Answered patient calls, provided them with all information needed in regards to scheduling and orthodontic care.
Scheduled patient appointments in person and over the phone.
Created and filed patient records.
Worked and assisted office manager.
Basic office cleaning duties; including patient waiting area, front office space, bathroom and break room.
Greeted clients as they came into the office, offered them coffee or water as they waited their tax professional.
Answered incoming client calls regarding scheduling and tax questions.
Redirected all customer calls to tax professionals as needed.
Scheduled client appointments.
Made calls to prior clients in attempt to reschedule them to file their taxes.
Cash handling: took payment for their tax return (check, cash and debit/credit card payments).
Opened and closed office daily.
Filed client tax returns.
Manager Support: assisted managers on the functionality of the POS system. How to properly run reports, find all sale charges and ring up all types of sales. Ordered and shipped supplies (office supplies, cleaning supplies, new devices) to all sites, used PO system and shipped accordingly. Assisted on claims by communicating with customers directly. All manager questions regarding customer services, accounting and payroll. Created Standard Operating Procedures for all staff members on how to properly run reports and finalize sales.
Human Resources: checked and adjusted time cards for all locations/employees weekly.
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