Executive Assistant Customer Service
Resume:
Fort Myers, FL *****
********@*****.***
Bold Profile
OBJECTIVE
Dynamic and articulate
professional with extensive
experience in administrative and
clerical roles, notably as an
Executive Assistant at Home
Performance Alliance. Excelled in
leveraging Microsoft Excel and
Office supply management to
streamline operations, achieving a
significant improvement in office
efficiency. Renowned for
exceptional customer service and a
proactive approach, consistently
enhancing executive support and
operational workflows.
SKILLS
• Airtable
• Microsoft Word
• Microsoft Excel
• Open Office
• Microsoft Outlook
• Microsoft Teams
• Microsoft Edge
• SPAS
• Office supply management
• Data entry
• Customer service
• Calendar management
• Appointment scheduling
Jodi Hubler
EXPERIENCE
March 2025 - Current
Administrative Assistant Venetian Palms d/b/a First Service Residential Fort Myers, FL
February 2024 - February 2025
Executive Assistant/Receptionist Administrator Home Performance Alliance Fort Myers, USA
Updated contact lists regularly when changes occur in employee status or contact information.
•
Managed incoming calls while providing information or transferring callers to appropriate personnel.
•
Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
•
• Managed office supplies inventory and placed orders when necessary. Developed and maintained filing systems for confidential documents and records.
•
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
•
Provided administrative support to the executive team, including scheduling meetings and managing calendars.
•
Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
•
• Proofread content for typo-free emails and documentation. Responded to customer issues to provide immediate resolution and improve retention.
•
Drove customer feedback to deliver information to management for corrective action.
•
Assisted with the preparation of rental agreements, lease renewals and other documents related to property management.
•
• Updated tenant records and maintained accurate files for all tenants. Monitored compliance with applicable laws including fair housing regulations.
•
Executed leases with new and returning tenants, collecting pertinent information for background investigations and credit checks.
•
• Handled resident complaints and expedited maintenance requests.
• Collected monthly assessments, rental fees, deposits and payments. Updated tenant and unit information to keep current in housing database.
•
Recommended clarifications and changes in program policies to director of property management.
•
Maintained company confidence and protected business operations by keeping sensitive information confidential.
•
• Compiled meeting agendas and supportive materials ahead of meetings.
• Handled confidential information with discretion and integrity.
• Facilitated communication between senior management and staff. Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
•
• Basic bookkeeping
• File organization
• Administrative support
• Mail management
• Executive support
• Multi-line phone proficiency
• Document preparation
• Legal administrative support
• Articulate and well-spoken
• Self-starter
• Excel spreadsheets
• AR/AP
• Proper phone etiquette
• Technical support
• Community Boss
• Connect
• Brown's Background Checks
• ClickPay
• Tenant relations
• Property management practices
• Preparing property agreements
• Property accountability
• Maintenance coordination
• Parking operations
• Lease renewals
February 2023 - December 2023
Office Assistant/Accounts Receivable Clerk Island Condo Maintenance Sanibel, USA
Monitored inventory levels of office supplies and placed orders when necessary.
•
Answered telephone calls from customers or clients providing assistance where necessary.
•
Monitored incoming emails and responded accordingly in a timely manner.
•
Responded promptly to inquiries from customers or clients regarding products or services offered by the company.
•
• Greeted visitors warmly upon arrival at the office premises. Handled incoming and outgoing mail and packages, including preparation for shipping.
•
Operated photocopiers and scanners, facsimile machines and personal computers.
•
Assisted in onboarding new employees by providing orientation materials and training resources.
•
• Provided administrative support to multiple departments as needed.
• Troubleshot office equipment, computer hardware and software issues. Managed and organized physical and digital filing systems for easy access and retrieval.
•
• Entered route card data
• Collections
• Managed pool technicians and routes
• Answered phones
• Posted payments
• Processed end of month billing
• Answered and directed phone calls to appropriate staff members. Ordered office supplies and managed inventory to ensure a well-stocked office.
•
Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
•
Operated photocopiers and scanners, facsimile machines and personal computers.
•
• Facilitated communication within the office and with external partners.
• Typed, formatted and edited correspondence and other documents.
• Conducted data entry tasks with a high level of accuracy and efficiency. Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records.
•
• Maintained confidentiality of sensitive information and documents. Managed daily office operations and maintained a clean and efficient workspace.
•
Maintained and updated filing, inventory and database systems, manually or using computer.
•
Greeted visitors, determined their needs and directed them to the appropriate personnel.
•
• Opened, sorted and routed incoming mail and prepared outgoing mail.
• Monitored office expenses and submitted purchase requests.
• Supported bookkeeping tasks such as invoicing and expense tracking.
• Monitored and directed work of lower-level clerks.
• Delivered messages and ran errands.
• Provided customer service, addressing inquiries and resolving issues June 2021 - November 2021
Insurance Specialist - AR Apex Roofing and Restoration Ft. Myers, USA
December 2019 - June 2020
Medical Receptionist Americas Best Contacts And Eyeclasses Fort Myers, FL
promptly.
• Completed and mailed contracts, invoices or checks. Responded to customer inquiries and problems to promote great service.
•
Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
•
• Reached out to vendors and customers to resolve account problems. Posted and verified entries to logs, spreadsheets or reports to update department records and accounting systems.
•
• Received and recorded cash, checks and transfers. Recorded debit, credit and account transactions in computer spreadsheets and databases.
•
• Participated in financial audits related to accounts receivable.
• Straightened up waiting room to maintain neat and organized space.
• Answered phones promptly and directed calls appropriately. Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
•
Conducted patient intake interviews to collect medical information and insurance details.
•
Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
•
Maintained confidentiality of patient information according to HIPAA regulations.
•
• Took messages from patients and promptly relayed to appropriate staff. Greeted and checked in patients, updating patient information in computer system.
•
Checked patients in and out for appointments and collected co-payments.
•
Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
•
• Scheduled and confirmed patient appointments and consultations.
• Informed patients of financial responsibilities prior to rendering services. Assisted with filing of medical records and documents, maintaining accurate electronic files.
•
Verified insurance coverage for appointments and collected co-payments as required.
•
EDUCATION
January 1992
High School Diploma
Harlem High School, Machesney Park, IL
Some College (No Degree) Business
Rock Valley College, Rockford, IL
REFERENCES
Upon request.
ACTIVITIES AND HONORS
• Painter
• Scrapbooker
• Past Notary Public
• Past Member of Business Professionals of America Past winner of Divisional Championships for Business Interviews for Business Professionals of America
•
Contact this candidate