Accomplished and efficient Senior Administrator enthusiastic about supporting the needs of departments, offices, and leadership with abilities in streamlining processes and managing clerical tasks. Key strengths include relationship building, communication and organization of plans, people and materials. Ready to apply 11 years of experience to a challenging new role with room for advancement.
Hi, I’m
Kashaun Lynn
Frederick,MD
Summary
Overview
11
years of professional experience
Work History
Cherry Bekaert Advisory, LLC
Senior Administrator/Client Support Liaison
09.2018 - Current
Job overview
- Conducted regular email and/or phone correspondence with internal and external clients.
- Assisted with preparation, review, and delivery of open items lists to clients and tax staff.
- Composed tax notice resolution letters.
- Assisted clients with understanding tax return information.
- Coordinated tax payments for clients.
- Updated tax returns to reflect current information.
- Prioritized procurement of tax binders to ensure readiness for the forthcoming year.
- Organized documents for scanning and/or preparation.
- Ensured incoming client files were processed promptly.
- Managed client files and accounts for over 600 clients
- Managed client lists for over 10 executives.
- Produced detailed regional and personal Excel reports.
- Assisted with preparation of zero extensions in CCH Axcess.
- Assisted with exporting and releasing extensions in CCH Axcess.
- Assisted tax staff with Schema error resolution and/or E-file rejections.
- Maintained a schedule of recurring weekly meetings with supported executives.
- Coordinated printing and mailing of over 1,000 internally prepared Schedule K-1s to clients.
- Assisted with creation of new file folders in GoFileRoom.
- Assisted with preparation, delivery, and collection of engagement letters.
- Assisted with collection and processing of signed e-file forms.
- Initiated new client intake.
- Assisted with delivery of tax forms.
- Managed executives' calendars.
- Compiled relative information for presentations.
- Assisted in preparing presentations and agendas.
- Created and maintained complex Smartsheets
- Composed response letter to the IRS.
- Prepared proposals and email blasts for executives.
- Evaluated and assisted with systematic issues for internal staff and clients.
- Facilitated logistical setup of events.
- Facilitated team-building meetings and activities.
- Provided technical and non-technical support to professionals and administrative peers.
- Served as point of contact to clients.
- Analyzed reports for extension rejections and notified tax staff of rejections.
- Facilitated training for administrative peers and tax interns.
- Kept office operations running smoothly by providing effective leadership and administrative skills.
- Supported executive leadership through calendar management, travel coordination, correspondence drafting, and meeting preparation, among other tasks.
- Served as the key point of contact between management and employees, addressing concerns promptly and professionally to maintain a positive work environment.
- Collaborated with cross-functional teams to develop strategies for organizational growth, leading to increased efficiency and profitability.
- Assisted with recruitment process by screening resumes, conducting interviews, and making hiring recommendations based on candidate qualifications.
- Improved internal communication by developing an employee newsletter that shared company updates, success stories, and upcoming events.
- Managed inventory and procurement processes, ensuring that necessary supplies were always available while minimizing costs.
- Provided exceptional customer service as the first point of contact for clients, resolving issues promptly and maintaining strong relationships with key stakeholders.
- Responded to, researched, and resolved issues from internal staff, external departments, and customers.
- Acted as a backup for other administrative assistants by providing task support and adapting to individual needs.
- Coordinated training for new team members, overseeing onboarding details and designing the framework for future acquisitions.
- Drafted documents in company-directed formats and fonts, maintaining exceptional style consistency.
- Kept files and records in content management systems such as Adobe SharePoint.
- Served as a liaison between upper management and employees, facilitating transparent communication of expectations and feedback.
- Upheld a high level of confidentiality when handling sensitive information pertaining to personnel matters or company strategies.
- Fostered positive relationships with external partners such as vendors or clients through prompt correspondence and professional demeanor at all times.
- Assisted in the development of company-wide training programs to enhance employee skill sets and overall productivity levels.
- Collected data, input records, and protected electronic files.
- Interceded between employees during arguments and diffuse tense situations.
- Organized meetings for executives and coordinated availability of conference rooms for participants.
- Implemented project management techniques to overcome obstacles and increase team productivity.
- Kept a high average of performance evaluations.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Offered technical support and troubleshot issues to enhance office productivity.
- Maintained protocol throughout routine work days and special events.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Sorted, opened, and routed mail and deliveries to meet business requirements.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Served as primary point-of-contact for questions or concerns from clients during ongoing projects.
- Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
Blair Dubilier & Associates
Office Manager/Administrative Assistant
06.2013 - 09.2018
Job overview
- Managed receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
- Provided technical assistance to facilitate the work of the IT staff.
- Prepared correspondence, memoranda and reports, time and attendance.
- Maintained office calendar.
- Prepared requests and purchased office supplies.
- Maintained filing system
- Arranged travel for staff, leadership, and/or support for all office functions and activities.
- Utilized personal computer office capabilities to develop documents and spreadsheets
- Reviewed and edited documents or audio for consistency, accuracy, grammar, and punctuation.
- Processed and routed incoming mail to correct recipients throughout the office.
- Assisted with making copies, sending faxes, processing invoices, and handled all outgoing correspondence.
- Acted as a liaison between the company and priority clients.
- Assisted staff with client exhibits by completing video captioning, typing scripts, and audio editing.
- Monitored employees' offsite schedules.
- Conducted research and compiled information for various projects as assigned.
- Supported numerous customer service and administrative functions.
- Liaise with building management team and IT team and negotiate all prevalent contracts or negotiations.
- Maintained computer and physical filing systems.
- Developed and maintained successful relationships with vendors, suppliers, and contractors.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Managed office operations while scheduling appointments for department managers.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Coordinated special projects and managed schedules.
- Reported to senior management on organizational performance and progress toward goals.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Scheduled office meetings and client appointments for staff teams.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
KidsFirst Swim School
Swim Instructor
05.2015 - 01.2017
Job overview
- Instructed students on various swimming styles and techniques.
- Noted the swimming level of students and developed lesson plans.
- Performed evaluations to determine progress and promotion.
- Taught life-saving techniques.
- Successfully interacted in a diverse environment, maintained a professional demeanor, and established good relationships with the students and parents.
- Taught daily swim instruction to students varying in ages and skill levels.
- Promoted a fun learning environment through engaging activities and games designed to reinforce essential swimming skills.
- Improved swimmer confidence by providing consistent positive reinforcement and constructive feedback on technique.
- Used teaching aids such as kickboards, diving rings, and fins correctly to teach students.
- Provided positive reinforcement and motivation to increase student confidence and performance.
- Took notes strengths and weaknesses of each child in class to track progress.
- Increased swimmer safety by enforcing pool rules and maintaining vigilant supervision during lessons.
- Addressed behavioral issues promptly using a fair and consistent approach, fostering a respectful learning environment for all participants.
- Enhanced student swimming abilities through the development and implementation of personalized lesson plans.
- Planned classes covering different ages and skill levels to prepare students for basic and advanced swimming needs.
- Adapted teaching techniques to different learning styles.
- Maintained control and safety of class and kept children in flotation always within arm's reach.
- Communicated clearly and positively with parents to ensure expectations were met and exceeded.
- Developed and implemented lesson plans based on individual student needs.
- Provided one-on-one instruction for students requiring additional assistance in mastering specific skills or techniques.
- Adjusted lesson pacing according to individual student needs while adhering to established curriculum guidelines, ensuring optimal progress for all learners.
- Assisted in setting up pool deck, cleaning up public areas and closing pool in unsafe conditions.
- Assessed student skill levels at the beginning of each session to ensure proper class placement and maximize opportunities for growth and development.
- Encouraged parent involvement in their child''s aquatic education through regular communication about progress and upcoming events.
- Streamlined class organization by maintaining accurate records of student progress, attendance, and skill assessments.
- Collaborated with other instructors to develop innovative teaching methods for improved student outcomes.
- Prepared equipment before each class class and stored items promptly after classes.
- Developed strong relationships with students'' families through open communication channels, fostering loyalty to our program over time.
- Continually refined teaching techniques by attending professional development workshops and incorporating new strategies into daily lesson planning.
Hard Times Café
Hostess
01.2013 - 11.2014
Job overview
- Provided professional customer service with an outgoing and friendly demeanor.
- Maintained professional and sharp appearance at all times.
- Performed dining room preparatory work.
- Greeted customers and directed them to their seats.
- Maintained tact, diplomacy, and friendliness in a fast-paced environment.
- Answered customer questions about hours, seating, and menu information.
- Demonstrated strong multitasking skills, balancing responsibilities such as answering phone calls, greeting guests, and updating reservation logs simultaneously.
- Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Supported servers, food runners, and bussers with keeping dining area ready for every guest.
- Maintained a clean and welcoming environment, ensuring the comfort of guests throughout their visit.
- Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
- Enhanced customer experiences by efficiently managing reservations and seating arrangements.
- Reduced wait times for guests by effectively coordinating with other team members during peak hours.
- Used cash registers and credit card machines to cash out customers.
- Assisted in training new host staff, sharing best practices for maintaining a professional demeanor and efficient work habits.
Education
Montgomery CollegeGermantown, MD
Some College (No Degree) from Business Administration And Management
University Overview
Skills
- Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
- GoFileRoom
- Smartsheet
- Sureprep - TaxCaddy
- SPBinder
- CCH Axcess
- CCH Prosystems fx Engagement
- NetStaff CS
- UBCC
- StarPDM
- Microsoft Teams
- Adobe Sharepoint
- Pitney Bowe's SendPro P-Series postage meter
- XLookup
- VLookup
- Excel pivot charts and tables
- ImageGlass Spider Computer Application
- SafeSend Returns
- Type 50 wpm with accuracy
- Expense Reporting
- Confidentiality and Discretion
- Travel Coordination
- High-Level Multitasking
- Executive Support
- Excellent interpersonal skills
- Spreadsheet development
- Report Development
- Package routing
- Effective problem solving
- Strong Organizational Abilities
- Detail-oriented approach
- Reception Management
- Supervising staff
- Relationship Building
- Critical Thinking
- Administrative Support
- Client Relations
- Deadline-oriented
- Dedicated Team Player
- Document retrieval
- Relationship building and management
- Customer Engagement
- Client Needs Assessment
- Schedule Management
- Account Management
- Time Management
- Decision-Making
- New Hire Onboarding
- Social Media Savvy
- Goal Setting and Achievement
Timeline
Senior Administrator/Client Support Liaison
Cherry Bekaert Advisory, LLC
09.2018 - Current
Swim Instructor
KidsFirst Swim School
05.2015 - 01.2017
Office Manager/Administrative Assistant
Blair Dubilier & Associates
06.2013 - 09.2018
Hostess
Hard Times Café
01.2013 - 11.2014
Montgomery College
Some College (No Degree) from Business Administration And Management
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