Anita Herman
Homedale,ID
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
Work History
District Secretary/Treasurer
Golden Gate Highway District No. 3
03.2020 - Current
- Maintained daily report documents, memos and invoices.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Drafted agendas, recorded minutes and generated documents to facilitate meetings.
- Managed filing system, entered data and completed other clerical tasks.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Accounts Payable and Receivable.
Senior Branch Office Administrator
Edward Jones
01.2016 - 03.2020
- Maintained electronic and paper filing systems for easy retrieval of information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Interacted with customers by phone, email, or in-person to provide information.
- Scheduled conference rooms, prepared agendas, and maintained calendars to prepare for meetings and events.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Assisted Financial Advisor with daily stock trades.
- Money management.
- Assisted with client's insurance needs.
Front Office Manager/Dental Assistant
Signature Smiles
11.2006 - 01.2016
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Took care of all accounts receivable.
- Scheduled appointments and maintained a full work schedule daily.
- Completed all insurance billing and followed up with insurance carriers and clients.
- Took care of collection letters and follow up.
- Dental Assistant tasks when needed.
Education
Certificate - Dental Assisting
Milan Institute
Boise, ID11.2006
No Degree - Dental Hygiene
Oregon Institute of Technology
Klamath FallsNo Degree - Accounting
Chemeketa Community College
Salem, ORSkills
- Report Preparation
- Records Management
- Expense Reporting
- Data Entry
- Payroll and Budgeting
- Bookkeeping (Quickbooks)
- Invoice Processing
- Spreadsheet Tracking
- Clerical Support
- Scheduling
- Microsoft Office
- Fast Learner
Timeline
District Secretary/Treasurer
Golden Gate Highway District No. 3
03.2020 - Current
Senior Branch Office Administrator
Edward Jones
01.2016 - 03.2020
Front Office Manager/Dental Assistant
Signature Smiles
11.2006 - 01.2016
Certificate - Dental Assisting
Milan Institute
No Degree - Dental Hygiene
Oregon Institute of Technology
No Degree - Accounting
Chemeketa Community College
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