Mia Rochelle
Laurel,MT
Summary
Experienced office admin with a proven track record in client services, client retention, and sales support. Demonstrates a proactive approach to personal development and optimizing workforce efficiency. Committed to creating an efficient and updated work environment by leveraging existing software and company resources. Adept at fostering strong client relationships and providing exceptional support to drive business growth.
Overview
8
8
years of professional experience
Work History
Senior Tax Administrative Assistant/Client services
Athlon Wealth Advisors
01.2023 - Current
- Coordinated and scheduled meetings, appointments, and travel arrangements for senior staff and executives
- Draft, proofread, and manage business communications, such as emails, letters, and reports
- Organize, file, and maintain both physical and digital records, ensuring confidentiality and compliance with firm policies
- Serve as a primary point of contact for clients, addressing inquiries, scheduling consultations, and providing updates
- Assist in the preparation and organization of tax documents, reports, and forms
- Take on special projects as assigned by senior management, which may include process improvements or new initiative implementations
Administrative Assistant
Amerifirst Floors
02.2021 - 10.2022
- Create work orders for contractors to pick up
- Keep track of carpet and materials needed for jobs, order new carpet as needed
- Answer phones and correspond with builders and commercial clients via email
- Create bids for commercial jobs
- Stay up to date on current flooring trends, and maintain basic knowledge of installation
Flooring department Sales Specialist/Supervisor
Lowes Home Improvement
07.2018 - 01.2021
- Create and manage client installation projects ranging from Carpet, Hardwood floors, Tile, and Laminate
- Maintain knowledge of current flooring trends and installation
- Oversee department, maintain cleanliness, inventory, and sales
- Worked to meet sales goals and maximize profit for the Flooring department
New and used car Sales
Criswell Nissan
06.2016 - 06.2018
- Negotiate the terms of the sale, including pricing, trade-in values, and financing options, to close the deal
- Assess trade-in vehicles to determine their value and manage the intake process for used cars
- Generate leads through various methods, such as cold calling, emailing, and attending community events
- Build and maintain long-term relationships with customers to encourage repeat business and referrals
Education
High school Diploma -
Spring Valley High School
Las Vegas, NVAssociates Degree -
Montgomery College
Rockville, MDSkills
- Teamwork
- Critical thought
- Active listening
- Quality assurance experience/ exposure
- Goal oriented
- Proficient in Microsoft Excel
- Proficient in Word
- Proficient in Powerpoint
- Proficient in Teams
- Proficient in Outlook
- Proficient in Pro series
- Invoice Processing
- Client Confidentiality
- Tax Compliance Expertise
Softwareproficiencies
- Redtail Client Management CRM
- Big time Scheduling software
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Calendly
- Pro series 2021
- Pro series 2022
- Pro series 2023
- Revver Secure document portal
Timeline
Senior Tax Administrative Assistant/Client services
Athlon Wealth Advisors
01.2023 - Current
Administrative Assistant
Amerifirst Floors
02.2021 - 10.2022
Flooring department Sales Specialist/Supervisor
Lowes Home Improvement
07.2018 - 01.2021
New and used car Sales
Criswell Nissan
06.2016 - 06.2018
Associates Degree -
Montgomery College
High school Diploma -
Spring Valley High School
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