Customer Service Office Assistant

Carolyn Diane Williams

Summary:

• Detail-oriented Office Assistant with extensive experience in administrative roles, particularly within the customer support and accounting sector.

• Skilled in providing clerical support to accountants, ensuring seamless e-filing processes and accurate financial transactions.

• Adept at managing various tasks during tax season, including client communication, appointment scheduling, and document organization.

• Demonstrated ability to adapt to remote work environments, delivering exceptional customer service and technical assistance to clients.

• Proven track record of effectively handling confidential information and identifying fraudulent activities.

• Strong interpersonal and communication skills, with a commitment to delivering high-quality service and fostering positive client relationships.

Skills:

• Customer Service - Other • Accountant - A/R Accounts Receivable

• Customer Service Representative • Administrative - Other

• Receptionist - Front Desk • Light Lifting

• Clerical - Data Entry • Scheduler

• Clerical - File Clerk • Software - Microsoft Excel

• Clerical - General Office Assistant • Software - Microsoft Outlook

• Clerical - Other • Software - Microsoft Word

• Accountant - A/P Accounts Payable

Education:

• Obtained high school diploma, Farmington High School, Mexico Professional Experience:

Conduent - Helena, MT Office

Transaction Processor

July 2024 to Current

• Process trauma letters.

• Work denial folders.

• Utilize and enter data into various systems.

• Access multiple state government and insurance provider websites to gather information. Atwood Accounting - Helena, MT

Office Assistant

January 2024 to May 2024

January 2023 to May 2023

• 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. Carolyn Diane Williams

FCR (First Call Resolution) Remote

Remote CSR

October 2021 to June 2022

• 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)

Office Assistant

January 2021 to May 2021

• 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

Administrative Assistant

June 2020 to August 2020

• Was a Covid 19 Relief Program for housing.

• Rentals and Homeowners received Grant funds.

MT Dept of Labor - Helena, MT

CSR - Remote

August 2020 to December 2020

• 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

Office Assistant

January 2020 to May 2020

• 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)

Administrative Assistant

October 2017 to November 2019

• Handled Outlook calendar for conference rooms.

• Answered phones.

• Greeted walk in guests.

• Ordered all paper and office supplies.

• Handled the copier/fax machine.

Carolyn Diane Williams

• 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

Various Positions Administrative Assistant

July 2016 to October 2017

• 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

Various Positions Office Support

April 2011 to July 2016

• 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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