Kelli Todd

Profile

Efficient and detail-focused Administrative Assistant with more than a decade of proven performance in CPA and law office environments. Employment History

Administrative Assistant, Horton, Lee & Burnett - CPA Firm, Birmingham, AL

AUGUST 2 0 1 7 — PRESENT

• Spearheaded the preparation, organization, and management of client tax returns, including the meticulous assembly of supporting documents for federal and state filings.

• Leveraged advanced scanning technology and tax software to streamline documentation processes, composed correspondence, and executed mail preparations to adhere to critical deadlines.

• Conducted proactive monitoring of tax return processes for entities and individuals.

• Managed office supply inventory, including specific financial reporting materials and canteen supplies, to ensure smooth operation of office functions. Receptionist, The Key Law Firm, Pelham, AL

JANUARY 2 0 1 0 — AUGUST 2 0 1 7

• Coordinated scheduling and preparations for client meetings, and depositions, ensuring efficient use of time and resources.

• Operated a multi-line telephone system

• Oversaw financial transactions, including the preparation of check requests and the management of collections payments, maintaining financial accuracy and integrity.

• Facilitated relationships with utility and maintenance service providers, ensuring the office environment remained conducive to high productivity. Homemaker and Freelance Worker, Birmingham, AL

AUGUST 1 9 9 4 — JANUARY 2 0 1 0

• Dedicated this period to family and household management while simultaneously generating income through various services such as laundry, home cleaning, holiday decorating, and event planning. Receptionist, Hare, Wynn, Newell & Newton, Birmingham, AL MAY 1 9 8 3 — AUGUST 1 9 9 4

• Effectively coordinated and directed incoming calls through a multi-line phone system, ensuring seamless communication within the legal office environment.

• Upheld the professional image of the office by delivering courteous greetings and providing attentive assistance to clients and visitors, fostering a welcoming and professional atmosphere.

• Orchestrated the scheduling and confirmation of client meetings and attorney consultations, ensuring optimal organization and time management within the office environment.

• Developed and implemented an efficient document tracking system for incoming and outgoing legal documents, enhancing the firm's ability to quickly access and manage critical information.

Details

Alabaster, AL

205-***-****

ad42in@r.postjobfree.com

Skills

Customer Service

Tax Preparation

Communications

Operations

Collections

Scheduling

Languages

English

Claims Processor, Protective Life Insurance Company, Birmingham, AL JANUARY 1 9 8 0 — MAY 1 9 8 3

• Meticulously processed life insurance claims, guaranteeing precision and providing timely assistance to clients during periods of sensitivity.

• Facilitated the procurement of death certificates and letters testamentary, ensuring all legal and procedural requirements were met.

• Handled sensitive personal documents with the utmost discretion and confidentiality, adhering to privacy laws and ethical standards.

• Maintained effective communication with various external agencies, coordinating seamlessly to fulfill client needs and regulatory obligations. Education

High School Diploma, Briarwood Christian High School, Birmingham JANUARY 1 9 7 7 — JANUARY 1 9 8 0