Jana Morris
Sarasota,FL
Summary
Dedicated professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering client support. Responsible, punctual, and productive professional when working with little to no supervision. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Experienced individual providing high-quality administrative support to various departments. Highly organized and detail-oriented with great multitasking and task prioritization skills.
Overview
7
7
years of professional experience
Work History
Assistant Manager
Fretz CPA
01.2023 - Current
- Supervised day-to-day operations to meet performance, quality, and service expectations.
- Developed strong working relationships with staff, and client relations fostering a positive work environment.
- Offered hands-on assistance to clients, assessing needs, and maintaining current knowledge of client's preferences.
- Developed detailed plans based on broad guidance and direction.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Maintained a clean, safe, and organized office environment to enhance the customer experience.
Front Office Administrative Assistant
Sarasota Business Suites
01.2021 - 08.2023
- Answered multi-line phone systems, routed calls, delivered messages to tenants, and greeted visitors.
- Fostered a positive work environment through effective communication skills and professional relationships with colleagues and clients.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and secure filing systems.
- Provided excellent customer service with prompt responses to client and tenant inquiries, effectively addressing concerns and building strong relationships.
- Oversaw daily, weekly, and monthly mailing.
- Distribution of daily mail and packages.
- Organized documents efficiently with thorough file maintenance, archiving outdated records for easy retrieval when necessary.
- Managed office supply inventory, proactively ordering items to prevent depletion and workflow disruptions.
Kept accurate records for essential company information. - Managed calendars for clients, tenants, and customers, scheduling appointments strategically to prioritize and minimize conflicts.
- Organized office events, such as holiday parties, to promote a positive company culture and enhance office morale.
- Maintained and ordered office supply inventory.
Monitored office supplies to ensure essential items were always available without overstocking. - Sped up document processing by introducing automated templates for routine correspondence.
- Built positive relationships with clients through attentive service at initial contact points, such as reception desk interactions or telephone call handling.
- Increased office efficiency by organizing and maintaining filing systems, managing appointment schedules, and handling incoming calls.
- Supported a professional office environment by courteously greeting visitors and directing them to appropriate personnel or resources.
- Screened and transferred incoming calls, recorded messages, and transmitted them accordingly.
- Contributed to a professional office environment by greeting visitors courteously and directing them to the appropriate personnel or resources.
Accounting Assistant
Live Smart 360
04.2017 - 01.2018
- Processed payments and documents such as invoices, employee reimbursements, and statements.
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for the end-of-the-month billing statements.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Processed credit card payments, back charges, and disputes for accuracy in the accounting process.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Collaborated with team members on special projects, contributing valuable insights and problem-solving skills.
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Enhanced accuracy of financial reports by meticulously reviewing and reconciling accounts.
- Reduced processing errors by implementing a new system of double-checking entries.
- Supported financial strategy development with comprehensive market research and analysis.
- Recorded and tracked company expenses.
Education
Bachelor of Arts - International Interior Design
Interior Design Institute
Santa Barbara, CA06.2025
High School Diploma -
Hawke High School
Conroe, TX06.2021
Skills
- Money Handling
- Customer & Client Relations
- Teamwork and Collaboration
- Computer Skills
- Multitasking Abilities
- Organizational Skills
- Scheduling and Coordinating
- Professional and Courteous
- Task Prioritization
- MS Office
- Decision-Making
- Problem-Solving
Timeline
Assistant Manager
Fretz CPA
01.2023 - Current
Front Office Administrative Assistant
Sarasota Business Suites
01.2021 - 08.2023
Accounting Assistant
Live Smart 360
04.2017 - 01.2018
Bachelor of Arts - International Interior Design
Interior Design Institute
High School Diploma -
Hawke High School
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