EXPERIENCE

Tax Return Processer January **** - Present

RB Tax Specialists

Prepare tax returns for shipping back to clients. Ensuring that all forms have been signed as necessary by all parties before processing return. Forwarding paper returns to IRS and other necessary agencies.

Field Canvasser December 2015 – January 2016

Sunrun

Engage homeowners in conversations. Qualify homes for solar and schedule in-home appointments with my team counterparts. Appointment scheduling, providing workings leads for sales consultants/energy specialists.

Legal Assistant

Loraine and Associates September 2015 – October 2015

Gibbons Law Firm March 2012 – September 2015

Prepared files for court. Met with clients, assisted attorneys, doing research work, and filing various documents. Kept cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney. Support case preparation by preparing case summaries and materials for mediation conferences; preparing pleadings; monitoring and obtaining discovery responses. Help develop cases by maintaining contact with people involved in the case; scheduling depositions; preparing and forwarding summonses and subpoenas; drafting complaints; preparing and filing discovery requests; preparing responses to opposing counsel; generating status reports. Analyze problems associated with the office operations and recommend administrative improvements to enhance internal operating programs. Develops internal SOPs and/or policy memos to establish procedures/guidelines on administrative processes. Overseeing all daily administrative needs/functions (reception area, phones, fax machines, etc.).

Office Manager / Executive Assistant October 1999 – January 2012

U.S. Resort Management

Assisting the President/Owner and Vice President with all day-to-day company operations. Maintain executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel. Administration and communication of company benefits to eligible employees. Administration of company 401(k) plan, as needed. Research/cost analysis of health/vision/dental plans. Safety coordinator.

Office Manager / Executive Assistant February 1983 – October 1999

PDI Enterprises

Head of accounting (including AR, AP, payroll, etc.). Human Resources Director. Development and implementation of company safety program. Maintains executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel.

Both: Represent the executive by attending meetings in the executive's absence. Welcome guests and customers by greeting them, in person or on the telephone; answering or directing inquiries. Prepare reports by collecting and analyzing information. Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products; placing and expediting orders for supplies; verifying receipt of supplies. Maintain office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions. Maintain office staff by recruiting, selecting, orienting, and training employees. Analyze problems associated with the office operations and recommend administrative improvements to enhance internal operating programs. Develop internal SOPs and/or policy memos to establish procedures/guidelines on administrative processes.

SKILLS & CERTIFICATIONS

Real Estate License (renewable upon request)

Notary Public (renewable upon request)

Proficient MS Office Suite, Casenet, ADP (payroll)

55 WPM and 10-key by touch

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