Dynamic professional with a strong foundation in analytical thinking, communication, and teamwork, demonstrating a proven ability to adapt swiftly to new environments. Committed to enhancing professional skills through ongoing learning and growth. Equipped with exceptional problem-solving capabilities and a positive attitude. Prepared to embrace new challenges and move forward with enthusiasm.
Overview
12
12
years of professional experience
Work History
Administrative Assistant, Tax Preparer
Macomber & Palanza
01.2024 - 10.2025
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Managed email correspondence, handled incoming and outgoing mail, certified mail, and faxes.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Improved digital document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Enhanced office environment, organizing spaces for better workflow and employee comfort.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Improved document processing speed by introducing automated templates for routine correspondence.
Managed the paper filing system, entered data, and completed other clerical tasks.
Assisted coworkers and staff members with special tasks on daily basis.
Built and maintained excellent client relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Prepared individual and business tax returns using advanced tax software.
Reviewed financial documents to ensure compliance with federal and state regulations.
Assisted clients in understanding tax obligations and available deductions.
Collaborated with team members to streamline tax preparation processes for efficiency.
Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual's unique needs.
Shift Lead
Crumbl
06.2022 - Current
Provided friendly, efficient customer service, maintained a welcoming atmosphere for patrons, while resolving any concerns. I established a positive rapport with customers and staff members alike through strong communication skills.
Trained and mentored new employees on company policies and best practices for customer service and quality.
Supervised team members during high-volume shifts to ensure operational efficiency, worked on tasks to meet business and customer needs, and delegated daily tasks and responsibilities to appropriate positions.
Conducted performance evaluations, providing feedback to foster employee growth and development.
Streamlined workflow processes, reducing downtime and improving team productivity.
Maintained quality cookie replication by adhering to company standards, and ensured the cleanliness and function of kitchen equipment and supplies.
Helped store management meet standards of service and quality in daily operations, and implemented quality control measures to maintain product consistency and excellence.
Managed inventory levels, ensuring stock availability for peak demand periods.
Completed store opening and closing procedures, balanced tills, and prepared deposits.
Customer Relations Representative
Norway Savings Bank
06.2021 - 06.2022
Managed customer account updates, maintaining accuracy and compliance with bank policies.
Maintained the confidentiality of customers and businesses.
Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
Assisted in onboarding new clients, ensuring a smooth transition and positive experience.
Managed client accounts, ensuring accurate record-keeping and timely follow-ups on outstanding issues.
Developed rapport with customers by maintaining clear communication lines, fostering trust, and demonstrating empathy.
Developed strong relationships with clients to enhance loyalty and satisfaction levels for both new and existing customers.
Implemented effective upselling techniques by identifying opportunities within existing customer interactions, leading to increased revenue generation.
Handled high-pressure situations calmly, ensuring positive outcomes for both the client and the business.
Maintained comprehensive knowledge of company offerings to provide accurate information and recommendations to customers.
Contributed to achieving sales goals by providing exceptional support during pre-sale consultations and post-sale follow-up activities.
Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
Administrative Assistant
Custom Coach and Limousine
02.2014 - 03.2022
Processing biweekly payroll data.
Assisting in the transition of payoll from ADP to CheckWriters.
Connecting incoming calls with the appropriate department.
Assisted in preparing documents and reports for internal meetings and employee communications.
Organized office supply inventory, ensuring availability of necessary materials for operations.
Maintained electronic filing systems for efficient document retrieval and management.
Collaborated with team members to streamline administrative processes and improve workflow efficiency.
Supported event planning efforts by coordinating logistics and vendor communications.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
Assisted in onboarding new employees, and provided training materials to ensure a smooth integration into the team.
Collaborated on special projects as assigned by leadership, contributing research findings, or coordinating logistics as needed for success.
Contributed to policy updates, researching regulations to ensure company compliance.
Assisted in organizing company events to enhance team morale, coordinating logistics, and catering for over 50 participants.
Improved staff morale by organizing recognition programs, acknowledging outstanding contributions and fostering positive work culture.
Assisted in the preparation of financial reports, gathering data that contributed to payroll accuracy.
Enhanced office environment, organizing spaces for better workflow and employee comfort.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Managed filing system, entered data and completed other clerical tasks.
Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Assisting with other administrative tasks as needed for the Human Resources, Safety Department, and Sales Team.
Tax Preparer & Administrative Services Specialist at Your Source Business Service Inc.Tax Preparer & Administrative Services Specialist at Your Source Business Service Inc.