Amy Ritchie

• Greeted incoming clients professionally and provided friendly, knowledgeable assistance.
• Made and confirmed appointments in Microsoft Teams, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• When clients were finished with tax appointment billed and received payment in Quickbooks and updated files in Drake.
• Checked emails in Outlook daily.

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• Handled sensitive information, maintaining confidentiality of company documents and personnel records in weekly payroll.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Took care of and organized all office memos, handled all load management for the transformer/meter department. Handled daily clerical and office management related tasks, including but not limited to PCB records keeping.