Summary
Overview
Work History
Education
Skills
Timeline
Generic

TRISHA LAVELL

Fresno

Summary

PROFESSIONAL OBJECTIVE: To continue career with an organization that will utilize ADMINISTRATIVE & CUSTOMER SERVICE skills to benefit mutual growth and success. Friendly administrative assistant with 20 years of experience conducting clerical and customer service tasks. Skilled at supporting customers with simple and complex needs with professionalism. An organized and dependable candidate successful at managing multiple priorities with a cheerful outlook. Willingness to take on added responsibilities to meet team goals.

Overview

31
31
years of professional experience

Work History

Office Administrator

Bandy & Associates
08.2022 - 05.2025
  • Downloaded all tax returns from tax software program, send to clients through Safesend and send e-files to clients to sign electronically. Track signed forms and submit tax returns to the IRS and FTB.
  • Set up new clients in all programs.
  • Accounts payable for clients. QuickBooks input as needed.
  • Assisted accounting team with special client projects.
  • All admin duties assisting office staff.
  • Position was eliminated
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Tracked office supplies and restocked low items to keep team members on-task and productive.
  • Maintained confidentiality of sensitive information, adhering to strict data protection policies.
  • Oversaw inventory management, ensuring office supplies were adequately stocked without overordering.
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.

Office Manager

Fanucchi and Serbian
01.2022 - 05.2022
  • Data entry and all administration duties required.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Maintained energy and enthusiasm in a challenging environment.
  • Offered friendly and efficient service to customers, managed challenging situations with ease.

Tax Secretary

Bean Hunt Harris and Company
05.2018 - 12.2021
  • Responsible for processing tax returns and all other tax documents and delivering to client through safe and secure source by deadlines.
  • Tracking signed electronic filing forms.
  • Filing tax returns and tax extensions through an electronic filing system.
  • Supporting office staff of fifteen with all administrative needs.
  • Running reports, tracking tax returns due dates, coordinate with tax managers and partners to ensure all returns are filed on time.
  • Responsible for yearly engagement letter mail merge and tax organizers mailing to clients.
  • In charge of monthly billing through CS Practice billing system, posting all deposits and expenses.
  • Making deposits and tracking retainer accounts
  • Set up new clients.
  • Onboarding of all new hires
  • Created and maintained relationships with clients and other employees.
  • Monitored company inventory to keep stock levels and databases updated.
  • Offered friendly and efficient service to customers, managed challenging situations with ease.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Scheduled appointments and conducted follow-up calls to clients.

Front desk reception

Wiebe Hinton Hambalek
02.2018 - 04.2018
  • Responsible for posting all incoming payments, scanning documents.
  • Managed all incoming mail and distribution to correct person.
  • Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
  • Resolved customer issues quickly and notified the supervisor immediately when problems escalated.
  • Temporary position

Receptionist/Administration

Sensiba San Filippo/Slater Moffat Associates
06.2015 - 11.2017
  • Front office reception, customer service, writing correspondence letters and e-mail, coping, scanning, reminder calls, mass mailings.
  • In charge of sorting and distribution of incoming mail and processing all outgoing mail and overnight mailing
  • Maintained calendars and scheduled appointments, coordinated meetings, ordered supplies.
  • Processed tax returns for delivery to clients.

Human Resource Coordinator

Dedicated Care HIS
07.2013 - 01.2015
  • Was hired and worked as receptionist, promoted to the billing department then to the human resource department.
  • In charge of interviewing, hiring, discipline, terminations, recruitment and organizing and conducting all orientations of new employees.
  • Completed reference verifications and background checks on all applicants are being considered for employment.
  • Assisted staff with routine HR-related questions served as the first point of contact for employees.
  • Assisted company and staff in solving HR issues discreetly.
  • Ensured customer service satisfaction through identification, clarification, and resolution of problem situations.

Mortgage Loan Processor

The Home Store Loan Center
01.1994 - 12.2010
  • Front desk reception
  • Process loan files from start to finish, verify all information provided, open escrows, order appraisals.
  • Gather all paperwork to complete a fully processed loan file.

Education

AAS Degree - Medical Assisting

Heald College
Fresno, CA

Skills

  • Proficient time management
  • Administrative assistance expertise
  • Data entry management
  • Filing systems
  • Customer engagement
  • Telephone reception
  • Scheduling appointments
  • Office supply management

Timeline

Office Administrator

Bandy & Associates
08.2022 - 05.2025

Office Manager

Fanucchi and Serbian
01.2022 - 05.2022

Tax Secretary

Bean Hunt Harris and Company
05.2018 - 12.2021

Front desk reception

Wiebe Hinton Hambalek
02.2018 - 04.2018

Receptionist/Administration

Sensiba San Filippo/Slater Moffat Associates
06.2015 - 11.2017

Human Resource Coordinator

Dedicated Care HIS
07.2013 - 01.2015

Mortgage Loan Processor

The Home Store Loan Center
01.1994 - 12.2010

AAS Degree - Medical Assisting

Heald College

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