Haylee Arguello

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Screened high volume calls and emails for Senior Tax Advisor.
• Managed Senior Tax Advisor calendars, scheduling meetings and appointments.
• Handled confidential and sensitive information with discretion and tact.
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate requests.
• Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
• Updated and maintained confidential databases and records.
• Promoted team productivity by keeping supplies organized and well-stocked.
• Took notes and dictation at meetings.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Facilitated training and onboarding for incoming office staff.
• Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
• Increased office participation in special events by creating digital invitations with Canva.
• Communicated with Vendors on scheduling Company Events.
• Ordered lunch/dinner for the company during Tax Season.
• Prepared invoices, processed payments, and documented account updates.

• Liaised between clients and vendors and maintained effective lines of communication.
• Updated account information to maintain customer records.
• Facilitated timely delivery of special projects to meet organizational and departmental objectives.
• Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
• Scheduled client appointments for Dispatch team.
• Facilitated communications between customers and field personnel to answer questions or resolve concerns.
• Received new orders, prepared documentation, and assigned personnel.

• Screened calls and emails and initiated actions to respond or direct messages for managers.
• Documented and distributed meeting notes to identify, analyze, and improve workflows.
• Gathered documents, data and formulated analytics to prepare issues for discussion and reports for review.
• Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
• Collaborated with supervisors to escalate and address customer inquiries or technical issues.
• Used ticketing systems to manage and process support actions and requests.

• Member of Yearbook

Landscape Design

Year: 2016

Grade: A