Leslie Ann Bacallao

*** ***** ***** **

Waynesville, NC USA 28785

954-***-****

adn5a7@r.postjobfree.com

OBJECTIVE

am new to the area and my job experience is administrative assistant. am looking for an

office environment where can excel and make a good living.

WORK EXPERIENCE

Kaufman & rossin cpa, Boca Raton, FL USA 02/2001 - 08/2008

Administrative Assistant If

Started off answering the phones as a receptionist. then learned to maintain all office

equipment. soon also mastered the tax prep department by preparing all tax returns to be

signed and sent to clients. was also the assistant to two accountants, edited all the

documents and prepared letters to send to the IRS as well.

Sbfs inc, Jupiter, Fl USA To a financial advisor with Lincoln 09/2016 - 06/2021

investment planning.

Administrative Assistant If

was the administrative assistant To a financial advisor with Lincoln investment planning. my

duties consist of answering the telephones, scheduling appointments, preparing client folders

with necessary paperwork, filling out paperwork and processing it in the system. Sending faxes.

Composing letters to clients and filing. also retained all documentation for tax prep and

maintain the QuickBooks account for the business and personal taxes as well.

EDUCATION

Coral Springs high school Coral Springs, Fl USA 1996 - 1999

Diploma

SKILLS

am good with answering the phones dealing with clients. am good with record retention as

well as QuickBooks. am also good at composing letters etc. am a good team player and I'm

loyal and the proper work environment.