Kimberly Norman

Generated client year-end documents in CaseWare, facilitating timely completion for partners and managers.

Filed corporate, personal, and trust tax returns, ensuring regulatory compliance.

Produced weekly workflow and WIP reports to monitor workload and client job status.

Completed partner expense reports for prompt reimbursement of out-of-pocket expenses.

Coordinated travel arrangements and meeting schedules to optimize staff efficiency.

Maintained organized client data folders for efficient document retrieval.

Provided reception backup during peak periods to support operational continuity.

• Greeted visitors and clients, delivering professional and knowledgeable assistance.
• Directed incoming phone calls to appropriate personnel promptly.
• Maintained clean and organized reception area for positive first impressions.
• Processed accounts receivable payments via credit card and cheque accurately and timely.
• Coordinated booking of meeting rooms for internal and client meetings.
• Managed office supply orders, ensuring a well-stocked supply room.
• Maintained physical and electronic file rooms for secure storage of client files.
• Planned social events and activities to enhance workplace culture.

Efficiently handled four-line phone system while scheduling appointments and answering calls.

Processed specialist and radiology referrals with attention to detail.

Upholding cleanliness, organized waiting room for patient comfort.

Sanitized and stocked examination rooms to prepare for patient visits.

Accurate labeling of biological samples for seamless lab shipping.

Accurate MCP billing for physician services.

Efficiently handled four-line phone system while scheduling appointments and answering calls.

Processed specialist and radiology referrals with attention to detail.

Upholding cleanliness, organized waiting room for patient comfort.

Sanitized and stocked examination rooms to prepare for patient visits.

Accurate labeling of biological samples for seamless lab shipping.

Accurate MCP billing for physician services.