Administrative Operations & Client Services Coordinator
Resume:
Beth Peters
*******@*****.***
A self-starter with proven ability to identify and balance business and customer needs. Strong organizational skills with an eye toward increasing efficiency. Use active listening skills to cooperatively address issues.
Professional Experiences:
Administrative Operations
Conley and Wood PC - Easton, MA March 2024 to September 2025
●Greeted clients in person and via telephone. Maintained with clients regarding documentation needed as well as any concerns. Set up new clients in multiple software applications to begin processing returns.
●Implemented functionality for Corporate Books with new business clients while keeping strictly maintenance of all aspects regarding books for over 200 clients.
●Utilized Secretary of State website to ensure corporate clients reports were up to date.
Front Office Operations Assistant
Michael A. Galer CPA, PC - Canton, MA January 2022 to August 2022
●Managed main office operations- directed incoming clients and communications to appropriate personnel, and maintained office calendar.
●Organized tax return workflow for business and personal accounts- checked for accuracy against policy and legal guidance.
●Assembled tax packages by processing, organizing, and scanning with strict attention to detail.
●Provided basic bookkeeping services for clients via Quickbooks online and desktop to maintain monthly accounts payable and receivable, and reconciliations.
●Communicated with vendors and addressed issues with accounts payable and receivable.
Office Administrator
Equilibria Mental Health - Canton, MA January 2020 to March 2021
●Managed client documentation including intake, PCP communications, clinical needs assessment, and release information in keeping with HIPPA guidelines.
●Maintained scheduling of therapists to support saturated appointment calendars and ensure that client needs were paired with therapist skill sets.
●Monitored and ensured compliance of client insurance and co-pays; Addressed delinquent accounts and engaged in dialogue with owner and client for amicable resolution.
●Supported therapists’ correspondence with case managers and other mental health professionals.
Guest Services Agent
SMUGGLERS’ NOTCH FAMILY RESORT - Jeffersonville, VT 2011-2015
●Provided front and back-end customer service at a four-season resort.
●Addressed unique owner and renter concerns in order to ensure proper outcomes based on lease/rental contracts.
●Managed multi-line phone and radio systems of incoming and outgoing communication. Acted as first point of contact for all guests in emergency situations. Elicited critical information and relayed to first responders for action.
●Updated and managed guest and owner folios.
●Attended multi-departmental staff meetings to address concerns cutting across teams.
Education
B.A. in Psychology, 2000
Westfield State College - Westfield, MA
SKILLS
Proficient in Microsoft Office
Skilled in Lacerte and SmartVault
Experienced with Quickbooks
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