Seasoned office professional bringing top-notch skills in oral and written communication, active listening, and analytical problem-solving skills. Knowledgeable and dedicated with extensive experience in various clerical and administrative duties in diverse workplace environments. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients, customers and fellow colleagues. Articulate, energetic and detailed-oriented individual with exemplary passion for furthering a career.
Overview
11
11
years of professional experience
Work History
Secretary of Information
Chelmsford High School
09.2024 - Current
Managed student and staff attendance and compliance within school regulations.
Handled sensitive information discreetly, maintaining confidentiality when managing personnel files.
Answered multi-line phone system and enthusiastically greeted callers.
Maintained daily reports for school system.
Facilitated inter-departmental communication to ensure all parties were informed of key updates.
Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
Managed executive calendars, scheduling appointments and meetings to optimize time management.
Assisted in preparing detailed reports for management, enabling informed decision-making.
Handled sensitive information discreetly, maintaining confidentiality when managing personnel files.
Financial Customer Service Representative
Fidelity Investments
07.2023 - 09.2024
Provides excellent customer service to clients in high volume call-center environment, resolving inquiries and complaints in timely a manner
Managed approximately 40-60 incoming calls and chats per day from participants
Establishes rapport and relationships through effective communication
Navigates multiple computer systems and applications simultaneously and utilizes search tools to find information quickly
Organizes client files according to established protocols while maintaining confidentiality of sensitive information
Adheres to federal policies, procedures, and security measures when handling customer data
Resolves conflicts between customers and other departments through effective communication skills
Delivered personalized customer service by taking time to understand individual client needs, leading to increased trust and loyalty among company's participants
Navigated complex client scenarios with tact and professionalism, resulting in successful resolution of conflicts or concerns
Administrative Assistant
Village Home Services
08.2020 - 05.2023
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
Screened and reviewed all calls for quality and training purposes; managed phone recording systems and vendor
Resolved escalated calls professionally by listening carefully to needs of each individual customer before offering proper solutions
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships
Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable
Created invoices according to company practices and sent invoices to customers, tracked any past due invoices and drafted all correspondence for collections
Maintained and updated customer, staff, and subcontractor files
Handled town/city permitting and licensure requirements, applied for all electrical permits and coordinated electrical inspections with customers and town/city officials
Completed forms, reports, logs and records to quickly handle all documentation for human resources
Administrative Assistant
Beth Israel Deaconess Medical Center
03.2014 - 08.2020
Provided administrative support to multiple physicians in their clinical practice as well as academic and research roles
Answered and screened patient telephone calls, took accurate messages and responded in a timely manner
Updated patient demographic and insurance information, obtained specialist referrals for all patient appointments, scheduled all office appointments and surgical procedur
Acted as liaison with other hospital departments and external customers
Handled confidential information and records according to HIPPA laws
Collected co-pays from patient at point of service, coordinated billing tickets for office visits and services, and reconciled collections at end of business day according to hospital protocol
Transcribed letters and patient notes as needed for physicians and helped in clinical computer systems
Set up conference rooms, technology and materials to facilitate meetings
Scheduled office meetings and client appointments for staff teams
Kept office equipment operating by troubleshooting breakdowns, performing preventive maintenance and coordinating repairs
Education
Associates Degree - Business Administration And Management
Middlesex Community College
Bedford
06-2026
Skills
Customer Service
Relationship Building and Retention
Documentation and Reporting
Organization and Time Management
Writing Skills
Strong Telephone Etiquette
Computer Skills
Compliance Awareness
Calm and Professional Under Pressure
Teamwork and Collaboration
Timeline
Secretary of Information
Chelmsford High School
09.2024 - Current
Financial Customer Service Representative
Fidelity Investments
07.2023 - 09.2024
Administrative Assistant
Village Home Services
08.2020 - 05.2023
Administrative Assistant
Beth Israel Deaconess Medical Center
03.2014 - 08.2020
Associates Degree - Business Administration And Management
Teacher of Physics & STEM Coordinator at Chelmsford County High School for GirlsTeacher of Physics & STEM Coordinator at Chelmsford County High School for Girls