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assistant resume example with 6+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Skills
  • Travel Arrangements
  • Billing and Coding
  • Time Management
  • Mail Sorting and Distribution
  • Document Control
  • Data Confidentiality
  • Schedule and Calendar Management
  • File and Record Keeping
  • Meeting Coordination
  • Support Services
  • Data Entry
  • Basic Mathematics
  • Computer Skills
  • Reporting and Documentation
  • Multi-Line Phone Systems
  • Task Prioritization
  • Verbal and Written Communication
  • Office Administration
  • Reception Assistance
  • Product and Service Understanding
  • Administrative Duties
  • Editing and Proofreading
  • Types 50 WPM
  • Professional and Mature
  • Strong Problem Solver
  • Mail Management
Experience
12/2022 to Current Assistant Carlyle | Washington, DC,
  • Served as contact person and source of information to maintain good communication with clients.
  • Answered incoming calls and recorded accurate messages.
  • Executed record filing systems to improve document management and organization.
  • Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar and spelling.
  • Instituted new employee training procedures to reduce onboarding process time length.
  • Maintained positive working relationship with fellow staff and management.
  • Maintained front desk to provide positive first impression.
  • Assisted organizational efforts by filing, entering data and answering phones.
  • Received and distributed mail, letters and packages.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Greeted guests and vendors to assist in navigating space.
  • Answered phones and routed voicemails to respective employees.
  • Monitored office services mailbox for business support needs and requests.
  • Performed accounting or financial analysis.
  • Scheduled service and changed and ordered toner to keep printers and copiers functioning.
03/2018 to Current Notary Signing Agent Hallbrook Country Club | Leawood, KS,
  • Reviewed documents and personal identifying paperwork or government-issued IDs for each person.
  • Verified identification of signee by looking through identification documents, licenses and passports.
  • Documented transactions in notary journal to maintained permanent records.
  • Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
  • Affixed stamp or seal on documents as proof of witnessing event or deal.
  • Created and maintained records of notarized items in paper and electronic forms.
  • Reviewed loan documents for completeness and compliance with state and federal regulations.
  • Scheduled appointments with in-house or outside mobile notary to accommodate signing with clients.
  • Contracted with various agencies to complete personal loan packages.
  • Checked for signs of coercion in either party or fraud and refused to notarize suspect transaction.
  • Achieved timeline and quality targets when organizing large volume of records.
  • Contacted customers regarding missing or incomplete information on legal documents.
  • Maintained positive working relationship with fellow staff and management.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Greeted guests and vendors to assist in navigating space.
  • Scheduled service and changed and ordered toner to keep printers and copiers functioning.
01/2017 to Current Tax Preparer Intuit | Huntington, WV,
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Implemented tax reduction strategies to analyze and minimize tax liabilities.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Prepared estimated and deferred tax calculations on monthly basis to forecast cash flows.
  • Represented clients under audit before IRS to prove compliance with federal tax laws.
  • Used tax form instructions and tables to complete tax forms.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Computed taxes owed or overpaid for clients.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
  • Calculated form preparation fees according to return complexity and processing time required.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Helped clients integrate new tax software with accounting software.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
  • Liaised between clients and tax authorities such as IRS representatives.
Education and Training
Expected in 05/2004 to to High School Diploma | Carrollton Unit School, Carrollton, AL, GPA:

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Resume Overview

School Attended

  • Carrollton Unit School

Job Titles Held:

  • Assistant
  • Notary Signing Agent
  • Tax Preparer

Degrees

  • High School Diploma

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