Open to opportunities

Frantz Germain

@frantzgermain

Message

I am an experienced customer service and office manager driving operational excellence and client satisfaction.

United States

Message

What I'm looking for

I seek a management role in a customer-focused organization where I can lead teams, streamline operations, handle tax preparation, and mentor staff in a collaborative environment.

I am an Office Manager with over a decade of experience managing customer-facing operations and tax preparation at financial services firms. I prepare IRS personal and business tax returns, manage client files, conduct face-to-face interviews, audit contracted agents' returns, and lead office meetings and training.

Earlier roles as a Realtor, a senior sales and marketing agent for medical supplies, and a retention specialist sharpened my skills in sales, contract preparation, patient support, and customer retention.

I hold a Bachelor of Arts in Business Administration and an Associate of Arts, I am trilingual in English, French, and Creole, and I am proficient with Microsoft Word, Adobe, Windows, Taxwise, data entry, invoicing, and multiline phone systems. I am detail-oriented, committed to improving customer and employee satisfaction, and focused on mentoring teams and streamlining operations.

Experience

Work history, roles, and key accomplishments

Current

Office Manager/Consumer Relations

Current

JAX Financial Services

Dec 2008 - Present (16 years 9 months)

Managed preparation of personal and business IRS tax returns, created and maintained client files, audited contracted agents' returns for accuracy, handled high-volume inbound calls, and led office meetings and training.

Tax Preparation TaxWise Customer Service File Management Auditing Team Leadership Microsoft Word Data Entry

Realtor / Team Member

Global Financial Group Incorporated

Feb 2007 - Dec 2008 (1 year 10 months)

Assisted clients with residential and commercial purchases, prepared contracts and property searches in MLS, and managed client tax application paperwork and face-to-face interviews.

Real Estate Transactions MLS Management Tax Documentation Customer Service File Management

Senior Sales & Marketing Agent

Nations Health

Oct 2005 - Feb 2007 (1 year 4 months)

Provided patients with diabetes education and technical support for glucose monitors, fulfilled orders for respiratory and diabetic supplies, and trained new employees to improve service delivery.

Patient Education Sales Marketing Product Training Technical Support Customer Service Data Entry