QUYEN TU
San Jose
Summary
Resourceful professional in executive support, known for high productivity and efficient task completion. Specialize in advanced scheduling, document management, and confidential correspondence handling. Excel in time management, problem-solving, and communication, ensuring seamless operations in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Senior Marketing Director’s Assistant
Alviso
02.2022 - Current
- Managing scheduling, calendars, and meeting coordination for executives and staff.
- Developed and implemented filing systems, both digital and physical, improving document organization and retrieval efficiency.
- Monitored email accounts regularly and responded appropriately within established timeframes.
- Checked postings and documents for correctness, accuracy and proper coding.
- Provided administrative support to the finance department, including filing, data entry, and document management.
- Processed invoices, payments, receipts, disbursements. in a timely manner.
- Preparing reports, presentations, and documentation as needed.
- Reduced financial discrepancies, ensuring on-time, accurate deposit balances, incoming checks, available revenues and receipts for investment processes.
- Handling inbound calls, emails, and correspondence in a professional manner.
- Maintaining clients records and company databases with accuracy and confidentiality.
Medical Receptionist
DXD Corp
SAN JOSE
10.2021 - 10.2023
- Greeted and checked in patients, updating patient information in the computer system. Checked patients in and out for appointments and collected co-payments.
- Communicated with patients with compassion while keeping medical information private.
- Maintained confidentiality of patient information according to HIPAA regulations.
- Arranged hospital admissions for patients as required.
- Scheduled patient appointments, verifying accuracy of appointment times with providers.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Processed patient payments and scanned identification and insurance cards.
- Assisted with filing of medical records and documents, maintaining accurate electronic files.
- Prepared charts for new patients, ensuring all necessary forms were completed correctly.
- Scheduled tests, lab work or x-rays for patients based on physician orders.
- Answer inbound calls and place outbound calls in a high call volume environment.
- Contact the insurance companies regarding general inquiries, concerns, requests for information or check the eligibility.
- Handle patients and providers requests through email, voicemail, fax or walk-in.
- Perform other related duties as required or assigned.
TAX OFFICE ADMINISTRATOR
KBLA CORP
San Jose
01.2017 - 10.2021
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Prepared 1040EZ, 1040A and 1040 forms as well as supporting schedules A, B and C accurately and efficiently.
- Maintained records of client information such as social security numbers, income levels, deductions.
- Scheduled appointments with clients to discuss their tax return needs.
- Established work procedures or schedules to organize daily work of administrative staff.
- Organized and maintained documents, files and records.
- Worked with cross-functional teams to achieve goals.
Education
Business Administration
Everett Community College
Everett, WAAccounting and Finance
Mission College
Santa Clara, CASkills
- Customer service
- Team collaboration
- Confidentiality compliance
- Time management
- Problem solving
- Attention to detail
- Administrative support specialist
- Interpersonal communication
- Office management
- Professional and mature
Languages
English/ Vietnamese, Native/ Bilingual
Timeline
Senior Marketing Director’s Assistant
02.2022 - Current
Medical Receptionist
DXD Corp
10.2021 - 10.2023
TAX OFFICE ADMINISTRATOR
KBLA CORP
01.2017 - 10.2021
Business Administration
Everett Community College
Accounting and Finance
Mission College
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