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Executive Assistant Office Manager

Location:
Levittown, NY
Posted:
December 16, 2023

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Resume:

Marlene Smith

516-***-**** /ad10yz@r.postjobfree.com

Experience

Paul J. Angelides, P.E., P.C., Syosset, NY - Forensic Engineer

September 2020 - current

Office Manager

Heavy calendar, schedule appointments, set up files

Coordinate with clients, law firms, insurance carriers, independent claims adjusters and other parties, regarding new, ongoing and completed forensic engineering investigations

Utilize company data base system to input and track case information

Prepare internal documents for professional staff and management to include inspection and billing templates. Provide support for and coordinate with the professional / technical staff to schedule inspections and track case progress

Organize files, both electronic and physical, create correspondence, prepare reports and documents, sort mail, prepare invoices and offer general staff support

Review and organize photographs, legal and technical documents

Clifton Brokerage, Greenwich, CT- Insurance Company

May 2019- June 2020

Executive Assistant/Administrative Assistant

Managed calendar, scheduled meetings including daily reminders and deadlines

Screened all incoming calls obtained accurate and specific information regarding calls

Typed reports, correspondence, agendas, scanning, FedEx and UPS processing.

Conmac Funding, Hicksville, NY - Finance Company

March 2009 - October 2018

Executive/Personal Assistant to President

Managed calendar, interfaced with agents, finance and insurance company personnel resolving all issues

Answered phones, typed correspondence, reports and other documents, ID cards, endorsements

Prepared expense reports, travel arrangements and transportation. Handled personal and commercial financing accounts and banking

Downloaded JPMorgan Access’ drafts; printed reverse positive pay drafts in Premium Billing System (PBS)

Processed legal documents, Conmac signatures and notaries for Go Green, Wahlburgers’s Franchises and Retro fitness

Funded policies via Automated Clearing House (ACH) and reproduced agents’ checks

Assumed full responsibility in performing clerical tasks, which included scanning, faxing, FedEx and UPS order processing. Earned multiple promotions. Maintained ordering office supplies and billing

Source Light, LTD, Valley Stream, NY- Electrical, Lighting and Audio

September 2003 –February 2009

Executive Assistant/Personal Assistant to President

Effectively dealt with and responded to high volume of calls, calendar, emails and banking

Typed correspondence, reports and other documents

Collaborated with companies in scheduling appointments with various clients in TV and movies, Network, Weather Channel, Rachael Ray, and US Open. Processed Expense reports

Maintained accuracy in documenting, placing orders, and preparing case notes. Took care of inventory/office supplies

Skills: Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)

Education:

Adelphi University, Garden City, NY, Bachelor of Arts in Social Sciences

Nassau Community College, Garden City, NY Associates Degree in Administration Business Technology-Legal

Honors Deans List Scholarship Award, Angela A. Maida

Certifications & Licenses:

Independent Insurance Association of Connecticut, Property and Casualty Certification

P&C Broker’s License, State of New York

Pohs Educational Centers: Property and Casualty (P&C) Training

Notary Public



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