Michelle R. Rose
Summary
Personable and adaptable, with talent for fostering strong relationships and clear communication. Knowledge of coordinating multi-departmental projects and skilled in conflict resolution and negotiation. Committed to facilitating seamless interactions and driving collaborative success.
Overview
25
25
years of professional experience
Work History
Client Support Liaison
Cherry Bekaert
12.2021 - Current
- Served as the primary point of contact, for client communication for all non-technical matters.
- Coordinated multiple projects simultaneously, ensuring timely completion and meeting tax deadlines.
- Provided assistance to tax In-Charges and Partners with a wide range of processes and procedures to get client work in and get the work out.
- Handled confidential and sensitive information in a responsible manner.
- Contributed to the support of my local office with general administrative duties.
Senior Tax Administrative Assistant
Cherry Bekaert
08.2021 - 12.2021
- Worked as a regional Tax Extension Coordinator, releasing tax extensions to the government through the tax software.
- Assisted on the firm assembly team, electronically assembling tax returns, as well as preparing Tax Engagement Letters.
- Supported the needs of my local office with paper assembly and delivery.
- Performed other clerical and general administrative tasks within my local office.
Tax Administrative Assistant
Cherry Bekaert
01.2017 - 07.2021
- Supported my local office with in house scanning, assembly and delivery of tax returns.
- Provided tax In-Charges and Partners with reports and other pertinent information, optimizing productivity during the busy tax season.
- Maintained strict confidentiality regarding sensitive client information in accordance with company policies and legal requirements.
- Performed other clerical and general administrative tasks within my local office.
Receptionist
Cherry Bekaert
03.2015 - 12.2016
- Greeted incoming visitors and clients professionally and provided friendly, knowledgeable assistance.
- Answered phone promptly and directed incoming calls to correct professionals.
- Kept reception area clean and neat to give visitors positive first impression.
- Supported office efficiency by performing clerical tasks such as incoming and outgoing mail, data entry in tax software's, photocopying, scanning, and faxing documents.
- Managed multiple tasks and met time-sensitive deadlines.
- Ordered all office and breakroom supplies.
Chiropractic Office Assistant
Wilson Family Chiropractic
10.2012 - 12.2014
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Managed financial transactions accurately, reconciling day-to-day receipts from payments.
- Performed various administrative tasks by filing, copying and faxing documents.
- Organized and maintained accurate patient records, ensuring that all necessary forms and documentation were up-to-date and properly filed.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Coordinated patient scheduling, check-in, and check-out.
- Provided prompt, polite and professional in-person and telephone customer service.
Front Office Specialist
Hearing Healthcare Center
04.2011 - 09.2012
- Managed multi-line phone system, professionally handling incoming calls while simultaneously attending to in-person visitors at the reception desk for check-in and check-out.
- Daily reconciled payments and prepared bank deposits.
- Ran form copies, faxed information and made phone calls to patients, other providers and insurance companies.
- Trained new team members on front office procedures, ensuring a consistent level of service excellence across all staff members.
- Completed daily data entry of patient notes and Audiograms.
- Timely prepared contracts for hearing aid sales and collect payments.
Office Manager
Sundog Places
06.2008 - 10.2010
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Oversaw office inventory activities by ordering and stocking and shipment receiving.
- Assisted two Owners and Vice President of the company with scheduling appointments, meeting with clients and sub-contractors, and all clerical tasks.
- Managed the design center and retail store, within the office.
- Coordinated with county offices in pulling job permits.
Administrative Assistant
Rose Drywall, Inc.
07.2007 - 04.2008
Elementary School Teacher - 6th Grade
Land O' Lakes Christian School
08.2003 - 06.2007
Resident Advisor
Clearwater Christian College
08.2000 - 05.2003
Education
Bachelor of Arts -
Pensacola Christian College
Pensacola, FLSkills
- Strong Multitasking Skills
- Strong Organizational Abilities
- Engaged Listening Skills
- Strategic Task Management
- Proficient Interpersonal Skills
- Strong Attention to Detail
- Analytical Problem-Solving
- Operational Efficiency Enhancement
- Team Management
- Relationship Building
- Workplace Professionalism
Timeline
Client Support Liaison
Cherry Bekaert
12.2021 - Current
Senior Tax Administrative Assistant
Cherry Bekaert
08.2021 - 12.2021
Tax Administrative Assistant
Cherry Bekaert
01.2017 - 07.2021
Receptionist
Cherry Bekaert
03.2015 - 12.2016
Chiropractic Office Assistant
Wilson Family Chiropractic
10.2012 - 12.2014
Front Office Specialist
Hearing Healthcare Center
04.2011 - 09.2012
Office Manager
Sundog Places
06.2008 - 10.2010
Administrative Assistant
Rose Drywall, Inc.
07.2007 - 04.2008
Elementary School Teacher - 6th Grade
Land O' Lakes Christian School
08.2003 - 06.2007
Resident Advisor
Clearwater Christian College
08.2000 - 05.2003
Bachelor of Arts -
Pensacola Christian College