Joan Richardson
Morrow,GA
Summary
Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Administrative Assistant to Accountants
Fulton & Kozak LLC
03.2013 - 01.2025
- Answered multi-line phone system, routing 30-40 calls, delivering messages to staff and greeting visitors a day during tax season.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, and preparing crucial documents.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Enhanced office environment, organizing spaces for better workflow and employee comfort.
- Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
- Proof read, published and combined audit reports.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Volunteered to help with special projects of varying degrees of complexity.
Medical Office Coordinator
Rehab South Physical Therapy
09.2007 - 08.2012
- Maintained a high level of confidentiality by handling sensitive patient information with discretion and care.
- Communicated with patients, insurance companies and providers through phone calls, emails and office drives concerning formularies and coverage limits.
- Provided exceptional customer service to patients, addressing concerns promptly and professionally.
- Reduced wait times for patients by implementing efficient check-in and check-out procedures.
- Supported billing staff by making corrections to invoices and insurance submissions.
- Increased office efficiency with effective management of medical records and documentation.
- Proactively identified areas for improvement within the office workflow, implementing changes that led to increased productivity among staff members.
- Created and maintained medical records from time of admission through patient discharge.
- Enhanced patient satisfaction by streamlining appointment scheduling and managing office communications.
- Processed new office referrals to correct agencies within 24 hours of receiving notice.
- Coordinated referral processes smoothly, facilitating seamless transitions between primary care providers and specialists when needed.
- Updated and maintained schedules for patients as well as managed client correspondence.
- Received, recorded and filed medical payments by check, cash, and credit card.
- Pulled charts and prepared for nurse and doctor assessment.
- Entered procedure codes and diagnosis codes into medical billing software.
- Reviewed and sent medical records to other physicians upon request.
- Monitored front areas so that questions could be promptly addressed.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
Education
Associate of Arts - Business Management
Ohio Christian University
Morrow, GA04-2016
Skills
- Appointment Organization
- Workplace Organization
- Accurate Data Input
- Compiled Tax Returns
Certification
- First Aid Certification
- GA Driver's License
Timeline
Administrative Assistant to Accountants
Fulton & Kozak LLC
03.2013 - 01.2025
Medical Office Coordinator
Rehab South Physical Therapy
09.2007 - 08.2012
- First Aid Certification
- GA Driver's License
Associate of Arts - Business Management
Ohio Christian University
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