Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Martha A. Perez

Martha A. Perez

Summary

Driven and resourceful administrative professional with six years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in a rapidly changing environment and supports the CEO through daily errands.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Operations Assistant

AHAC
10.2024 - Current
  • Provided hands-on training to new hires, ensuring they were well-equipped to perform their roles successfully from day one.
  • Ensured compliance with health and safety regulations, conducting regular audits and training sessions for staff.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Provided technical guidance and support to team members on Apricot, MyJunna and Dialpad.
  • Recorded information surrounding system failure to assist future rebuilds.
  • Updated supervisor on status of projects.
  • Track project timelines, deadlines, and deliverables
  • Distribute E-Checks to team members.
  • Update website for AHAC monthly.
  • Assist higher management with ongoing projects.
  • Use Microsoft Suite (Word, Excel, PowerPoint) to assist in preparing reports,
    presentations, and meeting documentation
  • Utilize Photoshop and Canva to edit and update marketing materials as needed.
  • Maintain and manage the director's calendar by scheduling meetings, appointments, and
    reminders.
  • Ensure effective time management by balancing competing priorities.
  • Train staff on how to use our system and give them guidelines.
  • Create invoices for contractor and sending out reports.
  • Assigning case workers to new monthly summary visits.
  • Change or reassign case work for contractors if requested.
  • Monitor case load for contractors and reassigning if needed.
  • Set up new employees with access to Apricot and Dialpad.

Executive Assistant to CEO

Cisneros Insurance Agency Inc.
03.2021 - 05.2024
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
  • Transcribed minutes of meetings and executed meetings and events for the company to support sales, business development and senior management teams.
  • Processed travel expenses and reimbursements for CEO. Help arranged travel plan such as flight, hotel and car rentals.
  • Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
  • Created and managed office systems to efficiently deal with documentation.
  • Used QuickBooks to produce monthly invoices, reports and other deliverables.
  • Answered high volume of phone calls and email inquiries.
  • Executed basic banking and bookkeeping tasks.
  • Trained junior office staff in correct procedures and reporting requirements.
  • Updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Created expense reports, budgets and filing systems for the management team.
  • Used advanced software to prepare documents, reports and presentations.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Led staff and vendors in providing a high level of service for owner and guests.
  • Handled incoming and outgoing mail, email and faxes.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Coordinated events, prepared agendas and managed schedules for the CEO.
  • Maintained presence on popular social media platforms by posting edited photos, updates and information.
  • Oversaw payroll by reviewing time-sheets.

Administrative Assistant

JAR Insurance Services
02.2019 - 03.2021
  • Provides administrative support to ensure efficient office operations.
  • Uses word processing and presentation software to create and edit documents.
  • Works with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations.
  • Maintaining physical and digital filing systems.
  • Answering phone calls, scheduling appointments, signing for incoming packages, and assisting clients and visitors.
  • Answer questions regarding Medicare and Medical.
  • Responding to emails and other digital queries.
  • Managing calendars for senior staff, including making travel arrangements.
  • Drafting and editing letters, reports, and other documents.
  • Inputting and updating information in databases and spreadsheets.
  • Preparing meeting agendas and taking meeting minutes.
  • Coordinating logistics for meetings, including room setup and catering.
  • Using word processing and presentation software to create and edit documents.
  • Created excel sheets to keep track of expenses for all team members.
  • Keep track of inventory for promo items for each health plan and kit.

Executive Assistant to CEO

Feather River Health Foundation
01.2016 - 12.2018
  • Examined checks for endorsements and verified other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  • Entered customers' transactions into computers in order to record transactions and issue computer-generated receipts.
  • Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
  • Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
  • Monitored employee actions for safety, sanitation and general housekeeping compliance, proactively protecting staff and customers from safety hazards and infection risk.
  • Trained new employees and delegated daily tasks and responsibilities.
  • Developed and updated tracking spreadsheets for process monitoring and reporting.

Shift Leader

Cardenas Market
07.2012 - 08.2015
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  • Cashed checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Received checks and cash.
  • Trained new employees and delegated daily tasks and responsibilities.
  • Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
  • Monitored employee actions for safety, sanitation and general housekeeping compliance, proactively protecting staff and customers from safety hazards and infection risk.

Education

Bachelor's - Behavioral Social Science

California State University, Chico
01.2017

Associates Degree - Social and Behavioral

Riverside City College
01.2015

High School Diploma - undefined

Vista Del Lago HS
01.2011

Skills

  • Excellent multi-tasker
  • Self-starter
  • Proficient communication skills
  • Time management skills
  • Cash Handling Accuracy
  • Attention to detail
  • Great team leader
  • Proficient in Microsoft Programs (Microsoft Word, Excel, Powerpoint), Adobe, Asana, Quickbooks, Teams, Salesforce, Outlook, Google, Asana etc
  • Bilingual, proficient in Spanish
  • Positive attitude
  • Professional and friendly

Certification

Property and Casualty License

Timeline

Operations Assistant

AHAC
10.2024 - Current

Executive Assistant to CEO

Cisneros Insurance Agency Inc.
03.2021 - 05.2024

Administrative Assistant

JAR Insurance Services
02.2019 - 03.2021

Executive Assistant to CEO

Feather River Health Foundation
01.2016 - 12.2018

Shift Leader

Cardenas Market
07.2012 - 08.2015

Associates Degree - Social and Behavioral

Riverside City College

High School Diploma - undefined

Vista Del Lago HS

Bachelor's - Behavioral Social Science

California State University, Chico

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Martha A. Perez