Dynamic professional with extensive experience at MULTI-SERVICE OF MARIN COUNTY, excelling in document notarization and tax preparation. Proven ability to enhance client satisfaction through meticulous compliance verification and effective communication. Skilled in managing appointments and maintaining accurate records, ensuring seamless service delivery and operational efficiency.
Overview
3
3
years of professional experience
Work History
Notary Public
MULTI-SERVICE OF MARIN COUNTY
01.2023 - Current
Executed notarizations for various documents, ensuring compliance with state regulations.
Assisted clients in understanding notary processes and requirements for effective service delivery.
Managed scheduling of appointments to optimize workflow and client satisfaction.
Verified client identities through reliable documentation to maintain integrity of services.
Maintained accurate records of all notarized transactions for audit purposes.
Checked documents for accuracy and correct signing before notarizing.
Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
Checked documents and identifying credentials for all parties.
Checked client identification to maintain compliance with state legal requirements.
Tax Preparer Assistant
MULTI-SERVICE OF MARIN COUNTY
01.2023 - Current
Assisted in preparing individual and business tax returns, ensuring compliance with federal and state regulations.
Collaborated with senior tax preparers to gather necessary documentation, improving overall efficiency of filing processes.
Conducted thorough reviews of client information to verify accuracy and completeness prior to submission.
Maintained organized records of tax documents, enhancing accessibility for future reference and audits.
Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
Site Director / Academic Advisor at Embry-Riddle Aeronautical University – Travis AFBSite Director / Academic Advisor at Embry-Riddle Aeronautical University – Travis AFB