Contracts new and existing clients on behalf of tax teams by composing job arrangement letters, routine letters, and memoranda for endorsement via email, DocuSign, and certified mail processes to quickly and efficiently intake ultra-high net worth clientele.Constructs client profiles for the firm’s database by collecting and archiving necessary documentation and completing the due diligence approval process with risk management, legal, and tax departments.Creates, monitors, and updates client project trackers through SharePoint and Excel for tax teams based on specific goals.Analyzes firm-wide WIP reports and generates monthly billing and AR/AP records through SAP Fulcrum software.Schedules and coordinates onsite and external meetings for clients and firm-wide collaboration, including domestic and foreign travel arrangements and teleconferencing on Zoom and Microsoft Teams platforms.Safeguards C-level executive records, including personal and client-related accounts. Generates detailed expense reports and invoices for client and firm-related expenses for executives and administration team and takes on ad-hoc projects as needed.

Holds high-volume case manager role with the responsibility to review intake applications, initiate intake interviews with applicants, journal the correspondence, collect participants' legal, medical and financial records in order to screen for program eligibility and calculate benefits allotments through California Statewide Automated Welfare System (CalSAWS). Organizes, monitors and prioritizes assigned cases to ensure required case records and documents are properly filed, processed, verified and updated within specific time limits to meet the deadlines established by federal and state legislation and regulations.Thoroughly trained on the policies of federal, state and county social programs (i.e. CalFresh, Medi-Cal, General Relief) with knowledge of eligibility requirements for general and emergency aid allotment.

Held the position of Receptionist, answering high-volume calls while simultaneously utilizing Adult Case Management (PIMS) database to relay information to defense and prosecuting attorneys, court clerks, law enforcement, and the District’s Victim Impact Program (VIP) unit, regarding active cases in our jurisdiction.Specifically handled initial calls from victims requesting connections to their filing and assigned District Attorney, the District Victim’s Advocate. Upon appropriate supervision, also provided resources to victim’s with active cases and victims of the public with emergency inquiries dealing with sensitive interpersonal violence.Assist with felony and misdemeanor complaint filings, including guiding law enforcement through the District’s filing procedures.Received and archived motions from petitioners for the criminal courts and discovery for prosecutors and defense counsel.Created monthly statistics reports of all declined District cases through Microsoft Excel. Under new and emergency measures of COVID-19 protocols, maintained correspondence with the District office through Microsoft Teams, and other Microsoft Office applications.

Provided exceptional, one-on-one customer service experience with quick and detailed assessment of customers needs, providing insightful product knowledge from start to finish, driving POS (point of sale) purchases.Assisted in meeting and exceeding regional sales goals, and expanded returning clientele base.

Created solicitations letters and department-wide presentations focused on promoting and expanding DPSS's CTAD/BSO Toy Loan and Volunteer Services Program. Delivered information to the public concerning regulations, procedures, forms, applications, and permit requests regarding DPSS Volunteer Services, DPSS Toy Loan Program, and the annual Adopt-A-Family Program. Reviewed and maintained government records requiring specialized knowledge, compilation, and computation of data for CalWORKS Referrals to our annual Adopt-A-Family Program.Responsible for the review of all DPSS Volunteer Applications. Maintained the routine check for completeness and accuracy of incoming and completed applications.Indexed and cross-references records for Toy Loan and Volunteer Services quarterly reviews.Scheduled pick-ups, LiveScan requests, donation inventories, and related records.Coordinated and serviced the public through LA County departmental outreach events such as Parks After Dark and Help-the-Homeless.Conducted site visits of Toy Loan Centers across the LA County to maintain standards of competency; and assist with procedures to open new centers.Create and facilitate presentations and meetings to Toy Loan Advisory Board members and potential sponsors.Coordinated large-scale donation pick-ups and drop-offs, while successfully maintaining logistics for both special programs, Adopt-A-Family 2018, and DPSS's Help the Homeless in 2019, which received County-wide and national recognition in 2019. Successfully maintained LA County's first automated Adopt-A-Family data system. Assisted with the efforts if LA County's Information Technology Division by compiling records for data regarding departmental logistics to help create the department's first automated volunteer application.

Served as an on-sight liaison between management, vendors, and tenants. Regularly performed and assisted with clerical tasks of marketing properties/units, coordinating and scheduling maintenance projects, and enforcing policies of the rental agreements (via phone, email, and in-person).Assessed and documented financial objectives in monthly reports from management, collected billings and expenditures through Microsoft Excel.AccomplishmentSuccessfully assisted, maintained, budgeted, and leased all on-sight units of a multi-million dollar property.

Diversity Liaison role facilitated and created new large-scale events, by partnering with various community organizations and local businesses that focused on enhancing the personal and professional skills of underserved students, children, and families in the greater Santa Barbara area.Successfully trained, budgeted, and networked with other on-campus organizations to initiate university-wide events intended on educating students on various cultural issues (e.g. race, drug and/or alcohol abuse, sexual assault, resources, etc.) on an ethical and inclusive platform.Coordinated and promoted signature events via university and social media platforms which opened new community networks between student populace, local residents, and public works, uplifting morale and promoting camaraderie.