Summary
Overview
Work History
Education
Skills
Timeline
Generic

Donna Penner

Surrey,BC

Summary

Dedicated, resourceful and enthusiastic administrative professional with over 5 years of administrative experience. Strengths include transcribing documents, creating reports, dealing with confidential and sensitive matters, managing CEO calendars, and basic bookkeeping and accounting. In-depth understanding of medical office procedures, managing bookings, and arranging follow-up visits.

Overview

9
9
years of professional experience

Work History

Executive Administrative Assistant

Simply Office
10.2021 - Current
  • Provides comprehensive administrative support
  • Manages and tracks expenses and receipts on a monthly basis
  • Transcribe and prepare reports
  • Perform research and gather information to support decision-making processes
  • Participate in special projects and contribute to their successful completion
  • Maintaining files, legal records, leases, and other corporate documents
  • Updated rent spreadsheets to support executives
  • Provide reception duties by greeting guests, responding to, and directing calls, and distributing mail
  • Post, Update and monitor social media and website content.
  • Handled scheduling for executive's calendar and prepared meeting agenda and materials.
  • Organized and updated schedules for executives
  • Used software to coordinate meetings, appointments, and tasks senior executives
  • Updated spreadsheets and created presentations to support executives and boost team productivity

Medical Office Assistant

FYiDoctors
12.2018 - 10.2021
  • Triaging patients that present symptoms related to retinal detachments, infections, injuries, changes in vision, and other eye related emergencies
  • MSP and private insurance billing
  • Preparing and sending referrals to ophthalmologists' offices
  • Collecting information regarding patients' history
  • Updated patient information and insurance details for accurate electronic medical records
  • Prepared patient charts by gathering and organizing medical records ahead of appointments
  • Used Acuitas to schedule appointments for doctor visits and procedures
  • General administrative duties such as filing, photocopying, stocking shelves, inventory management, booking appointments, taking payments, managing petty cash, and answering phones.

Stock Coordinator/Sales Lead

Bootlegger
10.2017 - 12.2018
  • Received shipments, prepared paperwork, and ensured inventory was accounted for and put away per company standards
  • Performed bank runs, calculated sale goals, and performed opening and closing duties
  • Dealt with tense situations and upset customers respectfully and efficiently
  • Signed customers up for membership cards and explained benefits.
  • Unloaded, sorted and stocked merchandise according to store layout and product placement
  • Greeted customers and directed to requested products

Sales Lead Gymboree

09.2014 - 10.2017
  • Tracked sales, reduced hours, and coached sales associates in order to achieve sale goals
  • Communicated with District and Regional managers, met with loss prevention officers, and worked with upper management to ensure the store was being run efficiently
  • Worked well in a team setting, providing support and guidance
  • Self-motivated, with a strong sense of personal responsibility
  • Performed bank runs, calculated sale goals, and performed opening and closing duties
  • Participated in inventory counts and audits
  • Assisted in training of new employees.
  • Proven ability to learn quickly and adapt to new situations

Education

Bookkeeping Professional Certificate –Bookkeeping Basics -

Intuit Academy
Vancouver, BC
01.2022

Diploma - Addiction & Community Support Working

Vancouver Career College
Surrey, BC
12.2012

Skills

  • Data analysis
  • Preparing spreadsheets and
  • Databases
  • Project management
  • Communication
  • Organization
  • Problem-solving
  • Clear and logical communicator, both
  • Verbal and written, able to establish
  • Rapport with both clients and staff
  • Advertising Support
  • Answer Multi-Line Phone Systems

Timeline

Executive Administrative Assistant

Simply Office
10.2021 - Current

Medical Office Assistant

FYiDoctors
12.2018 - 10.2021

Stock Coordinator/Sales Lead

Bootlegger
10.2017 - 12.2018

Sales Lead Gymboree

09.2014 - 10.2017

Bookkeeping Professional Certificate –Bookkeeping Basics -

Intuit Academy

Diploma - Addiction & Community Support Working

Vancouver Career College

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Donna Penner