ROSE SORCI
Brentwood,CA
Summary
Committed and motivated Office Assistant with exceptional customer service skills; strong work ethic, professional demeanor, and great initiative to get the job done. Adaptable and learn quickly within many diverse organizations.
Diligent Administrative Assistant with a solid background in tax preparation support. Demonstrated ability to assist with accurate tax filings and provide exceptional client service. Proven track record in utilizing organizational and time-management skills.
Overview
14
14
years of professional experience
Work History
Tax Preparer Assistant
Robert Half International
01.2025 - Current
- Assisted senior tax preparers in completing complex returns, ensuring compliance with all regulations.
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Maintained a high level of confidentiality when handling sensitive financial information for clients.
- Organized files both electronically and physically for ease of access and retrieval improving overall workflow.
- Supported management in overseeing day-to-day operations such as appointment scheduling and answering phone inquiries effectively.
- Met strict deadlines by efficiently managing time and prioritizing tasks during peak tax season periods.
- Utilized tax software to efficiently complete individual and business returns, ensuring accuracy and compliance with all applicable laws and regulations.
Payroll and Human Resources Assistant
Performance Mechanical (PMI)
01.2021 - 01.2024
- Assisted accounts payable department with processing invoices on a weekly basis
- Copied and scanned documents for AP and electronically filed in system with speed and accuracy
- Keyed and verified all new employees using E-Verify software
- Updated WINX system with all new hires and entered payroll information accurately and efficiently
- Responsible for updating new hire documents from EDD and verified hours employees worked monthly
- Efficiently managed personnel files, maintaining confidentiality while keeping records up-to-date and organized.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Answered and redirected incoming phone calls for office.
- Assisted in payroll processing to ensure timely delivery of paychecks to all employees.
- Supported HR Manager in strategic planning sessions focused on organizational development and growth.
- Enhanced onboarding experience for new hires by creating comprehensive orientation materials and training programs.
- Supported payroll processing, ensuring accurate and timely salary distribution.
- Streamlined administrative tasks, such as scheduling and document management, to improve HR department efficiency.
Data Entry – Member Documents
Office Team - A Robert Half Company
08.2020 - 12.2020
- Input members' new enrollment information into Vitech Systems Group efficiently and accurately
- Checking dependent verification documents and inputting notes, in Vitech, to successfully submit members' open enrollment documents with speed and accuracy
Data Entry – Experienced Clerk
AppleOne Employment Agency
12.2019 - 03.2020
- Sort and distribute incoming electronic faxes to the appropriate department(s) using the Rightfax software with speed and accuracy
- Imputed CPN (healthcare documents) using Epic software with accuracy and special attention to detail as it pertains to patient's getting their procedures approved through Contra Costa Health Plan
Intake Specialist
Office Team (A Robert Half Company)
08.2019 - 11.2019
- Responsible for entering all referrals in Netsmart quickly and accurately
- Answered phone and directed callers to appropriate personnel regarding patients and families
- Scanned and indexed documents into patient's files
- Ordered Durable Medical Equipment accurately and efficiently for patients
Office Assistant
Contra Costa County Retirement Association (CCCERA)
10.2018 - 08.2019
- Demonstrates proficiencies in telephone and front-desk reception within a high-volume environment
- Proficiently sorted and delivered mail to all company employees with attention to detail
- Prepared certified letters, memos and run letters through postage machine with speed and efficiency
- Assists, Imaging department by preparing and scanning documents in a quick and timely manner
- A team player who enthusiastically assists where the need arises including covering front desk reception when staff is in meetings, on vacation and absent with a can-do attitude
Receptionist/Administrative Assistant
The Staffing Solution (Employment Agency)
10.2017 - 01.2017
Data Entry/Call Center Administrative Assistant
AppleOne Employment Agency
01.2015 - 01.2016
Patient Care Secretary
Vitas Hospice
04.2011 - 12.2014
- Answered phones and triaged calls for hospice team of 15 medical professionals and 70 plus hospice patients in an expedient manner
- Responsible for ordering durable medical equipment for all patients on team
- In charge of sending out daily e-mails of all admissions and discharges of hospice patients to all nurses, team manager and team physician
- Successfully organized all team meeting materials for weekly patient review per Medicare regulations
- Filed daily all hospice paperwork of alive and deceased patient in accordance with HIPAA and Medicare laws
- Responsible for ordering and picking up all durable medical equipment in a timely manner
- Set up transfers for hospice patients from one facility to another as needed on a daily/weekly basis
- Responsible for hospice physician getting all recertification paperwork done by due date in order to be Medicare compliant
- Aided other teams when their secretaries were on vacation or called out sick
Education
Associate in Applied Science Degree - Medical Office Administration
Heald College
Concord, CA04.2011
Skills
- Experienced in Microsoft Word, Excel, and PowerPoint
- Experienced with Netsmart intake solutions
- Fast and accurate typing: 60 WPM
- Proficient in health and safety compliance
- Customer service expert
- Knowledge of healthcare terminology
- Collaborative team member
- Effective organization skills
- Skilled in managing multiple tasks
- Telephone communication skills
- Time management focused
- Detail-oriented data entry
- Proficient in tax software
- Time management
- Clear and concise communication
- Data analysis
- Tax software mastery
- Client confidentiality
- Organization skills
- Client communication
- Payroll processing
Accomplishments
- Improved team efficiency by implementing key process adjustments.
Timeline
Tax Preparer Assistant
Robert Half International
01.2025 - Current
Payroll and Human Resources Assistant
Performance Mechanical (PMI)
01.2021 - 01.2024
Data Entry – Member Documents
Office Team - A Robert Half Company
08.2020 - 12.2020
Data Entry – Experienced Clerk
AppleOne Employment Agency
12.2019 - 03.2020
Intake Specialist
Office Team (A Robert Half Company)
08.2019 - 11.2019
Office Assistant
Contra Costa County Retirement Association (CCCERA)
10.2018 - 08.2019
Receptionist/Administrative Assistant
The Staffing Solution (Employment Agency)
10.2017 - 01.2017
Data Entry/Call Center Administrative Assistant
AppleOne Employment Agency
01.2015 - 01.2016
Patient Care Secretary
Vitas Hospice
04.2011 - 12.2014
Associate in Applied Science Degree - Medical Office Administration
Heald College
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