Administrative Assistant
Send a job offer directly to this candidate
People tend to describe me as a calming presence, which turns out to be pretty useful when you're the person keeping everything organized behind the scenes.
I've spent a decade supporting CPAs and small business teams with the kind of work that keeps operations running smoothly: managing sensitive records, coordinating client communication, handling financial documentation, and making sure nothing falls through the cracks. I bring a detail-oriented, discreet approach to administrative and office support, and I genuinely enjoy being the person a team can rely on.
Based in the Richmond, VA area, and open to in-person / hybrid / remote assistant, administrative, coordinator, and receptionist roles.
Administrative Assistant at Cooper Connections & Solutions, LLC (2016-08 – Present) • Coordinate full calendar, inbox, schedule, and travel management for two CPAs, triaging communications, booking appointments / activities, and tracking key deadlines • Manage friendly client communications end-to-end, from gathering client information to providing timely updates, delivering a high standard of customer service that strengthens relationships, supports retention, and contributes to sales goals • Proactively track and manage multiple client requests, deadlines, and documentation using Google Sheets and Excel templates, ensuring all moving parts are organized and on track throughout tax and advisory cycles • Communicate efficiently via phone calls, emails in Microsoft Outlook and Gmail, and messaging in Microsoft Teams and Slack • Set up and participate in in-person meetings and on-camera meetings via Microsoft Teams and Zoom, producing comprehensive meeting notes to improve team collaboration • Manage secure digital and paper filing systems for sensitive client financial records, maintaining organization and legal compliance • Assist with handling full-cycle accounts receivable (AR) and accounts payable (AP) for 10+ clients/vendors using QuickBooks • Restock and order any needed office supplies and/or ad hoc items (such as decorations for holidays or flowers for special occasions/condolences for clients) Extern at Investment Research Extern (2026-02 – 2026-03) • Worked closely with project mentor Yinan Zhao in a structured, feedback-driven program, incorporating guidance into deliverables and revising work based on direct input • Organized and synthesized complex company research (public filings and financial reports) into a clear, well-structured written memo for review • Participated in scheduled bi-weekly check-ins with project mentor and cohort, giving concise status updates and coordinating around group discussion topics • Managed a multi-week project independently from research through final write-up, staying on track against externship deadlines Extern at Stanford Medicine (2025-04 – 2025-06) • Reviewed and documented clinical workflows to identify where critical lab results were being delayed or missed • Organized and clarified roles and responsibilities across nurses, physicians, and administrative staff to keep urgent information moving smoothly through the team • Created clear process documentation and accountability standards to support smoother communication and safer patient care • Designed a simple, easy-to-follow tool to help staff prioritize and escalate time-sensitive information consistently • Summarized findings and recommendations for the team, highlighting factors that contributed to a 25% improvement in patient wait times Extern at Hammer Head Swim Caps (2024-12 – 2025-03) • Reviewed and organized 100+ customer and product reviews across social media and web sources into clear summaries for the marketing team • Tracked and synthesized feedback on what customers prioritized when choosing safety-focused products, keeping the team informed of emerging trends • Researched and compiled information on 26 competitor brands into an organized, easy-to-navigate reference for the team • Organized a clear summary report of findings and positioning for company leadership • Supported planning for a brand awareness initiative centered on concussion safety education Student Dance Teacher Assistant at Chesterfield Dance Center (2012-08 – 2013-05) • Explained and demonstrated proper classroom etiquette to 20+ students • Encouraged and improved classroom leadership skills of older students and saw an increase in empathy and goodwill towards younger students • Helped watch students on 5-minute water/restroom breaks and ensured they returned to the dance classroom safely • Demonstrated choreography alongside instructor while students were learning 2 end-of-the-year recital dances • Assisted with distributing end-of-the-year recital costumes to the correct 20+ students and their respective parents/legal guardians
BS in Business Administration – Old Dominion University (2022-08)