
Dynamic administrative professional with experience at Veit & Veit, CPA's, excelling in customer service and data organization. Proven ability to enhance office efficiency through effective communication and meticulous data entry. Committed to maintaining confidentiality and promoting a positive work environment while delivering exceptional support to clients and colleagues.
Supported daily office operations, including:
Answered a multi-line phone system, routed calls, delivered messages to staff, and greeted visitors.
Organizing the necessary paperwork needed to file a tax return.
Scanning in tax documents, and uploading them to the data system.
Downloading documents from the online portal and adding them to the data system.
Making online and paper folders for clients with the information they provided.
Reading and replying to the company's email account.
Processing tax returns, which included printing them off, organizing the return, putting it in the correct folder, and preparing an envelope for either mail-out or pickup.
Conducted data entry tasks to maintain accurate records.
Mailing letters to the IRS.
Maintained confidentiality of sensitive information by adhering to strict privacy policies, and implementing secure filing systems.
Delivered excellent customer service skills.
Promoted a positive work environment through effective communication skills.
Provided compassionate personal care, assisting clients with daily living activities to enhance the quality of life.
Collaborated with family members to address concerns and improve overall client satisfaction with care services.
Maintained a clean and safe home environment for patients, reducing falls and accidents.
Performed light housekeeping duties, including laundry, linen changes, sweeping, vacuuming, and mopping, ensuring a clean and organized living space for patients.
Improved patient well-being by providing compassionate and attentive personal care.
Assisted with meal planning and preparation according to dietary restrictions, meeting nutritional needs while adhering to personal preferences.
Assisted disabled clients to support independence and well-being.
Encouraged patients to participate in safe physical activity to help boost mood and improve overall wellness.
Administered medications as prescribed, ensuring proper dosage and timely administration for optimal health outcomes.
Provided emotional support to patients and families during difficult times, promoting a positive atmosphere conducive to healing.
Constructed cognitively stimulating activities.