairs and supplies. Coordinated scheduling and communications, processed mail intake, and resolved issues.
- Prepared legal documents for client meetings and court appearances.
- Managed case files and maintained organized document systems.
- Assisted attorneys with legal research and case preparation tasks.
Accounting and Office Administrator
SLR INTERNATIONAL CONSULTING
01.2017 - 01.2019
- Office administrator, accounting assistant; provided backup support for accounts payable, managed expense reports, facilitated building management and communications, offered IT support including troubleshooting, re-imaging laptops, and setting up equipment for employee use, and ordered supplies for home offices, technician support/document preparation/ report production, data entry, creating lab sample charts, health and safety committee member, coordinated meetings and networking events, arranging catering, handling special requests, setting up presentation equipment, and organizing travel accommodations, executed various administrative tasks to ensure smooth office operations..
- Managed office supplies and inventory to ensure efficient operations.
- Coordinated schedules and meetings for staff and clients.
- Maintained electronic filing system for easy document retrieval.
Education
BA - Liberal Arts & Sciences
FULLERTON UNIVERSITY
AA - Business, Liberal Arts, & Humanities
CYPRESS COLLEGE
Skills
- Tax return processing
- Software integration
- Document processing
- Claims processing
- System administration
- Data entry
- Document review
- Client relations
- Client communication
Certification
- Notary Public of Oregon
Timeline
Administrator/Notary
MCDONALD JACOBS
06.2024 - 06.2026
Patient Services Specialist
PROVIDENCE WOMANS CLINIC
01.2022 - 06.2024
Legal Assistant/Notary Accounting and Office Administrator
PIUCCI LAW
01.2019 - 01.2022
Accounting and Office Administrator
SLR INTERNATIONAL CONSULTING
01.2017 - 01.2019
BA - Liberal Arts & Sciences
FULLERTON UNIVERSITY
AA - Business, Liberal Arts, & Humanities
CYPRESS COLLEGE