Kelsey Robb
Orcutt,CA
Summary
Dedicated Administrative Assistant with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Executive Administrative Assistant
Elpro Inc.
Grover Beach, CA
07.2024 - Current
- Reviewed and processed expense reports and invoices for accuracy and completeness.
- Developed filing systems to maintain confidential records of personnel information and business activities in accordance with company policies.
- Coordinated communications between departments to ensure timely completion of projects.
- Maintained up-to-date contact lists of vendors and suppliers while coordinating orders as required by executives.
- Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner.
- Managed incoming mail by sorting out items that needed immediate attention or forwarding it on to the appropriate department or individual for action or response.
Administrative Assistant
Community Action Partnership Of San Luis Obispo County
San Luis Obispo, CA
09.2022 - 02.2024
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Composed letters, reports, emails, and other written correspondence as required by management staff.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Processed invoices for payment using accounting software applications.
- Entered data into spreadsheets using Microsoft Excel.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Handled confidential documents in an organized fashion according to established protocol.
- Gathered, analyzed, and interpreted data from multiple sources for the purpose of preparing accurate reports.
Administrative Assistant
Oakridge Landscape Inc.
Nipomo, CA
06.2021 - 08.2022
- Collaborated with project managers in the development of written proposals to clients and potential clients to generate sales for the company.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Processed invoices for payment using accounting software applications.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
- Conducted research online utilizing search engines such as Google or Yahoo!.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Monitored progress on projects assigned by upper management.
- Maintained up to date records on company fleet and landscaping equipment.
- Performed Human Resources duties for 30+ landscape foreman and laborers.
Customer Service Representative
Mechanics Bank Commercial Banking
Pismo Beach, CA
05.2019 - 06.2021
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Provided exceptional customer service while accurately processing routine transactions.
- Explained account information to customers in detail as needed.
- Processed wire transfers for customers both domestically and internationally.
- Cross-sold additional bank products when applicable to meet customer needs.
- Handled large volumes of currency quickly and accurately.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Built and maintained client relationships through quality, personalized interactions.
- Trained employees on cash drawer operation.
- Balanced daily cash deposits, ATM and vault inventory with zero error rate.
Scheduling Coordinator
Slaughter Wilson Oral Surgery
Arroyo Grande, CA
04.2017 - 08.2018
- Scheduled procedures, surgeries, consultations and post-op appointments for an average of 20+ patients per day.
- Verified patient information for accuracy.
- Scanned physical files into digital records.
- Located and pulled medical records for appointments and incomplete patient charts.
- Verified insurance coverage and obtained pre-authorizations.
- Checked patients in and out and collected payments.
- Educated patients regarding surgeries and provided treatment plan documentation.
- Reviewed medical histories and current medical information to provide accurate information to surgeons.
- Collaborated with surgical assistants and two surgeons to prepare surgical and consultation rooms with adequate supplies and equipment.
- Maintained sterile environment in the operating room.
- Administered medications under the direction of a surgeon.
Education
GED -
Allan Hancock College
Santa Maria, CASkills
- Spreadsheet Management
- Expense Reporting
- Information Security
- Check processing
- Filing
- Quality Assurance
- Data Entry
- Appointment Scheduling
- Proposal Writing
- Invoice Processing
- Customer Service
- File Management
- Business Correspondence
- Office Management
Certification
- CPR Certified
Timeline
Executive Administrative Assistant
Elpro Inc.
07.2024 - Current
Administrative Assistant
Community Action Partnership Of San Luis Obispo County
09.2022 - 02.2024
Administrative Assistant
Oakridge Landscape Inc.
06.2021 - 08.2022
Customer Service Representative
Mechanics Bank Commercial Banking
05.2019 - 06.2021
Scheduling Coordinator
Slaughter Wilson Oral Surgery
04.2017 - 08.2018
- CPR Certified
GED -
Allan Hancock College
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