Andrew Smith

Professional Summary

Client-centric and focused professional with experience working within institutions as an inventory and wealth management specialist.  Committed to providing first-class service to deepen relationships with consumers.  Expert in budgets, estimates, and statistic reporting.  Enthusiastic, results-driven leader with extensive success collaborating with teams to develop and execute creative solutions.

Employment history

Assistant Office Manager, Lehner-Mann. South Shyla, Washington
Dec. 2019 – Present
  • Coordinate with other professionals, such as contractors, architects, engineers, and plumbers, to ensure job success.
  • Generate financial statements and facilitate account closing procedures each month.
  • Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
  • Maintain inventory records.
  • Prepare manuals and train workers in use of new forms, reports, procedures or equipment, according to policy.
  • Supervise the work of office employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.

Solution Specialist, Klocko, Dach and Barton. Lake Julianna, Rhode Island
Jan. 2016 – Feb. 2016
  • Keep abreast of developments in the field by reading current literature, technical reviews, and participating in conferences.
  • Answer user inquiries regarding computer software or hardware operation to resolve problems.
  • Install and perform minor repairs to hardware and software, following design or installation specifications.
  • Prepare evaluations of software or hardware via diagnostics and recommend improvements or upgrades.

Electrical Dept. Manager, Hirthe LLC. Mayerview, New York
Mar. 2011 – Dec. 2012
  • Direct, coordinate, and review activities in sales.
  • Prepare and manage departmental budget.
  • Arrange for storage facilities when required.
  • Monitor customer preferences to determine focus of sales efforts.
  • Learn about competitors’ products or consumers’ interests or concerns to answer questions or provide more complete information.


Southern Louisiana College, North Essiestad, Texas
Bachelor of Arts, Applied Mathematics, 2019

Personal info


(000) 000-0000


287 Custer Street, Hopewell, PA 00000




Attention to Detail

Problem Solving

assistant office manager

  • Insurance verification, file claims, and collection.
  • Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.
  • Document and account for dealer liability of union benefits.
  • Maintain attendance records and employee files.

assistant office manager

  • Prepare manuals and train workers in use of new forms, reports, procedures or equipment, according to policy.
  • Scheduled patient appointments including absence follow-up scheduling.
  • Completed clinical procedures and gathered patient data for interpretation by a physician.
  • Collected necessary payment from patients.

assistant office manager

  • Accounts payable payroll.
  • Accounts receivable payroll. 
  • Reporting payroll to paychex.
  • Scheduling site inspections. 

assistant office manager

  • Medical support staff at a private chiropractic office
  • Greeted all patients, provided medical paperwork
  • Managed office schedule (patient appointments)
  • Collected medical histories, updated using CT Software
  • Insurance verifications
  • Drafted HIPAA compliant emails and staff memos
  • Kept office and patient rooms stocked, cleaned and organized

assistant office manager

  • Open, read, route, and distribute incoming mail or email.
  • Assisted physicians in follow-through of care.
  • Attended required training, education and meetings.
  • Answered E-mails, phone calls providing excellent customer service.

assistant office manager

  • Prepare month-end paperwork for CFO
  • Inform Operations Director and CFO of office productivity.
  • Respond promptly to CFO and Operational manager’s queries.
  • Meet and negotiate with vendors to obtain quotes within budget.
  • Prioritize and delegate office duties.
  • Reconcile bank statements and inventories.
  • Weekly payroll for 100 employees.

assistant office manager

  • Maintained detailed records of test results by entering data and patient information into computer.
  • Managed office and multiple employees.
  • Tailored care to meet the specific needs of each patient.
  • Collected, organized and restocked supplies in all units.
  • Performed routine housekeeping functions.
  • Ordered and prepared reagents and supplies.
  • Welcomed patients and inquired as to their wellbeing since their last treatment.

assistant office manager

  • Manage, organize and optimize contact data in Raiser’s Edge.
  • Prepare and send regular email newsletters and other communications.
  • Post content to social media and websites.
  • Prepare, send and track sponsorship packets and correspondence.
  • Coordinate assignments for volunteers.
  • General administrative assistance, including typing, filing, Gmail programs, errands.

assistant office manager

  • Train new office staff to respond to patients’ needs and manage billing systems
  • Greet and serve all patients as they arrive (or direct other staff to do same)
  • Maintain the dental clinic’s budget, general ledger, and accounting systems
  • Motivate office personnel to serve patients
  • Provide the Dentist with administrative and practical support
  • Maintain patient rapportExperienced with Eaglesoft

assistant office manager

  • Scheduling meetings between potential clients and the owner
  • Knowledgable in operating a point of sales system
  • Keeping paperwork and office organized
  • Making sure that all documents were scanned onto the company server
  • Reporting to the office manager on tasks which had been completed during the duration of the day and preparing a list of tasks which needed to be completed the following day

assistant office manager

  • Ran front desk, made appointments and checked patients in.  
  • Filed all primary and secondary insurance.
  • Entered all payments to patient accounts.
  • Handled all EOB’S.
  • Mailed out patient statements.
  • Maintained all patient’s accounts.
  • Maintained all patient’s files.   

assistant office manager

  • Verified all services rendered to members to assure that invoice coincide with doctor’s orders.
  • Review and enter all Homecare invoices into system for payment process.
  • Handle all vendors’ inquires pertaining to payment for service provided for all Personal Care and Home Health Aides.
  • Assisted Nurse Case Managers with translation with Spanish speaking patients.