Jozette Rosa

Experience

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  National Development Council

  Nov 1999 - Mar 2016

  Served as a professional representative of the CEO to executive clients, investors and board members. Served as a liaison between company president and clients regarding clients accounts and new business.Served as Executive Assistant to the national sales manager, marketing manager and senior product managers.Created and maintain computer-and paper- based filing and organization systems for records, reports and documents.Handled and distributed all incoming and outgoing mail. Provided logistical support to visiting executives in coordination with other Executive Assistants.Collaborated with other administrative team members, human resources and the finance department on special projects and events. Scheduled Board of Directors meetings and assisted with meeting materials and agendas. Show less Heavy telephone volume.Updated and maintained filing system.Handled all office correspondence.Planned travel arrangements for 20 plus executives and staff.Managed the receptionist area, including greeting visitors and responding to telephone and in-person request for information.Maintained the front office area in a neat and organized fashion.Planned meetings and prepared conference rooms. Dispersed incoming mail to correct recipients throughout the office.Made copies, sent faxes and handled all incoming and out going correspondence. Show less

  • Asset Manager Assistant

    Sept 2006 - Mar 2016

  • Office Manager

    Sept 2001 - Aug 2006

  • Assistant to Chief Financial Officer (GAF)

    Jan 2001 - Sept 2001

  • Administrative Receptionist

    Nov 1999 - Dec 2000
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  HR Block

  Oct 2016 - Apr 2017

  Customer Service Profesional

  Greet clients in a personalized, warm, friendly, and inviting manner by using proper phone and office protocol.Match clients to tax professionals that is best available to fulfill the client needs by using tools and systems providedsuch as Client Matching, Client Check-In, Appointment Manager, and Prior Client Calling Program (PCCP)Schedule clients the way they want too e scheduledManaged client wait tin=me expectationsSet clear expectations and explain drop-off procedureAssure client focus, confidentiality, and privacy before, during and after servicesIdentify and communicate products or services to help unique client needsIdentify front desk services barriers and proactively offer solutions Handle client exits by verifying current and future needs have been met Own resolution of client issues, using appropriate escalation process, as neededTreat everyone as a client an ensure all interactions positively reflect H&R BlockUnderstand and follow all office procedures and systems, including opening, closing, POS, cash drawerreconciliation, paperwork filing, and H&R Block products Show less

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  HABLA SPEECH THERAPY, PLLC

  Jul 2017 - Dec 2017

  Executive Assistant Human Resources Manager
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  City of Dallas

  Dec 2017 - now

  • Management Analyst

    May 2024 - now

  • Executive Assistant

    Dec 2017 - May 2024