Dynamic and dedicated professional with experience as a Volunteer Clerical Assistant at Mora's Income Tax & Insurance. Proven ability to enhance office efficiency through effective document preparation and exceptional customer service. Strong multitasker with a positive attitude, adept at managing confidential information and fostering relationships with clients.
Work History
Volunteer Clerical Assistant
Mora's Income Tax & Insurance
01.2025 - Current
Ensured timely completion of assigned tasks by coordinating schedules and deadlines with team members.
Improved workflow processes through regular review and updating of procedural documentation.
Used strong interpersonal communication skills to convey information to others.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Kept reception area clean and neat to give visitors positive first impression.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Responded to inquiries from callers seeking information.
Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Corresponded with clients through email, telephone, or postal mail.
Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
Handled sensitive information with discretion while maintaining strict confidentiality standards.
Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
Personal and Commercial Lines Insurance Broker at Claudia's Insurance And Income Tax ServicesPersonal and Commercial Lines Insurance Broker at Claudia's Insurance And Income Tax Services