Bachelor of Science in Business Administration

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Administrative Team Lead

I have worked in the administrative support profession and held a position in a executive management support role for 18 plus years. I appreciate challenges and enjoy learning new aspects of the multiple industries I have had the opportunity to work in. I seek consistent feedback from all levels of staff and management that I support to improve my ever growing interpersonal and professional skills. I look forward to the next change as this is where I strive to succeed and assist with all areas of any customer, company, and/or industry I am in.

•   Serving as Lead Administrative Assistant and managing a team of six staff assistants
•   Directly support Tax Managing Directors and Audit Shareholders processing tax returns, communication with clients, finalizing engagement agreements and audit deliverables
•   Tax Department Coordinator supporting all levels of upper management, management and staff
•   Coordinate and assist in scheduling all tax projects through Spring and Fall tax seasons
•   Performing a wide variety of administrative duties in a team environment across multiple Southern California offices
•   Assembly, processing, and confidential file management of 1,000+ individual client and corporate tax documentation
•   Daily client correspondence, staff scheduling, and documentation and deadline coordination
•   Created, implemented and maintaining several processes and procedures for the Administrative Assistant department
and multi-office Tax Department staff
•   Perform weekly, monthly and quarterly project tracking and reports to ensure timely project completion
•   Coordinate and ensure all department employees' compliance with state and government jurisdiction continuing
professional education (CPE) requirements
•   Maintain, track and organize all internal continuing professional education requirements, certificates, and training
sessions for 70+ staff and employees
•   Set up and organize group and department trainings - live and webinar based
•   Assisted litigation department with case work, including documents reviewed lists, report review and proofing for court proceedings, and transcriptions
•   Format, finalize, and assemble audit reports; management of client audit documentation and agreements
•   Compose routine correspondence internally and externally, as well as assist in the development of management and director-level presentation materials, client correspondence, on-site meeting set-up, preparing outgoing distribution
materials, etc.
•   Developed, updated and maintained administrative procedures and documentation of processes for department
•   Create, format, manage and tracking all incoming signed engagement/agreement contracts from clients across several
departments
•   Organized and coordinated travel arrangements and airfare for all staff levels
•   Answer and screen incoming telephone calls for upper management, give proper information to callers/visitors, and route calls appropriately

Handle/manage account billing and tracking for five revenue producing client sites; support site management and Operations Coordinator across all five sites; coordinate budget, revenue and forecast report consolidation across five
client sites and $1 million+ revenue reporting
•   Maintain equipment inventory tracking and management for 1,000+ all-in-one devices, office products, etc.
•   Create/maintain all process and procedure documentation for numerous executive assistant duties and retention of all
ten employee position descriptions/documentation; Conducted new hire orientations
•   Worked as the on-site liaison for the corporate human resources department
•   Maintain and administer 500+ project time tracking system (web-based)/project set-up for million dollar contracts and purchase orders
•   Coordinate client/executive management electronic communication and meeting set up/organization

Administrative Assistant

•   Customer service representative, set up service appointments/repairs
•   Maintained and organized personal customer information, service files/history and documentation
•   Assisted service advisors in writing-up/closing out customer repair tickets
•   Assisted in managing vehicle special order parts and tracking

Service Department Assistant

•   Completed pre-eye examinations with patients
•   Maintained confidential patient charts and optical health history information
•   Completed and maintained health insurance billing forms, reimbursement and records
•   Handled and completed customer/patient payment transactions
•   Assisted optometrist with and maintained patient follow up appointments and records
•   Assisted patients with contact lens fittings and orientation

Customer/Patient Technician

•   Maintained current and potential customer service relationships
•   Assisted in sales setups and appointments with customers
•   Performed and managed product sales and distribution for sales region clientele
•   Conducted cold calls to potential customers in various areas and regions
•   Assisted company owner in administrative and office duties

Sales Customer Representative

Find out detailed information about Rachel Stone, Administrative Team Lead in San Marcos, CA

Rachel Stone: Administrative Team Lead in San Marcos, CA

Rachel Stone

CBIZ MHM, LLC

Lionbridge Technologies US, Inc

Toyota Carlsbad

Eye Exam of California

Copy Link, Inc

California State University San Marcos