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Skills

  • Lotus Notes
  • Excel spreadsheets
  • Business correspondence
  • Calendaring
  • Multi-Task Management
  • Spreadsheets
  • AS/400
  • Team training and development
  • Filing
  • Cross-functional team collaboration

Work Experiences

  • Located and attached relevant files to incoming correspondence that needed to be responded to.
  • Was in charge of keeping the website up to date.
  • Greeted visitors as they arrived, determined the nature and purpose of their visit, and directed them to the appropriate locations.
  • Monthly invoices, reports, proposals, and other deliverables were all created using Quickbooks.
  • Was in charge of screening incoming mail, publications, and other correspondence addressed to members of the management team.
  • Was in charge of creating content for the website and the monthly newsletter.
  • Kept track of and maintained vendor rebates totaling $17 on a monthly and year-end basis.
  • Team meeting event planning and coordination
  • Completed special objectives and projects in response to board member requests.
  • Organized physical files and digitized records so that any team member with access could easily update and retrieve them.

Summaries

  • Dedicated clerical team member seeking additional work experience in the Banking and Financial Services.
  • Meticulous Executive Assistant capable of creating exceptional communications, presentations, and spreadsheets that meet a variety of administrative needs using HubSpot.
  • Team player who is knowledgeable in budget management and strategic planning.
  • Reliable and ambitious self-starter looking for a position as an Administrative Assistant with a growing company where she can put her diverse background to good use.
  • Customer service, meeting scheduling, travel arrangements, task prioritization, and file management are among the skillsets of this resourceful and experienced Administrative Assistant.
  • With strong planning, problem-solving, and communication skills, I am extremely efficient and accurate.
  • Asana and Tableau experts.
  • To meet challenging objectives, work well with little supervision.
  • Prepared to bring 6 years of experience to Summit Group and take on a new and challenging role.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.

Accomplishments

  • Liaised
  • Completed
  • Patient Assistance: Assisted patients with application for Medi-cal, Medicare and initial appeals for payments.
  • System Worked with HR department to establish employee benefits, training, payroll and termination procedures.
  • Formally recognized for playing an instrumental role in the implementation of cost savings measures.
  • Advised
  • Secured
  • Ensured
  • Oversaw process area.
  • Data Organization: Improved office organization by compiling quarterly budget reports, financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions.

Affiliations

  • Corporate Event Planning Association (CEPA)
  • American Medical Informatics Association
  • Society for Human Resource Management (SHRM) – Affiliate for Administrative Professionals
  • International Virtual Assistants Association (IVAA)
  • Association for Computing Machinery
  • Project Management Institute (PMI) – Membership for Executive Project Support
  • Association for Supply Chain Management (APICS)
  • United States Travel Association – Corporate Executive Travel Coordination Affiliate
  • National Association of Social Workers
  • International Association of Privacy Professionals (IAPP) – Document Management & Privacy Best Practices

Certifications

  • Certified Professional Business Manager (CPBM)
  • Microsoft Office Specialist: Expert (MOS) Certification
  • ServSafe
  • Travel Coordinator Certification - Global Business Travel Association (GBTA)
  • Certified ScrumMaster (CSM)
  • Certified Business Analysis Professional (CBAP)
  • Project Management Professional (PMP)
  • Customer Relationship Management Certification (CRM) - framework
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Protection Officer (CPO)

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