Allison Beal
Gainesville,FL
Summary
Highly organized and detail-oriented Administrative Assistant with over 30 years’ experience as a Legal Assistant and Administrative Assistant with a proven track record of exceptional support to executives and teams. I am seeking a position in Tate, Georgia area to be close to my family while utilizing my valuable experience and contribute to the success of a dynamic organization.
Overview
7
7
years of professional experience
Work History
Office Administrator
Austin, Gillman & Lovano, P.L.L.C.
01.2019 - Current
- Efficiently handle all incoming calls, ensuring prompt and professional communication
- Maintain managing partner's calendar, scheduling appointments, and coordinating meetings
- Extensive client contact, providing assistance and answering questions regarding tax documents
- Check-in client tax documents and prepare various payroll tax documents
- Assemble and send out tax packages to approximately 900 clients, ensuring accuracy and timeliness which includes sending electric signature requests
- E-file federal and state taxes, ensuring compliance with regulations for all tax returns produced by the firm
- File federal and state extensions, maintaining organized records
- Request IRS transcripts and EINs while facilitating smooth operations
- Supervise administrative staff and assist in their hiring and onboarding
- Communicate with vendors, ensuring timely delivery of supplies and services
- Research and implement new client document management software, improving efficiency of the firm
- Manage all daily tasks necessary to run the firm smoothly.
Donor QA Specialist - Temporary Position
RTI Surgical, Inc
08.2018 - 11.2018
- Opened new charts for donor tissue received, ensuring accurate documentation
- Completed moves/notes in the Donor Medical system, maintaining up-to-date records
- Archived released tissue charts and logged them in Excel, ensuring easy retrieval
- Filed charts in numerical order, including internal, external, and entire chart mail received
- Performed QA initial review of charts, ensuring compliance with quality standards.
Office Assistant
Austin, Gillman & Lovano, P.L.L.C
01.2017 - 04.2018
- Provided exceptional front-of-house customer service, creating a positive experience for clients
- Handled all incoming calls, ensuring prompt and professional communication
- Checked in tax documents and prepared various payroll documents
- Assembled tax packages, ensuring accuracy and completeness
- E-filed all federal and state taxes, maintaining compliance with regulations
- Filed federal and state extensions, keeping organized records
- Assisted accountants and office management with various tasks as needed.
Education
Bachelor's Degree - History
University of Florida
Gainesville, FLAssociate of Arts degree -
Santa Fe Community College
Gainesville, FLSkills
- Proficient in Microsoft Word, Excel, PowerPoint, Google Docs, PeopleSoft, Smart Solve, Donor Medical, Chart Tracker, Lacerte, Citrix, STI/TABs, QuickBooks, Outlook, Office Tools, various document management systems
- Familiar with legal programs such as SOS and ProDocs
- Strong proofreading, reviewing, and editing skills for various document types
- Extensive experience in research and writing methods
- Familiarity with LINDAS and scheduling systems used by judicial assistants
- Ability to manage and maintain schedules for professionals
- Excellent organizational and time management skills
- Business Administration
- Telephone Reception
- Project Management
- Spreadsheet Development
- Scheduling
- Administrative Support
- Event Coordination
- Staff Management
- Office Supply Management
- Database Entry
- Human Resources
- File Maintenance
- Operations Management
- Workforce Management
- Mail Handling
- Word Processing
- Report Preparation
- Technical Support
- Document Scanning
- Customer Engagement
- Meeting Coordination
- Customer Relationship Management (CRM)
- Ethics-Focused
- Booking Travel
- Mail Routing
- Office Management
- Typing 80 Words Per Minute
- Inbound Phone Call Handling
- Expert in Office 365, Word, Excel, PowerPoint, Outlook, Lacerte, Document Management systems, 10 key, office equipment
- Managing Office Supply Inventory
- Business Correspondence
- Supply Inventory
- Event and Meeting Planning
- Payroll
- Strategic Planning
- Time Management
- Inventory Management
- File Organization
- Financial Services Support
- Leadership and Supervision
- Schedule and Calendar Management
- Office Administration
- Verbal Communication
- Staff Supervision
- Inventory Control
- Calendar Management
- Problem Solving
- Confidentiality Maintenance
- Office Equipment Operation
- Attention to Detail
- Customer Service
- Document Management
- Multitasking
- Microsoft Office Proficiency
- Scheduling Appointments
- Meeting Planning
- Vendor Relations
- Teamwork and Collaboration
- Resource Allocation
- Emergency Response
- Project Planning
- Employee Coaching and Mentoring
- Onboarding and Orientation
- Business Analysis and Reporting
- Good Judgment
- Staff Training
- Task Delegation
- Goal Setting
- Team Leadership
- Scheduling and Coordinating
- Bookkeeping
- Travel Coordination
- Typing 80 Words Per Minute
Hobbies and Interests
- History
- Art
- Painting
- Crafts
- Cooking
- Traveling
References
References upon request
Timeline
Office Administrator
Austin, Gillman & Lovano, P.L.L.C.
01.2019 - Current
Donor QA Specialist - Temporary Position
RTI Surgical, Inc
08.2018 - 11.2018
Office Assistant
Austin, Gillman & Lovano, P.L.L.C
01.2017 - 04.2018
Bachelor's Degree - History
University of Florida
Associate of Arts degree -
Santa Fe Community College