Administrative Assistant - Records & Executive Support

Stephanie Morton

Ph# 832-***-**** Email: *************@*****.*** Houston, Texas

Professional Summary

Highly organized and detail-oriented administrative professional with extensive experience in office management, records retention, compliance, financial processing, and executive support. Adept at coordinating documentation, procurement, budgeting, and public sector initiatives while maintaining confidentiality and ensuring operational efficiency. Key Skills

• Government Records Management & Compliance

• Procurement & Budget Tracking

• Financial Processing (Payroll, AP/AR, Invoicing)

• Public Sector Correspondence & Report Writing

• Regulatory & Policy Compliance

• Database & Records Retention

• Customer Service & Stakeholder Relations

• Microsoft Office (Excel, Word, Outlook, PowerPoint) Professional Experience

Office Manager / Executive Assistant

W.T. National Medical Equipment & Supplies May 2018 – 2026

• Managed office operations, records retention, scheduling, and executive administrative support.

• Processed payroll, invoicing, accounts payable/receivable, and expense reporting.

• Coordinated procurement and maintained compliance with HIPAA, HITECH, and administrative policies.

• Served as liaison for insurance verification, billing, collections, and confidential records management.

Stay-at-Home Parent / Household Manager 2010 – 2018

• Managed household budgeting, scheduling, purchasing, and daily operations.

• Coordinated family calendars, school activities, appointments, transportation, and vendor services while balancing multiple priorities.

Substitute Teacher / Paraprofessional

Katy Independent School District Jan 2005 – Oct 2009

• Supported classroom instruction, maintained confidential student records, and assisted with IEP implementation.

• Managed office communications, filing systems, attendance records, and instructional materials.

Loan Processor / Administrative Assistant

Chase Bank Nov 1996 – Jan 2005

• Processed loan applications and verified financial documentation for regulatory compliance.

• Prepared reports, maintained records, and provided administrative support to lending operations.

Education

Bachelor of Arts and Sciences, Liberal Arts

Minor: Early Childhood Development

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