
Dynamic Executive Assistant with a proven track record at Independent Financial, adept at managing executive calendars and optimizing travel arrangements. Strong problem solver skilled in maintaining confidentiality and enhancing office efficiency. Experienced in administrative support and office management, ensuring seamless operations and exceptional service delivery.
• A boutique personalized pottery business, duties included:
• Handling customer service and taking orders.
• Organizing supplies and products to improve efficiencies.
• Marketing and assisting with sales on social media and local events.
• Managed day to day operations including vendor management, marketing, order fulfillment and quality control.
•Provided consultation on required documentation for life insurance policies.
•Developed custom policy profiles to meet client needs.
•Organized medical exams for clients in collaboration with labs.
•Supported underwriters throughout application procedures.
•Arranged productive gatherings for clients and team.
•Coordinated scheduling tasks.
• Responsible for daily operations of dental practice
to include scheduling, billing and effectively
managing accounts receivable.
• Educated patients on available treatment plans and
detailed financial options while maintaining state and
company regulated patient records.
• Created marketing collateral to outline new
procedures and services.
Oversaw the management of accounts for Dell customers.
Handled customer inquiries via calls and emails with professionalism.
Assessed needs for product creation.
Provided expert recommendations to improve efficiency.
Established and nurtured professional relationships
with existing and potential customers and vendors.
Collaborated with Dell Internal team for increased productivity.
Delivered outcomes through efficient work.