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Title Administrative Assistant Customer Service
Target Location US-NM-Santa Fe
Email Available with paid plan
Phone Available with paid plan
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PHONE NUMBER AVAILABLE EMAIL AVAILABLEDedicated and technically skilled business professional with a versatile administrative support skill set developed through more than fourteen years of experience as an Administrative Assistant, Receptionist and Financial Assistant.Excel in resolving challenges with innovative solutions, systems and process improvements proven to increase efficiency and customer satisfaction.Efficient, detail-oriented, highly organized.Offer advanced computer skills in MS Office Suite, QuickBooks and Timeslips.August 2018-February 2019Gonzales & Kingsbury (Certified Public Accounting)2092 Ledd RoadSanta Fe, New Mexico 87507Served as Administrative Assistant/Receptionist/Financial Assistant to Certified Public AccountantDemonstrated proficiencies in telephone and front-desk reception within a high-volume environment. Calm upset/angry customers, researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.Led cleanup of company database and files. Restored organization to personnel, financial and operational records and accelerated data input, processing and retrieval times.Responsible for monthly billing, Create chart of accounts, Balance Sheets, and QuickBooks spreadsheets.Responsible for payroll processing including timesheets, payroll reports, and set up for new employees in the QuickBooks payroll system.Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.Check voicemail/email/faxes daily.Responsible for multiple bank deposits on a weekly basis.Prepare 940/941s and CRS documents for multiple clients.Provided courtesy calls to clients requesting documents required to prepare documents.Reviewed tax returns with clients upon pick up.Prepare proposals for clients for their potential clients.Responsible for CPAs calendar.Travel to meet clients when needed.Miscellaneous errands when needed.May 2018-July 2018Varela Real Estate1526 Cerrillos RoadSanta Fe, New Mexico 87505Served as Administrative AssistantAnswer phones and check voicemail/take messages when necessary.Direct Walk Ins to appropriate person.Direct Call ins to appropriate person.Keep front area, conference, kitchen & vestibule areas clean.Log and copy all incoming rent checks.Open incoming main and distribute.Prepare outgoing mail.Update how to show lists with MLS property list and email to brokers.Add new listings in MLS system.Change status/price of properties in MLS system.File accounts receivable/payable.Keep kitchen stocked with water/Keurig cups/other beverages.Order/restock office supplies form local and online vendors.Keep broker marketing folders stocked.Create On Call calendar on a monthly basis and email to all brokers.Prepare monthly marketing mail outs.Prepare utility bill backs.Input incoming rent checks into excel spreadsheet including date, check # and amount paid.Prepare drafts of flyers advertising properties for sale/lease.Maintain key log list (commercial & residential).Prepare work orders and log information into the maintenance log.Set up open houses.Scan move outs and dead files.Balance excel spreadsheet with bookkeeping deposit register for 2 accounts.Create files for new properties.Check voicemail/email/faxes daily.Add/delete properties to weekly tours.November 2011-January 2018Virtue & Najjar, PC2200 Brothers RoadSanta Fe, New Mexico 87505Served as Administrative/Legal Assistant in a Law FirmConduct research for supervisors.Prepare affidavits for signature.Prepare Certificates of Service.Format and finalize pleadings and file with NM PRC.Communicate regularly through email/telephone with attorneys and clients.Draft and prepare letters for signature and distribution.Responsible for monthly billing for 6 attorneys.Provide Records Management for all personnel, financial and operational records and accelerated data input, processing and retrieval times.Make copies, mail and file all invoice checks and payroll checks.File accounts billable/receivable.Prepare miscellaneous budget reports.Order/restock office supplies from local and online vendors.Responsible for communication and facilitation during renewal period for insurance: Health, dental, malpractice, business liability, Workers Compensation.Responsible for communication and facilitation of office equipment leases and purchases.Responsible for issuing checks from the office account.Responsible for all bank deposits on a daily basis.Responsible for billing and entering accounts receivable into time slips.Responsible for entering multiple attorney and paralegals billable time into Timeslips.Responsible for weekly budget report for NMFA matters.Keep record of supervisors contributions and expenditures for legislators during session.Prepare and file all lobbyist authorization forms.Prepare and file all lobbyist reports for 4 attorneys 3 times per year.During legislative sessions, create and update client tracking reports.During legislative sessions, communicate through email with clients regarding bills of interest and status reports of these bills.During Legislative session organize fundraisers/dinners.Check voicemail/email/faxes daily.Prepare Conflict Checklists.Travel arrangements for attorneys for business matters.Attend NM PRC meetings via internet.Prepare Engagement Letters & Contracts for new clients.Assist in the preparation on RFPs.Miscellaneous errands when needed.January 2005 to November 2011Gonzales & Kingsbury (Certified Public Accounting)2092 Ledd RoadSanta Fe, New Mexico 87507Served as Administrative Assistant/Receptionist/ Financial Assistant to Certified Public Accountant/Office SupervisorExcelled in a role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency.Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment. Calmed upset/angry customers, researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.Led cleanup of company database and files. Restored organization to personnel, financial and operational records and accelerated data input, processing and retrieval times.Responsible for Creating chart of accounts.Responsible for payroll processing including timesheets, payroll reports, and set up for new employees on the QuickBooks payroll system.Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.Check voicemail/email/faxes daily.Responsible for multiple bank deposits on a weekly basis.Trained and supervised staff.Prepare 940/941s and CRS documents for multiple clients.Provided courtesy calls to clients requesting documents required to prepare documents.Reviewed tax returns with clients upon pick up.Prepare proposals for clients for their potential clients.Responsible for CPAs calendar.Miscellaneous errands when needed.Enter data and prepared monthly bills for 2 water associationsGeneral Education Diploma December 2001Santa Fe Community CollegeSanta Fe, New MexicoAssociate of Applied Science Degree in Business Administration May 2011Santa Fe Community CollegeSanta Fe, New MexicoHigh HonorsTranscript provided upon requestAccounting Certificate May 2011Santa Fe Community CollegeSanta Fe, New MexicoHonorsTranscripts provided upon requestPhi Theta Kappa  National Honor Society Award May 2011Certificate in Office Management in a legal office May 2013Santa Fe Community CollegeSanta Fe, New MexicoHonorsTranscript provided upon requestNotary Public in the State of New Mexico February2014Certificate in Law Office Administrative Assistant December 2020Santa Fe Community CollegeSanta Fe, New MexicoTranscript provided upon requestNameMS Office SuiteQuickBooksFiling & Records ManagementFront-Desk & Phone ReceptionCustomer ServiceExecutive-Level ReportsCalendaring/SchedulingWord Processing/Typing(75 WPM)General BookkeepingPayrollParagonKnowledge LevelExpertExpertExpertExpertExpertExpertExpertExpertIntermediateIntermediateBeginnerLast Used/Total ExperienceCurrently used/15 yearsCurrently used/15 yearsCurrently used/15 yearsCurrently used/15yearsCurrently used/15 yearsCurrently used/15 yearsCurrently used/15yearsCurrently used/15 yearsCurrently used/15 years13 years4 MonthsDaniel Najjar, Attorney, PartnerVirtue & Najjar, PCPHONE NUMBER AVAILABLEPam Ortiz, ParalegalVirtue & Najjar, PCPHONE NUMBER AVAILABLE ext. 55Jonas Nahoum, AttorneyLong, Komer & Associates (Former employee of Virtue & Najjar, PC)PHONE NUMBER AVAILABLERobert Kingsbury, CPA, OwnerGonzales & Kingsbury, IncPHONE NUMBER AVAILABLEShantel Kingsbury, Office ManagerGonzales & Kingsbury, IncPHONE NUMBER AVAILABLEKey Skills

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