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Data Entry Personal Assistant

Location:
Ronkonkoma, NY
Posted:
October 21, 2022

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Resume:

Cassidy McArthur

Ronkonkoma, NY *****

ads4j0@r.postjobfree.com

+1-631-***-****

Authorized to work in the US for any employer

Work Experience

Head Office Administrator

RE/MAX Best - Ronkonkoma, NY

November 2021 to Present

• Copy maintain and file electronic and paper filing system as well as managing multiple Google Doc spreadsheets and Excel spreadsheets.

• Welcoming visitors and clients.

• Preparing listing materials and posting listings to MLS for agents as needed.

• Design and order agent business cards for new and existing agents.

• Manage multi line telephone system ensuring all calls are delivered to the proper extensions and making follow-up calls with clients, agents and attorneys.

• Sort and distribute mail.

• Assist manager with meeting agenda and take minutes.

• Performing other duties as assigned and needed.

• Assist with social website content.

• Maintaining office inventory and ordered supplies as needed.

• Maintained a clean work environment (conference room, waiting room, restroom and receptionist area). Executive Assistant

Prager Metis CPA's LLC - New York, NY

September 2018 to April 2021

• Support busy Partner in fast pace office along with two other accountants.

• Welcoming visitors, reviewing correspondence, answering questions and meeting requests directed to the Partner.

• Organize Partner's calendar, keeping Partner informed of appointments throughout the week and assisting in preparation of meetings.

• Sort and distribute all mail.

• Backup receptionist - phones etc.

• Obtain and send documents via mail, email, fax or FedEx.

• Copy, file and maintain document records.

• Scanned documents as received and filed tax information.

• Basic office filing, labeling.

• Entered new client forms through DocuSign.

• Spreadsheet Data entry.

• Additional projects as assigned/needed.

• Manage partner's telecommunication ensuring all calls, contact and calendar entries are properly delivered and synced across multiple platforms. Escalate all of office's technical request to IT team.

• Light Billing

• Processing of client billing of time and expense.

• Reconciliation of client account receivable balances.

• Preparation and distributions of month accounts receivable statements.

• Setting up conference calls.

Administrative Assistant (temp)

Prager Metis CPA's LLC - New York, NY

2017 to 2017

- New York, New York

• Entered client information into computer received daily for tax preparation.

• Sorted and prepped mail.

• Scanned mail as received and filed tax information.

• Basic office filing, labeling.

• Assisted accountants with mail drop offs to post office daily. Education

High school diploma in Medical Assistant

Hunter Business School - Medford, NY

2012

Skills

• Outlook (5 years)

• Scheduling (5 years)

• Microsoft Word (6 years)

• Data Entry (6 years)

• DocuSign (5 years)

• Multi-line Phone Systems (8 years)

• Accounts Receivable (5 years)

• Personal Assistant Experience (5 years)

• Administrative Experience (6 years)

• Microsoft Office (5 years)

• Adobe Acrobat (6 years)

• QuickBooks (1 year)

• Microsoft Excel (7 years)

• Front desk (8 years)

• Communication skills (8 years)

• Filing (6 years)

• Time management (8 years)

• Microsoft Word (6 years)

• Google Docs (6 years)

Assessments

Work style: Reliability — Highly Proficient

August 2021

Tendency to be reliable, dependable, and act with integrity at work Full results: Highly Proficient

Work style: Reliability — Highly Proficient

August 2021

Tendency to be reliable, dependable, and act with integrity at work Full results: Highly Proficient

Attention to detail — Highly Proficient

September 2022

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Highly Proficient

Data entry: Attention to detail — Proficient

September 2021

Maintaining data integrity by detecting errors

Full results: Proficient

Working with MS Word documents — Proficient

October 2022

Knowledge of various Microsoft Word features, functions, and techniques Full results: Proficient

Working with MS Word documents — Proficient

October 2022

Knowledge of various Microsoft Word features, functions, and techniques Full results: Proficient

Customer service — Familiar

September 2022

Identifying and resolving common customer issues

Full results: Familiar

Sales skills — Familiar

September 2022

Influencing and negotiating with customers

Full results: Familiar

Scheduling — Proficient

October 2022

Cross-referencing agendas and itineraries to avoid scheduling conflicts Full results: Proficient

Medical receptionist skills — Highly Proficient

October 2022

Managing physician schedules and maintaining accurate patient records Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

• TECHNICAL SKILLS

• Microsoft Teams

• CCH Axcess

• CCH ProSystems Fx

• The Internet

• Microsoft Office (Excel, Word, Outlook)

• Mail Merge

• Google (Email, Docs and Drive)

• Instanet/ Authentisign

• DocuSign



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