Summary
Overview
Work History
Education
Skills
Timeline
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STEPHANIE LECLAIR

Chelmsford

Summary

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

Middlesex Community College
STEPHANIE LECLAIR