Pilara Waller
Administrative Assistant at The Ricks Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
The Ricks Group
-
United States
-
Accounting
-
1 - 100 Employee
-
Administrative Assistant
-
Jan 2022 - Present
Denver, Colorado - Remote • Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities • Pull/organize bank statements and payroll reports for Accounting team • Manage multi phone line • Write and distribute email, correspondence memos, letters, faxes and forms • Assist in the preparation of regularly scheduled reports • Develop and maintain a filing… Show more • Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities • Pull/organize bank statements and payroll reports for Accounting team • Manage multi phone line • Write and distribute email, correspondence memos, letters, faxes and forms • Assist in the preparation of regularly scheduled reports • Develop and maintain a filing system • Update and maintain office policies and procedures • Act as the point of contact for internal and external clients • Liaise with executive and senior administrative assistants to handle requests and queries from senior managers Show less
-
-
-
-
Orthodontic Adminstrative Assistant
-
Jun 2021 - Jan 2022
Colorado, United States • Scheduled patients and managed follow ups / recalls • Managed office bookkeeping with insurance billing and patient payments • Treatment Coordinator / Consulted financing options and treatment plans with patients • Reviewed contracts with patient’s and assisted with any questions • Sterilize Technician / Cleaned and sanitized orthodontic tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient • Recorded patients… Show more • Scheduled patients and managed follow ups / recalls • Managed office bookkeeping with insurance billing and patient payments • Treatment Coordinator / Consulted financing options and treatment plans with patients • Reviewed contracts with patient’s and assisted with any questions • Sterilize Technician / Cleaned and sanitized orthodontic tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient • Recorded patients health histories and pulled up records from prior visits for Orthodontists to view and evaluate Show less
-
-
-
-
Schedule Coordinator
-
Jan 2021 - Apr 2021
Illinois, United States • Plan, coordinate, and schedule patient appointments per their treatment • Manage multiple phone lines and a friendly and timely manner •Process patience payments and charges over the phone and in person • Assist making retainers / in-house aligners • Provide positive and friendly customer service
-
-
-
Neighbors Credit Union
-
United States
-
Financial Services
-
1 - 100 Employee
-
Member Engagement Specialist
-
Mar 2020 - Jan 2021
Missouri, United States • Manage member relationships by providing problem resolution regarding accounts, loans, services, and delivery channels. • Extend the Neighbors Credit Union brand in the marketplace by maximizing every contact opportunity presented by the member. • Handle all interactions in a helpful and thoughtful way, reflecting positivity on NCU. • Project enthusiasm, courteousness, and confidence while conducting member transactions. • Quickly identify the members’ need and… Show more • Manage member relationships by providing problem resolution regarding accounts, loans, services, and delivery channels. • Extend the Neighbors Credit Union brand in the marketplace by maximizing every contact opportunity presented by the member. • Handle all interactions in a helpful and thoughtful way, reflecting positivity on NCU. • Project enthusiasm, courteousness, and confidence while conducting member transactions. • Quickly identify the members’ need and match it to a product or service that is in their best interest. • Handle incoming video conferences via ITM. • Uses technology to review and accept checks, identification documents and other documents needed to make appropriate decisions and complete transactions and member requests. • Displays empathy and offers solutions that are in the best interest of members and NCU. • Uses multiple information systems to analyze every interaction and deliver accurate detailed results. • Handle all inbound phone calls related to members’ accounts or general questions about NCU products and services. Show less
-
-
-
Club Fitness
-
United States
-
Wellness and Fitness Services
-
100 - 200 Employee
-
Child Care
-
Jul 2018 - Mar 2020
Illinois, United States • Update parents on their child’s behavior and social interaction. • Enhance activity strategies to help users of different ability levels engage in activities. • Support safety of all individuals with disciplined enforcement of consistent policies. • Enforce security protocols for the safety of all children.
-
-