To succeed in an environment of growth and excellence - earning a position that provides me job satisfaction, self-development, helps me develop additional leadership strategies and achieve my personal goals.
Overview
14
14
years of professional experience
Work History
FINANCIAL CUSTOMER ASSOCIATE
Fidelity Investments
03.2024 - Current
Graduated Training June 2024
Service 401k accounts
Communication
Phone Etiquette
Completed Multichannel training October 2024
October 2024, Peer guide: responsibilities including hosting PDJ sessions, troubleshooting tech issues, responding quickly to help questions, 1 on 1 coaching, live listening and providing help during live calls. Collaborating with and working efficiently with other peer guides to assist on call issues.
OFFICE REPRESENTATIVE
Alcon Connectors
01.2023 - 01.2024
Acted as the primary point of contact, managing phone calls, emails, and other communications promptly and professionally.
Prepare and edit correspondence, reports, and presentations for internal and external communication.
Handle incoming and outgoing mail and packages, distributing them to the appropriate personnel.
Manage office supplies, inventory, and equipment, ensuring a well-maintained and organized workspace.
Assisted with various projects, offering support in areas like data analysis, documentation, and deadline coordination.
OFFICE MANAGER
Withamsville Chiropractic Center
08.2011 - 06.2022
Assessed processes and procedures to stay compliant with HIPPA regulations.
Effectively communicated with doctor and patients, utilizing active listening and strong interpersonal skills to establish meaningful connections and provide excellent care.
Managed electronic patient medical records, including data entry and administrative tasks related to insurance, billing, and accounts receivable.
Provided proper scheduling of patients, ensuring timely and effective allocation of resources and calendars.
Organized and updated databases, records, and other information resources.
Created an organized filing system to efficiently manage documents.
Optimized organizational systems for payment collections, accounts payable/receivable, deposits, and recordkeeping.