Proven Administrative Professional with a track record of enhancing efficiency at Pate & Company CPAs. Expert in QuickBooks and payroll processing, coupled with exceptional customer relations skills. Achieved a significant reduction in processing errors by 30%. Skilled in accounts receivable management and administrative support, ensuring compliance and fostering strong client relationships.
Overview
27
27
years of professional experience
Work History
Bookkeeping Assistant
Pate & Company CPAS
02.2019 - Current
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Provided clerical support to company employees by copying, faxing, and filing documents.
Responded to inquiries from callers seeking information.
Scheduled office meetings and client appointments for staff teams.
Managed filing system, entered data and completed other clerical tasks.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Maintained payroll information by calculating, collecting, and entering data.
Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.
Assisted in the preparation of year-end tax forms, including W-2s and 1099s, for timely distribution to employees.
Administrative Assistant
Livermore Industrial Plating
03.1997 - 05.2018
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Maintained payroll information by calculating, collecting, and entering data.
Filed payroll taxes with appropriate government agencies by deadlines to minimize risk of penalties or fines.
Received incoming shipments, compared contents against associated records and transmitted to proper department.
Packaged goods in safe containers to prepare for shipping, adhering to packaging protocols.