Responsible for supporting high-level executives and doctors. Provide administrative support and perform numerous duties, including scheduling, writing correspondence, emailing, handling visitors, routing callers, and answering questions and requests. Knowledge of a variety software packages, such as Microsoft Word, Outlook, Powerpoint, Excel, Google Cloud, FileMaker Pro. Making ledger entries, debit and credit, and forwarding accounting copy. Keeping financial records and books. Preparing yearly tax records for non-profit organization.
Responsible for all aspects of branch operations; customer service, new accounts, account servicing and problem resolution. Conduct and document compliance training and ensure all established polices and procedures are followed.
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