Jody Harwood
Bernhards Bay,NY
Overview
4
4
years of professional experience
Work History
Office Assistant
Kleis Equipment LLC
07.2021 - Current
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Organized events and meetings to maximize capacity and keep event venues running smoothly.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Supported staff on special assignments and ad hoc projects.
- Purchased and maintained office supplies.
Accounts Assistant
Kleis Equipment LLC
07.2021 - Current
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Communicated regularly with customers regarding account questions and issues.
Office Manager
Choice Family Dental
06.2019 - 03.2020
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed office operations while scheduling appointments for department managers.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Reported to senior management on organizational performance and progress toward goals.
- Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
- Evaluated employee records and productivity and submitted evaluation reports.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
Education
High School Diploma -
Paul V Moore High School
Central Square, NY06.1993
Skills
- Transcribing Correspondence
- Data Loss Prevention
- QuickBooks Expertise
- Creating Presentations and Proposals
- Serve Customer Needs
- Outgoing Mail Preparation
- Event and Activity Planning
- Insurance Eligibility Verifications
- Documentation
- Staff Management
- Opening and Closing Procedures
- Medical Records Management
- Patient Charting
- Time Management
- Dedicated Team Player
- Strong Interpersonal Skills
- AR/AP
- Information Processing
- Employee Training
- Performance Improvement
Timeline
Office Assistant
Kleis Equipment LLC
07.2021 - Current
Accounts Assistant
Kleis Equipment LLC
07.2021 - Current
Office Manager
Choice Family Dental
06.2019 - 03.2020
High School Diploma -
Paul V Moore High School
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