Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Thais Di Lazary

Beaufort,SC

Summary

Thais is a passionate and purpose-driven professional with a diverse background in administrative support, personal assistance, house management, customer care, marketing, sales, education, translation, banking, and the health sector. With experience supporting both healthcare and financial institutions—as well as managing private households and providing high-level personal assistant services—she brings exceptional organization, discretion, and a warm, service-oriented mindset to every role.

Thais also has over 7 years of baking experience and a strong foundation in office administration. Fluent in multiple languages, she offers clear, accurate, and culturally sensitive translations, helping bridge communication gaps and connect with diverse communities. Known for being deeply caring and helpful—especially when others are in need—she is always eager to share her skills and knowledge to help others thrive.

She blends empathy with sharp problem-solving abilities, a love for learning, and a natural talent for connecting with people. With a “detective mind” for spotting details and a gift for creative, strategic thinking, Thais excels at identifying needs and delivering effective solutions. Her fast learning, strong communication, and above-and-beyond mentality fuel a determined leadership mindset. Thais is highly skilled in administrative coordination, personal and household management, healthcare and banking support, customer service excellence, translation, and marketing strategy—consistently creating environments where people feel supported, valued, and empowered to grow.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Teller/Relationship Banker

Synovus Bank
11.2022 - 05.2025
  • In this role I operate as a multi-functional team member processing digital and cash transactions accurately and efficiently, providing optimum customer service and maximizing the sales potential of every interaction
  • I proactively greet customers and quickly identify their individual needs in order to develop rapport and pursue new business opportunities for the branch
  • I maintain a high-level awareness of all business policies and procedures to prevent fraud and mitigate risk for the company.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity.
  • Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.
  • Supported branch goals by participating in initiatives aimed at improving overall bank performance and customer satisfaction.
  • Improved operational efficiency by organizing teller area for optimal workflow and accessibility.
  • Assisted customers in understanding banking products, leading to increased uptake of services.
  • Increased customer satisfaction through friendly interactions and resolving issues promptly.
  • Supported team members during high-volume periods to ensure smooth operations and customer satisfaction.
  • Executed wire transfers, stop payments and account transfers.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Calculated fees due, interest and change for customer transactions.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
  • Achieved high levels of client acquisition through effective networking and referral strategies.
  • Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
  • Improved customer satisfaction by offering expedited service for loan and credit applications.
  • Organized and led financial literacy programs for community, enhancing bank's reputation and outreach.
  • Responded to customer inquiries regarding new accounts and account services.
  • Conducted comprehensive needs assessments to tailor banking products effectively to individual client requirements.
  • Explained account terms and conditions to customers.
  • Verified customer identity and reviewed documentation for accuracy.
  • Collected customer information and completed new account forms.

Client Service Representative (Teller)

Bank of America
08.2018 - 11.2022
  • As a client service representative (CSRs) I go beyond processing transactions - I am always building relationships with clients to understand their financial goals and identifying solutions that will benefit them
  • I consistently connect clients with the appropriate associate that can help them find convenient ways to bank with us
  • My duties include ATM servicing, daily teller work scanning, teller document printing and filling, answering incoming calls, ordering foreign currency for customers, following up with client requests and making appointments for future and existing clients.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Calculated fees due, interest and change for customer transactions.

Program Assistant

Marine Corps Community Services (MCCS)
04.2018 - 08.2018
  • Planning daily, weekly and monthly activities for school-age kids to maximize appropriate growth and development.
  • Established rapport with clients through exceptional customer service practices, fostering ongoing relationships built on trust and respect.
  • Supported planning and coordination of children program and associated activities.
  • Delivered high level of care, assistance and supervision to children in compliance with organization's rules and policies.
  • Boosted parent satisfaction through consistent communication regarding their child''s progress and achievements.
  • Fostered a safe and nurturing environment for children to learn, play, and grow in both indoor and outdoor settings.
  • Maintained accurate records of attendance, incidents, and other pertinent information for regulatory compliance purposes.
  • Monitored children''s behavior and intervened when necessary, ensuring a respectful learning atmosphere.
  • Managed classroom materials and resources effectively, maintaining an organized space conducive to learning.
  • Adapted teaching methods based on each child''s unique learning style, maximizing engagement and understanding.
  • Enhanced children''s social skills by organizing group activities and promoting positive interactions.
  • Developed and implemented fun, educational activities for children of varying ages.
  • Developed strong relationships with parents by providing timely feedback on their child's progress while addressing any concerns promptly.
  • Communicated effectively with children, fellow staff members and parents by utilizing active listening and interpersonal skills.
  • Ensured adherence to health guidelines through proper food handling procedures during snack times or meal preparation activities.
  • Contributed ideas for continuous program improvements during staff meetings or professional development opportunities regularly attended.
  • Strengthened language development by incorporating storytelling, music, and drama into daily lessons.
  • Provided parents and guardians with written weekly progress reports for each child.
  • Created list of needed supplies and materials for activities.
  • Conducted regular assessments of children''s development, using results to inform individualized instruction strategies.
  • Provided homework assistance as needed, helping students succeed academically outside of program hours.
  • Supported children with special needs through tailored interventions and close collaboration with specialized professionals.
  • Assisted supervisor by completing administrative and clerical tasks for program.
  • Effectively managed challenging situations or conflicts between participants by implementing problem-solving techniques designed to teach valuable life skills.
  • Developed and maintained relationships with community organizations and agencies.
  • Administered and tracked client service payments.
  • Recommended activities, equipment and supplies for programs and identified vendors to furnish materials.
  • Developed and implemented programs to engage and empower underserved populations.
  • Cultivated and maintained relationships with community members to facilitate outreach activities.
  • Assisted in conducting needs assessments to identify key areas of service needs.
  • Facilitated communication between clients and other service providers.
  • Collaborated with various stakeholders to promote social services.
  • Facilitated outreach activities to build community awareness.
  • Implemented and developed programs to address poverty and inequality.
  • Developed and maintained accurate records of programs and services.
  • Monitored progress towards service plan goals.
  • Assisted in developing grant proposals to support social service initiatives.
  • Developed and implemented strategies to enhance quality of social services.
  • Monitored and evaluated impact of social services on community.
  • Provided support to social service clients in navigating available resources.
  • Coordinated with local government to provide resources to clients.
  • Improved clients' coping with routine life activities such as food budgeting and rental payments.
  • Assisted with planning and coordinating day-to-day and special program activities.

Personal Nanny

Glover/Cohen NYC
10.2015 - 02.2017
  • Caring for their 3-year-old child's growth and development, scheduling extra-curricular activities, organizing travel, meal preparation, daily schedule planning and household management.
  • Established lasting, professional connections with families and children by encouraging open communication and delivering positive feedback.
  • Established trust with both parents and children by demonstrating reliability, professionalism, honesty, and empathy in all interactions.
  • Improved children''s emotional well-being by providing nurturing care and a stable environment.
  • Managed household tasks such as laundry and light cleaning to maintain an organized living space for families.
  • Supported families by adapting to their unique needs and schedules, ensuring smooth daily transitions.
  • Organized and cleaned home after activities by picking up toys and straightening up play room.
  • Prepared healthy, age-appropriate snacks and meals.
  • Built positive and nurturing environments to support child social and emotional growth.
  • Organized daily routines that balanced educational activities, playtime, rest periods, and extracurricular commitments for optimal results.
  • Developed games and activities using arts and crafts to support learning and verbal skills.
  • Organized activities that enhanced children's physical, emotional, and social well-being.
  • Identified warning signs of emotional and developmental problems in children.
  • Displayed absolute discretion at handling confidential information.
  • Aided executive in personal tasks such as scheduling appointments or running errands when needed.
  • Coordinated events and functions with attention to detail ensuring successful execution.
  • Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
  • Accomplished project deadlines by assisting with task completion whenever required.
  • Kept detailed track of household and maintenance inventory and schedules.
  • Facilitated smooth office operations by managing supplies inventory and overseeing maintenance requests.
  • Supported executive in achieving goals by proactively anticipating needs and addressing concerns promptly.
  • Provided research assistance on various projects, leading to informed decisions based on accurate information.
  • Played games, worked on puzzles, and read books to young children.
  • Ensured children''s safety and comfort by consistently monitoring their environment and addressing potential hazards.
  • Encouraged physical activity with outdoor play, sports, and fitness games for improved health and motor skills development.
  • Managed children''s schedules effectively to ensure timely completion of homework, extracurricular activities, and daily routines.
  • Engaged with children on age-appropriate level.
  • Promoted intellectual development through reading, storytelling, and engaging educational activities.
  • Bathed, dressed, and helped with teeth brushing as part of bedtime preparation.
  • Supported character-building qualities such as responsibility, respect, empathy, and self-discipline through consistent modeling of behavior expectations.
  • Fostered creativity through art projects, music appreciation, and imaginative play designed to stimulate young minds.
  • Implemented creative learning strategies tailored to each child''s interests and abilities for enhanced cognitive growth.
  • Assisted in the development of social skills by arranging playdates with peers in a supervised setting.
  • Developed and implemented behavior management strategies to minimize indiscipline and guide children in attaining positive behavior.
  • Coordinated transportation arrangements for school pick-ups/drop-offs or appointments while prioritizing safety precautions during transit.
  • Implemented effective sleep training techniques that established healthy bedtime routines resulting in improved sleep quality.
  • Transported children to and from school, medical appointments, and extra-curricular activities.
  • Transported children to and from activities using personal or family vehicle.
  • Taught children basic life skills, manners and personal hygiene.
  • Monitored children's play activities to verify safety.
  • Provided developmentally appropriate activities for children.
  • Helped children complete homework assignments and school projects.
  • Encouraged children to be understanding and patient with others.
  • Supervised children engaged in physical activity, learning and social skills with peers.
  • Supervised children on playground to help develop physical and social skills.
  • Coordinated playdates and outings to meet children's physical and social needs.
  • Regularly traveled with family to help with vacation activities and childcare.

Family Assistant

Strang-Buzolich NYC
04.2013 - 04.2015
  • Child development activities, school-parent liaison, scheduling extra-curricular activities, shopping, food preparation and household organization for all three family locations.
  • Developed strong relationships with children through active listening, empathy, and patience, creating a trusting bond within the family unit.
  • Supported busy parents with personal errands such as grocery shopping, dry cleaning pick-ups, or appointment scheduling.
  • Organized family vacations and outings, ensuring memorable experiences while adhering to budgets and schedules.
  • Provided tutoring support for children with school assignments, resulting in improved academic performance.
  • Collaborated effectively with other household staff such as nannies or housekeepers to maintain an organized home.
  • Devised creative learning opportunities for children with engaging indoor and outdoor activities tailored to their interests and developmental needs.
  • Developed and maintained positive relationships with clients and families to support comprehensive care.
  • Maintained and organized patient rooms and communal spaces to minimize environmental and safety hazards.
  • Supported client dignity and independence, by assisting with bathing, dressing and grooming.
  • Developed games and activities using arts and crafts to support learning and verbal skills.
  • Identified warning signs of emotional and developmental problems in children.
  • Organized activities that enhanced children's physical, emotional, and social well-being.
  • Developed and implemented care plans to meet individual client needs.

Admin. Assistant/Receptionist

Cushing & Rabinovitz Perio Office
04.2011 - 10.2012
  • Responded to a heavy volume of calls, Portuguese and Spanish translator, organized billing and patient files, insurance claims, authorization processing and developed payment plans for patients
  • Maintained lab and office sterilization and scheduled appointments.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Facilitated collaboration within team by organizing regular meetings and tracking project progress.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Contributed to policy updates, researching regulations to ensure company compliance.
  • Maintained inventory of office supplies and placed orders.
  • Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
  • Enhanced office environment, organizing spaces for better workflow and employee comfort.
  • Developed filing system for historical documents, preserving important company records and improving access to information.
  • Improved staff morale by organizing recognition programs, acknowledging outstanding contributions and fostering positive work culture.
  • Implemented new CRM system to track client interactions, improving response times and client satisfaction.
  • Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
  • Improved document processing speed by introducing automated templates for routine correspondence.
  • Facilitated training sessions for new software tools, increasing team productivity and reducing learning curves.
  • Organized company events to enhance team cohesion, coordinating logistics and catering for over 50 participants.
  • Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
  • Supported recruitment processes, scheduling interviews and communicating with applicants to improve hiring timelines.
  • Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Monitored office supplies inventory, ensuring availability of essential items without overstocking.
  • Enhanced communication within office, establishing weekly newsletter summarizing key updates and achievements.
  • Facilitated cross-departmental communication, organizing meetings to discuss project progress and align objectives.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Established administrative work procedures to track staff's daily tasks.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Performed research to collect and record industry data.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Resolved customer problems and complaints.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Responded to inquiries from callers seeking information.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Answered central telephone system and directed calls accordingly.
  • Corresponded with clients through email, telephone, or postal mail.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.
  • Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
  • Maintained confidentiality of information regarding clients and company.
  • Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
  • Assisted with onboarding new clients and securing paperwork completion.
  • Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Maintained visitor log for entering and leaving facility for security purposes.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Increased customer satisfaction by warmly greeting visitors and promptly addressing their needs.
  • Helped maintain office security by monitoring visitor access and issuing badges.
  • Assisted with planning office events and meetings for smooth execution.
  • Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
  • Enhanced front desk operations by efficiently managing incoming calls, ensuring prompt customer service.
  • Streamlined invoice processing to ensure timely payments and financial operations.
  • Streamlined administrative tasks, such as filing and data entry, to support office efficiency.
  • Boosted team morale and efficiency, coordinating staff meetings and distributing relevant information.
  • Contributed to team effectiveness by providing ad-hoc support to various departments during peak periods.
  • Maintained clean and welcoming reception area, contributing to positive first impression for visitors.
  • Improved data privacy compliance with meticulous management of sensitive information.
  • Assisted in event planning and execution, ensuring seamless operation of company functions.
  • Facilitated smooth communication channels by promptly forwarding messages to appropriate departments.
  • Facilitated positive customer experiences by resolving complaints and inquiries promptly and professionally.
  • Strengthened vendor relationships through regular communication and timely coordination of services.
  • Improved workflow by introducing more efficient document handling and organization practices.
  • Supported HR activities by assisting with recruitment process, including scheduling interviews and organizing candidate information.
  • Optimized resource allocation by managing inventory of office supplies and reordering as necessary.
  • Enhanced visitor experience by providing detailed information and assistance as needed.
  • Reduced waiting times for visitors by implementing more efficient check-in process.
  • Supported company correspondence by drafting and distributing memos and emails.
  • Organized, maintained and updated information in computer databases.
  • Operated multi-line telephone system to answer and direct high volume of calls.
  • Routed incoming mail and messages to relevant personnel without delay.
  • Collected and distributed messages to team members and managers to support open communication and high customer service.
  • Sorted, received, and distributed mail correspondence between departments and personnel.
  • Handled assignments independently with good judgement and critical thinking skills.
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
  • Improved office organization with meticulous management of appointment scheduling and client databases.
  • Compiled information from files and research to satisfy information requests.
  • Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.
  • Helped office staff prepare reports and presentations for internal or client-related use.
  • Monitored and screened visitors to verify accessibility to inter-office personnel.

Admin. Assistant/Receptionist

Dr. David Goldberg OBGYN Office
11.2010 - 02.2011
  • Checked patient insurance, demographic, and health history to keep information current.
  • Helped patients complete necessary medical forms and documentation.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Ensured HIPAA compliance by maintaining strict confidentiality with all patient records and information.
  • Managed a high volume of incoming calls, addressing inquiries, and providing exceptional customer service to patients.
  • Handled financial transactions related to copayments or self-pay fees while adhering to company policies regarding payment collection.
  • Coordinated appointment reminders for patients via phone calls or email notifications, reducing no-show rates.
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
  • Increased accuracy in data entry tasks by regularly updating patient demographics and insurance information.
  • Enhanced patient satisfaction by consistently providing friendly and efficient service at the front desk.
  • Managed multi-line phone system and pleasantly greeted patients.
  • Provided administrative support to medical staff, assisting with various clerical tasks as needed.
  • Improved office efficiency by organizing and maintaining accurate patient files and records.
  • Verified and updated demographic and other personal information for clients with respect to personal boundaries when asking for important details.
  • Assisted with insurance verification tasks, expediting the billing process for both patients and providers.
  • Facilitated smooth office operations by managing multi-line phone systems and directing calls to appropriate staff members.
  • Provided vital support during peak hours by efficiently handling walk-ins, check-ins, and appointment scheduling duties.
  • Expedited patient registration processes by gathering necessary paperwork from new arrivals promptly upon their arrival at the front desk.
  • Served as a liaison between patients and healthcare providers, ensuring clear communication of necessary information.
  • Used computer programs and registration systems to schedule patients for routine and complex procedures.
  • Remained aware of provider schedules and scope of practice on evolving basis to organize and schedule appropriate care.
  • Maintained a well-stocked reception area, creating a welcoming atmosphere for patients upon arrival.
  • Maintained current and accurate medical records for patients.
  • Transcribed phone messages and relayed to appropriate personnel.
  • Completed clerical duties and tasks for clinic administration.
  • Supported office staff and operational requirements with administrative tasks.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Assisted patients experiencing difficulties navigating online patient portal, troubleshooting issues and providing guidance as needed.
  • Performed various administrative tasks by filing, copying and faxing documents.
  • Obtained payments from patients and scanned identification and insurance cards.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
  • Completed administrative patient intakes with case histories, insurance information and mandated forms.
  • Processed medical insurance claims and payments.
  • Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
  • Prepared and processed patient referrals and transfer requests.
  • Greeted visitors and initiated triage processes for clients to streamline patient flow.
  • Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
  • Managed office logistics by scheduling appointments, maintaining files and collecting payments.
  • Managed office bookkeeping with insurance billing and patient payments.
  • Organized and maintained patient chart filing system to promote quick data finding for staff.
  • Assisted with medical coding and billing tasks.
  • Placed new supply orders, managed inventory and restocked clerical spaces.
  • Received and routed laboratory results to correct clinical staff members.
  • Conducted patient intake interviews, recording and documenting relevant information.
  • Registered and verified patient records before triage with most up-to-date information.

Admin. Assistant/Receptionist

Beth Israel Deaconess Family Medicine
10.2008 - 11.2009
  • Checked in patients, verified insurance, collected copays, scheduled follow-up appointments with physician specialists or specialized testing, coordinated requests for both incoming and outgoing medical records, assisted medical staff with fluent Portuguese and Spanish translation, assisted patients in completing documents needed for exams at hospital, immigration medical exams
  • Maintained EMR (E-Clinical Works) scan paper charts and current documents received via fax or mail.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
  • Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Facilitated collaboration within team by organizing regular meetings and tracking project progress.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
  • Contributed to policy updates, researching regulations to ensure company compliance.
  • Maintained inventory of office supplies and placed orders.
  • Enhanced office environment, organizing spaces for better workflow and employee comfort.
  • Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
  • Implemented new CRM system to track client interactions, improving response times and client satisfaction.
  • Improved staff morale by organizing recognition programs, acknowledging outstanding contributions and fostering positive work culture.
  • Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
  • Improved document processing speed by introducing automated templates for routine correspondence.
  • Organized company events to enhance team cohesion, coordinating logistics and catering for over 50 participants.
  • Facilitated training sessions for new software tools, increasing team productivity and reducing learning curves.
  • Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
  • Conducted research for project proposals, compiling information that supported winning bids.
  • Managed scheduling for executive team, balancing complex calendars to ensure optimal use of time.

Executive Administrative Assistant

Airway Circle
05.2025 - Current
  • Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
  • Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
  • Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
  • Managed inventory levels for office supplies, reducing waste while guaranteeing availability when needed.
  • Handled scheduling for executive's calendar and prepared meeting agenda and materials.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Reviewed incoming communications for urgency or importance; prioritized correspondence accordingly for executive review or action.
  • Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
  • Managed budgets and expenses, maintaining financial records for accurate reporting and analysis.
  • Collaborated with cross-functional teams, expediting project completion times and enhancing overall efficiency.
  • Scheduled appointments and handled calenders for senior leadership.
  • Seamlessly interacted with colleagues to plan and complete special projects.
  • Gathered documents, data, and formulated analytics to prepare issues for discussion and reports for review.
  • Enhanced communication between departments through proactive coordination of meetings and events.
  • Organized and updated schedules for executives.
  • Organized travel arrangements, ensuring smooth transitions for executives during business trips.
  • Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
  • Assisted in event planning efforts, executing successful corporate functions that bolstered brand image and networking opportunities.
  • Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
  • Implemented updated policies and practices for organization and monitored effect.
  • Offered assistance, collaboration and clerical support to auditors throughout entire review process.
  • Streamlined office operations by implementing efficient filing systems and managing executive calendars.
  • Fostered a positive work environment by addressing employee concerns and facilitating team-building activities.
  • Assisted in the development of presentations, effectively conveying crucial information to stakeholders.
  • Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations.
  • Used software to coordinate meetings, appointments, and tasks senior executives.
  • Increased productivity with the implementation of digital tools for document management and collaboration.
  • Handled confidential and sensitive information with discretion and tact.
  • Wrote and enforced administrative procedure plans to reduce errors and prevent process delays.
  • Organized and coordinated conferences and monthly meetings.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Facilitated training and onboarding for incoming office staff.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Used advanced software to prepare documents, reports, and presentations.
  • Filed paperwork and organized computer-based information.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Updated and maintained confidential databases and records.
  • Coordinated events and worked on ad hoc projects.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Took notes and dictation at meetings.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Created and managed office systems to efficiently deal with documentation.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Screened personal and business calls and directed to appropriate party.
  • Wrote reports, executive summaries and newsletters.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Led staff and vendors in providing high level of service for owner and guests.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.

Education

Medical Interpreter Program -

Boston University
Boston, MA

Brazil -

High School Diploma
Sao Paulo
01.2003

Leadership And Development Course - NIHEX (National Institute of Human Excellence)
Sao Paulo

Skills

  • Fluent in English, Portuguese and Spanish
  • Microsoft Word, Excel, Power Point, QuickBooks, Chiroo8000, E Clinical Works and Dentrix (4 years)
  • Excellent customer service (7 years), Bilingual, Front Desk (6 years) documents scanning
  • Google products, Calendar, Sheets, Drive and more
  • Simple Practice
  • Kajabi
  • Planning
  • Scheduling
  • AI
  • Customer service
  • Expense reporting
  • Information confidentiality
  • Meeting planning
  • Logistics coordination
  • Office management
  • Documentation and reporting
  • Social media management
  • Maintaining schedules
  • Process improvement
  • Event coordination
  • Master calender management
  • File management
  • Calendar management
  • Travel coordination
  • Spreadsheet tracking
  • Business correspondence
  • Report generation
  • Confidentiality
  • Account servicing
  • Financial planning
  • Communicating bank services
  • Banking regulations
  • Clerical banking support
  • Digital banking
  • Data entry
  • Cash handling
  • Reliable and responsible
  • Decision-making
  • Discrepancy resolution
  • Attention to detail
  • Balance verification and reconciliation
  • Cash handling and management
  • Relationship building and management
  • Exceptional customer service
  • Sorting and filing
  • Accounting systems and software
  • Product and service sales
  • Business development
  • Analytical thinking
  • Compliance, banking laws, and regulations
  • Payment processing
  • Fraud detection
  • Transaction error identification
  • Complex information interpretation
  • Multitasking Abilities
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Verbal and written communication
  • Professional ethics
  • Task prioritization
  • Multitasking and organization
  • Strong work ethic
  • Creative thinking capacity
  • Strong problem solver
  • Strong communication skills
  • Detail-oriented mindset
  • Commitment to quality and service
  • Advanced interpersonal skills
  • Complex Problem-solving
  • Resourceful
  • Microsoft office proficiency
  • Social media savvy
  • Research and analysis capabilities
  • Office supply management
  • Guest relations
  • Project coordination
  • Travel planning expertise
  • Vendor relationship management
  • Multi-line phone proficiency
  • Invoice processing
  • Training staff
  • Shipping and receiving packages
  • Mail sorting
  • Staff collaboration
  • Tech-savvy nature

Certification

  • Tufts University Dental X-ray Certification
  • Adult and Pediatric First Aid/CPR/AED
  • Dental Assistant
  • HIPAA
  • OSHA General Industry Safety and Health
  • COSHH legal regulations
  • Safe Act Credential ID NMLS 2448396

Timeline

Executive Administrative Assistant

Airway Circle
05.2025 - Current

Teller/Relationship Banker

Synovus Bank
11.2022 - 05.2025

Client Service Representative (Teller)

Bank of America
08.2018 - 11.2022

Program Assistant

Marine Corps Community Services (MCCS)
04.2018 - 08.2018

Personal Nanny

Glover/Cohen NYC
10.2015 - 02.2017

Family Assistant

Strang-Buzolich NYC
04.2013 - 04.2015

Admin. Assistant/Receptionist

Cushing & Rabinovitz Perio Office
04.2011 - 10.2012

Admin. Assistant/Receptionist

Dr. David Goldberg OBGYN Office
11.2010 - 02.2011

Admin. Assistant/Receptionist

Beth Israel Deaconess Family Medicine
10.2008 - 11.2009

Brazil -

High School Diploma

Leadership And Development Course - NIHEX (National Institute of Human Excellence)

Medical Interpreter Program -

Boston University

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