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Executive Assistant Customer Service

Location:
San Jose, CA
Posted:
October 28, 2018

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Resume:

415-***-**** • ac7i7l@r.postjobfree.com

YANIRE B. PUENTES

EXECUTIVE ASSISTANT

Talented professional with over 20 years of diverse administrative experience. Passionate about delivering high- quality results in fast-paced, customer-oriented environments. Capable of working independently or managing an executive-level team to quickly accomplish goals. Detail-oriented professional adept at all areas of business administration, including developing successful client presentations, schedule management, and reporting. Demonstrates excellent communication and leadership skills that can be an asset to any growing executive. AREAS OF EXPERTISE

PROFESSIONAL BACKGROUND

WILSON SONSINI GOODRICH & ROSATI, PALO ALTO, CA 2015 - PRESENT EXECUTIVE ASSISTANT

Collaborates with Senior Partner to complete a wide range of administrative projects, including calendar management, travel arrangements, clerical duties, and customer service.

Increases and improves communication by proofreading documents, writing professional correspondence, and finalizing documents.

Prioritizes work to ensure all daily goals are met for each project.

Takes appropriate authorized action in absence of the attorneys to ensure that matters requiring attention are handled appropriately.

Reduces financial risks by verifying information before processing expense reports for reimbursement.

Enhances office organization through clear communication and effective file management. MULCAHY FAMILY DENTAL, PALO ALTO, CA 2014

DENTAL ASSISTANT

Offered chair-side assistance to dentists to streamline workflow and reduce wait times. Provided direct assistance with extractions, fillings, anesthesia, structural placements, fillings and other dental procedures.

Ensured all equipment was sterilized and disinfected prior to patient arrival.

Created a welcoming environment for patients, offering a warm greeting and assisting with check-in.

Communicated with patients to provide clear pre- and postoperative instructions, often acting as a liaison between patients, dentist, and staff members.

Encouraged repeat business by building rapport with patients. THOITS INSURANCE, SAN JOSE, CA 2012 – 2013

ACCOUNT MANAGER

Maximized revenue and reduced financial risks through effective employee benefit management for multiple clients.

Established key relationships with clients, educating them on coverage benefits and providing individualized account management services.

Drove sales by identifying the needs of each client and suggesting additional products or services.

Oversaw the implementation of custom employee benefits for large groups, including developing and distributing employee benefit guides.

Increased satisfaction through excellent customer service and quickly resolving any issues.

Analyzed eligibility and claim issues for individual employees, presenting them with any available options.

Office Administration Executive Support Special Projects

Customer Service Event & Meeting Management Scheduling

Interpersonal Communication Client Presentations Database Management

Project Management Account Management Microsoft Office Suite 415-***-**** • ac7i7l@r.postjobfree.com

YANIRE B. PUENTES

ANDREINI & COMPANY, SAN MATEO, CA 2007 – 2012

EXECUTIVE ASSISTANT

Provided extensive support to account management and broker team, including maintaining multiple databases, generating reports, tracking transactions, creating presentations, writing professional correspondence and scheduling.

Secured accounts by developing high-level presentations for new business prospects.

Clarified benefits and key financial metrics by creating dashboards and reports for existing clients.

Promoted accuracy by managing multiple databases for commercial and government products.

Collaborated with team to coordinate company reports, develop slide presentations, and complete a wide range of special projects.

HIGHMARK CAPITAL MANAGEMENT, SAN FRANCISCO, CA 2006 – 2007 EXECUTIVE ASSISTANT TO THE CHIEF COMPLIANCE OFFICER

Oversaw communication between Compliance group and various internal departments of brokerage firm.

Ensured compliance with internal ethics and government regulations when approving high-volume trades from outside firms. Monitored incoming trade confirmations to ensure accuracy.

Improved client retention by quickly resolving any service complaints.

Maintained a working knowledge of federal regulations, communicating any changes with team.

Created informative PowerPoint presentations for internal and external use.

Encouraged productivity by eliminating inefficient procedures and developing new policies.

Redesigned databases to enhance organization and streamline workflow.

Managed several high-priority projects simultaneously, completing all tasks in a timely manner.

Guaranteed seamless interaction and correspondence between multiple offices in the United States. Previous experience includes Administrative Assistant at UBS International (1998 – 2006) and Administrative Assistant at Merrill Lynch (1989 – 1998).

EDUCATIONAL BACKGROUND

Associate of Science in Dental Assisting - Carrington College, San Jose, CA Coursework - Business Management and Administration, Baruch College, New York, NY Life and Health Insurance License

LANGUAGES

Bilingual fluent in Spanish and English



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