Experience

Professional experience

A factual overview of the work most relevant to technical support, operations, records, and user service.

Kuldip Madan & Associates

Office Technology & Client Services Specialist

2016–Present
Contractor • Approx. 40 hours/week • Hybrid, mostly remote

Support day-to-day professional-services operations through records management, client follow-up, office technology, document processing, and administrative coordination.
Assist with bookkeeping and tax-return preparation using QuickBooks, TurboTax, and related office software under the accountant/tax preparer's direction.
Collect, scan, organize, maintain, and retrieve financial, tax, immigration-support, and client documentation; track outstanding records and follow up on missing items.
Coordinate missing documents, signatures, appointments, and administrative follow-up while referring legal questions to the appropriate attorney.
Install and support office computers, printers, scanners, and software; support backups and routine data-security practices.
Since 2023, developed customized AI-assisted workflows for research, document preparation, and internal client-service support.

IT Support Technician

2011–2015
New York, NY

Provided Tier 1/2 desktop support in a regulated wholesale-banking environment for Windows, Microsoft Office/Outlook, user accounts, connectivity, printers, mobile devices, and related end-user technology.
Logged incidents and service requests, documented troubleshooting, tracked tickets, and escalated unresolved issues through the bank's IT service-management process.
Troubleshot LAN/TCP/IP, wireless connectivity, VPN/remote access, network drives, shared folders, Outlook/email, and mobile synchronization issues.
Installed, configured, deployed, replaced, and supported desktops, laptops, monitors, docking stations, printers, peripherals, and approved software.
Supported the Windows XP-to-Windows 7 migration through workstation builds, user-data migration, application installation, testing, and post-deployment troubleshooting.
Performed Active Directory password resets, account-unlock assistance, and basic access-request support; escalated permission issues when required.
Supported onboarding, moves, workstation relocations, equipment changes, departures, asset inventories, meeting-room equipment, and end-user training.

Immigration Legal Assistant

2003–2010
New York, NY

Supported attorneys with client intake, document collection, forms, correspondence, filing packages, declarations, affidavits, exhibits, and supporting records for attorney review.
Organized confidential client files through filing, indexing, scanning, copying, retrieval, and records management.
Tracked hearings, filing dates, calendars, deadlines, and missing documents using calendars, spreadsheets, office databases, and other office systems.
Communicated with clients by phone, mail, fax, and in person; assisted Hindi- and Punjabi-speaking clients with administrative communication while referring legal advice to attorneys.

Business Development Manager

1998–2003
Houston, TX

Gathered client technical requirements and coordinated with U.S. clients and delivery teams in India on scope, staffing, effort, schedules, and commercial terms.
Prepared proposals, RFP responses, capability presentations, statements of work, and supporting documentation; coordinated issues and escalations.
Historical role included sales responsibilities; current professional focus is non-sales technical support and operations work.

Junior Mechanical Engineer

1991–1997
Linden, NJ

Prepared and revised mechanical part and assembly drawings using DOS-based AutoCAD and supported bills of material, specifications, change documentation, testing, and production troubleshooting.
Maintained CAD files, drawing records, revision archives, workstations, plotters, printers, digitizers, and related engineering technology.
Developed CAD drawing standards and trained engineering personnel in AutoCAD and basic computer applications.