MarLee Golden
Mariposa
Summary
Well-qualified professional with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers, and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Executive Assistant
Summit Tax & Financial Services Inc.
10.2024 - Current
- Managed executive calendars, scheduling meetings and appointments to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Assisted in the development of company policies and procedures, contributing to a more organized work environment.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
- Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Facilitated training and onboarding for incoming office staff.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Handled payroll processing tasks accurately while maintaining strict adherence to deadlines for timely payments.
- Supported strategic planning sessions, providing logistical support and compiling necessary background materials.
- Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
- Filed paperwork and organized computer-based information.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Updated and maintained confidential databases and records.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Volunteered to help with special projects of varying degrees of complexity.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Consultant
Golden Consulting
11.2020 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Collaborated with sales teams to increase brand awareness and enhance business development by building and maintaining relationships with key accounts.
- Enhanced customer engagement with effective social media management and content creation.
- Implemented creative solutions to address unique challenges faced by clients in a variety of industries.
- Promoted community outreach efforts through social media campaigns and event planning.
Court Clerk III - Extra Help Contract
Superior Court of California, County of Mariposa
09.2022 - 03.2023
- Played a key role in the successful implementation of a new case management system that streamlined financial data management.
- Organized all financial data into computer system.
- Maintained high levels of accuracy in data input, ensuring the smooth running of item processing operations.
- Ensured accuracy of data input into the system by performing quality control checks on reviewed case files.
- Handled sensitive customer information responsibly, maintaining confidentiality at all times during data input processes related to payment or account creation tasks.
Executive Assistant
Summit Tax & Financial Services Inc.
01.2019 - 04.2022
- Managed complex calendars for all staff to facilitate efficient scheduling and meeting planning.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Assisted in the development of company policies and procedures, contributing to a more organized work environment.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
- Contributed to budget management by monitoring expenses and providing detailed expenditure reports regularly.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Supported business and hospitality needs of clients and staff during meetings and company events.
- Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.
- Handled payroll processing tasks accurately while maintaining strict adherence to deadlines for timely payments.
- Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
- Contributed to budget management by tracking expenditures and identifying cost-saving opportunities.
- Contributed to development of internal policies and procedures, enhancing organizational effectiveness and compliance.
- Filed paperwork and organized computer-based information.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Updated and maintained confidential databases and records.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Volunteered to help with special projects of varying degrees of complexity.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Screened personal and business calls and directed to appropriate party.
- Promoted team productivity by keeping supplies organized and well-stocked.
Court Clerk III
Superior Court of California, County of Mariposa
03.2017 - 01.2019
- Maintained organized filing systems for easy retrieval of case files and supporting documentation.
- Provided assistance to attorneys and court personnel in courtroom
- Maintained court dockets and updated disposition of cases after court hearings and trials.
- Increased court efficiency by processing legal documents and maintaining accurate case records.
- Managed confidential information securely, upholding the integrity of the court system.
- Supported courtroom operations during trials, ensuring all parties had necessary materials and equipment for smooth proceedings.
- Answered telephone calls, took messages and transferred calls to appropriate colleagues.
- Prepared court documents for filing in alignment with established protocols to support compliance.
- Assisted court in scheduling hearings, meetings and other events to support seamless operations.
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
- Prepared court orders and judgments for signature.
- Reviewed court documents to process subpoenas, motions and pleadings.
- Processed financial transactions for fines, fees, and other court-related costs accurately and efficiently.
- Strengthened public trust by providing exceptional customer service to individuals seeking assistance or information about their cases.
- Assisted judges in streamlining court proceedings through diligent research and preparation of case materials.
- Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances.
- Drafted professional court correspondence to facilitate legal proceedings.
- Maintained and updated electronic databases to accurately and securely store court documents.
- Examined legal documents submitted to courts for adherence to laws and court procedures.
- Prepared comprehensive reports detailing court activities for submission to higher authorities as required.
- Coordinated courtroom proceedings and enforced adherence to proper procedures.
- Promoted transparency within the judicial system by accurately entering case details into electronic databases.
- Improved workflow efficiency through regular review and updating of internal policies related to court clerk duties.
- Ensured timely resolution of cases with accurate scheduling and coordination of hearings, trials, and conferences.
- Contributed to a positive work environment by collaborating effectively with colleagues and legal professionals.
- Reduced clerical errors by implementing quality control measures when handling sensitive information.
- Enhanced communication between legal professionals by promptly distributing correspondence and case updates.
- Streamlined intake procedures for new cases, allowing faster assignment to appropriate judicial personnel.
- Researched case law and legal documents to support judicial decisions.
- Coordinated effectively with judges, attorneys, and law enforcement to gather and disseminate information.
- Ensured compliance with legal procedures, reducing incidence of procedural errors.
- Trained new clerks on court procedures, elevating overall departmental knowledge and performance.
- Managed sensitive case information, ensuring confidentiality and integrity in handling legal documents.
- Facilitated communication between court departments, improving coordination for case management.
- Facilitated smoother court proceedings by efficiently scheduling and managing court calendars.
- Compiled and maintained accurate court records, ensuring integrity of legal proceedings.
- Supported courtroom proceedings, ensuring all necessary documentation was prepared and accessible.
- Processed legal documents to uphold court operational standards.
- Assisted in development of case management system, leading to more timely case resolutions.
- Fostered collaborative work environment, improving team efficiency and morale.
- Reduced document retrieval times with organized filing system, enhancing response times to legal inquiries.
- Performed routine data entry or document management.
- Responded to requests for information from public, other municipalities or state and federal legislative offices.
- Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques.
- Researched information in municipal archives upon request of public officials or private citizens.
- Stayed up-to-date on California laws and licensing requirements to complete accurate and efficient reviews.
- Established exhibit management system to ensure compliance with all local, state, and federal laws.
Human Resources and Marketing Assistant
Highway 140 Inc.
09.2016 - 02.2017
- Enhanced employee retention by implementing effective onboarding and training programs.
- Conducted thorough exit interviews to gather valuable feedback from departing employees, identifying areas for improvement within the organization''s policies or practices.
- Supported company growth by recruiting top talent through innovative sourcing strategies.
- Coordinated company-wide events, promoting team-building activities that fostered a sense of community among employees.
- Implemented performance management processes to drive employee development and productivity.
- Collaborated with senior management to develop competitive compensation packages that attracted high-quality candidates.
- Increased employee satisfaction by consistently addressing concerns during regular check-ins and feedback sessions.
- Ensured compliance with labor laws and regulations through regular audits and policy updates.
- Streamlined HR processes for increased efficiency and reduced errors in payroll processing.
- Provided guidance on legal matters related to employment issues such as terminations or harassment complaints, mitigating risk for the company.
- Maintained accurate personnel records, streamlining the retrieval of information for both internal and external stakeholders.
- Worked with managers to achieve compliance with organizational policies, providing clarifying information and recommending necessary changes.
- Increased brand awareness by implementing targeted marketing campaigns and social media strategies.
- Updated spreadsheets with statistical, financial and non-financial information.
- Strengthened brand identity with consistent messaging across various platforms including print, digital, and social media channels.
- Proofread marketing collateral ahead of printing to eliminate errors.
- Streamlined marketing processes, optimizing efficiency through the use of project management tools and software.
- Monitored competitor activity, staying ahead of industry trends and identifying opportunities for growth.
- Assisted in planning and implementation of loyalty programs, fostering stronger customer relationships and repeat business.
- Organized and executed promotional events to strengthen community relations and brand awareness.
Court Clerk II
Superior Court of California, County of Mariposa
10.2009 - 08.2016
- Maintained organized filing systems for easy retrieval of case files and supporting documentation.
- Provided assistance to attorneys and court personnel in courtroom
- Maintained court dockets and updated disposition of cases after court hearings and trials.
- Increased court efficiency by processing legal documents and maintaining accurate case records.
- Managed confidential information securely, upholding the integrity of the court system.
- Supported courtroom operations during trials, ensuring all parties had necessary materials and equipment for smooth proceedings.
- Answered telephone calls, took messages and transferred calls to appropriate colleagues.
- Prepared court documents for filing in alignment with established protocols to support compliance.
- Assisted court in scheduling hearings, meetings and other events to support seamless operations.
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
- Prepared court orders and judgments for signature.
- Reviewed court documents to process subpoenas, motions and pleadings.
- Processed financial transactions for fines, fees, and other court-related costs accurately and efficiently.
- Strengthened public trust by providing exceptional customer service to individuals seeking assistance or information about their cases.
- Assisted judges in streamlining court proceedings through diligent research and preparation of case materials.
- Drafted professional court correspondence to facilitate legal proceedings.
- Examined legal documents submitted to courts for adherence to laws and court procedures.
- Coordinated courtroom proceedings and enforced adherence to proper procedures.
- Improved workflow efficiency through regular review and updating of internal policies related to court clerk duties.
- Contributed to a positive work environment by collaborating effectively with colleagues and legal professionals.
- Enhanced communication between legal professionals by promptly distributing correspondence and case updates.
- Researched case law and legal documents to support judicial decisions.
- Processed legal documents to uphold court operational standards.
- Conducted thorough research for case preparations, contributing to successful legal outcomes.
- Addressed and resolved public inquiries, providing timely and accurate information on court processes.
- Supported courtroom proceedings, ensuring all necessary documentation was prepared and accessible.
- Facilitated communication between court departments, improving coordination for case management.
- Ensured compliance with legal procedures, reducing incidence of procedural errors.
- Compiled and maintained accurate court records, ensuring integrity of legal proceedings.
- Coordinated effectively with judges, attorneys, and law enforcement to gather and disseminate information.
- Trained new clerks on court procedures, elevating overall departmental knowledge and performance.
- Fostered collaborative work environment, improving team efficiency and morale.
- Performed routine data entry or document management.
- Responded to requests for information from public, other municipalities or state and federal legislative offices.
- Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques.
Retail Teller
Washington Mutual Bank
06.2007 - 04.2008
- Handled large cash transactions securely, adhering to bank policies and procedures for safekeeping funds.
- Maintained cash drawer accuracy with meticulous counting and organization.
- Supported fellow tellers during peak hours, demonstrating teamwork and adaptability in high-pressure situations.
- Assisted customers with account inquiries, establishing trust and promoting loyalty.
- Identified potential sales opportunities and made appropriate referrals to bank products and services.
- Ensured compliance with all banking regulations, minimizing risk exposure for the institution.
- Reduced wait times through proficient multitasking and prioritization of tasks.
- Promoted a welcoming atmosphere by greeting customers warmly upon arrival at the branch.
- Adhered to strict confidentiality guidelines while handling sensitive financial information, safeguarding both customer privacy and organizational reputation.
- Provided excellent customer service by addressing concerns promptly and professionally.
- Contributed to operational efficiency by consistently balancing cash drawer at the end of each shift.
- Educated customers on online banking features, enabling them to manage their finances more effectively.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Maintained accurate records of customer transactions in line with bank procedures.
- Monitored and reported suspicious activity in line with bank security policies.
Store Manager
Payless ShoeSource
12.2005 - 06.2007
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Assisted with hiring, training and mentoring new staff members.
- Improved customer satisfaction through staff training in customer service and product knowledge.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
- Rotated merchandise and displays to feature new products and promotions.
- Maximized sales by creating innovative visual merchandising displays and store layouts.
- Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
- Approved regular payroll submissions for employees.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Supervised guests at front counter, answering questions regarding products.
- Managed financial aspects of store operations, including budget planning, expense tracking, and accurate record-keeping to maintain fiscal responsibility.
- Optimized labor scheduling according to store needs while adhering to budget constraints, maximizing productivity without compromising service quality.
- Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures. Reduced store shrinkage from 2.37% to .84%.
Medical Records Clerk
John C. Fremont Healthcare District
08.2004 - 12.2005
- Ensured HIPAA compliance by adhering to strict confidentiality guidelines when handling sensitive patient information.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Supported medical staff by providing organized and accurate medical records.
- Developed and maintained organized filing system for medical records to adhere to HIPAA regulations.
- Reviewed charts and flagged incomplete or inaccurate information.
- Maintained patient records in compliance with security regulations.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Collaborated with physicians and nurses, providing timely access to accurate and up-to-date medical records.
- Organized storage of physical records, optimizing space utilization and accessibility.
- Reviewed medical records for completeness and filed records in alphabetic and numeric order.
- Followed up with medical staff regarding missing information in patient records.
- Sorted and distributed incoming and outgoing medical records.
- Researched and resolved medical record discrepancies.
Cashier
Stockwell True Value Hardware
04.2002 - 08.2004
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Restocked and organized merchandise in front lanes.
- Assisted customers with returns, refunds and resolving transaction issues.
- Stocked, tagged and displayed merchandise as required.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
- Mentored new employees on cashier duties and best practices, improving overall staff performance.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
- Provided backup support for other departments when needed, showcasing versatility within the retail environment.
- Exceeded productivity goals through consistent attention to detail and organization during busy shifts.
- Improved store atmosphere with thorough and prompt cleaning of checkout area.
- Facilitated smoother checkout process, trained new employees on POS systems.
- Assisted in inventory management, contributing to reduction in stock discrepancies.
- Maintained up-to-date knowledge of store policies and procedures, ensuring compliance in all transactions.
- Learned duties for various positions and provided backup at key times.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Set up new sales displays each week with fresh merchandise.
- Conducted inventory counts by adding each item in stock and documenting in computer system.
Education
Master of Science - Human Resource Managment
Western Governors University
Salt Lake City, UT02-2025
Bachelor of Science - Business - Human Resource Management
Western Governors University
Salt Lake City, UT03-2022
Skills
- Microsoft office proficiency
- Strong problem solver
- HR policies and procedures
- Employee relations
- Training and mentoring
- Records management
- Recruitment and hiring
- Schedule & calendar planning
- Meticulous attention to detail
- Talent acquisition
- Legal compliance
- Workforce planning
Certification
HR Technology and Analytics for Decision Making
Timeline
Executive Assistant
Summit Tax & Financial Services Inc.
10.2024 - Current
Court Clerk III - Extra Help Contract
Superior Court of California, County of Mariposa
09.2022 - 03.2023
Consultant
Golden Consulting
11.2020 - Current
Executive Assistant
Summit Tax & Financial Services Inc.
01.2019 - 04.2022
Court Clerk III
Superior Court of California, County of Mariposa
03.2017 - 01.2019
Human Resources and Marketing Assistant
Highway 140 Inc.
09.2016 - 02.2017
Court Clerk II
Superior Court of California, County of Mariposa
10.2009 - 08.2016
Retail Teller
Washington Mutual Bank
06.2007 - 04.2008
Store Manager
Payless ShoeSource
12.2005 - 06.2007
Medical Records Clerk
John C. Fremont Healthcare District
08.2004 - 12.2005
Cashier
Stockwell True Value Hardware
04.2002 - 08.2004
HR Technology and Analytics for Decision Making
Master of Science - Human Resource Managment
Western Governors University
Bachelor of Science - Business - Human Resource Management
Western Governors University
Similar Profiles
Lindsey YoungLindsey Young
Sr. Talent Advisor at - Omni Financial Services | Tax & Financial GroupSr. Talent Advisor at - Omni Financial Services | Tax & Financial Group
Lizandra BlackLizandra Black
CEO/ Tax Preparer at LizMar Tax Corp & Financial ServicesCEO/ Tax Preparer at LizMar Tax Corp & Financial Services
Don DonnellDon Donnell
Owner at Donnell Tax and Financial ServicesOwner at Donnell Tax and Financial Services