Latonya Grier
LANETT,AL
Summary
A highly competent, motivated and enthusiastic Administrative Assistance and Tax Preparer, with experience of working as part of a team in a busy office and call center environment. Well organized and proactive in providing timely, efficient and accurate administrative support to office managers and work colleagues. Approachable, well presented and able to establish good working relationships with a range of different people. Possessing a proven ability to generate innovative ideas and solutions to problems. Exceptional 10+ years of Administrative Assistance and customer service experience.
Overview
20
20
years of professional experience
Work History
Administrative Assistant
Lee County Commission
Opelika, AL
08.2018 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- 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.
- 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- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings.
- Assisted in onboarding new employees, providing training materials to ensure a smooth integration into the team.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Generated financial reports for management review.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Volunteered to help with special projects of varying degrees of complexity.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
- Procurements-Organized and facilitates purchases from outside suppliers to keep a business running.
Authorizer
American Home Shield-Lagrange/Home Bound Agent
09.2015 - Current
- Assists customers, contractors, and/or business partners via inbound and outbound telephone calls, written correspondence and/or electronic communication according to all AHS policies, procedures and contract coverage
- Explains and upholds contract coverage to customers and/or contractors
- Follows up with customers, contractors, and/or business partners to ensure customer service issues are resolved
- Maintains current knowledge of all AHS policies, procedures, programs and completes required continuing education courses
- Dispatch service calls to Electrician, Appliance & Plumbing Vendors
- Assist with Invoices
- Taking payments from All major credit Cards & Checking Accounts.
Call Ex Lead Operator / Expert Event Reservations Agent
InterCall-West Point, GA
02.2005 - 06.2015
- Responded promptly and answered/resolved customer inquiries and complaints via phone and email
- Investigated and resolved service issues and/or product problems
- Managed customers' database accounts, performed customer verification and processed applications, orders and requests
- Worked with administration: forwarded requests and unresolved issues to the designated resource by communicating and coordinating with internal departments
- Kept records of customer interactions and actions taken, including - transactions, comments, inquiries and complaints
- Supplied customers with written responses and information and followed up on customer communications
- Transcribed call recordings
- Entered data into the NRP Transcription Tool
- Responsible for following branded scripting
- Responsible for making outbound calls and receiving inbound calls, to up-sell the company features.
Tax Preparer - Seasonal
H&R Block-LaGrange, GA
10.2013 - 04.2014
- Responsible for preparing income tax returns of individuals
- Calculate sales tax returns and depreciation for various tax reports
- Answer client queries regarding tax codes and appropriate deductions, both in person and over the telephone
- Perform e-filing tasks as per schedule
- Addressed complex tax issues and tax deduction problems of clients
- Assist clients about legal issues, tax amendments and payment plans
- Greeted Clients in person
- Maintained and recorded tax payer files.
Education
H&R Block Tax School
Lagrange, GA11.2013
Southern Union State Community College
Valley, AL01.2003
Lanett High School
Lanett, AL01.2001
Skills
Windows XP
MS Word
MS Excel
MS PowerPoint
MS Outlook
Procurements
MS Lync
Internet Explorer
Google Chrome
ICRM-R
ACE-Citrix
Cisco
EON
InterCall Groupware
TaxPro2014
SalesForcecom
PeopleSoft
Kronos Punch
Transcription(NRP Tool)
Office Equipment's: printer, Fax, copier, scanner, Laminating Machine, Calculators, facsimile machines, label maker and Shredder
Financial Statements
Excellent Customer Service
Account Management
Up-Selling
Detail-oriented
Detailed Knowledge of Clerical
Tax Returns
Data Entry
Transcribing
Troubleshooting
Sharp problem solver
Energetic work attitude
Courteous and Polite
Scheduler
Dispatching
Payment Service
Softpak Software
Awards
- InterCall - Value System Award (October 2009)
- InterCall - Employee of the Month (November 2010)
- InterCall - Employee of the Month ( January 2012)
- InterCall - Outstanding Achievement Award, Employee of Quarter 2012
- H&R Block - Block Star Recognition (March 2013)
References
REFERENCES FURNISHED UPON REQUEST
Timeline
Administrative Assistant
Lee County Commission
08.2018 - Current
Authorizer
American Home Shield-Lagrange/Home Bound Agent
09.2015 - Current
Tax Preparer - Seasonal
H&R Block-LaGrange, GA
10.2013 - 04.2014
Call Ex Lead Operator / Expert Event Reservations Agent
InterCall-West Point, GA
02.2005 - 06.2015
H&R Block Tax School
Southern Union State Community College
Lanett High School