Lori Meyer

• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
• Tracked records, expenses, filed documents, and maintained communication between clients to manage office activities.
• Served as a point of contact for clients visiting the office, providing exceptional customer service that led to increased client retention rates.
• Resolving customer issues, processing orders, provided product information and recommendations.
• Collaborate projects with other departments.
• Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment.
• Ensured timely completion of projects by monitoring progress and facilitating collaboration among team members.

· Provided general tax accounting and income tax preparation, where deduction knowledge is used to prepare personal returns and complete complex business taxes

· Resolved client concerns and advised them of their responsibilities as taxpayers

· Implemented due diligence during the tax appointment to identify deductions and ensure clients have the backup documentation

· Multitasked scheduling adequate time with each client, handle incoming calls, and provide excellent customer service to each client and prospective client

· Skilled computer software knowledge using products as Drake & Ultra Tax Software to file tax returns, create invoices, assist with missing documentation, maintain compliance with tax regulations, and protect client information paper copies and computer information

· Competent in handling unhappy clients and making sure excellent customer service is provided to resolve any situation

· Responsibly handled all banking, billing and payroll for my company; using discretion to protect sensitive information for both company and client

· Assisted customers with their home appliance needs and provided in-depth information of the products in a professional manner

· Generated leads from walk in customers and followed up with existing customers

· Offered customers with options for numerous plans for their project

· Prioritized daily sales, calls, quotes and inquiries

· Researched market trends for homeowners and builders

· Resolved customer problems and inquiries, while assisting in customer’s installations to make sure the job is done correctly

· Handled complaints and found solutions via telephone, or email correspondence, researching solutions for difficult installations

· Maintain department appearance to optimize ‘shopability’

· Promote company services and products by identifying the customers’ needs

· Supported our global accounts, working closely with our International Sales Representatives

· Assisted our reps with product orders shipping from Wisconsin to various countries worldwide

· Communicated regularly with the sales and production to insure delivery of product from manufacturing, shipping, and delivery

· Provided documentation for international shipping, working with customs