Linda Bates

Work History

Square Root of G

05.2021 - Current

Virtual assistant using Teams, phone, and email correspondence to communicate
Perform billing, bookkeeping, accounting by using skill and various billing platforms and accounting software
Apply ability in Microsoft Office applications to create and support Word documents and spreadsheets
Research information and supply transcript service to clients
Manage email accounts daily, ensuring excellent customer care for clients
Help write blog content, social media content, emails, articles, and manuals keeping client's company culture in mind.
Skilled at working independently and collaboratively in team environment.
Demonstrated creativity and resourcefulness through development of innovative solutions.
Exercised leadership capabilities by successfully motivating and inspiring others.
Applied effective time management techniques to meet tight deadlines.
Demonstrated strong organizational and time management skills while managing multiple projects.

Aitken Associates

03.2016 - 03.2021

Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies
Cultivated client relationships through elevated levels of direct communication to support customer loyalty
Resolved issues and recommended actions based on production and compliance reports
Researched and shared recommendations on stock market trends and economic forecast to support portfolio decisions
Manage financial transactions worth over Three million
Performed banking, business administration and financial tasks to guarantee five-star service for clients
Prepared internal and regulatory financial reports, balance sheets and income statements.
Conducted research to prepare, gather and proof briefing materials, agendas and decks for executive-level meetings.
Transcribed meeting minutes to support Certified Financial Planner and senior management.
Maintained executive's appointment schedule by planning and scheduling appointments, teleconferences and travel plans.
Handled confidential and sensitive information with discretion and tact.

Van Ness Chiropractic

04.2010 - 02.2016

Provided outstanding support to entire staff which helped improve process flow and boosted efficiency
Oversaw accounting, budgeting, and financial reporting
Develop and maintain electronic record management systems to analyze and process data
Addressed and remedied all patient and staff members issues
Communicated efficiently with staff members, physicians and patients employing active listening and people skills
Implement practice standards for billing resulting in substantial reduction of accounts receivable delays
Coordinated with other health care providers concerning treatment plans for patients.
Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
Implemented electronic health record system, improving data accuracy and accessibility while reducing paperwork burden.
Liaised with other healthcare professionals to develop comprehensive patient care plans and provide highest quality of care.
Coordinated with physicians to optimize patient care plans, ensuring timely interventions and positive outcomes.
Managed human resources functions including recruitment, hiring, onboarding, payroll administration, benefits coordination, and employee relations counseling.
Ensured adherence to all relevant laws and regulations governing medical practices by staying informed on changes in the industry landscape and updating policies accordingly.

Elston Window & Wall

05.2007 - 10.2008

Managed office administration and support for company specializing in design, manufacturing, and installation of high-end window wall projects
Oversaw management of twenty million in contracted projects
Coordinated activities and efforts between general contractors, project management staff and internal departments of company
Provide executive/administrative support for two partners, vice president and sixteen employees
Manage HR functions including schedules, payroll, PTO, hiring, training, and termination
Prepared and reviewed all related paperwork including contracts, payment applications, lean waivers, change orders, and insurance certificates
Gained reputation for thoroughness, promptness, and successfully meeting clients' needs and expectations.
Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Handled confidential and sensitive information with discretion and tact.