Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.
Overview
14
14
years of professional experience
Work History
Client Service Representative
Teton Wealth Group
Murray, UT
01.2024 - 02.2026
Managed client inquiries and provided tailored solutions to enhance satisfaction.
Developed and maintained strong relationships with clients through effective communication and follow-up
Collaborated with financial advisors to ensure accurate documentation and compliance adherence
Maintained accurate record-keeping with proactive attention to client privacy
Followed up with customers about resolved issues to maintain high standards of customer service.
Assisted with a large variety of projects such as end of year fee rebates, calculating and distribute RMD’s, annuity wide agent changes and a variety of other financial related tasks and responsibilities.
Administrative Assistant
Highland Ridge Hospital
Midvale , UT
09.2022 - 12.2024
Answered phone calls and emails to provide information, resulting in effective business correspondence.
Provided secretarial and office management support while building cooperative working relationships.
Responded effectively to sensitive inquiries or complaints.
Maintained accurate department and customer records.
Directed customer communication to appropriate department personnel.
Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Assistant Manager/Member Experience Specialist
VASA Fitness
Herriman, UT
11.2021 - 09.2022
Built, developed and managed a high performing team of 15+ employees.
Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions.
Helped members resolve account problems and navigate internal systems to handle routine needs.
Processed cash and check deposits every day.
Supported sales team members to drive growth and development.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Mentored junior team members and managed employee relationships.
Kidcare Team Lead
VASA Fitness
South Jordan, UT
07.2021 - 11.2021
Hired, trained and managed a team of high performing employees.
Addressed all customer support issues.
Tracked and submitted employee timesheets to prepare for payroll processing.
Scheduled staff and monitored resource allocation to provide optimal coverage and service.
Certified Medical Assistant
Southridge specialty clinic
South Jordan, UT
01.2012 - 01.2015
Scheduled appointments for patients via phone and in person.
Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
Secured patient information and maintained patient confidence by completing and safeguarding medical records.
Educated patients about medications, procedures and physician's instructions.
Contacted pharmacies to submit and refill patients' prescriptions.
Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
Measured vital signs and took medical histories to prepare patients for examination.
Conducted insurance verification and pre-certification and pre-authorization functions.