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Office Assistant Call Center

Location:
Helena, MT
Posted:
January 18, 2024

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Resume:

Carolyn Williams **** Carrie Court Helena, MT ****2

406-***-****

WORK EXPERIENCE:

Atwood Accounting (Helena, MT) January 2023 – May 2023 Office Assistant

•Worked Income Tax season, Answered the phone, directing calls, and taking messages.

•Assisted with walk-in customers.

•Scheduled and rescheduling appointments.

•After Accountants work income tax forms, sorted, scanned and put in folders for clients.

Assisted accountant with clerical tasks, ready for E-filing, collect payments, make deposits.

FCR (First Call Resolution) Remote October 4, 2021 - June 25, 2022 Remote CSR

* Worked from home – Call center position / FCR Client was an online Personal Loan Program through financial banks / Assisted loan clients with Help with their application and technical issues.

Atwood Accounting (Helena, MT) January 2021 – May 2021 Office Assistant

•Worked Income Tax season, Answered the phone, directing calls, and taking messages.

•Assisted with walk-in customers.

•Scheduled and rescheduling appointments.

•After Accountants work income tax forms, sorted, scanned and put in folders for clients

•Assisted accountant with clerical tasks, ready for E-filing, collect payments, make deposits.

MT Dept of Commerce (Helena, MT) June 2020 – August 2020 Administrative Assistant Remote From Home

Was a Covid 19 Relief Program for housing. Rentals and Home Owners received Grant funds.

MT Dept of Labor (Helena, MT) August 2020 – December 2020 CSR - Remote

Unemployment Insurance Division (Pandemic Unemployment Assistance)

•Customer service while remote-from-home.

•Helped people file their Pandemic UI claims.

•Helped answer questions or found/explained what to do to receive payment.

Be able to know and identify fraud calls without tipping them off.

Atwood Accounting (Helena, MT) January 2020– May 2020 Office Assistant

•Worked Income Tax season, Answered the phone, directing calls, and taking messages.

•Assisted with walk-in customers.

•Scheduled and rescheduled appointments.

* After Accountants work income tax forms, sorted, scanned and put in folders for clients.

•Assisted accountant with clerical tasks, ready for E-filing, collect payment, make deposits.

Westmont (Helena, MT) October 2017 – November 2019 Administrative Assistant

•Handled Outlook calendar for conference rooms

•Answered phones

•Greeted walk in guests

•Ordered all paper and office supplies

•Handled the copier/fax machine

•Worked accounts receivable

•Coordinated board meetings and employee meetings within office

•Made weekly deposits, took care of all digital filing.

•Assisted in Accounts payable and Accounts Receivable.

•Assisted HR in employee paperwork and interviews, updating insurance and benefit packages.

Westaff (Helena, MT) July 2016 - October 2017 Various Positions Administrative

Assistant

Farm Bureau

• Answered phones and helped walk-in customers Used computer system to enter data of

clients accurately

Montana Dep of Livestock Meeting Minute Taker

MT DOA-ITSD •State Operator Answered phones and directed calls to appropriate agency

MT DEQ Financial Services Entered data, filed documents, and answered phones

A2Z Staffing Solutions (Helena, MT) April 2011 - July 2016 Various Positions Office Support

MT State Unemployment Insurance Department • Updated information for claimants to receive UI benefits and their 1099’s for income tax purposes and managed Mistics database

MT DPHHS - Human Resources Division Admin Assistant/Receptionist

Answered phones, scheduled appointments using MS Outlook, Assisted in hiring processes, ran background checks, Organized files and applications, and sent out new hire benefit packets, and employee packets.



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