Administrative Assistant
Resume:
*** *. ******* **. ********, AZ *****
*************@*****.***
Joanie Flores
Objective
To obtain long term employment with a company in a position where I can contribute my hard working ability and professionalism. SKILLS
Computer Literate, Trainer & Supervisor, Team Player, Excellent Communication Skills, Highly Motivated, Honest & Loyal, Flexible & Well Organized, Multi Tasked, Reliable & Trainable. EXPERIENCE
Next Steps For Families, LLC, Chandler, AZ — Office Manager July 2020 - PRESENT
● Set all appointments for case managers utilizing the calendars for optimal use of company vehicles and case manager availability.
● Enter all follow up task items from staff documentation and assure clear instructions and completion.
● Set all site visits per request from Fiduciary utilizing the calendar for determining availability.
● Assure all notes from Dr. visits are complete, forward all information to Case Managers for review and entry to EMS.
● Screen all calls for Fiduciary, take complete messages, and direct them to fiduciary or take care of it.
● Review all emails for the Fiduciary and provide direction to the fiduciary regarding the level of importance and forward or handle what can be taken care of.
● Review and sort all mail returned to the office for processing.
● Review and obtain all signatures for items from Fiduciary, enter to EMS.
● Print, verify, and deposit all checks to NSFF.
● Verify and maintain the guardian report calendar.
● Opening, stamp, sort, distribute incoming mail and entering to the incoming and outgoing mail log
● Oversee day to day operations of the office including but not limited to:
● Staff attendance
● Staff professionalism
● Organization – office, warehouse, company vehicle
● Prepare daily deposits for clients, deliver to the bank and forward receipts daily to accounting.
● Verify all client appointments for time and place day prior to appointment, update calendar to reflect verified. Pull client medical binder /Navy review for completeness and place on front counter for Case Managers & Fiduciary
● Review daily EMS time entries for Administrative Assistant and assist for accuracy and complete documentation.
● Review all Documentation forms submitted for completeness and forward to records for filing.
● Enter EMS all follow up task items from documentation/call log / emails / discussions with staff and assure clear instructions and timely completion.
● Review all follow-up/ pending/ tasks items (from employee pending and EMS tasks lists) and ensure completed in a timely manner and document the same.
● Receive, review and enter to EMS all client/office direct expenses, maintain receipts and proper documentation for all direct expenses, prepare final reports and matching for monthly invoicing. Forward all completed documents to records for proper filing.
● Provide balances and maintain information regarding office and client expense cards, running of monthly reports, and verifying all charges on the bank statement are accounted for. Forward reports to accounting for invoicing.
● Review and sort all mail returned from fiduciary to the office for processing.
● Print, prepare, review and obtain signatures for all documents requiring signatures of fiduciary.
● Maintain an accurate list of ALL signature folder items, including date received/prepared for signature/ received back and processed.
● Notice of appointment to state and federal entities.
● Notice of death to state and federal entities.
● Complete State and Federal forms of appointment for each client, update as needed.
● Complete change of address for all clients and update EMS to reflect appropriately for current and prior addresses.
● Review of weekly ECR for updates to EMS / filing deadlines etc, take appropriate action regarding items.
● Obtain bids / submit claims for home repairs.
● Update guardian reports for completion by fiduciary, assure timely filing.
● Request and obtain annual medical report for clients requiring report and assure timely filing with guardian report.
● File at the courthouse guardian/medical reports and/or items as needed.
● Submit orders to obtain additional certified/legal copies of documents as needed per fiduciary.
● Verify and forward all logs to data entry for processing end of month
● Assist office staff with items for completion / Additional items as needed to be assigned by the fiduciary.
● Complete entries to EMS daily for all activities / processes / as completed. Next Steps For Families, LLC, Chandler, AZ — Administrative Assistant November 2018 - July 20202
● Answering phone
● Maintaining office supplies/inventory
● Work with case managers to document client property as it comes into the office to include photo inventory.
● Maintain a small warehouse in an organized manner, maintain smart sheet inventory and provide monthly smart sheets for billing of warehouse space.
● Print and mail checks as provided.
● Scan, title and save documents to client files.
● General upkeep of the office and the duties of opening and closing office daily
● Opening, stamp, sort, distribute incoming mail and entering to the incoming and outgoing mail log
● Accurate and complete messages taken and entered to the phone log daily
● Entering and updating sensitive client information in multiple databases
● Provide assistance to all office staff as needed anticipating the needs of the office and acting promptly.
● Various other tasks as assigned
Aztec Municipal Schools, Aztec, NM — Administrative Assistant May 2015 - July 2018
● Maintained SPED and Gifted records
● Built new records for new SPED students
● Misc Filing
● Maintained multiple spreadsheets
● Multi line telephone duties
● Completed transfer requests
● Daily data entry
● Multiple office duties as assigned
Human Services Dept ISD, Farminton, NM — FAA (Case Worker) Jun 2010 - May 2015
● Conduct interviews to determine eligibility for SNAP,TANF, MEDICAID, and GA
● Completed all changes to active cases according to policy
● Filing
● Multi line telephone duties
● Data entry on two systems daily
● Assisted coworkers with various job duties as needed EDUCATION
San Juan College, Farmington, NM — Associates of Applied Science in AOAP Business
May 2007, Farmington, NM
Aztec High School, AZ, NM — High School Diploma
May 1999, Aztec, NM
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