Isabel Olivarez Valencia
Houston, Texas 77026
Cell: 713-***-****
***************@*****.***
Experienced professional seeking a full time position from a company that allows
training and that values a successful work ethic, great communication skills, effective
teamwork, and continuous personal development.
Professional Experience:
Maddox, Thomson & Associates 2009-Present
Administrative Assistant
Answer multiple phone lines and greet clients
General office duties – filing, fax, scan, mail, order supplies, and set up client
meetings
Ran billing reports and organized billing files for managers
Utilized capture perfect program to scan tax documents
Ran office errands including handling all certified mail
Ran Paperport program
Handled all deliveries
Scan client bills and convert to Adobe files for managers
Responsible for keeping the kitchen clean and organized
Organized office lunches for meetings and for staff during tax season
Kept track of client brokerage statements by scanning and placing in document
management system
Created Adobe Portfolio files for all tax clients
Aaron Keys & Associates, Inc. 2007-2009
Administrative Assistant
Answer busy phones and greet clients
Schedule meetings and business trips
Balance and reconcile bank statements in QuickBooks for clients
Ran profit and loss statements in QuickBooks
Prepare folders to send to clients for tax returns and prepare broker packages
Ran credit cards
General office duties – filing, fax, scan, mail, and order supplies
Bind reports that need to be sent out to clients
Set up corporations, EIN numbers and order corporate books
Stewarts Packing 2006-2007
Customer Service
Answer busy phones
Keep track of inventory sheets
Pull orders/take order (phone and computer)
Keep track of the money in the register (credit cards, checks, etc.)
Mary Kay 2004-2006
Sales Consultant
Supervise, manage, and train sales consultants
Prepare for meetings and correspond with member representatives on upcoming
presentations
Prepare correspondences, document invoices, including materials for payment of
completed sales
Maintain in-office calendar and training calendar, keeping track of
schedules/appointments
Format monthly newsletter and membership directory
Create and reconfigure client databases
Galena Park ISD 2005-2006
Logistics Specialist
Received transportation route, maintained ledger book to and from various pick-
up and drop-off points
Maintain and monitor special needs children
Perform pre and post trip inspections of vehicles and on board video
Organized materials for various training sessions, registered participants, prepared
room and organized various field trips for special needs children
Skills:
Technically proficient in Microsoft Word, Excel, QuickBooks, general office duties,
including answering phones, filing, preparing correspondence, compiling daily reports,
and greeting clients.
Education:
North Shore High School – Diploma 1990