MARIE LOPEZ
Administrative Assistant/Tax Preparer
Centennial,CO
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management. Orderly and committed Administrative Assistant offering solid skills in customer relations and resilience to handle challenges of fast-paced environments. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate clerical tasks.
Overview
15
15
years of professional experience
Work History
Administrative Assistant
Acme Brick Company
2014.01 - 2016.12
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Created travel arrangements for senior managers according to their requirements.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Processed invoices for payment using accounting software applications.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
- Conducted research online utilizing search engines such as Google or Yahoo!.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Handled confidential documents in an organized fashion according to established protocol.
- Scheduled appointments between clients and customers and internal staff members.
- Developed project plans for various tasks assigned by upper management.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Managed filing system, entered data and completed other clerical tasks.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Tax Preparer Specialist
Jackson Hewitt
2005.04 - 2007.12
- Reviewed, analyzed and interpreted tax documents to determine accuracy of financial information.
- Prepared federal and state income tax returns for individuals and businesses, ensuring compliance with all applicable laws.
- Assisted in resolving client inquiries concerning taxes owed or refunds due.
- Developed strategies to minimize clients' future tax liabilities.
- Provided advice on tax implications of various business decisions.
- Calculated estimated tax payments required by taxpayers.
- Researched complex tax issues using relevant legislation, case law and other authoritative materials.
- Compiled financial data from clients' records to complete accurate returns.
- Identified potential deductions to maximize client refunds or reduce liability amounts.
- Evaluated financial statements and other accounting documents to determine appropriate methods of taxation.
- Organized paperwork and electronic files related to client transactions and activities.
- Maintained up-to-date knowledge of changes in the Federal Tax Code through continuing education courses.
- Advised clients on how best to structure their finances to achieve optimal results under current laws.
- Educated clients about their rights and responsibilities under applicable taxation regulations.
- Prepared amended returns for prior years when necessary.
- Responded promptly to IRS notices regarding discrepancies on filed returns.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Offered clients recommendations to reduce tax liabilities.
- Analyzed financial records to verify accuracy of tax returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Researched complex tax issues utilizing online resources and professional tax software.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Pharmacy Technician
Krogers Grocery Store
2001.08 - 2004.10
- Maintained daily inventory of pharmaceuticals and ensured proper storage conditions.
- Prepared medications for dispensing by counting, pouring, labeling, and verifying doses.
- Performed data entry for patient profiles, billing information and prescription orders into the pharmacy software system.
- Provided customer service to patients by answering questions about medications and health-related topics.
- Assisted pharmacists in compounding sterile products according to state regulations.
- Managed filing of prescriptions, both electronically and manually.
- Retrieved medication from shelves based on physician orders and delivered them to pharmacists for review.
- Ordered drugs from wholesalers as needed and maintained records of incoming shipments.
- Verified accuracy of medication labels before they were dispensed to customers.
- Ensured compliance with all federal, state, local laws and company policies related to pharmacy operations.
- Received payment from customers and processed credit card transactions when necessary.
- Resolved customer complaints in a timely manner while maintaining professionalism at all times.
- Collaborated with other healthcare professionals such as nurses or physicians regarding drug therapies or treatments for patients.
- Checked expiration dates on medications to ensure that only unexpired products were dispensed.
- Reported any discrepancies or errors in medication ordering or filling processes immediately to the pharmacist on duty.
- Restocked shelves with new supplies of medications as needed.
- Organized work areas so that everything was easily accessible when needed.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
- Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
- Stocked, labeled, and inventoried medication to keep accurate records.
- Counted and labeled prescriptions with correct item and quantity.
- Entered and processed patients' prescriptions into internal system.
- Performed wide range of pharmacy operations with strong commitment to accuracy, efficiency and service quality.
- Assisted pharmacist by filling prescriptions for customers and responding to patient questions regarding prescription and medication-specific issues.
- Performed various pharmacy operational activities with strong commitment to accuracy, efficiency, and service quality.
- Collected co-payments or full payments from customers.
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Maintained proper drug storage procedures, registries, and records for controlled drugs.
- Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
- Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
Education
Some College (No Degree) - ACCOUNTING
Arapahoe Community College
Littleton, COSkills
- Workflow Optimization
- Check Processing
- Mail Handling
- Filing
- Spreadsheet Management
- Digital Archiving
- Travel Coordination
- Invoice Processing
- Report Writing
- Data Entry
- Memo Preparation
- Appointment Scheduling
- Scheduling
- Clerical Support
- Bookkeeping
- Office Administration
Timeline
Administrative Assistant
Acme Brick Company
2014.01 - 2016.12
Tax Preparer Specialist
Jackson Hewitt
2005.04 - 2007.12
Pharmacy Technician
Krogers Grocery Store
2001.08 - 2004.10
Some College (No Degree) - ACCOUNTING
Arapahoe Community College
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