Receptionist / Office Assistant


34230 Country Breeze Ave

Wesley Chapel, FL 33543




More than twenty years experience including Administrative, Customer Relations, Financial and Management skills. Excellent computer, organizational and analytical skills. Strong interpersonal qualities. Excellent written/verbal communications skills. Strong leadership qualities; ability to motivate others. Energetic, learns new skills easily. Computer literate: (Windows). Ambitious and assertive. Highly self-motivated; eager for challenges and added responsibility.  Commissioned as a State of FL Notary Public.



Executive Assistant                         February 2016 – January 2017

Manage and maintain the executive’s schedules and see that their appointments are scheduled properly and their time is managed to the utmost efficiency.  Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, and presentation software to keep the office running on a day to day basis.  Read and analyze incoming memos, submissions, and reports to determine their significance, plan their distribution and/or carryout the resolution of any tasks that need to be completed.  Open, sort, and distribute incoming correspondence, including faxes and email.  File and retrieve corporate documents, records, and reports and coordinate them for the Engineers use so that they may complete the inspections and structural design that they are assigned.  Prepare responses to correspondence containing inquiries and/or any job related issues and see that any issues are resolved so that the Engineers may spend their time on structural engineering issues and not clerical issues that come up relating to the jobs they have been assigned.  Keeping up on all licensing and continuing education requirements to keep the engineers licenses current and up to date.  State of FL Notary Public.


Client Services Manager                         September 2013– February 2016

Returned to previous employer to resume management position.  Duties included running a Financial Planning  office on a daily basis.  Handling all client calls and setting up appointments.  Processing all paperwork from pre-application to completed investment accounts and life insurance policies.  Run various reports for Financial Planner to use in meetings with clients.  Marketing and seminar planning from initial ideas to planning and holding seminars at different locations throughout FL.  Very well versed in financial and insurance terminology, paper work, reports and products available.  State of FL Notary Public.

Your Outsource Resource (YOR), New Tampa, FL

Funding Coordinator______________September 2012 to September 2013

Worked with several Law firms through YOR as their funding department for their estate planning clients.  We take the case from compiling the initial asset report, building it from the statements the client provides, until the final paper work has been submitted to the companies for the changes that they wish to make per the attorney’s and/or clients instructions.  We handle the assets until they have been processed and verified as complete.  This involves working closely with the Law Firms, Financial Planners, Banks and Companies as well as with the clients themselves.  It requires strict attention to detail and accuracy as well as precise time management due to the importance of getting the changes made in a timely manner.


Office Manager/Dispatcher_________________February 2011 to July 2012

NationsWork was a national commercial handyman service that covers 12 states across the country.  My primary duties were to manage the dispatchers and office staff and to coordinate the work orders for the jobs that come in from the maintenance companies and see them through from work order to finished job.  After the jobs are completed, I saw that the technicians got their signed paperwork in for invoicing the customers. I did the estimates for any work orders that needed a quoted price before work can be done on site. I also worked on recruiting new technicians for the 12 states we covered by running job postings, gathering resumes and holding telephone interviews to match any potential technicians with areas and jobs that we were in need of personnel and I did all the hiring/firing of the office staff.  I did all paperwork to send to the accountants to process the payroll of the technicians as well as the office staff.  They have currently gone out of business


Office Manager____________________June 2010 to February 2011

Daily duties included running the financial office as well as coordinating and admitting patients to a 12-bed facility.  In charge of all the financial  processing of the patients and also heavy use of QuickBooks to do bookkeeping, daily, weekly and monthly financial reports for the administrative offices as well as the facility itself and weekly bill paying for the center.  Was in charge of purchasing medications, housekeeping and office supplies for both the facility and admin. offices.  Coordinated all the room assignments and admissions/discharge of the patients.  Responsible for the operations that make the facility and the admin. offices run smoothly on a daily basis.



Receptionist/Payroll Clerk____________________July 2009 to May 2010

Duties included running a 12-line switchboard with over 30 extensions.  Processing technician’s payroll from their timesheets and entering on the Navision system for check processing. In charge of ordering, all of the office supplies and for keeping everything stocked for the staff. Running the front office from client service to any secretarial duties that need to be done on a day-to-day basis. This was a temporary position



Client Services Manager                         February 2006 – May 2009

Duties included running an office on a daily basis.  Handling all client calls and setting up appointments.  Processing all paperwork from pre-application to completed investment accounts and life insurance policies.  Marketing and seminar planning from initial ideas to planning and holding seminars at different locations throughout FL. Currently using the ACT computer system and Windows office applications.  Very well versed in financial and insurance terminology and products available.  State of FL Notary Public.


Administrative Assistant________________ April 2005 - December 2005

Assisted in all areas of running a financial advisory office. Strong client relation skills as well as computer knowledge. Micro soft office applications (Word, Excel, etc). Process of all new brokerage applications as well as running portfolio summaries and all reports from the Axsys system. Use of ACT data system for all scheduling and client management.


Administrative Assistant________________________________ April 2003-2005

Assisted in all areas of the office of a financial representative. Processes all forms of paperwork, applications and documents required by the broker/dealer and financial institutes used by the financial representative. Follows all transactions from the beginning stages to the end placement or completion of the application and/or transaction requested by the clients.


Executive Assistant to the Brokerage Director_________________ 2001-2003

Involved in every aspect of the brokerage department. Hands on involvement with all the broker needs (running quotes, processing applications, case management and follow-up, all service questions and any marketing needs of the firm.)


Production Coordinator_____________________________________ 1989-1994

Process insurance policies from application through final stages. Work close with agents/underwriters to quickly approve and underwrite cases. Complete follow-up on cases paying close attention to detail. Contact doctors/medical facilities to obtain medical records. Run quotes and ledgers for all policy needs.

Receptionist___________________________________ 1987-1989

Performed general office duties. Trained new receptionists. Handled all NYS licensing of agents. Made clerical changes and improvements to the record/filing systems.

LANE BRYANT, Williamsville, NY

Assistant Manager___________________________________________ 1982-1987

Daily running of a retail store in a busy mall setting.  Responsible for all types of cashiering responsibilities and also acting as head cashier.  Basic hiring, firing and scheduling of staff and worked closely with the store manager coordinating staff needs and concerns.  Responsible for opening and closing the store and daily banking deposits, register balancing and bookkeeping.  Floor set-up and ad campaign implementation as well as inventory and stock invoices were also apart of the daily requirements of the position.

  • ID#: 139700
  • Location: Zephyrhills, FL , 33543

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