Haylee Torres
Brooklyn,NY
Summary
Organized and proactive professional experienced in managing client information and scheduling appointments. Known for exceptional attention to detail and customer service, ready to support operational success through effective communication and efficient administrative processes.
Overview
5
5
years of professional experience
Work History
Maiorano & Associates Inc
Joseph Maiorano
Brooklyn, New York
07.2020 - Current
- Greeted clients and managed check-in processes to ensure efficient service delivery.
- Answered over 100 calls daily, directing inquiries to appropriate departments promptly.
- Managed client information utilizing Zoho CRM, Taxwise, Drake Tax software, and Squareup.
- Processed billing accurately, documenting checks and cash received for client records.
- Maintained organized filing system for client tax information and prepared returns for IRS submission.
- Delivered administrative support by organizing documents, scheduling appointments, and managing calendars.
- Coordinated incoming mail distribution and handled courier services efficiently.
- Assisted in monitoring office supplies and maintaining inventory levels.
- Assisted with training new employees by providing orientation information and ongoing support to ensure a smooth integration into the team.
- Promoted to serve as assistant to a financial representative, responsible for managing client communications, scheduling, and follow-up calls.
- Assisted in preparing documentation and handling client files for the assigned rep to improve daily workflow.
Education
Some College (No Degree) - Business Administration
Brooklyn College
Brooklyn, NY06-2027
Skills
- Communication skills
- Customer service
- Scheduling appointments
- Multi-line phone system operation
- Time management
- Software proficiency using tools like Zoho CRM, Microsoft Office, TaxWise, Drake, and Square Up
- Teamwork and collaboration
- Multitasking Abilities
- Calm under pressure
Timeline
Maiorano & Associates Inc
Joseph Maiorano
07.2020 - Current
Some College (No Degree) - Business Administration
Brooklyn College
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