Administrative Assistant 1

• Nov 2020 - Present

Administrative Assistant

• Nov 2019 - Nov 2020

• Process and audit all new intake charts • Process all discharges • Enter information into state systems, as well as some county specific systems • Run reports that are necessary for updating deadline driven documentation • Complete daily checklist to ensure all necessary work is completed • Assist in checking in clients, verifying and updating identifying information • Process and audit all new intake charts • Process all discharges • Enter information into state systems, as well as some county specific systems • Run reports that are necessary for updating deadline driven documentation • Complete daily checklist to ensure all necessary work is completed • Assist in checking in clients, verifying and updating identifying information

Receptionist

• Jun 2018 - Jul 2019

• Process and audit all new intake charts • Process all discharges • Enter information into state systems, as well as some county specific systems • Run reports that are necessary for updating deadline driven documentation • Complete daily checklist to ensure all necessary work is completed • Assist in checking in clients, verifying and updating identifying information • Process and audit all new intake charts • Process all discharges • Enter information into state systems, as well as some county specific systems • Run reports that are necessary for updating deadline driven documentation • Complete daily checklist to ensure all necessary work is completed • Assist in checking in clients, verifying and updating identifying information

Administrative Assistant

• Nov 2017 - Jun 2018

• Administrative support to the Office Manager and several Financial Advisors, maintained client accounts, assisted with various client questions and requests as well as, updated and maintained client information • Transferred incoming phone calls, sort and distributed mail, mailed required paperwork to fund families/clients, scanned, faxed and copied documents • Greeted visitors, directed to appropriate personnel • Scheduled appointments via Microsoft Outlook for Financial Advisors • Reviewed and corrected paperwork for client business submission in order to avert delays in processing • Monitored and maintained proper levels of prospectus information, fund-class documentation and all necessary forms in addition to general office supply needs Show less

Customer Service Representative

• Jan 2016 - Nov 2017

• Responsible for customer service on all assigned accounts • Acted as the main liaison with manufacturer’s reps on assigned accounts • Provided quotes and follow up promptly either directly or through the manufacturer’s reps • Entered orders and quotes accurately into the system with acquired data entry skills • Coordinated with Account Managers/Supervisor, Customer Service Manager and Regional Sales Manager • Initiated and managed communications, coordination, and expediting with assigned accounts. • Multitasked by speaking to customers on the phone and answering emails within a timely manner • Maintained and organized customer files for specific sales reps Show less