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Skills

  • AP/AR proficiency
  • Patient scheduling
  • Answering incoming calls
  • Invoice processing
  • Flexible
  • Types 5 wpm
  • Document conversion
  • Technical support
  • Accounts payable / accounts receivable
  • Mail distribution

Work Experiences

  • Was able to quickly manage new files and retrieval requests, which resulted in a 3% improvement in the filing process and accuracy.
  • Scheduled initiative meetings, wrote agendas, and took thorough notes during the meetings.
  • Was in charge of answering phones and performing clerical duties in the office.
  • Created new files and assigned tracking identification numbers, resulting in more efficient retrieval.
  • Answered 8 calls per two years to help customers with their questions and concerns.
  • Collaborated with Filing Clerk and Filing Clerk, took meticulous notes, and distributed minutes to all attendees in several months meetings.
  • Transported Tableau to two years customer locations.
  • Sought advice.
  • Destroyed files and materials upon request using the system method to prevent data breaches.
  • Trained new employees on customer service policies and procedures to maintain operational consistency.

Summaries

  • Positive, upbeat, and dependable team player who approaches routine and complex problems analytically, resourcefully, and adaptably.
  • Filing Clerk with 12 years of successful workflow optimization and client relations experience.
  • Administrative Assistant who is meticulous and methodical in organizing, planning, and managing daily clerical needs.
  • Managing files, directing visitors, and restocking office supplies like paper and snacks are all skills I have.
  • Professional Administrative Assistant with a strong front-office management background focused on increasing productivity.
  • Accurate and efficient at managing travel arrangements, file storage, and office functions.
  • Senior Administrative Assistant with top strengths in juggling multiple responsibilities, communication, and workflow organization gained over 9+ years in the field.
  • Ambitious
  • Strong customer service skills and the ability to resolve conflicts and issues
  • In collaborative team environments, works well with people from all walks of life.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Trained 18 temporary accounting administrative staff during tax season.
  • Designed an efficient, color-coded file tracking system adopted by 4 team members across departments, significantly improving file retrieval speed.
  • Data Reporting: Compiled statistical data, such as patient admissions, discharges, deaths, births and types of treatment given.
  • File Management: Prepared monthly reports for records, closed terminated records, completed final audit of charts and insured that all documentation has been received and filed.
  • Awarded “Employee of the Month” for delivering outstanding administrative support.
  • Scheduling: Communicated with patients through phone, fax, email and in person to schedule appointments and answer inquiries.
  • Instituted a systematic digital conversion of 16 physical files, saving the company 6 annually in physical storage costs.
  • Policy Development: Developed and implemented employee manual outlining all proper business procedures and office policies.
  • Collaborated with 13 departments to prioritize file organization, leading to a 49% increase in cross-departmental accuracy.

Affiliations

  • Academy of Certified Archivists (ACA)
  • EDRM (Electronic Discovery Reference Model) for advanced digital filing protocols
  • Association of Title IX Administrators (ATIXA)
  • Association for Information and Image Management (AIIM)
  • Association of Certified Records Managers (CRM)
  • NACHA - The Electronic Payments Association to support financial compliance record keeping
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • Project Management Institute (PMI) for filing project coordination
  • Document Management and Workflow Association (DMWAA)

Certifications

  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • SHRM Certified Professional (SHRM-CP)
  • Document Management Specialist (DMS) Certification – finance through Tableau
  • CompTIA Security+
  • Project Management Professional (PMP)
  • Certified Document Imaging Architect (CDIA+) – 2024
  • Certificate in Data Backup and Recovery Processes – Harbor & Co.
  • Document Categorization Strategies Course – initiative
  • Association for Project Management (APM)
  • Certified Business Analysis Professional (CBAP)

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