Office Manager
Current- Streamlined SOP to assure a more efficient office workflow.
- Responsible for all client follow-up and note maintenance.
- Established relevant KPI's to increase profit of firm by 35%.
- Daily tasks:○ Data entry○ Client lists○ Cold call lists Compilation for sales team○ Loan details and follow-ups○ Running reports on QuickBooks for clients and firm (on request)○ Profit and Loss (P&L)○ Balance sheets○.
- Monthly tasks:○ Responsible for all general office operations○ Processing of monthly clients’ dues and distribution of receipts○ Sending out P&L/Balance/Aging reports to clients for months end○ Ordering of supplies for.
- Quarterly tasks:○ Annual Report Reminders○ Sales/Use Tax Reminders