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Executive Assistant Customer Service

Santa Monica, California, United States
December 10, 2018

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Los Angeles, CA ***** 310-***-****

Professional Summary

Highly organized and meticulous Executive Assistant with 20 years of experience. Capable of handling all administrative needs for a busy professional office, with a diverse background in the cosmetic surgery, auction, and construction industries. Well-organized and proactive with good judgment, multitasking skills, team player, positive can-do attitude, punctual, quick learner, and great work ethic. Skills

CRM System


Legal and Contractual Document Review

Pacer Site Membership

Microsoft Office Suite and Outlook

Work History

Owner/Founder Oct 2016 - Current

Purely Luxurious Los Angeles, CA

Creating all natural scented soy candles.

Creating a unique product.

Maintain customer satisfaction through excellent customer service.

Checking quality of the candles.

Creating a business plan.

Setting short term and long-term goals.

Helping customers choose the best candle and scent for them.

Special order to the customer.

Performing financial tasks.

Maintaining a budget.

Creating a marketing plan to ensure successful business growth.

Paying attention to every detail and ensuring the product is perfect.

Creating a company brand, website, and customer base.

Creating labels and logo for business.

Designing filing system.

Office Manager May 2016 - Oct 2016

Red Cloud LLC Los Angeles, CA

Support company operations and supervising staff.

Organizing office operations and procedures.

Maintain customer satisfaction through great customer service.

Preparing payroll.

Designing filing systems.

Reviewing and approving supply requests.

Assigning and monitoring clerical functions.

Build and maintain recurring metrics and reports.

Design and implement office procedures by establishing standards and procedures, measuring results against standards; making necessary adjustments.

Complete operational requirements by scheduling employees and following up on work results.

Reviewing and analyzing special reports, summarizing information, and identifying trends.

Recruiting and training office staff.

Achieves financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Executive Administrative Assistant Apr 2014 - May 2016 Industrial Assets Corporation Studio City, CA

Interface with colleagues to provide legal and contractual document review for an auction liquidation firm.

Review legal document filings for bankruptcies and provide summary.

Assist sales team with the preparation of contractual documents and asset management.

Utilize asset management system and document repository to maintain each account status.

Manage calendar including client meetings, and auctions.

Communication management including answering calls, email and messages.

Manage the day-to-day operations of the office.

Executive Assistant & Scheduler Jun 2012 - Mar 2014 LSJ Marketing - Lifestyle Lift Beverly Hills, CA

Meet and greet patients while maintaining office and medical records in support of four doctors.

Greet patients and prepare them for their appointment according to their medical chart.

Perform patient appointment closure, review next steps and set-up follow-up appointment.

Update patient files based on doctor feedback in CRM system and maintain patient information confidentiality under HIPPA regulations.

Maintain all office appointments, out of office days and four doctor schedules in Outlook to ensure coverage.

Schedule all pre-op, surgeries, and post-op for the company's highest revenue office.

Answer office calls, assist patients with any questions and provide travel planning guidance including hotel recommendations and driving directions.

Reconcile accounts to ensure all payments are received on time and collect payments. Team Lead, Confirming Agent Department Apr 2010 - May 2012 LSJ Marketing - Lifestyle Lift Troy, MI

Lead and motivate team of 24 sales agents while continuously improving customer relationships.

Train new confirming agents and monitor progress while providing positive reinforcements.

Perform one-on-one performance reviews and document for personal growth and corporate records.

Continuously evaluate agent script guide and evolve based on studying actual customer calls and interaction.

Strategically plan proper call dates and times to improve customer service and maximize revenue.

Create nightly report summarizing department statistics such as confirm rate, cancel rates, and show rate.

Organize team building events including potlucks and birthday celebrations within the department. Confirming Agent Jan 2009 - Apr 2010

LSJ Marketing - Lifestyle Lift Troy, MI

Build client relationships through professional conduct and support.

Leading confirmer for 14 straight months; set goal for all confirmers in the department.

Prepare for each call by reading client bio for details such as geographic location, past questions and concerns.

Contact clients in reference to their scheduled consultation appointment and develop a trusting relationship.

Set clients at ease by answering any questions, setting appointment expectations, and providing directions.

Document key items from conversation in corporate database and provide feedback to department manager. Sales Agent Jun 2007 - Dec 2008

LSJ Marketing -Lifestyle Lift Troy, MI

Improve sales revenue by creating effective marketing pitch and improving processes.

Among top 20% of all sales agents since September of 2007; considered a Leading Agent.

Created and maintained clientele profiles in a database and trained others to utilize the same approach.

Designed customer facing confirmation letter which included all pertinent information for client's ease of use.

Refined intranet to make it more user friendly and improved content.

Collaborated with leadership to improve call center operations and build stronger relationships with clients.

Brought on to Script Committee to improve sales pitch and better support client needs. Book Keeper & Marketing Coordinator Jul 2002 - May 2007 Ambassador Building Inc Utica, MI

Manage daily operations in finance and payroll for a residential builder.

Recorded sales and revenue figures for multiple subdivisions and commercial sites.

Coordinated and scheduled client appointments.

Created book keeping and filing system for ease of access to documents during audits.

Managed time records for all employees and distributed payroll.

Worked closely with subcontractors to ensure projects were completed in a timely fashion and on budget.

Handled all accounts receivables and and accounts payable and recorded invoices in QuickBooks.

Communicated with homeowners to update them on the completion of their home and to collect payments. Book Keeper & Payroll Coordinator May 1998 - Jun 2002 Play Source Inc Sterling Heights, MI

Manage daily operations in finance, stock and payroll for an expanding company.

Recorded daily sales and revenue figures for multiple retail stores.

Reconciled business accounts and maintained company financial information in QuickBooks.

Managed inventory using MRP system and replenishing inventory based on sales forecast.

Priced inventory based on market research and business strategies.

Managed time records for all employees and distributed payroll. Education

B.A: Marketing & Advertising June 2007

Walsh College Troy, Michigan

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