Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to grow with the team.
Overview
9
9
years of professional experience
Work History
Front Desk/Office Assistant
Jerry T. Lai, CPA MBA, An Accountancy Corporation
12.2023 - Current
Answered incoming calls, directed calls to appropriate staff members, and took messages when necessary.
Scheduled appointments for clients using the office calendar system.
Processed payments from customers, including cash handling, checks, and zelle payments
Processed payroll and payroll taxes in QuickBooks.
Prepared quarterly and annual tax returns.
Assisted in the preparation of quarterly and year-end tax returns including federal income tax returns, state income tax returns, and other required filings under the supervision of a CPA.
Data Entry Clerk
Stox Posting and Publishing
03.2022 - 06.2023
Heavy and accurate data entry with focus on attention to detail
Reviewing of foreclosures’ Notice of Sales for any discrepancy
Averaging a daily total of 20+ orders of order entry in QuickBase Software
Correspond with Trustee’s for any publication dates and jurisdiction regulations
Process newspaper’s publication affidavits and review for potential errors
Reception duties including answering bidder’s and homeowner’s inquiries
Accessioning Technician, Tech 2
Pathnostics
07.2020 - 02.2022
Heavy and accurate data entry with focus on attention to detail
Transferred written patient health information into LIS XIFIN database to maintain consistent, accurate, client records and project details
Developed and coordinated trainings to help individuals learn company policies, procedures, and job tasks
Triaged incoming specimens by type to different staging areas for further processing
Met quality control standards by examining specimens for adequacy and appropriateness
Followed laboratory guidelines for handling biological specimens
Administrative Assistant/Receptionist
TMN Insurance
02.2017 - 12.2019
Supported office document needs, including scanning documents and routing business correspondence
Answered multi-line telephone system and routed calls to appropriate personnel
Contacted customers about changes or updates in accounts and communicated potential problems
Delivered customer support and service experiences to promote more effective office environment
Admission Assistant/Receptionist
Garden Park Care Center
12.2014 - 06.2016
Operated a multi-line telephone system managing more than 50+ calls a day
Assisted in software ECIN managing referrals and correspondences with hospitals and case managers
Greeted residents and family members and maintained a professional and tidy environment
Filled out admission documentation with family members and residents
Education
Associate of Arts - Biology
Golden West College
Huntington Beach, CA
04.2025
High School Diploma -
Westminster High School
Skills
Customer Service-Oriented
Multi-Line Phone Proficiency
Administrative Support
Data Entry
Timeline
Front Desk/Office Assistant
Jerry T. Lai, CPA MBA, An Accountancy Corporation
12.2023 - Current
Data Entry Clerk
Stox Posting and Publishing
03.2022 - 06.2023
Accessioning Technician, Tech 2
Pathnostics
07.2020 - 02.2022
Administrative Assistant/Receptionist
TMN Insurance
02.2017 - 12.2019
Admission Assistant/Receptionist
Garden Park Care Center
12.2014 - 06.2016
Associate of Arts - Biology
Golden West College
High School Diploma -
Westminster High School
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