Apr 2010 - Present
Sep 2007 - May 2009
Office Manager and Administrative Assistant
Law Offices of Robert Goldstein
Work Experience9/07-5/8/09 Law Offices of Robert L. Goldstein, San Francisco, CA Office Manager and Administrative AssistantManaged multiple priorities from two attorneys and adapted to changing situations within a fast paced environment. Setup new client files. Drafted correspondence to clients via mail, e-mail, or facsimile and followed-up for the return of paperwork. Drafted and prepared response letters to various government agencies including the Internal Revenue Service, Franchise Tax Board, and Employment Development Department. Excellent customer service and follow-up skills. Contacted the Franchise Tax Board on behalf of clients to negotiate levy releases or garnishment holds. Ordered client tax transcript information through the Internal Revenue Service website or directly via phone. Responsible for general management of the office including: supply requisition and management of supply inventory levels, collection of employee payroll hours, enrollment of eligible employees for health and dental insurance, coordination of employee birthdays and other events, and maintenance of office equipment. Backup for greeting clients, receiving packages from various couriers, and the retrieval and distribution of mail. Assisted other co-workers as needed. Achievements-Implemented monthly meetings and more e-mail correspondence within the office to increase overall communication.-Initiated luncheons to increase morale within the office.-Sent courtesy e-mails two times a month to employees as a reminder to submit their payroll hours.-In order to increase time and cost savings, initiated the start of Shred-It service to meet the needs of the office.-During the 2008 and 2009 tax seasons, single-handedly printed over a 1000 extension to file forms for applicable clients and also entered the information in Microsoft Excel.-Created sign-in sheet to track the company credit card.
Sep 2000 - Mar 2007
9/00-3/07 Ford Financial, Tampa, FL Account Service RepresentativeCumulative experience is detailed below:Responded to all phone inquiries within a timely manner. Made outgoing calls to clients and other individuals. Drafted various types of correspondence to clients and other individuals. Provided interest paid quotes and payoff information. Disbursed refund checks to customers and dealers. Investigated and researched misapplied payoff checks and other discrepancies on customer accounts. Contacted customers concerning returned payoff checks. Issued blank manual checks to other departments as needed (check custodian function.) Processed account close outs and corrections. Paid service center bills. Processed stop payment requests and ordered check copies from the bank to verify customer payments. Worked many daily and monthly suspense reports. Processed customer payments and payoffs to accounts efficiently and accurately. Initiated title requests and processed returned mail. Performed cashier functions( beginning and end of day balancing.) Provided power of attorney forms to dealers. Inputted credit applications and typed rewrite contracts. Upon receipt of contracts, processed transfer of equity and rewrite requests on customer accounts. Filed accounts accordingly. Assisted other departments and co-workers as needed. Participated in team fund raising efforts for such organizations as Juvenile Diabetes Foundation and Race for the Cure.Achievements-Participated in a Six-Sigma project to track payments on lease accounts.-Awarded Quick Strike Award for providing excellent customer service.-Awarded Employee of the month, June 2002.-Awarded Employee of the month, February 2006.-Received Certificate of Merit, October 2006.-Many times exceeded daily quote of 30 checks processed in an hour in the payment-processing department.
University of South Florida
Establish a career in an administrative or office management capacity.