Highly organized and detail-oriented administrative assistant with 5 years of experience supporting executives and managing office operations. Adept at handling confidential information and maintaining a professional atmosphere. Proficient in calendar management, travel coordination, and document preparation with extensive experience with MicosoftSuite, Sharepoint, and Evernote.
Overview
14
14
years of professional experience
Work History
Operations Support Admin/AP Contact
Eco-Services Operations Corp
Martinez
08.2024 - Current
Proficient in Microsoft Office Suite, SharePoint, and Evernote.
Greeted visitors, answered telephones and provided general administrative support.
Assisted with the preparation of contracts, bids, change orders and other related documents.
Maintained filing systems and updated project documentation.
Coordinated meetings, scheduled appointments and maintained calendars.
Ordered materials and supplies for construction sites as needed.
Ensured compliance with safety regulations on all job sites.
Processed invoices and handled accounts receivable and payable tasks.
Created purchase orders as requested by the Construction Manager.
Inputted data into company databases accurately and efficiently.
Monitored inventory levels at work sites to ensure adequate supplies were available.
Administrative Assistant/ Receptionist
Clearlight - Infrared Saunas and Wellness Solutions
10.2020 - 07.2024
Promoted maintenance of professional and courteous customer interactions across reception personnel
Answered incoming calls, directing clients to individuals addressing specific needs
Received delivery of packages and documents, applying appropriate internal policies relating to chain of possession
Restocked supplies and placed purchase orders to maintain adequate stock levels
Kept reception area clean and neat to give visitors positive first impression
Monitored visitor access and maintained situational awareness to promote on-site security and safety.
Drafted professional memos, letters and marketing copy to support business objectives and growth
Answered questions and addressed, resolved or escalated issues to management personnel to satisfy customers
Directed incoming calls to internal personnel and departments, routing to best-qualified department
Organized and scheduled office meetings as well as client appointments for team of 60 professionals, effectively accommodating hectic agendas
Handled complaints and questions, and re-directed calls to other team members
First point of contact and set appointments for prospective clients
Monitored and screened visitors to verify access to facility and inter-office personnel
Scheduled office meetings and client appointments for staff teams
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
Print checks and register attach invoices paid to copy of remittance and take checks to post office
Print and distribute invoices
Manage account payables group email by responding to requests for copy of resale certificates and payment inquiries
Print and distribute emailed invoices from account payables group email queue
Retrieving orders from the warehouse, locating parts, entering quotes, direct complex questions to the Technical Team
Enter and maintain CRM data
Maintain organized internal record-keeping
Schedule orders to be shipped domestically
Pull and stage orders
Create and file service orders
Process freight charges on customer orders per the internal notes on vendor purchase order
Print 'check preview' and pull all invoices set to be paid, weekly
Process check runs according to due date
Customer Service Representative
Nestle
11.2016 - 11.2019
Complete all scheduled outbound calls to obtain daily ice cream orders
Provide timely communication to customers with issues of product availability as needed
Process daily ice cream orders to meet warehouse deadline and insure 'perfect order' criteria with data
Serve as first point of contact with handling standard inquiries, new accounts, and service issues
Up-sell new products and promotions
Maintain data integrity with CMC Customer Relationship Management Market Ware application to
Ensured updated & accurate account information at all times
Process in-house Point-of-Sale (POS) requests for foodservice operators
Provide administrative support as needed with direct mail projects and call campaigns
Customer Service Representative
Alere Home Monitoring
12.2014 - 11.2016
Insurance, co-insurance, co-pay, deductible, and availability verification
Manage inbound/outbound call list
Document account, email, and internal notes with pertaining insurance information and or doctor comments
Follow up on pending request to ensure patients receive service in a timely manner
Enter INR results into appropriate collection application
Technical support with home system general walk through, hard/soft system resets
Contact patient and/or physician for INR results as directed by the HCP
Monitor and assists in patient testing compliance using appropriate application(s), reminder phone calls; documenting interactions and results, and producing follow-up letters
Document all patient interactions on the patient file in EMR (SA)
Maintains and enters new patient data into appropriate computer database (SS)
Processes 'intro' faxes for all new patients with initial training results
Follow all regulatory policies, procedures, privacy, and security standards in accordance with government agencies including all HIPAA requirements
Teller/Customer Support Specialist
Wells Fargo
03.2013 - 12.2014
Engage every customer by phone offering suggestions for new financial products or services
Level 2 Tech support for online bill pay & Wellsfargo.com consumer accounts
Build online customer account for financial needs such as bill pay, IRA, 401K
Consistently meeting all compliance, regulations and identification guidelines
Responding to inbound Consumer, Business, Lines of credit, Mortgage, and Technical support
Comprehend and resolve complex customer issues relating to personal and business accounts
Assistant Manager
Finshline
02.2011 - 03.2013
Assisted the store manager in daily operation of the store
(Occasionally assuming store responsibility in his absence)
Sold merchandise to customers following Finish line's prescribed selling procedure while assisting manager in the implementation of complete merchandise information accurately in time
Received, checked and shelved all merchandise products and Assisted manager in placing purchase orders and managing inventory
Comprehend and resolve complex customer issues relating to personal and business accounts
Education
High School Diploma -
Encinal High School
Alameda, CA
06-2007
Skills
Records management systems
Accounting support
Memo preparation
Scheduling & Calendar management
Inventory & Invoice Processing
Mail management & distribution
Recordkeeping & bookkeeping
Meticulous and organized
Microsoft Office Suite
Travel Coordination
Timeline
Operations Support Admin/AP Contact
Eco-Services Operations Corp
08.2024 - Current
Administrative Assistant/ Receptionist
Clearlight - Infrared Saunas and Wellness Solutions
10.2020 - 07.2024
Customer Service Representative
Hydraulic Controls Inc.
11.2019 - 03.2020
Customer Service Representative
Nestle
11.2016 - 11.2019
Customer Service Representative
Alere Home Monitoring
12.2014 - 11.2016
Teller/Customer Support Specialist
Wells Fargo
03.2013 - 12.2014
Assistant Manager
Finshline
02.2011 - 03.2013
High School Diploma -
Encinal High School
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