Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Accounting Administrative  Professional
Energetic Administrative Assistant with 11 years experience in high-level executive support roles. Organized and professional.   Energetic Administrative Assistant with 11 years’ experience in high- level executive support roles, organized and professional. Administrative assistant specializing in administrative support to busy CPA firms, committed to delivering high quality results with little supervision. Dedicated and focused administrative assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority. Administrative Assistant adept at managing multiple projects with ease using expert time management methods, offering administrative experience in both small business and corporate office environments. Personable Executive Assistant who capably maintains open lines of communication among senior executives, partners, middle management. Receptionist who answers a high volume of incoming calls while handling in-person inquiries from clients and colleagues. Flexible and hardworking with the drive to succeed.
  • Document Management: Archiving Database/ paperless filing
  • Meticulous attention to detail  
  • Results-oriented
  • Self-directed
  • Time management
  • Professional and mature
  • Resourceful
  • Strong problem solver
  • Dedicated team player
  • Strong interpersonal skills

  • Microsoft Office proficiency
  • Excel spreadsheets
  • Advanced MS Office Suite knowledge
  • QuickBooks expert
  • AR/AP
  • Mail management/routing
  • Meeting planning
  • Schedule management
  • multi-line phones & routing
  • email routing and follow-up
  • Billing and coding
Planned and executed all aspects of a major office headquarter move.
Received a merit raise for strong attention to detail, exemplary customer service and team-player attitude.
Design/produced audit programs and accounting forms for streamlined work procedures and processes Implementation of automated programs, tools, and technologies to optimize business performance
Improvements in customer service and customer satisfaction scores Direct contribution to the company
Customer Service
  • Customer Interface
    • Greeted customers upon entrance and handled all cash and credit transactions.
    • Assisted customers over the phone regarding store operations, product, promotions and orders.
    Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
Computed Data Reports
  • Provided required weekly, monthly and quarterly reports listing sales figures and client track records.
Accounting / Administrative Assistant/ Personal Assistant, 2013 - 05/2015
Calvin Martin & Company PLLC City, STATE,

Accounting Assistant

Executed accounts receivable reporting enhancements and reconciliation procedures. Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions using Quick Books System. Completed monthly, quarterly and annual bank reconciliations for 11 small companies. Payroll/ Quarterly taxes 940/941. Reconciled bank statements to clients' books and prepared financial statements from client documents. Logged different types of client information into spreadsheets for various deadlines. Updated accounting documents and information from various research methods. Created accounting reports via QuickBooks for AR collections from clients. Communicated with clients via phone, email, and in person to obtain payments on outstanding accounts. Handled and process confidential information. Scanned all auditing documents for paperless office file storage.

Administrative Assistant

Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Designed electronic file systems and maintained electronic and paper files. Maintained the front desk and reception area in a neat and organized fashion. Served as central point of contact for all outside vendors needing to gain access to the building. Planned meetings and prepared conference rooms. Maintained an up-to-date department organizational chart. Dispersed incoming mail to correct recipients throughout the office. Made copies, sent faxes and handled all incoming and outgoing correspondence. Facilitated working relationships with co-tenants and building management. Organized files, developed spreadsheets, faxed reports and scanned documents. Received and distributed faxes and mail in a timely manner. Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists. Managed daily office operations and maintenance of equipment. Screened telephone calls and inquiries and directed them as appropriate.

Personal Assistant

Ran errands, including grocery shopping.Handled some vehicle maintenance. personal errands for people in office.Researched and collected options for the best pricing on hotels, flights and home furnishings. Receive children and assisted until parents returned home.


Administrative Assistant/ Accounting Assistant, 01/2012 - 11/2012
Richard Frank, CPA City, STATE,

Greets persons entering establishment, determine nature of purpose of visit, and direct or escort them to specific destinations Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, and delivering messages Prepare and process tax documents as well as yearly returns Mail, fax, or arrange for delivery of time sensitive material from office to client Establishing work procedures or schedules and keep track of daily work of clerical staff Receive client information from client meeting, while operating computer programs to scan and copy documents for a paperless environment. Open, read, route, and distribute incoming mail or other materials and answer routine letters. Performs duties, Cleaning offices, maintaining a welcoming atmosphere for clients as well as office administration Payroll, liability taxes, and proper tax payments with state and federal government agencies Reporting and financial statements; collecting data in accounting software; preparing financial statements to be used for budgeting, & forecasting. Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences. Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Served as central point of contact for all outside vendors needing to gain access to the building. Dispersed incoming mail to correct recipients throughout the office. Made copies, sent faxes and handled all incoming and outgoing correspondence.

Rental Administrator, 10/2007 - 07/2011
CMC Construction Services City, STATE,

 AXAPTA FACTS 2.4 software program

Monthly billing cycles to/from branches for all jobs that were renting equipment for job builds. Microsoft Access spreadsheet formulated the commands to print the various reports to send to branches, with a 24 -48 turn around from branches; stating holds or bill to various customers for rental cycles.
Inventory/Equipment Transfers: Effectively recorded and receiving transfers orders from branches and entering the transfer making sure to add any addition notes from cut downs or discrepancies received to or from branches.

Liaison for Rental Department with Salesmen and Branches, answer telephones and give information to callers, take messages or transfer calls to appropriate individuals

Bachelors: Education/ Preschool Management, Expected in
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Education/ Preschool Management
Diploma: , Expected in December 2002
- ,
Licensed & Bonded Texas Notary Previously Renewed: , Expected in 7/21/2019
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10-key, Accounting, general accounting, accounting software, accounting systems, accounts receivables, Accounts Payable, Accounts Receivable, Auditing, Backup, billing, billings, bookkeeping, budgeting, calculators, Clerical, contracts, copy documents, client, clients, customer satisfaction, customer service, Database, database management, delivery, Document Management, Email, fax machines, fax, filing, financial statements, preparing financial statements, forecasting, forms, government, Invoicing, letters, mailing, materials, Excel, Mail, Money, Microsoft Office Suite, office, office administration, office equipment, Payroll, phone systems, copiers, copy machines, policies, processes, QuickBooks, read, receiving, Receptionist, record-keeping, recording, repairs, Reporting, Researching, Research, Routing, sales, Scheduling, Secretarial, spreadsheets, switchboard, taking messages, take messages, tax, taxes, Preparing tax, telephone, telephones, Phone, Travel Arrangements, word processing

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Job Titles Held:

  • Accounting / Administrative Assistant/ Personal Assistant
  • Administrative Assistant/ Accounting Assistant
  • Rental Administrator


  • Bachelors
  • Diploma
  • Licensed & Bonded Texas Notary Previously Renewed

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