Detail-oriented and organized administrative professional with a proven track record in supporting billing, invoicing, data entry, and record keeping, while managing day-to-day office operations. Expertise in maintaining accurate financial records, processing payments and invoices, and fostering effective communication with customers and vendors. Recognized for dependability and a strong commitment to delivering accurate and timely support while upholding high standards of professionalism. A proactive approach to problem-solving enhances efficiency and contributes to overall organizational success.
Work History
Intake specialist/ Billing specialist
5 Months
Mathur Law office | 2026.03 - Current
Monitored outstanding balances and coordinated follow-up actions to enhance cash flow management.
Addressed client billing inquiries and payment issues through direct communication to enhance customer satisfaction.
Facilitated timely processing of cases by meticulously gathering client information and arranging case files for streamlined management.
Oversaw organization and maintenance of confidential legal documents, ensuring compliance and accessibility within case management systems.
Achieved streamlined client interactions through effective meeting scheduling. Enhanced client engagement by coordinating timely consultations. Improved client satisfaction through organized meeting arrangements.
Oversaw front office activities by providing essential support during peak operational hours.
Executive Assistant (Part-time)
5 Years 7 Months
Tanksley’s Financial Services | 2021.01 - Current
Streamlined operations for financial advisors by ensuring accurate client documentation and maintaining organized account records.
Facilitated client meeting arrangements and managed calendars to optimize workflow and elevate client satisfaction.
Achieved accurate financial tracking by proficiently updating accounts and transactions through software. Produced comprehensive financial reports that enhanced understanding of financial performance.
Implemented structured digital and physical filing systems to support regulatory adherence and improve document retrieval efficiency.