Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Shirley RICCARDI

Miami,FL

Summary

Motivated Administrative Assistant with almost a decade of experience offering office support in the accounting industry. Energetic and reputable individual possessing strong work ethic, professional demeanor and superb initiative. Exceptional customer service and decision-making skills. Successful in coordinating and executing meetings, travel and special events.

Overview

9
9
years of professional experience

Work History

Administrative Assistant

BDO
Miami, FL
05.2023 - 01.2024
  • Provided administrative support to Principal Manager of South Florida, including but not limited to, fielding telephone calls and emails to help Principal prioritize specific clients and expedite daily operations. Responsible for proactively managing daily calendars and resolving scheduling challenges: accepting and scheduling virtual and in-person meetings and conference calls, initiating meetings in a timely and accurate manner while adhering to tight deadlines. Maintained confidential files related to personnel matters and sensitive business information.
  • Coordinated travel arrangements including itineraries, agendas, and accommodations
  • Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
  • Set up meetings and appointments, gathered materials, booked conference rooms and provided information to involved parties.
  • Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
  • Provided accurate, up-to-date information to external parties through emails, phone calls and in-person interactions.
  • Coordinated multiple schedules using online calendaring system.
  • Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
  • Relayed messages, retrieved reports and printed documents for co-workers to assist with office workflow.
  • Drafted communications using proper grammer, punctuation, syntax.
  • Manged these multiple tasks simultaneously while prioritizing workloads effectively.

Administrative Assistant

BDO
Miami, FL
01.2021 - 04.2023
  • Assisted Team of 5 Tax Partners and their Team of Directors, Managers and Staff with various administrative tasks, included but not limited to:
  • Preparation of Client Contracts, Power of Attorney, NDA Agreements, Kovel letters, memos, reports, emails, etc.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Provided secretarial and office management support while building cooperative working relationships.
  • Responded effectively to sensitive inquiries or complaints.
  • Scheduled appointments, meetings and events for management staff.
  • Managed database systems containing customer contact information.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Utilized editing programs to proofread content for typo-free emails, memos and documentation.
  • Conducted research online using search engines such as Google or Yahoo!
  • Prepared expense reports on behalf of executives in accordance with company policies and procedures.

Administrative Assistant

Morrison, Brown, Argiz & Farra
Miami, FL
12.2014 - 01.2021
  • Assisted 3 Tax Partners, and their Team of Directors, Managers and Staff with various administrative tasks, including but not limited to:
  • Provided administrative support to the team, including scheduling meetings and managing calendars. Composed letters, memos, reports, emails, and other written correspondence as required by management staff.
  • Prepared Client Contracts, Kovel Letters, NDA Agreements, Power of Attorney, Statement of Finances, etc.
  • Setup New Clients according to company protocol using various software applications, for example background and credit check.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Prepared expense reports on behalf of executives in accordance with company policies and procedures.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Provided secretarial and office management support while building cooperative working relationships.
  • Responded effectively to sensitive inquiries or complaints.
  • Answered questions from customers regarding products and services offered by the company.
  • Managed database systems containing customer contact information.
  • Processed invoices for payment using accounting software applications.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Directed customer communication to appropriate department personnel.
  • Conducted research online using search engines such as Google or Yahoo!

Education

Bachelor of Science - Administrative Assistance and Secretarial Science

University of Puerto Rico
San Juan, PR
06-1983

Skills

  • Administrative Support
  • Appointment Scheduling
  • Data Entry
  • Document Preparation and Editing
  • Travel Coordination
  • Scheduling
  • Invoice Processing
  • Expense and Time Reporting
  • Meeting Planning
  • Calendar Management
  • Digital Archiving
  • Quality Assurance
  • Workflow Optimization
  • Filing
  • Spreadsheet Management
  • Memo Preparation
  • Mail Handling
  • Reception Oversight
  • Multi-Line Telephone System Operation
  • Package Preparation and Routing
  • Reading Comprehension
  • Strong Interpersonal Skills, Attention to Detail and Confidentiality
  • Computer Skills: Microsoft Office Suite, Google Workspace, Peoplesoft, Docusign, Agiloft, Zoom, Cisco Webex, XCM, CRM and Travel Apps

Languages

English
Native/ Bilingual
Spanish
Professional

References

References available upon request.

Timeline

Administrative Assistant

BDO
05.2023 - 01.2024

Administrative Assistant

BDO
01.2021 - 04.2023

Administrative Assistant

Morrison, Brown, Argiz & Farra
12.2014 - 01.2021

Bachelor of Science - Administrative Assistance and Secretarial Science

University of Puerto Rico

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Shirley RICCARDI