Summary
Overview
Work History
Education
Skills
Software
Interests
Timeline
Generic

Natalie M. Jones

Business Support Coordinator
St. Louis,MO

Summary

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

10
10
years of professional experience

Work History

Service Processing Coordinator

CliftonLarsonAllen
01.2024 - Current
  • Assisted in the preparation of various tax forms, reducing the workload for senior staff members during peak times.
  • Reviewed and updated client correspondence, ensuring clear communication of tax-related information and deadlines.
  • Coordinated schedules and appointments for a team of tax professionals, optimizing productivity during the busy tax season.
  • Assisted in the development of training materials for new hires in the Tax Administrative Assistant role, fostering a strong onboarding experience.
  • Managed high volumes of paperwork, ensuring timely processing of client documents and maintaining accurate records.
  • Enhanced tax filing accuracy by meticulously reviewing and verifying client information.
  • Streamlined administrative processes for tax preparation, resulting in increased efficiency and reduced errors.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Streamlined communication channels between departments to facilitate information sharing and reduce bottlenecks.
  • Collaborated with colleagues on process improvement initiatives that increased accuracy while reducing processing timeframes.
  • Developed comprehensive reports for management, highlighting key performance metrics and areas for improvement.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.

Talent Acquisition Coordinator

VeloSource
01.2022 - 10.2023
  • Created and drove talent acquisition and job placement strategies to attract diverse candidates.
  • Leveraged employee referrals, direct sourcing, Internet applications, and recruitment agencies to source candidates for positions.
  • Cooperated with company leaders to gain competitive edge in job market.
  • Created effective talent acquisition training materials that supported personal and department objectives.
  • Conducted telephone and in-person interviews to assess candidate experience and qualifications.
  • Sourced and screened candidates for internal roles and worked with hiring managers to coordinate interviews, offers, and onboarding.
  • Acted as brand ambassador to educate candidates on culture, career growth, benefits, and advantages of working for company.
  • Utilized social media platforms to source new talent.
  • Contributor to the company's 36% internal growth.
  • Served as a support to the executive assistant for in office demands.

Travel Administrative Coordinator

VeloSource
02.2020 - 01.2022
  • Partnered with account payable to accomplish timely invoicing and accounts receivables.
  • Monitored and directed incoming mail and prepared outgoing mail.
  • Prepared detailed documents and reports in adherence administrative processes.
  • Executed travel arrangements for medical doctors, nurse practitioners, CRNA, and surgeons.
  • Establishing special rates for hotel accommodations.
  • Coordinating materials and attendance with upper management for annual healthcare conferences.
  • Coordinated and scheduled meetings and appointments.
  • Monitored and ordered office supplies to keep office stocked with resources necessary to function smoothly.
  • Preparing daily reports that reflect workflow of recruiters.
  • Timesheet management, review, entry and submission.
  • Team Lead of monthly scheduling in Salesforce.
  • Assistant Director of Social Media Marketing (Hootsuite, Facebook, Linkedin, and Instagram)
  • Entering weekly timesheets for 25-30 healthcare providers.
  • Uploaded individuals files for expenses.

Tax Administrative Assistant

Squar Milner
10.2016 - 11.2019
  • Prepared tax returns, extensions, tax planning calculations, and yearly write-ups for 600 organizations and over 150 individuals.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and organized in secured areas.
  • Liaised with accountants to confirm accuracy of client tax returns.
  • Paper and Digital Tax Return Assembly.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Managed filing system, entered data and completed other clerical tasks.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.

Front Office Client Relations

Squar Milner
10.2015 - 10.2016
  • Scheduled office meetings for 4 C- level executives and client appointments for 8 staff members.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Executed record filing system to improve document organization and management.
  • Processed customer orders accurately and within agreed timeframes to meet service standards.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
  • Developed strategies to streamline and improve office procedures.

Education

No Degree - Business And Managerial Economics

California State University
Carson, CA
05.2001 -

High school - General And Advanced Studies

Inglewood High School
Inglewood, CA

Skills

Organizational Development

Software

  • Microsoft Office 365
  • SalesForce
  • Hub Spot
  • Google Suites
  • Google Docs
  • Microsoft Teams
  • Go File Room
  • Adobe
  • Adobe E - Sign
  • Hootsuite
  • DocuSign
  • Slack
  • Zoom
  • QuickBooks
  • BullHorn
  • Share Point
  • Yardi

Interests

  • Gym Workouts
  • Mindfulness Practices
  • Passionate about balancing physical health with mental and emotional wellness
  • Regularly practice mindfulness and meditation for overall wellness
  • Offering time and support to shelters for the homeless, women, and animals
  • Getting involved in local advocacy groups to promote positive change in the community
  • Volunteer Work

Timeline

Service Processing Coordinator

CliftonLarsonAllen
01.2024 - Current

Talent Acquisition Coordinator

VeloSource
01.2022 - 10.2023

Travel Administrative Coordinator

VeloSource
02.2020 - 01.2022

Tax Administrative Assistant

Squar Milner
10.2016 - 11.2019

Front Office Client Relations

Squar Milner
10.2015 - 10.2016

No Degree - Business And Managerial Economics

California State University
05.2001 -

High school - General And Advanced Studies

Inglewood High School

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Natalie M. JonesBusiness Support Coordinator