Marjorie Phelps
Perry
Summary
Organized and dependable candidate at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Ambitious Receptionist equipped to handle front desk operations greeting guests, routing correspondence, and solving immediate issues. Goal-oriented and meticulous professional with outstanding computer skills and telephone etiquette. Committed to contributing to company growth.
Overview
23
23
years of professional experience
Work History
Receptionist/Medical Records
Concord-Ridge Health & Rehabilitation
Concord
06.2024 - 02.2026
- Answer incoming calls/direct calls to appropriate management departments and or nursing floors/desk
- Greet visitors and guide through sign-in process and directions to various floors
- Maintain concierge coffee station – clean, refill, maintain all supplies from coffee beans to paper cups and sleeves
- Order office supplies
- Maintain confidential medical records through scanning, filing, email, etc.
- Coordinate resident roster and private dining room events
- Maintain cash box of personal needs accounts of residents
- Assist management team in creating clear documents /procedure manuals
Associate Team Lead (Seasonal)
H&R Block
Madison
11.2023 - 04.2024
- Greet incoming clients
- Answer phones
- Streamline outgoing phone campaign calls
- Scan client tax documents into correct records/fields
- Accept various payment methods (cash, check, credit card, etc)
- General office skills/procedures
Client Concierge II
Carver Financial Services
Mentor
03.2003 - 02.2023
- Greet incoming clients
- Answer phones
- Letter transcription
- Streamlined phone calls to set up client appointments
- Maintain and prep meeting rooms for client meetings
- Client database management; including creation and distribution of weekly reports
- Coordinated mass mailings with marketing team for over 5,000 clients, this included monthly newsletters, notification of client events AT LEAST ONCE OPER MONTH
- Maintain reservations for all events
- Oversaw supply ordering
- Assisted office manager with various tasks related to client satisfaction
Education
Information Systems Certificate -
Lakeland Community College
Skills
- Microsoft Office Software
- Analytical Thinking
- Results-driven mindset
- High performance expectations
- Database Management
- Customer Service Relations
Custom
- Golf
- Crochet
- Crafting
- Reading
Timeline
Receptionist/Medical Records
Concord-Ridge Health & Rehabilitation
06.2024 - 02.2026
Associate Team Lead (Seasonal)
H&R Block
11.2023 - 04.2024
Client Concierge II
Carver Financial Services
03.2003 - 02.2023
Information Systems Certificate -
Lakeland Community College