Data Entry Personal Assistant
Resume:
Cassidy McArthur
Ronkonkoma, NY *****
*****************@*****.***
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
Contact this candidate