Cassandra Wilson
Milwaukee,WI
Summary
Organized and dedicated Administrative Assistant with successful experience in fast-paced deadline driven environments.
Overview
7
7
years of professional experience
Work History
Administrative Assistant - Tax
Sikich LLP
09.2022 - Current
- Performed tax processing functions such as tracking returns, assembly tax returns, engagement letters, spreadsheets, electronic filings, and follow-up
- Released extensions and tax returns electronically and made sure the clients received IRS acceptances
- Assembled tax returns for customers which including packaging client copies with the appropriate envelopes (federal and state) and the related returns
- Assisted partners, managers, and staff with all office related activities (typing, scanning, faxing, and copying)
Sales Consultant & Client Relationship Manager
Hair Club
03.2020 - 09.2022
- Consulted with prospective clients on what HC solutions best fit their situation
- Created contracts based on solutions sold to each client and walked through the contract to ensure client understood how the solution functions and all potential benefits
- Handled finance verifications and credit checks for new clients
- Collected monthly payments from clients to meet accounts receivable goals
- Fostered relationships with clients by performing progress reviews to study progress of solution sold
Scheduling Coordinator/Administrative Assistant
Chiropractic Company
12.2018 - 03.2020
- Checked patients in for each appointment and oversaw the scheduling
- Processed payments and ensured that insurance coverage was appropriate
- Followed HIPPA guidelines to protect patient privacy
- Administrative and clerical work including printing and scanning
Administrative Assistant
Durex Industries
02.2018 - 11.2018
- Administrative and clerical work including printing and scanning
- Preparing and editing letters, reports, memos, and emails
Skills
- Communication abilities
- Organizational skills and time management
- Attention to detail
- Expertise in common Microsoft office software
Timeline
Administrative Assistant - Tax
Sikich LLP
09.2022 - Current
Sales Consultant & Client Relationship Manager
Hair Club
03.2020 - 09.2022
Scheduling Coordinator/Administrative Assistant
Chiropractic Company
12.2018 - 03.2020
Administrative Assistant
Durex Industries
02.2018 - 11.2018
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