Administrative Assistant Client Service

*** *. ****** ****, *******, Virginia ***** - **********@*****.***

804-***-**** - linkedin.com/in/rachelldonahoe

RACHEL DONAHOE

Administrative Assistant

Professional Summary

Administrative Assistant with over 17 years of extensive expertise in office management, client service, and administrative support. Proficient in various software applications, including Adobe and Microsoft Office Suite with a strong focus on efficient document management and communication. Demonstrates a detail-focused approach to streamlining operations and maintaining high service standards, with aspirations to enhance organizational efficiency and client satisfaction further. Employment History

Non-Registered Agent/Administrative Assistant Nov 2024 – Present Ikemor (Osaic Wealth) Midlothian, Virginia

Promptly answers calls, ensuring courteous communication and efficient visitor assistance.

Manage front-desk operations with multi-channel communication, ensuring seamless client service delivery and maintaining professional office development.

Streamline administrative workflows through efficient document management and visitor coordination while maintaining high service standards.

Office Administrator Aug 2024 – Oct 2024

VACO Richmond, Virginia

Managed calls and ensured proper redirection, enhancing communication efficiency.

Greeted guests warmly, fostering a welcoming office environment.

Processed and distributed mail, maintaining seamless office operations.

Scanned documents and handled finance notices, ensuring accurate record-keeping.

Streamlined document management by implementing digital scanning protocols and establishing efficient mail distribution systems while maintaining accurate financial records.

Managed front-office operations including guest reception, call routing, and correspondence handling while ensuring professional communication standards. Operations Coordinator Jun 2023 – May 2024

Dooley School at St. Joseph’s Villa (SJV)Richmond, Virginia

Facilitate communication across departments, enhancing operational efficiency.

Prepare and organize data for reports, supporting strategic decision-making.

Inspect facilities regularly, ensuring compliance and safety standards.

Collaborate with staff to achieve licensing and accreditation goals.

Advise management on client care and facility safety, improving service quality.

Streamlined cross-functional communication processes and facility maintenance protocols while ensuring regulatory compliance and data management for multiple counties.

Led multi-departmental coordination efforts to maintain accreditation standards while managing confidential information and client care documentation. Administrative Assistant Aug 2022 – May 2023

KWC CPA’S Glen Allen, Virginia

Efficiently managed client communications and information updates, enhancing client relations.

Streamlined supply management, ensuring optimal resource availability for staff and firm.

Coordinated vendor communications, supporting seamless operations and vendor relationships.

Streamlined administrative workflows by managing client communications, tax documents, and vendor relationships while maintaining meticulous records and ensuring timely follow-ups.

Optimized office operations through systematic document management, efficient client correspondence, and proactive supply chain coordination.

Facilitated smooth tax season operations by coordinating client documentation, managing administrative processes, and supporting staff resource needs. Practice Support Coordinator and Receptionist Nov 2021 – Jul 2022 Kimble CPA’s (Now KWC CPA’S)Richmond, Virginia

Coordinated client communications, enhancing response efficiency and client satisfaction.

Managed software setup, improving operational efficiency and reducing downtime.

Consulted with IT contractors, ensuring seamless technology integration and support.

Oversaw supply management, optimizing resource availability and reducing costs.

Processed financial transactions, maintained accurate records, and ensured timely deposits.

Streamlined administrative workflows by managing client engagements, tax filings, and CPE records while serving as primary liaison for IT infrastructure and vendor relationships.

Optimized practice operations through comprehensive client documentation management, tax return processing, and systematic tracking of professional certifications. Administrative Assistant Sep 2020 – Nov 2021

Harris, Hardy & Johnstone, P.C.Richmond, Virginia

Managed administrative tasks and supported staff, enhancing office efficiency.

Served as primary backup for the receptionist, ensuring seamless operations.

Processed tax documents and returns, contributing to timely submissions.

Assisted in financial statement preparation, supporting accurate reporting.

Organized and maintained extensive document archives, improving retrieval speed.

Streamlined document management processes and tax return workflows while providing comprehensive administrative support to accounting professionals and clients. Temporary Tax Refund Reviewer Feb 2020 – May 2020

22nd Century Technologies, Inc.Richmond, Virginia

Evaluated tax refund documentation against established guidelines, ensuring compliance and accuracy in processing decisions while maintaining strict data security protocols. Front Office Associate Jan 2019 – Feb 2020

CFO Professionals Richmond, Virginia

Managed multi-line phone system, enhancing client communication efficiency.

Scheduled and confirmed appointments, ensuring seamless operations.

Processed mail and tax documents, optimizing document management.

Coordinated employee lunches, fostering team collaboration.

Ordered office supplies, maintaining operational readiness.

Managed comprehensive front office operations including a multi-line phone system, client scheduling, and document processing while maintaining meticulous attention to detail.

Orchestrated seamless administrative support by coordinating appointments, managing client reception, and ensuring efficient document organizing for multiple CPAs.

Streamlined office operations through systematic filing, efficient mail processing, and proactive supply management to enhance workplace productivity.

Accounting Assistant Jul 2019 – Feb 2020

CFO Professionals Richmond, Virginia

Supported CPAs and accountants, enhancing client communication and transaction processing.

Managed payroll transactions using QuickBooks and ADP, ensuring accuracy and compliance.

Organized tax materials for clients, improving document accessibility and efficiency.

Maintained spreadsheets and software, optimizing data management and workflow.

Facilitated client setup in tax software, streamlining tax return processes.

Facilitated seamless client communication across multiple channels while organizing critical tax materials and maintaining accurate digital documentation systems. Administrative Assistant/Office Manager Jan 2017 – Jan 2019 Dunbar Armored (Now Brink’s)Richmond, Virginia

Managed multi-line phone system, enhancing communication efficiency.

Supported branch operations with administrative tasks, improving workflow.

Processed invoices, ensuring timely payments and financial accuracy.

Coordinated supply orders, maintaining essential stock levels.

Facilitated new hire onboarding, streamlining employee integration.

Managed comprehensive employee compliance tracking system for DOT physicals, DCJS registrations, and licenses while managing confidential HR documentation and records.

Streamlined administrative operations by implementing efficient filing systems and coordinating new hire orientations while maintaining sensitive personnel records.

Orchestrated office supply chain management and vendor relationships while providing vital administrative support to branch leadership and staff. Nanny Nov 2013 – Dec 2016

Self-Employed Richmond, Virginia

Coordinated diverse enrichment activities, managed academic support, and executed comprehensive safety protocols for school-age children.

Partnered with parents to align educational goals, organize extracurricular activities, and ensure consistent developmental support.

Education

Associate Degree in Social Work Jan 1995 – Jan 1996 BYU-Idaho Rexburg, Idaho

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