Shauna M.
Project Coordinator & Executive Assistant at HW & Associates, LLC- Claim this Profile
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Experience
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HW & Associates, LLC
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United States
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Accounting
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1 - 100 Employee
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Project Coordinator & Executive Assistant
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Jan 2023 - Present
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Administrative Assistant/Receptionist
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Jan 2018 - Present
Contact clients to request info, obtain signatures, make payment and also aid them in accessing portal documents, obtaining documents as neededReceive, scan and check documents into work flow softwareMaintain client contact recordsSchedule and confirm client appointments and calls and keep professional calendarGreet clients and readying conference roomsMail/email/post client invoicesRun reports to track project statusOrder office supplies, office snacks and mealsPlan team eventsThomson Reuters NetClient CS, Practice, GoFileRoom and UltraTax and Adobe Acrobat, GoToMeeting, Outlook, basic Excel Show less
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TRIA Orthopedics
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United States
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Medical Practices
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300 - 400 Employee
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Clinic Rehab Assistant
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Sep 2014 - Aug 2020
Assist therapists with anything needed to keep appointments on schedule Assist with patients in fast paced clinic, assuring personal attention Monitor and request insurance authorizations Routine supply ordering, cleaning, stocking, and organizing of clinic Assist therapists with anything needed to keep appointments on schedule Assist with patients in fast paced clinic, assuring personal attention Monitor and request insurance authorizations Routine supply ordering, cleaning, stocking, and organizing of clinic
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Questar Assessment Inc.
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Education Administration Programs
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100 - 200 Employee
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Scorer and Team Leader
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2012 - 2014
Applied scoring rubric consistently and accurately in a timely manner Trained team members in rubric and subject area for field testing and monitored quality of work Applied scoring rubric consistently and accurately in a timely manner Trained team members in rubric and subject area for field testing and monitored quality of work
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Knitter's Palette
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United States
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Retail
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Knitting Instructor and retail sales
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2007 - 2014
Learned to handle the demands of several students, all of whom may need attention at once and have different learning styles, including problem solving Created my own class content Retail customer assistance, sales display, opening and closing store Learned to handle the demands of several students, all of whom may need attention at once and have different learning styles, including problem solving Created my own class content Retail customer assistance, sales display, opening and closing store
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YMCA of the North
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United States
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Non-profit Organizations
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700 & Above Employee
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Group Fitness Instructor
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2003 - 2009
Motivationally led group fitness classes Planned class structure Used A/V equipment Motivationally led group fitness classes Planned class structure Used A/V equipment
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Education
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Colorado State University
Bachelor's degree, Agricultural Economics