Julie Lee

• Handled sensitive client information with utmost confidentiality, maintaining trust and integrity.
• Oversaw appointment scheduling and itinerary coordination for both clients and counselors.
• Answered phones and greeted clients.
• Filed Insurance claims; client billing.
• Managed counselors calendars and emails.
• Typed letters and any correspondence.
• Filing, scanning, copying, and processing all documents.
• Ordered all office supplies.

• Managed office supplies inventory and procurement processes for cost-effective operations
• Answered 12 phones lines expediting to correct department/individual.
• Processed all billing, credits, debits; filing.
• Handled cash drawer/petty cash and reconciliation. Bank deposits.
• Greeted clients.
• Coordinated scheduling and communication among departments to streamline workflow
• Implemented filing system improvements, enhancing document retrieval efficiency
• Assisted in onboarding and training new staff, fostering team integration
• Maintained office equipment functionality through regular inspections and timely repairs
• Developed and enforced office policies to promote a productive work environment
• Oversaw vendor relationships, negotiating contracts to optimize service delivery
• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly.
• Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.

Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.