Supporting Staff Member
Santa Clara County, California, United States
Provided administrative services, including phone and email correspondence, managed filing system, entered data, made copies prepared outgoing mail.Opened, recorded, properly distributed all incoming mail and fax to promote quicker response to client inquiries.Completed simple maintenance tasks for facility upkeep.Greeted and checked in guests at the front desk for meetings.Attended training sessions to stay updated on procedures and services.Communicated with clients on behalf of staff to relay messages and information.Assisted coworkers and staff members with special daily task in all departments (i.e.: Accounting, Immigration, Billing and Legal).Made Invoices and list of services with price.Built and maintained excellent customer relationships.Entered figures using a 10-key calculator to compute data quickly.Assessed data and information to verify entry, calculation and billing code accuracy.Tracked financial progress by creating quarterly and yearly balance sheets.Recorded deposits into QuickBooks, reconciled monthly bank and credit card accounts and tracked all expenses.Analyzed finances to create detailed forecasting reports using QuickBooks.Managed and updated financial accounts and permanent records for more than 30 clients.Assisted CPAs with audits and updated financial records with remarkable accuracy.Developed monthly, quarterly, and annual profit and loss statements and balance sheets.Maintained excellent financial standings by working closely with CPA to process business transactions.Streamlined bookkeeping procedures to increase efficiency and productivity.Reconciled account information and reported figures in the general ledger by comparing to bank account statements each month.Education
