Juliette Darcy
Oceanside,CA
Summary
Ambitious office and administrative support professional with comprehensive experience in various office environments. Skilled in managing office tasks, organizing records, and enhancing workflow efficiency. Demonstrated ability to adapt quickly to new software and systems, improving data management and operational processes. Made significant improvements in document organization and internal communication protocols, leading to smoother daily operations.
Overview
4
4
years of professional experience
Work History
Operations Assistant
LOFT
Carlsbad, CA
11.2023 - Current
- Collaborated with the executive team to enhance daily operational efficiency.
- Coordinated and scheduled daily and week-long calendar appointments for incoming clients.
- Developed spreadsheets for resource tracking and optimal allocation.
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Worked with clients to resolve billing discrepancies and inquiries.
- Provided administrative support to the CFO and Operations Manager by preparing reports, documents, and presentations.
- Assisted with the development of processes and procedures related to operations management.
Administrative Assistant
Lozano and Company
Santa Ana, CA
06.2021 - 05.2023
- Executed front desk operations, ensuring efficient client interactions.
- Supported the CEO with daily operational reports and calendar organization.
- Informed clients upon completion of their tax returns and other accounting work.
- Managed billing and collection of outstanding balances from clients.
- Scheduled accounting consultations for clients to address tax returns or other needs.
- Handled multi-line phone system, directing calls to appropriate personnel.
- Scanned and organized client files for record-keeping.
- Introduced to various accounting programs, Lacerte and QuickBooks.
Education
Bachelor of Arts - English
University of California, Irvine
Irvine, CA01-2021
Skills
- Problem-solving
- Calendar management
- Document preparation
- Spreadsheet development
- Customer service
- AR/AP
Timeline
Operations Assistant
LOFT
11.2023 - Current
Administrative Assistant
Lozano and Company
06.2021 - 05.2023
Bachelor of Arts - English
University of California, Irvine
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