Executive Assistant skilled at offering high-level administrative support to senior-level staff and top executive team. Adept at managing high-volume workload and busy deadlines. Demonstrates excellent client service and communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Executive Assistant
JGD & Associates LLP
06.2016 - Current
Managed executive calendars, scheduling meetings and appointments.
Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
Screened calls and emails and responded accordingly to support executive correspondence.
Provided professional administrative support during Partner and client meetings.
Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
Assisted in the development of company administrative procedures, contributing to a more organized work environment.
Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
Proactively identified areas requiring attention or improvement aligning priorities effectively in line with Partner preferences.
Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Worked with senior management, Partners and HR to initiate new projects and assist in various processes.
Volunteered to help with special projects of varying degrees of complexity.
Managed multiple deadlines efficiently, ensuring all clients' taxes were filed on time without compromising quality or accuracy.
Utilized tax software to process returns and meet deadlines.
Maintained digital client records and updated tax software consistently.
Assisted in training new team members on company policies, procedures, software applications, thereby enhancing overall staff performance.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Used accounting software to reconcile accounts, track income, and generate invoices.
Responded to inbound inquiries regarding accounts and payments.
Followed up overdue payments and payment plans from clients to establish good cash flow.
Administrative Assistant
Caliber Accounting & Tax, LLP
01.2013 - 05.2016
Answered and directed incoming calls and assisted clients and visitors.
Received and sorted incoming mail and packages and prepared outgoing mail and shipments.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Organized office events.
Document filing, data entry and completed other clerical tasks.
Assisted coworkers and staff members with special tasks on daily basis.
Built and maintained excellent customer relationships through timely response to inquiries.
Assisted in gathering client financial information.
Supported client payroll processing and bookkeeping using QuickBooks and PayChex.
Accounting Assistant
Stelfast, Inc.
01.2009 - 05.2012
Managed front desk operations for increased efficiency by answering and routing phone calls and emails, and assisting walk-in clients.
Responded to inquiries from callers seeking information.
Managed high-volume invoice processing tasks.
Assisted business director with repayments, receivables and collections.
Increased collections efficiency by implementing effective payment reminder strategies.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Submitted check deposits and generated cash receipts to record money received.
Used accounting software to reconcile accounts, track income, and generate invoices.
Made outbound calls to vendors and customers to discuss and resolve account needs.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Escrow Assistant
Resource Title Agency
08.2007 - 01.2009
Prepared deed and mortgage filings.
Followed-up on status of releases, policies, and return of recorded documents.
Supported team members in managing their workload, contributing to a more productive work environment.
Researched property information.
Point of contact between lenders, realtors, and buyers.
Performed mortgage closings.
Appointment scheduling.
Administrative Assistant
Guardian Title & Guaranty Agency
06.2004 - 08.2007
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Assisted with human resources tasks and organizing company events.
Filing of documents and data entry.
Prepared company monthly newsletter.
Sorted and distributed incoming mail and prepared outgoing mail.
Prepared mortgage and deed filings.
Assisted General Counsel in assembling legal documents.