Assistant Office Manager

Jeannette Maldonado

***** ** **** *****, *******, FL 33323 786-***-**** **************@*****.*** EXPERIENCED ADMINISTRATIVE PROFESSIONAL PROVIDER SUPERIOR CUSTOMER CARE WORK EXPERIENCE

OFFICE MANAGER MARC E. O’CONNOR CPA PA COOPER CITY, FL 2021 - PRESENT

Oversee and support all administrative duties, all office communications including answering phones, maintain client appointments and manage 4 CPAs and 11 staff associates to ensure that office is operating smoothly

Manage office supplies inventory and place orders as necessary

Perform receptionist duties: greet visitors, and answer and direct phone calls

Receive and sort incoming mail and deliveries, and manage outgoing mail

Develop office policies and procedures, and ensure they are implemented appropriately

Manage independent contractor payroll

Identify opportunities for process and office management improvements

Provide other administrative support as necessary, including scheduling group meetings, maintaining calendars, doing research, and creating reports by client and assigned staff ASSISTANT OFFICE MANAGER KLASFELD & COMPANY, P.L. PLANTATION, FL 2007 - 2021

Oversee and manage all administrative duties, all office communications including answering phones, maintain client appointments and manage 6 CPAs calendars, and distribute incoming mail and deliver outgoing mail to the post office daily.

Organize all income tax returns, validate financial statements, and employers’ quarterly payroll tax returns for each CPA and 11 staff associates.

Validate and provide other administrative support to 2 bookkeepers for over 700 clients including bank statements reconciliation and quarterly payments remitted.

Maintain office inventory and supplies and deposit all incoming client payments daily.

Categorize client documents for each CPA prior to tax return preparation and validate client materials for storage in company digital system.

EDUCATION & PROFESSIONAL DEVELOPMENT

Associates degree Miami Dade Community College Miami, FL

QuickBooks certification, 2021

Mango Practice Billing System

Notary Public – State of Florida – currently inactive status

Microsoft Outlook, Word and Excel

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