Virtual AssistantVirtual Assistant

Key Achievements:

- Accurately encoded over 100+ tax records using Drake Tax ensuring 100% compliance and data accuracy. - Maintained a well-organized digital filing system, reducing document retrieval time by 60%. - Communicated directly with clients to verify incomplete tax data, contributing to smoother and faster filing. - Delivered consistent admin support during peak tax season with high accuracy and discretion. - Handled bookkeeping entries using QuickBooks Online. - Recorded and categorized income and expenses; generated financial reports. - Ensured reconciliation of bank statements and maintained organized financial data. - Lead with a smooth month-end closing.

Key Achievements:

- Manage and maintain the executive’s calendar, including scheduling meetings, appointments, and travel arrangements. - Organize and maintain digital files and records, ensuring confidentiality and ease of access. - Handle personal and business-related administrative tasks as needed. - Prepare reports, presentations, meeting agendas, and other documents with high accuracy and attention to detail.

Key Achievements:

- Managed day-to-day operations, including scheduling, customer support, and compliance checks. - Handled sensitive transactions and customer concerns with strict confidentiality. - Promoted to Officer-in-Charge during supervisor absences, leading a team of 2+ staff in branch operations. - Maintained excellent customer service ratings through proactive communication and issue resolution.