Taxbox Refund

Jun, 2024  –  May, 2025  •  1 yr  -  Full time

● Entered, updated, and maintained client information in spreadsheets, CRMs, and internal databases.
● Processed and organized large volumes of data daily with 99% accuracy.
● Created and managed reports in Google Sheets and Excel, including sorting and verifying data.
● Conducted online research and extracted data for business reports.
● Monitored and cross-checked information for accuracy, reducing errors and duplicates.
● Delivered administrative support including scheduling, email management, and record-keeping.

Freelance / Remote

Jan, 2023  –  Jul, 2025  •  2 yrs 7 mos  -  Full time

● Managed inboxes averaging 50+ daily emails, prioritized messages, and drafted professional responses to maintain clear communication.
● Coordinated schedules for 3+ executives and multiple clients, reducing meeting overlaps and
improving time efficiency by 20%.
● Prepared reports, onboarding documentation, and client-facing documentation to support operational needs.
● Monitored client engagement and satisfaction metrics, identifying opportunities to streamline processes and improve efficiency.
● Assisted in training new clients and providing guidance on tools and processes, ensuring smooth
onboarding.