Kathryn O'Reilly
20 Year's Experience in Administrative Support, Customer Service and Management:)
Hurricane,UT
Summary
Goal-oriented professional dedicated to administrative and coordinative excellence. Providing exceptional quality and accurate deliverables. Highly organized and resourceful, with keen attention to detail. Adept at providing executive support, project support, creation of client engagement letters and an array of administrative services - calendar management, office workflow, meeting coordination, data entry, large scale event planning and budget planning, as well as oversight at the highest corporate levels. Collaborative team player with excellent interpersonal skills, also exceedingly able to work on own initiative.
Overview
11
11
years of professional experience
Work History
Dispatcher
Smart Earth Sprinklers
Austin , TX- Remote
06.2023 - 02.2024
- Assigned drivers to appropriate routes based on customer needs.
- Maintained logs of all incoming calls and assigned tasks.
- Resolved customer complaints related to service issues or delays.
- Managed a large volume of phone calls while ensuring accuracy in data entry.
Member Service Representative
Planstin
Saint George, UT
12.2022 - 02.2023
- HIPAA Trained
- Answered incoming calls regarding membership benefits and services.
- Handled customer complaints in an efficient and courteous manner.
- Maintained accurate records of member interactions and transactions.
Office Administrator/ Manager
Bushnell & Associates
St. George, UT
11.2017 - 08.2022
- Checking in and organizing over 900 individual tax returns, over 200 business tax returns, and trust/estate tax returns. (Includes going through tax documents and client-prepared schedules.) Utilized CCH ProSystem FX software to manage client workload and office organization. *Monitoring and managing all inbound correspondence: emails, client log-in portals, phone calls, fax submittals, and distributing the information to the appropriate staff member. * Keeping CPA/owner organized, productive and billable. *Manage the CPA/owner’s calendar and scheduling over 95% of his appointments. *Assigned several light bookkeeping assignments using QuickBooks Online/Desktop
- Maintained confidential records and files related to executive operations.
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Assisted in developing policies and procedures pertaining to office administration matters.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
Recall Specialist
Stephen Wade Chrysler Dodge Jeep Ram FIAT
St. George, UT
05.2013 - 11.2017
* Scheduled appointments and made sure loaner vehicles were available for longer appointments. *Fill-In Service Writer and Dispatcher. * I loved working at Stephen Wade and learned marketing skills. We needed more hours in the shop, so I took it upon myself to learn about recalls and became a Recall Specialist. It was awesome when the Chrysler Recall team called me with questions!
Education
Graduated HS 2003 - Business Administration And Management 2yr Program
Dixie Applied Technology College
Saint George, UTSkills
- Servant's Heart and good listener
- Calendar master who can anticipate needs before they arise
- Strong multi tasking skills with attention to detail while maintaining privacy in information sensitive situations
- Outstanding gatekeeping, communication, organizing, customer service, event planning, time management, and prioritizing skills
- Proficiency in Microsoft Office, CRM and Adobe
- I work better under pressure I prefer to be busy at work I don't know what to do with myself with down time at work
Letter of Recommendation
July 8, 2022
To Whom It May Concern,
I have had the pleasure of working with Kathryn O’Reilly at Bushnell and Associates. I would highly recommend her as an employee to your business. She has an awesome memory and is very pleasant . She has expert customer service skills.
My name is Luis Montero and I have been the Tax Manager at Bushnell and Associates for the last five years and have been employed at Bushnell and Associates for almost seven years. Throughout my seven years, I have worked with several people that have worked in Kathryn’s current position, but Kathryn’s self-motivation and leadership skills have really excelled her in that position compared to her past peers. I continue to be impressed with her passion towards her job and the firm.
Our business environment deals with multiple deadlines throughout the year that can be stressful. I have always been able to rely on Kathryn’s loyalty and willingness to get us through the multiple tax deadlines. Her time management and attention-to-details skills are invaluable and have helped Bushnell and Associates countless times.
Kathryn’s role as an Office Manager/ Administrator is a very daunting role at our firm and she impressed me from day one. From the beginning she has been a willing learner, and goes above and beyond towards the success of the firm. Her mistakes are minimal (if any), and if they occur, she goes through great measure to make sure they never happen again.
The 2021 Tax Season impressed me the most with Kathryn’s work ethic. We adopted, as a firm, a more paperless filing approach and encouraged all our 800+ clients to submit their information electronically. Ninety percent of our clients obliged, and this increased Kathryn’s workload substantially. She was a great team member and handled 100% of the responsibilities of checking in, organizing, and delegating the tax information as it came in. She was willing to work weekends and stay later than expected to get the work accomplished. I am confident Kathryn will be a great asset to your business.
Please do not hesitate to contact me if you need more information or have any questions regarding Kathryn’s role at Bushnell and Associates.
Sincerely,
Luis Montero
Tax Manager, Bushnell and Associates
Montero.luis312@gmail.com
385-208-9227
Timeline
Dispatcher
Smart Earth Sprinklers
06.2023 - 02.2024
Member Service Representative
Planstin
12.2022 - 02.2023
Office Administrator/ Manager
Bushnell & Associates
11.2017 - 08.2022
Recall Specialist
Stephen Wade Chrysler Dodge Jeep Ram FIAT
05.2013 - 11.2017
Graduated HS 2003 - Business Administration And Management 2yr Program
Dixie Applied Technology College
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