JOCELYN MARIE COVIEL
Remote
Summary
Results-driven Executive Assistant with over 20 years of experience in optimizing workflows, managing client relationships, and delivering high-level administrative support. Adept at CRM management, calendar coordination, and streamlining communication systems to enhance operational efficiency and team collaboration. Known for exceptional attention to detail, unwavering confidentiality, and a commitment to accuracy. Highly organized, resourceful, and focused on maintaining a polished, professional presentation in all aspects of work.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Executive Assistant | Program Coordinator | Administrative Support
Independent / Self-Employed
01.2016 - Current
- Provide executive and administrative support to individuals, small businesses, and legal professionals
- Onboard new legal clients, manage intake processes, and oversee CRM systems and case records
- Maintain court calendars, organize case files, and prepare documentation for legal meetings
- Respond to client inquiries via phone, email, and web portals with professionalism and discretion
- Implement and manage streamlined office communication systems, including call routing
- Design spreadsheets to track case progress, deadlines, and client updates
- Coordinate schedules, meetings, and follow-ups to ensure smooth day-to-day operations
- Manage email correspondence, document preparation, and digital filing systems across industries
- Perform bookkeeping tasks, process payments, and maintain accurate financial records
- Take meeting minutes and provide support in project management and task delegation
Executive Assistant
Versa Solutions Inc.
01.2021 - 02.2023
- Acted as liaison between executives, clients, and vendors, ensuring effective communication
- Created company SOPs and managed document templates.
- Ensured Google Drive was meticulously organized and continuously synced, optimizing team collaboration and ensuring quick, easy access to shared resources.
- Scheduled meetings, maintained databases, and produced reports and presentations
- Managed executive communications, including scheduling and follow-up correspondence
- Created and optimized spreadsheets for improved efficiency and data consistency
- Conducted market research to support strategic decision-making
- Organized annual Self-Care day events for employees in their respective hometowns
- Updated fee schedules in Dental Billing CRM (Open Dental and Eaglesoft)
- Downloaded EOBs from insurance websites and filed them for the insurance billing team
- Performed follow-up collection calls to patients, processing payments and generating billing statements
- Tracked company KPIs
- Supported team leads with administrative tasks and managed task delegation via Asana
- Coordinated light travel planning for executives
Digital Artist | Photographer | Social Media Coordinator
01.2018 - Current
- Create and edit visually compelling digital art and photography for clients in various industries.
- Design graphics and digital content for websites, social media campaigns, and promotional materials.
Baby Equipment Provider
BabyQuip
01.2019 - 01.2021
- Provided high-quality baby gear rentals, ensuring the safety and cleanliness of all equipment.
- Coordinated rental bookings, including scheduling, delivery, and pickup, ensuring timely and efficient service.
- Assisted clients in selecting appropriate baby equipment based on their needs, providing excellent customer service.
- Maintained accurate inventory records and managed equipment cleaning and maintenance schedules.
- Managed customer inquiries, handled transactions, and processed payments through the BabyQuip platform.
- Built and nurtured customer relationships, fostering repeat business and positive reviews.
- Delivered exceptional, personalized service by accommodating special requests and last-minute bookings.
Skills
- Executive & Legal Administrative Support
- Calendar & Case Management
- CRM & Database Oversight
- Client & Vendor Relations
- Travel & Meeting Coordination
- Billing & Invoicing
- Payment Processing
- Confidential Communication Handling
- Workflow Optimization
- Tech Integration
Certification
Notary Public, North Carolina, 05/01/23
Technical Proficiencies
17hats, Asana, G-Suite, Microsoft Office, Outlook, Slack, Zoom, LexisNexis, RocketMatter, ConnectWise, Practice Better, QuickBooks, Rippling, Gusto, Bambee, Canva, MailChimp, Flock, Eaglesoft, Open Dental, RingCentral
Timeline
Executive Assistant
Versa Solutions Inc.
01.2021 - 02.2023
Baby Equipment Provider
BabyQuip
01.2019 - 01.2021
Digital Artist | Photographer | Social Media Coordinator
01.2018 - Current
Executive Assistant | Program Coordinator | Administrative Support
Independent / Self-Employed
01.2016 - Current
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