Administrative Assistant Customer Service
Resume:
MORAYA J. MARTINEZ
**** ********* ****** ● Santa Fe, New Mexico 87505
505-***-****● *******@*****.***
Dedicated and technically skilled business professional with a versatile administrative support skill set developed through more than fourteen years of experience as an Administrative Assistant, Receptionist and Financial Assistant.
Excel in resolving challenges with innovative solutions, systems and process improvements proven to increase efficiency and customer satisfaction.
Efficient, detail-oriented, highly organized.
Offer advanced computer skills in MS Office Suite, QuickBooks and Timeslips.
August 2018-February 2019
Gonzales & Kingsbury (Certified Public Accounting)
2092 Ledd Road
Santa Fe, New Mexico 87507
Served as Administrative Assistant/Receptionist/Financial Assistant to Certified Public Accountant
Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment. Calm upset/angry customers, researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.
Led “cleanup” of company database and files. Restored organization to personnel, financial and operational records and accelerated data input, processing and retrieval times.
Responsible for monthly billing, Create chart of accounts, Balance Sheets, and QuickBooks spreadsheets.
Responsible for payroll processing including timesheets, payroll reports, and set up for new employees in the QuickBooks payroll system.
Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.
Check voicemail/email/faxes daily.
Responsible for multiple bank deposits on a weekly basis.
Prepare 940/941’s and CRS documents for multiple clients.
Provided courtesy calls to clients requesting documents required to prepare documents.
Reviewed tax returns with clients upon pick up.
Prepare proposals for clients for their potential clients.
Responsible for CPA’s calendar.
Travel to meet clients when needed.
Miscellaneous errands when needed.
May 2018-July 2018
Varela Real Estate
1526 Cerrillos Road
Santa Fe, New Mexico 87505
Served as Administrative Assistant
Answer phones and check voicemail/take messages when necessary.
Direct “Walk Ins” to appropriate person.
Direct “Call ins” to appropriate person.
Keep front area, conference, kitchen & vestibule areas clean.
Log and copy all incoming rent checks.
Open incoming main and distribute.
Prepare outgoing mail.
Update how to show lists with MLS property list and email to brokers.
Add new listings in MLS system.
Change status/price of properties in MLS system.
File accounts receivable/payable.
Keep kitchen stocked with water/Keurig cups/other beverages.
Order/restock office supplies form local and online vendors.
Keep broker marketing folders stocked.
Create “On Call” calendar on a monthly basis and email to all brokers.
Prepare monthly marketing mail outs.
Prepare utility bill backs.
Input incoming rent checks into excel spreadsheet including date, check # and amount paid.
Prepare drafts of flyers advertising properties for sale/lease.
Maintain key log list (commercial & residential).
Prepare work orders and log information into the maintenance log.
Set up open houses.
Scan “move outs” and “dead files”.
Balance excel spreadsheet with bookkeeping deposit register for 2 accounts.
Create files for new properties.
Check voicemail/email/faxes daily.
Add/delete properties to weekly tours.
November 2011-January 2018
Virtue & Najjar, PC
2200 Brothers Road
Santa Fe, New Mexico 87505
Served as Administrative/Legal Assistant in a Law Firm
Conduct research for supervisors.
Prepare affidavits for signature.
Prepare Certificates of Service.
Format and finalize pleadings and file with NM PRC.
Communicate regularly through email/telephone with attorneys and clients.
Draft and prepare letters for signature and distribution.
Responsible for monthly billing for 6 attorneys.
Provide Records Management for all personnel, financial and operational records and accelerated data input, processing and retrieval times.
Make copies, mail and file all invoice checks and payroll checks.
File accounts billable/receivable.
Prepare miscellaneous budget reports.
Order/restock office supplies from local and online vendors.
Responsible for communication and facilitation during renewal period for insurance: Health, dental, malpractice, business liability, Workers Compensation.
Responsible for communication and facilitation of office equipment leases and purchases.
Responsible for issuing checks from the office account.
Responsible for all bank deposits on a daily basis.
Responsible for billing and entering accounts receivable into time slips.
Responsible for entering multiple attorney and paralegal’s billable time into Timeslips.
Responsible for weekly budget report for NMFA matters.
Keep record of supervisors’ contributions and expenditures for legislators during session.
Prepare and file all lobbyist authorization forms.
Prepare and file all lobbyist reports for 4 attorneys 3 times per year.
During legislative sessions, create and update client tracking reports.
During legislative sessions, communicate through email with clients regarding bills of interest and status reports of these bills.
During Legislative session organize fundraisers/dinners.
Check voicemail/email/faxes daily.
Prepare Conflict Checklists.
Travel arrangements for attorneys for business matters.
Attend NM PRC meetings via internet.
Prepare Engagement Letters & Contracts for new clients.
Assist in the preparation on RFP’s.
Miscellaneous errands when needed.
January 2005 to November 2011
Gonzales & Kingsbury (Certified Public Accounting)
2092 Ledd Road
Santa Fe, New Mexico 87507
Served as Administrative Assistant/Receptionist/ Financial Assistant to Certified Public Accountant/Office Supervisor
Excelled in a role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency.
Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment. Calmed upset/angry customers, researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.
Led “cleanup” of company database and files. Restored organization to personnel, financial and operational records and accelerated data input, processing and retrieval times.
Responsible for Creating chart of accounts.
Responsible for payroll processing including timesheets, payroll reports, and set up for new employees on the QuickBooks payroll system.
Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.
Check voicemail/email/faxes daily.
Responsible for multiple bank deposits on a weekly basis.
Trained and supervised staff.
Prepare 940/941’s and CRS documents for multiple clients.
Provided courtesy calls to clients requesting documents required to prepare documents.
Reviewed tax returns with clients upon pick up.
Prepare proposals for clients for their potential clients.
Responsible for CPA’s calendar.
Miscellaneous errands when needed.
Enter data and prepared monthly bills for 2 water associations
General Education Diploma December 2001
Santa Fe Community College
Santa Fe, New Mexico
Associate of Applied Science Degree in Business Administration May 2011
Santa Fe Community College
Santa Fe, New Mexico
High Honors
Transcript provided upon request
Accounting Certificate May 2011
Santa Fe Community College
Santa Fe, New Mexico
Honors
Transcripts provided upon request
Phi Theta Kappa – National Honor Society Award May 2011
Certificate in Office Management in a legal office May 2013
Santa Fe Community College
Santa Fe, New Mexico
Honors
Transcript provided upon request
Notary Public in the State of New Mexico February2014
Certificate in Law Office Administrative Assistant December 2020
Santa Fe Community College
Santa Fe, New Mexico
Transcript provided upon request
Name
MS Office Suite
QuickBooks
Filing & Records Management
Front-Desk & Phone Reception
Customer Service
Executive-Level Reports
Calendaring/Scheduling
Word Processing/Typing
(75 WPM)
General Bookkeeping
Payroll
Paragon
Knowledge Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Beginner
Last Used/Total Experience
Currently used/15 years
Currently used/15 years
Currently used/15 years
Currently used/15years
Currently used/15 years
Currently used/15 years
Currently used/15years
Currently used/15 years
Currently used/15 years
13 years
4 Months
Daniel Najjar, Attorney, Partner
Virtue & Najjar, PC
Pam Ortiz, Paralegal
Virtue & Najjar, PC
505-***-**** ext. 55
Jonas Nahoum, Attorney
Long, Komer & Associates (Former employee of Virtue & Najjar, PC)
Robert Kingsbury, CPA, Owner
Gonzales & Kingsbury, Inc
Shantel Kingsbury, Office Manager
Gonzales & Kingsbury, Inc
Key Skills
Contact this candidate