Dynamic Office Manager and Client Engagement Specialist with a proven track record at Palmer's Income Tax and Forest Lawn Memorial Park. Excelled in customer service and office administration, enhancing operational efficiency and fostering team unity. Skilled in organizational strategies and employee mentoring, significantly boosting company morale and client satisfaction.
Overview
20
20
years of professional experience
Work History
Office Manager
Palmer's Income Tax
01.2023 - Current
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Optimized workspace usage by reorganizing floor plans according to team needs and office layout constraints.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Client Engagement Specialist
Forest Lawn Memorial Park
06.2018 - 01.2023
Privately funded agency/Worked with families all over Southern California who have experienced a recent loss and assisted them to prepare for funeral services.
Worked remotely and participated in digital collaboration.
Supported, Educated, Empowered, and guided Spanish and English-speaking families interested in making pre funeral arrangements for a future time of need.
Managed special projects such as launching What's App targeting the Hispanic Community and provide them with variety of sources we offer.
Interacted and provided customer services to families over different channels within the Call Center (phone, email, chat and social media with potential client families to determine their Pre-planning needs).
Ability to foster a professional, positive, team-oriented environment with a focus on providing excellent customer service to client families.
Conducted comprehensive screenings with families or individuals for data collection reporting to ensure each family is being assisted by the correct department.
Customize each interaction to ensure families feel heard and seen.
Education
Accounting Technology And Bookkeeping
The Accounting Annex
Arcadia, CA
10.2016
High School Diploma -
Pasadena High School
Pasadena, CA
05.2000
Skills
Customer Service
Office Management
Organizational Skills
Office Administration
Reporting Analyst
Talent Development
Team Building
Excellent multi-tasking ability
Professional and Courteous
Team Leadership
Employee Coaching and Mentoring
Languages
Spanish
Bilingual or Proficient (C2)
Timeline
Office Manager
Palmer's Income Tax
01.2023 - Current
Client Engagement Specialist
Forest Lawn Memorial Park
06.2018 - 01.2023
Accounting Technology And Bookkeeping
The Accounting Annex
High School Diploma -
Pasadena High School
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