Dynamic administrative assistant skilled in client communication and team collaboration. Proven ability to manage time effectively while supporting financial advisors and maintaining organized systems.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Administrative Assistant
MUNIEH TAX AND FINANCIAL SOLUTIONS
Citrus Heights
06.2023 - Current
Coordinated communication between clients and financial advisors, enhancing client understanding of financial options.
Maintained organized filing system for client documents and records.
Assisted in preparing financial reports and tax documents for clients.
Managed incoming calls and directed inquiries to appropriate staff members, ensuring timely responses to client needs.
Provided information through phone calls and emails, facilitating clear business correspondence and improving client satisfaction.
Entered data into spreadsheets using Microsoft Excel or other similar programs.
Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Handled confidential documents in an organized fashion according to established protocol.
PRODUCTION BUILDER
Penumbra Inc
Roseville
07.2021 - 05.2023
Constructed frameworks using various building materials and tools.
Collaborated with team members to ensure timely project completion.
Inspected work sites for safety compliance and quality assurance.
Operated machinery to enhance safety and precision in construction tasks.
Maintained tools and equipment in optimal working condition.
Trained new workers on safety protocols and operational procedures to ensure compliance and efficiency.
Followed build procedures and work instructions to construct varied-size structures.
LAUNDRY ATTENDANT
PINE CREEK CARE CENTER
Citrus Heights
04.2021 - 06.2021
Sorted and organized laundry for efficient processing and cleaning.
Operated industrial washing machines and dryers according to safety standards.
Folded and packaged clean linens for distribution to care center facilities.
CARE GIVER
ANGIE'S CARE HOME
ROSEVILLE
05.2020 - 04.2021
Assisted residents with daily living activities and personal care to enhance well-being.
Collaborated with team members to deliver quality care and improve resident satisfaction.
Assisted in organizing recreational activities for resident engagement.
Provided support for bathing, dressing, and personal care to promote dignity and comfort.
Performed light housekeeping tasks related to the client's care such as laundry and changing linens.