Administrative Assistant & Notary Public
Current- Worked in the preparation and review of individual and corporate tax returns, gathering and organizing clients’ financial information and documentation for accurate and timely tax filings.- Facilitated the onboarding process for new clients, setting up their accounts, gathering necessary financial documentation, and guiding them through the firm’s service offerings and processes.- Conducted notarizations on a wide array of documents ranging from affidavits, powers of attorney, and real estate documents, providing clear explanations of the notarization process and addressed any questions or concerns.