Summary
Overview
Work History
Education
Skills
Timeline
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Marissa Moats

North Platte

Summary

Dynamic Administrative Assistant with proven expertise at Zen Wealth Strategies, excelling in customer service and office administration. Demonstrated strong organizational skills by enhancing workflow efficiency and maintaining confidentiality. Adept at managing complex schedules, ensuring optimal time utilization for executives while fostering positive professional relationships.

Overview

11
11
years of professional experience

Work History

Administrative Assistant

Zen Wealth Strategies
05.2022 - Current
  • Supported daily administrative operations by organizing documents and maintaining filing systems.
  • Assisted in scheduling appointments and coordinating meetings for team members.
  • Utilized office software to prepare reports and presentations for internal communication.
  • Managed incoming calls and correspondence, ensuring timely responses to inquiries.
  • Collaborated with colleagues to streamline office procedures and enhance workflow efficiency.
  • Maintained inventory of office supplies, facilitating timely reordering when necessary.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.

Administrative Assistant

Gifford & Cox CPA
07.2014 - 06.2019
  • Adapted quickly to changing priorities, demonstrating flexibility in a fast-paced environment.
  • Accurate assembly of income tax returns and related documents for review
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Maintained inventory of office supplies and placed orders.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Managed scheduling for executive team, balancing complex calendars to ensure optimal use of time.

Education

Bachelor of Science - Project Management

Bellevue University
Bellevue, NE
11-2011

Skills

  • Customer service
  • Data entry
  • Computer skills
  • Office administration
  • Administrative support
  • Microsoft Word
  • Time management
  • Microsoft Excel
  • File organization
  • Microsoft outlook
  • Filing
  • Scheduling
  • Documentation and recordkeeping
  • Professional communication

Timeline

Administrative Assistant

Zen Wealth Strategies
05.2022 - Current

Administrative Assistant

Gifford & Cox CPA
07.2014 - 06.2019

Bachelor of Science - Project Management

Bellevue University

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Marissa Moats