Kathleen Lee
New York,NY
Summary
Seasoned Office Management that is a strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
33
33
years of professional experience
Work History
Pegg & Pegg LLP
Executive Assistant
06.2018 - Current
- Update reports, manage accounts, and generate reports for company database.
- Create, maintain and update filing systems for paper and electronic documents.
- Maintained computer and physical filing systems.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Establish workflow processes, monitor daily productivity, and implemented modifications to improve overall performance of personnel.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
Office Manager
07.1998 - Current
- Maintain computer online and various physical filing systems.
- Create, maintain and update multiple filing systems for paper and electronic documents.
- Update reports, manage accounts, and generate reports for company database.
- Establish workflow processes, monitor daily productivity, and implement modifications to improve overall performance of personnel.
Administrative Assistant
06.1991 - 07.1996
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Created spreadsheets for manual control sheets, processing forms and timesheets.
- Processed various tax returns including corporation, partnership, fiduciary, foundation, payroll tax returns, etc.
Skills
- Senior Leadership Support
- Project Management - Office Relocations
- E-filing of Various Tax Returns through ProSystem Software and Online Government Filings
- Customer Service Management
- Strategic Planning
- Research and Analysis
- Organizational Skills
- Technical Support
- Database Maintenance through Microsoft Word
- Excel Spreadsheets
- Data Communications
- Email Correspondence
- Business Administration
Accomplishments
- Entrusted with executive and proactive decisions on researching and negotiating lease for new shared office space, junk removal, movers, insurance and storage facilities
- Maintenance of new offices and key liasion of information and client support for all three office locations.
- Implemented new procedures, e-communications and paperless documentations during the pandemic (full administrative, IT, client relations, etc.); kept business operational through out the entire pandemic with use of Adobe PDF software to set up paperless tax returns and email records retention via Remote Access.
- Streamlined workflow by consolidating lengthy processes and redundant documentation that resulted in more effective and timely completion of tax returns.
Languages
Spanish
Elementary
Timeline
Pegg & Pegg LLP
Executive Assistant
06.2018 - Current
Office Manager
07.1998 - Current
Administrative Assistant
06.1991 - 07.1996
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