EVIANA SOTO

• Oversaw high volume of inbound phone calls, electronic correspondence, and in-person client inquiries to ensure seamless communication.
• Managed daily client communications to resolve inquiries. Coordinated the collection of required documentation. Organized appointments and communicated updates on tax filing progress.
• Managed client appointment logistics with accuracy to optimize workflow and maintain compliance with deadlines.
• Conducted detailed assessments of individual and business tax returns, focusing on accuracy and compliance with applicable regulations.
• Led client meetings focused on reviewing tax returns, providing documentation clarification, and addressing procedural concerns.
• Oversaw maintenance and security of client documentation in firm’s secure portal, ensuring compliance with data protection protocols.
• Executed generation and processing of client invoices while overseeing bank deposits and conducting account reconciliation.
• Implemented organizational strategies to maintain a compliant and confidential workspace in accordance with firm policies.
• Executed efficient multitasking and time-management strategies to thrive in a rapidly changing, deadline-driven atmosphere.
• Trained new team members on systems and best practices for client engagement.

Greeted and assisted patients, scheduled appointments, and maintained a tidy reception area.
Confirmed appointments, processed payments, and verified insurance information.
Managed patient records, handled billing, and ensured smooth administrative operations.
Responded to calls and emails, ensuring timely and professional communication.
Prepared rooms and cleaned after use, setting up for new patients efficiently.
Cultivated a welcoming environment for patients, addressing inquiries promptly and coordinating seamless appointment
scheduling to ensure optimal patient care.
Optimized front desk operations through efficient multitasking, balancing administrative duties with patient care to
maximize productivity and client satisfaction.
Meticulously managed billing processes and insurance verifications, minimizing errors and ensuring accurate financial
transactions for the practice.

Boost document organization through precise data entry and audit processes.
Foster positive customer relations through prompt service and effective communication.
Optimize office operations by updating and maintaining an accurate electronic menu.
Enhance customer satisfaction by streamlining front desk operations.
Verify and scan IDs, ensuring accurate records and compliance.
Maintained 100% accuracy in ID verification and record-keeping.
Implemented a new scheduling system for vendor appointments, increasing efficiency.
Increased front office productivity by redesigning workflow processes.
Analyzed customer feedback to develop strategies that improved service delivery.
Trained new staff on customer service protocols, elevating team performance.
Introduced a multi-line phone system to enhance communication efficiency.

• Up sold memberships using knowledge of products, services and perks
• Ensured every customer had a positive experience by providing attentive customer service
• Delivered accuracy when processing high volume cash and credit card transactions

• Achieved sales goals by effectively up-selling merchandise, increasing customer satisfaction.
• Built lasting customer relationships, encouraging repeat business and loyalty.
• Maintained store organization and cleanliness, ensuring smooth daily operations.
• Promoted store products with passion, significantly increasing sales volume and customer engagement.
• Exceeded sales targets by innovatively promoting store merchandise.