Lori Davis
Fort Walton Beach
Summary
Dedicated administrative professional with exceptional customer service skills and a strong attention to detail. Proven ability to streamline office operations and enhance communication across departments.
Overview
11
11
years of professional experience
Work History
Administrative Assistant
Watson & Mann CPAs LLC
Shalimar
05.2019 - Current
- Provided exceptional customer service to clients via phone and email communication.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Scheduled appointments between clients and customers and internal staff members.
- Maintained filing systems and ensured document accuracy and accessibility.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Developed and maintained filing systems for confidential documents and records.
- Handled confidential documents in an organized fashion according to established protocol.
- Facilitated communication between different departments within the organization.
- Collaborated with team members on project management tasks and deadlines.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Maintained office supplies inventory by checking stock to determine inventory level.
- Processed invoices for payment using accounting software applications.
- Managed database systems containing customer contact information.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Conducted research to support tax preparation and compliance efforts.
- Supported bookkeeping tasks, including data entry and invoice processing.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Proofread content for typo-free emails and documentation.
- Answered questions from customers regarding products and services offered by the company.
- Directed customer inquiries to appropriate department personnel.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Handled incoming calls and directed callers to appropriate department or employee.
- Greeted visitors and provided general information about the company.
- Handled incoming calls and directed callers to appropriate department or employee.
Receptionist/Accounting Associate
Lee Nissan
Fort Walton Beach
03.2015 - 05.2019
- Provided exceptional customer service, addressing inquiries and concerns promptly.
- Greeted visitors warmly and directed them to appropriate personnel.
- Collaborated with team members to enhance front desk operations.
- Managed multi-line phone system, efficiently routing calls and messages.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Processed customer transactions efficiently using point-of-sale systems.
- Maintained accurate cash drawer and balanced daily sales reports.
- Managed payroll processing activities for all employees.
- Worked collaboratively with payroll department to provide comprehensive support.
- Developed and implemented effective accounting policies and procedures.
- Verified accuracy of data entered into computerized accounting systems such as QuickBooks or Peachtree Accounting Software.
- Reviewed contracts for compliance with dealership policies and regulations.
- Maintained confidentiality of sensitive information at all times.
Education
High School Diploma -
Lakenheath American HS
RAF Lakenheath England06-1980
Skills
- Office administration
- Document management
- Records management
- Data entry
- Data organization
- Microsoft Excel
- PC proficiency
- Computer skills
- Cash deposit preparation
- Account reconciliation
- Mail distribution
- Purchase orders organization
- Customer service
- Customer and client relations
- Time management
- Attention to detail
- Adaptability
- Problem solving
- Complex Problem-solving
- Conflict resolution
- Research skills
- Professionalism
- Tech-Savvy
- Typing speed
- Strong interpersonal skills
- Dedicated team player
- Professional and mature
- Dedicated team player
- Purchase orders organization
- Customer and client relations
- Cash deposit preparation
Timeline
Administrative Assistant
Watson & Mann CPAs LLC
05.2019 - Current
Receptionist/Accounting Associate
Lee Nissan
03.2015 - 05.2019
High School Diploma -
Lakenheath American HS