Administrative Assistant Executive

Avrill Lara

******.****@*****.***

Dedicated and focused professional who excels at prioritizing, completing multiple tasks simultaneously, and following through to achieve project goals. Maintain excellent written and oral communication skills, problem resolution abilities, and a high level of confidentiality. Flexible and hardworking with strong drive to succeed.

Software Skills: Microsoft Office Programs; Word, PowerPoint, advanced excel skills, Outlook, SharePoint.

Accounting & CRM programs; QuickBooks, Salesforce, ADP, Vitech V3, Stellent System, PeopleSoft, Amcat Program Supply Management, Scheduling, EMS, Citrix, KeyCap, Adobe mail merge

Education:

Metropolitan College of New York, Manhattan, New York June 2016

M.B.A in General Business Management

University of Connecticut, Storrs, Connecticut May 2013

Bachelor of Liberal Arts and Sciences, Economics

Achievements: Honors Delta Mu Delta International Honor Society in Business, Inducted May 2016

Language: English (native), Spanish (fluent), Italian (fluent), Portuguese (intermediate)

Professional Experience

Buckland Partners October 2017- Present

Office Manager/ Executive Assistant White Plains, NY

Support the President, Vice President & Partners/Portfolio Managers at boutique investment firm

Manage and responsible for day-to-day operations; coordinate daily activities at the firm including calendar, travel itineraries, email/phone communication, scanning, faxing, mailing

Oversee receptionist area, including greeting guests and clients to the office, direct communication with vendors; IT, cable/internet company, building maintenance, security and maintain office/kitchen inventories while adhering to budgeting practices

Liaison for all prime broker and bank contacts on wires and other financial needs

Responsible for uploading & amending trades through Goldman Sachs (GS360) website.

Prepare and process tax returns including 1099’s, K-1’s and distributions for firm, each investment entity and individual business investor

Generate periodic financial investment reports (Quarterly letters) to business investors and non- investors. Prepare quarterly capital statements for all funds and management fees

Prepare check requests/deposits, manage and reconcile expense reports, purchase orders, personal banking, reimbursements and invoices utilizing QuickBooks and excel daily

Process accounts payable and accounts receivables

OrthoNet October 2015- September 2017

Contract Administrative Assistant White Plains, NY

Supported the Contract Administrator in the physical therapy claims department for all health contracts between OrthoNet and managed care payers

Processed physical therapy claims within 48- hour deadlines, maintained daily quotas of 100+ patient claims

Developed a professional relationship with member physician offices and care payer personnel

Maintained patient logs; data entry using Citrix and KeyCap data information systems, responsible for incoming/outgoing calls, faxing, billing, reports; verified information and entered data regarding medical services/ claims/ payments for members

Managed medical records to assure the information is received, recorded and filed in the appropriate manner.

Created authorizations, review clinical notes and create cases for health members in Colorado, Kentucky, Ohio and Indiana who need physical or occupational therapy

Approved or denied member claims based on clinical notes sent from physician offices.

Cross trained to work with other health contracts; Empire, Medicare and NY health members

Recognized for reaching daily quota of processing efficiently 100+ patient claims. Managed state of Colorado due to meeting expectations with constant communication remotely with manager in California

TEMPORARY ASSIGNMENTS

Crius Energy September 2014- March 2015

Operation Analyst Stamford, CT

Managed 5 different brands, responsible for their newly enrolled customers

Maintained over 1000 new customers daily using excel to quality check, making sure rates are correct for each newly enrolled customer

Approved PDF Welcome letter/Renewal Notice files that are afterwards mailed out to newly enrolled customers

Processed refunds and renewals for customers using company software/ mail merged, used pivot tables, Vlook-Ups

Responsible for customer support emails

JP Morgan Private Bank February 2014- May 2014

Administrative Assistant Greenwich, CT

Supported bankers, directors and associates on trade floor. Maintained appointment schedules, planning and scheduling meetings, conferences, teleconferences, travel, coordinated events and catering

Credit checked/ QC all client information when opened a new account

Welcomed guests and clients in person or on the telephone; answering or directing inquiries retaining all confidentiality, Liaison between clients and bankers

Maintained constant communication with vendors and building management for office supply inventory and/or necessities

Deerfield Management Capital, L.P. December 2013- January 2014 Market Research Assistant Rye Brook, NY

Conducted research for hospitals across the United States on whether a specific surgical robot is in their facility called the Mazor and the Da Vinci Robot

Collected data verbally and analyzed results to prepare reports studies for use by prospective investors who would like to understand the technological trend on hospitals across the country who obtain or do not obtain such robots

Managed South American region of research, was able to use my Spanish language to communicate and record market study information from doctors and hospitals in Chile

Performed studies as related to research project for the quarter of the year

H/2 Capital Partners LLC December 2013

Administrative Assistant Stamford, CT

Supported CEO and Senior Director of Operations of investment firm as well as interacted professionally with all other levels of staff and maintained the highest level of confidentiality; known for tact and diplomacy in handling sensitive issues

Adeptly handled administrative matters including screening calls, managing calendars, planning meetings, making travel arrangements, composing documents and organizing offices for efficiency

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