Helen Caban

• Led team of 10 members while providing exceptional customer service.
• Maintained all staff client scheduling and appointment calendar on daily basis.
• Daily payment transactions.
• Various clerical duties. Filing , responding to email messages.
• End of day ,"POS" reconciliation daily and set up of monthly deposits.
• Reviewed and finalized client tax returns and daily review of office work center.
• Established open and professional relationships with team members to achieve quick resolutions for various issues.
• Facilitated training for associates through daily coaching and regular performance appraisals.
• Cross-trained and provided back up for client service receptionists.
• Planned, managed and directed daily board operations to meet revenue targets and increase client growth.

• Built strong relationships with customers through positive attitude and attentive response.
• Led team of 35 members while providing exceptional customer service throughout 3 offices.
• Held meetings with my assistants to keep up with daily running of offices.
• Assisted my district manager with new hire processing and existing training programs.
• Maintained staff client schedules and oversaw appointment calendar daily/constantly.
• Provided tax preparers with client discounts.
• Prepared 1040 tax returns when necessary.

• Led team of 35 members while providing exceptional customer service.
• Demonstrated knowledge of company targets and goals and coached employees daily in reaching objectives.
• Guided my teams and embraced changes during a difficult year.
• Daily maintenance of staff, client scheduling and appointment calendar.
• Preparation of 1040 tax returns.

Lead the Englewood and Port Charlotte office locations consisting of 20 employees.

• Managed workflow processes, monitored appointment calendar and staff schedules daily to improve productivity and implemented ideas to improve overall performance.
• Coached tax preparers daily on company workcenter while managing employees to achieve company goals.
• Lead team meetings to communicate essential information to associates.
• End of day processing, reconciliation and bank deposits.
• Prepared 1040 tax returns as needed.

• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Responded to customer questions and managed over 200 calls daily, emails and in-person.
• Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
• Participated in regular trainings and workshops to keep up-to-date on all company products and services.
• Managed master calendar by scheduling and confirming appointments.
• Various clerical duties.

• Gathered information from various neighborhoods used to gather information for government funding.
• Trained over 20 people for 2010 dicentennial census.
• Training consisted of updating addresses and maps, canvassing local neighborhoods. Areas and boundaries were evaluated and updated on a hand held computer..
• Seasonal assignment for 2009 and 2010.

• Monthly financial reporting for traders on the American Stock Exchange.
• Monitored expenses, tracked monthly distributions and allocations.
• Preparation of schedules for end of year tax returns.
• Preparation of individual 1040 tax returns.
• Accounts payable/receivables
• Data entry of brokerage statement information.
• Variety of clerical duties.