Summary
Overview
Work History
Education
Skills
Timeline
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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, ID
11.2006

No Degree - Dental Hygiene

Oregon Institute of Technology
Klamath Falls

No Degree - Accounting

Chemeketa Community College
Salem, OR

Skills

  • 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
Anita Herman