Medical Assistant Customer Service

Sheri McLaren Fountain Hills, AZ *****

480-***-**** (cell) *********@*****.***

Highlights: Offering an Excellent Background in Executive Administration and Office Management with Skills and Abilities that Include:

• Exceptional Problem Solving Skills

• Proven attention to Detail, Accuracy, Organizational and Proofreading Skills

• Proficiency in Microsoft Office Suites

• Excellent Interpersonal Written and Verbal Communication, Management and Presentation Skills

• Strong Ability to maintain good rapport with Customers/Clients

• Calendar Support, Meeting and Priority Planning, and Scheduling

• Ability to Follow Projects through to Fruition

• Highly Adept at multi-tasking and meeting crucial Deadlines

• Implementation/Administration of Key Processes

• Information Gathering and Report Preparation

• Ability to exercise Discretion in dealing with Confidential and/or Sensitive material

• Professional, Results Oriented, Dedicated, Dynamic Self Starter with High Energy Level

Experience: Urke & Stoller LLP Phoenix, AZ

Administrative Assistant Feb 2010 - Present

• Provide Administrative and Secretarial Support to Partners and Staff and ensure Timely and Courteous Service is provided to all Clients and Firm Personnel

• Maintain working Knowledge/Competency of appropriate systems applications utilized by Firm including Word, Excel, Groupwise, UltraTax, Practice CS, and Quick Books

• Monitor and Coordinate gathering of various Forms and Documents for set up of Client files efficiently, Scan necessary documents for Client Files and Maintain these files, Enter Data in all necessary systems Properly and without Error, “Check In” all tax documentation and route to the proper Preparer

• Assemble Tax Returns and prepare Extensions as needed

• Assemble Payroll and Sales Tax Reports

• Schedule appointments/meetings for Partners and Staff including making necessary Travel Arrangements and ensuring all necessary Materials, Equipment, and/or Food arrangements are provided and set up

• Perform full Secretarial duties including typing Memorandums, Correspondence, Documents and Reports, and edit for Grammar, Spelling and Punctuation

• Interact with Clients in an Efficient, Courteous, and Professional manner in Person and by Phone to ensure Clients receive Timely assistance and are directed to the appropriate Partner or Staff Member when necessary

• Work in a Fast-paced, High-volume environment and have the Ability to meet crucial Deadlines

LarsonAllen LLP Scottsdale/Mesa, AZ

Executive Assistant to Principal in Charge June 2007 – April 2009

• Provide Administrative and Secretarial Support to Tax Principals, Managers, and Staff and ensure Timely and Courteous Service is provided to all Clients and Firm Personnel

• Maintain working Knowledge/Competency of appropriate systems applications utilized by Firm including Word, Excel, Outlook, CPA/MIS (AS400), ProFx and GoFileRoom.com

• Proofread and coordinate the assembly of Client Financial Statements

• Assemble Tax Returns and prepare Extensions as needed

• Assist in Preparing and Distributing Client Billing on a timely monthly basis

• Schedule appointments/meetings for Principals, Managers and Staff including making necessary Travel Arrangements and ensuring all necessary Materials, Equipment, and/or Food arrangements are provided and set up

• Perform full Secretarial duties including typing Memorandums, Correspondence, Documents and Reports, edit for Grammar, Spelling and Punctuation and manage Principles’ Expense Reports on a timely monthly basis

• Monitor and Coordinate gathering of various Forms and Documents for set up of Client files efficiently, Scan necessary documents for Client Files and Maintain these files, Enter Data in all necessary systems Properly and without Error, and Maintain any Data updates

• Interact with Clients in an Efficient, Courteous, and Professional manner in Person and by Phone to ensure Clients receive Timely assistance and are directed to the appropriate Principal or Staff Member when necessary

• Identify and Achieve weekly/monthly budget hours

• Work in a Fast-paced, High-volume environment and have the Ability to meet crucial Deadlines

Sonitrol Management Corporation Phoenix, AZ

Executive Assistant to Regional General Manager/Office MGR July 2004 – June 2007

• Provide Organizational, Planning, Direction and Support to the Executive General Manager of two branch offices in the Southwestern Region

• Active in all phases of Managing a medium sized office staff and Providing Support necessary to identify, prioritize, and Achieve Results consistent with corporate goals and milestones. Congruently Direct and Manage all ancillary departments including Mailroom, Customer Service, A/P, A/R, and Reception, as well as working directly with the Sales and Installation/Service Departments to maximize Efficiency and ensure that new and existing customers have a Positive Experience both during and after the installation of New Equipment and request for Service calls

• Develop and Monitor overall strategic Planning and Execution of both employee and customer Retention Goals to ensure company’s continued Aggressive Growth and Profitability through minimal attrition losses and maximum Productivity/output

Paradise Valley Unified School District Phoenix, AZ

Instructor – Special Education Aug 2000 – Aug 2003

• Facilitate and Enhance the Delivery of Special Education services to students with severe handicaps and Integrate them into main-stream Classroom environment

• Instruct Students using instruction Objectives and Curriculum assigned by the District

• Implement Behavioral Management Strategies consistent with District instructional programs

Medical Assistant 1995 – 1998

• Positions included Front Office Medical Assistant and Patient Services Representative

• Responsible for day to day operations of Front Office procedures

• Coordinating Patient Check-in and Out, Escorting Patients to Exam Rooms, Taking Initial Patient Vitals, Scheduling, and Developing X-rays

• Collect and Maintain all Patient Data, Verify Accurate Coding, Collect Insurance Co-payments and Account Balances

• Prepare Daily Deposits and Reconcile Cash drawer and records

• Preparation of Patient Charts and Maintaining Chart Notations and Documentation

• Heavy Phone Volume, both Incoming and Outgoing

• Triage Patients and Process their information to the Proper Doctors and Departments (Mayo Clinic)

Education: Interstate Business College Fargo, ND

Medical Assistant Certification 1994

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