JOSETTE ROBLES

Executive Assistant

KPMG LLP

05.2007 - 11.2020

Provide administrative support for tax partners, management, and staff members with an eye to maximum efficiency, speed, and accuracy
Demonstrate polished internal and external client relations and confidentiality in representing Eastern Regional tax team
Maintain management team’s schedules and calendar; accept and confirm meeting requests; schedule meetings; scan/filter messages and respond on behalf of partner/team leader
Make travel arrangements including office hotel reservations, initiate business visa process with KPMG Global Visa processing and other requirements for international travel
Organize meetings and events: distribute administrative information; manage hotel reservations, conference registration, and reception hosting; assist on-site/day of event as needed
Enter time and process expense reports, resolving time and expense compliance issues
Manage invoices, accommodating to external client billing schedules; create invoices (initiate and draft all progress/monthly billing); client/project time and expense reports; WIP reports; process ePayables; track receivables; submit adjustments and write-off requests
Accomplishments
Worked closely with KPMG Tax Partner to create a template to organize and simplify client information, avoiding redundancies in workflow
Continually drove support processes and schedules through thirteen tax seasons with growing client base and ever more complex demands and client requirements
Handled confidential and sensitive information with discretion and tact.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Organized and coordinated conferences and monthly meetings.
Processed travel expenses and reimbursements for executive team and senior management group.
Screened calls and emails and responded accordingly to support executive correspondence.
Facilitated training and onboarding for incoming office staff.
Conducted research and analyzed data to provide detailed reports on various business topics.
Transcribed meeting minutes to support sales, business development and senior management teams.
Filed paperwork and organized computer-based information.
Worked with senior management to initiate new projects and assist in various processes.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Took notes and dictation at meetings.
Handled incoming and outgoing mail, email and faxes.