• Performed general/clerical office duties such as answering multiple phone lines and assisting clients, maintaining client records, and performing bookkeeping work• Filed and retrieved corporate documents, records, and reports • Data entry using creative solutions, practice solutions, tax programs, lotus, etc• Prepared tax packages and tax returns• Prepared invoices, memos, letters, financial statements, agendas, and other documents, using word processing, spreadsheet, database and presentation software • Opened, sorted and distributed incoming correspondence, including faxes and mail • Booked client appointments and responded to written and telephone requests for clients

• Performed clerical office duties such as answering multiple phone lines, assisting customers through service or sale department, data entry, and purchased office supplies• Prepared submittal packages and certificates of insurance• Managed accounts receivable transactions and collection calls• Prepared documents and packages through shipping and receiving department• Prepared agendas and made arrangements for meetings