Virtual AssistantVirtual Assistant

Key Achievements:

Improved Client Follow-Up and Communication: Managed client inquiries and follow-ups regarding federal and state tax refunds, ensuring timely updates and clear communication throughout the refund process. Enhanced Document Accuracy: Cross-checked tax documents, DocuSign records, and Drake Tax software entries to identify discrepancies and maintain accurate client records. Streamlined Refund Tracking: Monitored client refund statuses, e-file confirmations, and processing updates to support efficient case tracking and resolution. Supported Issue Resolution: Assisted in resolving refund-related concerns involving the IRS, state tax agencies, and third-party tax processing providers by coordinating follow-ups and gathering necessary information. Improved Administrative Organization: Maintained organized client records and updated [link hidden] tracking boards to ensure accurate task monitoring and timely follow-ups. Strengthened Client Service: Provided professional assistance to clients by requesting missing documents, addressing concerns, and communicating next steps throughout the tax preparation and refund process.

Key Achievements:

-Resolve credit inquiries on new accounts. - Answer inbound calls from stores and customers regarding all facets of Client Credit Cards. -Make use of problem solving/decision making skills to achieve the highest level of customer satisfaction.

Key Achievements:

-Handling concerns regarding transactions. -Utilizing banking software to complete tasks. -Assisted customers with product-related questions, feedback and complaints. -Built rapport with customers through courteous and professional communications. -Informing customers of bank policies and procedures