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Manager Executive Assistant

Medford, Minnesota, 55049, United States
February 25, 2018

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Office Manager/Executive Assistant. *+ years experience coordinating meetings, calendars, drafting reports, maintaining utmost confidentiality. Proficient in Microsoft Excel and Google Docs. Looking to leverage my skills and knowledge as an Office Manager or Executive Assistant.


Mayo Clinic, Department of Orthopedic Surgery [6/16-Current]

Patient Appointment Coordinator for four surgeons. Direct support to physician’s teams; PA, Nurse, Clinical Assistant, Medical Secretary.

Schedule patient’s appointments, ancillary testing, coordinate surgical calendars. Heavy use of 8 communicating systems.

Maintain calendars 4 months in advance, schedule meetings with physicians, supervisors, and colleagues. Conduct calendar maintenance.

Maintain strong customer service values, high attention to detail, developed new organizational filing and triage processes. Following surgeons individual triage processes and actively presenting ideas to improve current processes.

Answer incoming calls for multiple high volume lines. Responsible for patient letter, phone, and inbox correspondence.

Electronic/Paper filing and record keeping. Intake, process, transfer of highly sensitive healthcare records and documentation; faxing, scanning to electronic medical records.

Experience with EPIC and PRISM, as well as MSS. Qreads, Shorthand, Clinical inbox messaging, EFax.

EPIC and Patient Appointment Coordinator new employee trainer.

Attending Weekly and Monthly department trainings; provide adequate feedback. Reviews changes and suggestions with Leadership roles on behalf of Patient Appointment Coordinators.

Ward Law Offices LTD. [9/15-5/16]

Legal Executive Assistant/Office Manager for Tax Litigation Law Firm.

Office Administration; Client Correspondence, manage and coordinate office staff and Associates.

Maintain schedules and calendars, meeting minutes, memos.

Document client correspondence for myself and Attorneys.

Answering phones, greeting clients; relay messages.

Inventory and supply orders.

Drafting legal documents and correspondence and corporate documents.

Conducts Research for Clients and Attorneys.

Organizes Client Documents. Organize/File Paper and Electronic Files and Documents.

Maintaining client relations.

Execute Corporate and Individual Tax Returns.

American Income Life [01/15-3/16]

Life Insurance Supervising Agent/Manager. Supervising Agent (manager) and trainer to incoming employees.

Maintaining schedules and calendars for office staff and agents.

Knowledge of products and sensitive to individuals needs and circumstances to find what’s best for clients.

Maintain Efficiency and Resources When Working away from the office.

Responsible for client information and maintaining client relationships.

Scheduling appointments, meetings, and conducting trainings.

Book-keeping and data entry, office supply orders.

Draft letters for mailings and office correspondence Nation wide.

Visionary Insurance Advocates [07/14-01-15]

nExecutive Assistant.

nScheduling client and agent appointments.

nAnswering and returning phone calls, coordinating meetings, as well as attending meetings and conferences. Traveling for Conferences.

nFaxing and uploading important documents to appropriate carrier as well as filing system.

nActive use of Salesforce.

nEnrolling clients in Healthcare Insurance.

nOrganizing company Facebook and Twitter.

nMaintain constant organization for the office and agents.

nFollow up phone calls and thank you letters.

nMonthly mailings and generating leads for enrollment periods.

Outback Steakhouse [01/13-07/14]

nWaitress, Bartender, Headwait, shift manager.


nMaintain high standards of customer service.

nTraining incoming employees.

nMultitasking in high stress situations.

nKnowledge of the menu as well as drinks.

nCounting money and daily profit, closing daily sales and preparing for the following day.

nMaintain cleanliness, daily cleaning responsibilities on the floor and behind the bar.


Rochester Community and Technical College [08/10-12-13]

AA in Liberal Arts and active participant in the Woman’s Soccer program.

Winona State University [1/14-Current]

Currently working towards accomplishing my Bachelors degree in Health Care Leadership Administration, with a minor in Liberal Arts. Online delivery with anticipated graduation date in August 2018. Current GPA 4.0


Strong leadership and communication skills, verbal and in writing. Highly self-motivated and eager to learn. Self-starter, able to follow directions and look for alternative solutions for efficiency. Ability to work independently as well as in a group dynamic. Flexible and adaptable to new surroundings, situations, and circumstances. Forward thinking. Fast learner, positive/upbeat mindset and attitude. Works well under pressure as well as with deadlines. Ability to multitask in high stress environments. High attention to detail. Strong work ethic.


Bridget Connley: 414-***-****

Deb Hare: 507-***-****

Matt Scherer: 843-***-****

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