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Customer Service Administrative Assistant

Location:
Quincy, MA
Posted:
June 01, 2017

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Resume:

Penny Huang

** ****** **,

Quincy, MA *****

Cell: 617-***-**** Email: ac0lwe@r.postjobfree.com

Experience

Administrative Assistant/ Accounting Assistant 02/2010 to Present Cody, Cody & McCarthy, LLC Quincy, MA

• In charge of reviewing client invoices for accuracy.

• Submitting monthly invoices to clients in a timely manner.

• Resolving problems and/or discrepancies concerning customer accounts.

• Reconciled with deposit checks.

• Resolves any billing or accounts payable issues with clients.

• Manages billing and account receivable, and sends correspondence to clients with outstanding unpaid balances.

• Updates data entry in the Lacerte tax program.

• Periodically updates firm client database to ensure accurate information.

• Performs administrative tasks.

• Able to troubleshoot issues with printers, computers, and other office machines.

• Reviews files and other documents to obtain information and respond to requests.

• Actively participates in monthly firm meetings to ensure efficiency and to present ideas for efficient office protocol.

• Prepares documents for attorney meetings, and for clients to sign.

• Standardized department filing system so secretarial staff could easily locate information in any filing center.

• Creating databases and spreadsheets to manage the client's information. Intern 06/2006 to 08/2007

Liberty Mutual Group Boston, MA

• Organized files and documents while provided excellent customer service and operated standard office equipment.

• Managed and followed through with assigned projects.

• Scanned and saved files onto company database.

• Participated in school-to-work mentor program.

Education

Quincy College Quincy, MA Graduated: 05/2012

Business Administration Accounting

Associate of Science

Core Qualifications

• 2+ Years of file and data management

• Ability to calmly and efficiently work in a face paced setting

• Bilingual – Fluent in English and Chinese

• Highly proficient with Microsoft Office Suite and Windows Operating System

• Adept in the operation of the Lacerte tax program for preparation of income tax returns

• Administrative Operations



Contact this candidate