Customer Service Assistant

EDUCATION:

Benedictine University, Bachelor of Arts Degree in Business Administration

PROFESSIONAL QUALIFICATIONS:

• Multiple Microsoft programs such as Outlook, Word, Publisher, Power Point, Excel, and Access along with knowledge of SPSS and PeopleSoft

WORK EXPERIENCE:

Wheaton Franciscan Healthcare Executive Assistant to Director of Outreach (Jeanne Connelly) and Director of Liturgy (Jackie Drazen)

July 2011-December 2011

• Answered and screened calls

• Checked email and respond; typed letters for Director

• Gathered weekly announcements for newsletter

• Kept monthly calendars up to date; made appointments

• Sent out reminders for meetings and Committee meetings

• Prepared brochures for liturgy meetings

• Researched and wrote proposals for Director regarding office equipment

• Prepared power point for Accounting Officer on budget

• Provided assistant to the Director of Outreach and Liturgy Department

• Created newsletter – online as well as printed

• Updated weekly mass schedules

• Edited and formatted church bulletin and other documents

Stress Institute, Ltd (Psychological Testing) Executive Assistant to Director (Dr. Howard) May 2009 to February 2011

• Prepared correspondence, reports and materials for publications and presentations

• Set up travel, hotel and car arrangements

• Maintained director’s calendar and scheduled appointments

• Prepared and maintained director’s expense reports

• Prepared billing for patients regarding Health Insurance

• Follow up on billing regarding insurance and payment arrangements

• Sent out bills to patients and insurance companies

• Ensured filing systems are maintained and current

• Established procedures for record keeping for HIPPA requirements

• Compiled manual for billing procedures for different insurances

• Sign for UPS/Fed Ex/Airborne packages

• Supervised support staff; schedules and time card for new staff

• Prepared materials for monthly budget

Mediware Information Systems Executive Administrator to Chief Operating Officer (John Damgaard); Chief Legal Counsel (Robert Weber) and Vice President of Customer Service (Bill Sheridan) February 2007 to March 2009

• Screened incoming calls and visitors, determined which were priority matters, and informed administrator accordingly

• Organized and maintained calendar for Chief Operating Officer

• Set up conference calls with customers and senior executives

• Prepared and submitted vouchers for expense reports

• Set up registration for meetings, conventions, conferences and seminars

• Set up travel, hotel and car arrangements

• Prepared legal contracts for government agencies and hospitals

• Prepared agenda and materials for meetings, speeches and conferences

• Reviewed, proofread and edited documents prepared for the administrator’s or executive’s signature

• Updated officer on status of issues before scheduled meetings

• Researched, compiled, assimilated confidential and sensitive documents(yearly evaluations for senior executives)

• Sent out confidential information to Board Members regarding budgets

• Composed letters/and or emails in response to inquiries

• Transcribed minutes from Executive Committee Meetings; kept confidential information

• Held company fund raisers for Ronald McDonald House and American Red Cross

• Assisted in the preparation of legal documents and government forms

Bennett Law Firm Executive Law Assistant to (Mrs. Bennett)

August 2002 to September 2006

• Screened visitors and telephone calls

• Responded to inquiries on a variety of matters such as the status of pending cases, administrative

court rules, and appeal procedures

• Scheduled and arranged meetings and conferences and notified interested parties

• Prepared legal contracts, deeds, leases and other legal papers

• Performed research and analysis of legal problems and issues

• Assisted in the preparation of cases and hearings

• Updated legal publications and researched relevant statues, rulings and precedents

• Transcribed and prepared billing for attorneys

• Transcribed legal dictation, minutes of meetings, and taped records of conferences, settlement discussions

and interviews

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