Angela Fajardo

• Schedule and calendar management: Coordinate meetings, appointments, and other events for senior leadership.
• Communication: Act as a liaison between executives and other staff, and handle both internal and external correspondence.
• Logistical support: Make travel arrangements and prepare for meetings and events.
• Administrative tasks: Organize files, maintain databases, and manage other administrative duties.
• Administrative Support: Handling administrative duties, which may include managing correspondence, coordinating meetings and travel, and supporting leadership.
• Budget Management:Ordering and maintaining office supplies, managing office equipment.
• Onboard all new clients and generating all engagement letters along with CPA letters. In putting client data into company systems such as client logs, Quick Books, and Pro Series. Updating and communicating with clients on tax returns along with reaching out for information such as signatures and payments.
• Handled sensitive personal and financial data (e.g., Social Security numbers, bank account details) with a high level of confidentiality. Accessed and managed client financial accounts to review balances and transactions.
• Prepared and maintained profit & loss statements and bookkeeping records.
• Ensured compliance with privacy policies and data protection standards.

• Schedule and calendar management: Coordinate meetings, appointments, and other events for senior leadership.

• Communication: Act as a liaison between executives and other staff, and handle both internal and external correspondence.

• Logistical support: Make travel arrangements and prepare for meetings and events.

• Administrative tasks: Organize files, maintain databases, and manage other administrative duties.

• Special projects: Collaborate on special projects and cross-functional initiatives as needed.

• Office Operations: Overseeing daily operations, managing office policies and procedures, and ensuring a safe and productive work environment.

• Staff Management: Recruiting, hiring, training, mentoring, and evaluating office staff; coordinating schedules and activities; and managing internal communications.

•Administrative Support: Handling administrative duties, which may include managing correspondence, coordinating meetings and travel, and supporting leadership.

• Notice and Budget Management: Ordering and maintaining office supplies, managing office equipment, overseeing budgets, and negotiating with vendors.

• Event Planning: Organizing and coordinating company events, team-building activities, and client meetings.

• Onboarding all new clients and generating all Engagement letters.

• Sharp representative

• Administration

• Logistics

• Inventory

• Dispatch