Below are the 4 Office Managers, 4 Administrative Assistants & 4 Executive Assistants with Zoho & other systems experience. The Thor Group® provides accountants, bookkeepers and other office professionals who know your industry, Zoho & other systems on a consulting, contracting or direct hire basis.

Could the future success of your organization be helped by this office manager with experience working in hospitality, insurance, banking and financial services industries? Technical skills involve Zoho CRM, Basecamp, Salesforce, ContractorsCloud, DayLite, Concur, Oracle, PeopleSoft, Siebel System and SAP.

Contributed to the organization by coordinating attendees for conferences/seminars, as well as coordinating travel for executives as needed. While employed in a hospitality company as an office manager, booked and arranged company events: Kick Off, Holiday Outing and Annual Trip, responded to IDOI Complaints (investigated, reported and resolved complaints), as well as supported and did problem solving. Part of the job was to resolve and save cancellation requests from homeowners, draw up release or cancellation letters, compose letters, emails and reports, as well as apply for and/or renew Public Adjuster Licensing for 25 Pas. Additional responsibilities were setting up all office equipment: copier, phone lines, shredding company, as well as acting as a liaison with attorneys: summons and lawsuits.

Supported organizational goals and objectives by filing commercial claims, as well as organizing and setting up conferences. While employed as an executive assistant/CRM administrator for Zoho CRM, supported the president and managed Partner (who is also partner of Neighborhood Adjusters). This professional used Zoho Administrator (CRM). Some of the tasks were applying various states public adjuster licenses for individual and business entity, as well as applying surety bonds.

Is impacting your organization with an office manager with work experience in a clinic, a physical therapy center, a physician office and a spine group a current business consideration? Educational attainment/professional certifications are composed of Medical Terminology & Math Certificate. Technical proficiencies involve Zoho CRM, SharePoint, Clinicient, Cybermed, Amazing Charts, Acumen, Centricity and Alteer EMRS. This specialist has 20 + years of healthcare experience; and is highly proficient in medical terminology, CPT and ICD-10 codes.

While employed in a medical clinic as an office manager, maintained patient medical records using Acumen, filed chart notes, labs, and test results. Some of the tasks were verifying insurance eligibility, deductibles and collecting co-payments. Part of the job was to obtaining referrals for various insurance companies, as well as bookkeeping: payroll, bank deposits, and accounts payable.

Part of the job as an insurance/referral coordinator in a physical therapy center was to manage administration of front office for four physical therapists. Additional responsibilities were managing patient scheduling, patient charts, referrals, and new patient intake using Clinicient and Zoho. Also, verified patient insurance authorizations and verifications, as well as collected and recorded all payments from insurance providers and patients. Serving as an administrative assistant in a pulmonary medicine and infectious disease center, maintained patient medical records using CPT and ICD-10 coding, verified insurance eligibility and collected co-payments. Furthermore, scheduled patient appointments using Cybermed & Amazing Charts EMR systems.

What contributions could an office manager who worked in distribution, construction and e-commerce industries bring to your organization? Software skills include Zoho CRM, LOD, SAP, Tableau and WebEx.

Challenges like directly assisting the president and general manager in all areas of the business aspect, as well as creating and managing several businesses in tenure were welcomed and successfully completed on a regular basis. While employed as an office manager in a distribution company, has 10+ years directly managing a team in distributing products for all New Mexico, Southern Colorado and West Texas. Some of the tasks were developing and implementing processes throughout territory and office which effectively saved thousands annually, as well as helping manage and develop over 20+ employees. Other duties were creating quota revenues, forecasts and PTQ reports weekly, as well as managing multiple events and meetings, including travel both domestic and foreign. Serving as an e-commerce consultant, utilized Zoho CRM platform in auditing, enrolling, assigning, distributing cyber security training materials and merchandise. Additionally, organized sales activities in achieving set targets, as well as worked independently to achieve sales targets.

Shared expertise by carrying out bookkeeping, scheduling, bank reconciliations, accounts payable, accounts receivables, and payroll. While working as an office manager, answered phones, greeted and assisted visitors, and handled general administrative duties, such as filing, faxing, copying and mailing. As an administrative assistant in a construction company, prepared for meetings and corresponded with member representatives on upcoming meetings.

Would it be beneficial for your organization to employ an office manager with experience working in general contracting and construction industries? Educational background is composed of Bachelor’s in Political Science. Software skills involve Zoho CRM, QuickBooks, Real Estate/RealComp MLS CRM and Photoshop. Key qualifications involve office management, accounts payable, invoicing, project management, property management and pivot tables.

Serving as an office manager in a general contracting company, maintained databases in Zoho CRM and Microsoft Excel/Access, as well as worked in conjunction with municipal planning/building departments to submit and process permits for applicable properties. Some of the tasks were scheduling and conducting interviews with prospective contractors and laborers. Other duties were utilizing QuickBooks to process payroll, tax information, and time sheets, as well as creating leases and other tenant related notices. Moreover, acted as Accounts Payable and Receivables specialist; created invoices and bids/estimates via Microsoft Excel, Zoho/QuickBooks.

As an administrative assistant/receptionist in a general contracting company, increased efficiency by 43% by turning the company into a paperless environment. Some of the tasks were partnering with property management companies to schedule service appointments and process work orders. Additional responsibilities were ordering supplies and maintaining inventory of company supply room. Furthermore, scheduled appointments, as well as directed phone calls to appropriate parties.

Would hiring an administrative assistant with experience working in business coaching and pharmaceutical industries help meet the needs of your organization? Educational attainment is composed of Associates of Arts Degree in Real Estate and BS Multidisciplinary Studies with Social Sciences/English/Religion. Software skills involve Zoho CRM, Salesforce, Concur, ExpenseLink, Right Fax, Infusionsoft, GoToWebinar, Zoom and Uber Webinar Services, QuickBooks and Quicken.

Acting as an administrative assistant in a business coaching company, performed daily client services management, event planning and promotion, hosting and running webinars, website maintenance, as well as email campaign creation and maintenance within Infusionsoft. This professional did CRM maintenance, clerical and administrative duties, as well as project management (Zoho Projects and more). Part of the job was to draft and negotiate contracts for large events, media creation for live event handouts meetings and publications. Additionally, created and enforced agendas, as well as worked with publishers and deadlines for marketing media, hosting webinars, and live event management.

While working for a pharmaceutical company as an administrative assistant, planned, organized and managed corporate meetings and events, on and off-site. Additionally, scheduled and maintained 24hr on-call calendar for customer service emergency ordering line. Other duties were creating and filing expense reports for upper level management. Furthermore, scheduled travel for all 160 employees and executives, as well as updated corporate and executive calendars.

Could the future success of your organization be helped by this administrative assistant with work experience in government, retail and financial services industries? Technical skills involve Zoho CRM, Zoho Connect, Zoho Creator, Rq software, Active Net software and Open Office. Educational attainment is composed of Associate’s Degree in Early Childhood Education.

The job entailed greeting customers, registration of clients, entering personal data, filing invoices, operating office equipment, as well as receiving payments, and preparing daily reports and deposit. As an administrative assistant in a government office, in charge of answering multi-line telephone system, routing calls, taking messages, responding to questions about the department’s activities and collecting registration fees for the programs offered through the Parks and Recreation Department. Additionally, assisted in preparing documents for monthly board meetings.

Supported organizational goals and objectives by achieving all sales and profit goals, directing responsibility of all store operations, as well as adhering to store budgets. In another role, this individual recruited, hired, coached, developed and monitored retail staff performance, along with workforce planning. Also, conducted employee meetings in addition to weekly/monthly employee reviews, reports, all profit and loss for locations. In addition, proactively analyzed business needs, identified opportunities, and created/executed improvement plans. Furthermore, promoted positive customer experience through modelling great customer service and handling escalations promptly.

How can an executive assistant who worked in aerospace/defense, software, oil/gas and entertainment industries help your organization? Educational attainment is composed of Bachelor of English and Master of Business Administration. Relevant skills include Zoho CRM, Publisher, Adobe Photoshop, Acrobat Pro and Social Media.

Working with challenging issues such as assisting with researching, implementing, and training of a new CRM program (Zoho) to increase sales and data efficiency have vetted this specialist’s work experience. Serving as an executive assistant in an aerospace/defense company, maintained inventory management maintaining daily tracking of new orders and shipping of all medical training products. Part of the job was supporting battlefield simulation training events, including role-playing support characters, assisting on-site communication, and maintaining detailed and tight schedules for multiple students and instructors. Furthermore, created and managed a process to secure nondisclosure agreements, teaming agreements, and other controlled documents in accordance with government contractor requirements.

With a “can do approach” in the area of initiating office remodel project, including vetting and hiring an architect firm and general contractor. As an executive assistant in a software company, coordinated with department heads for design input/needs, including space requirements, power and technology needs, and served as primary point of contact for all communication. Furthermore, assembled monthly board report from reports of all department heads.

What contributions could an administrative assistant with experience working in consulting, manpower, pharmaceutical and banking industries bring to your organization? Educational background is composed of Bachelor of Science in Business Administration with Dual Concentration in Marketing and Project Management. Professional certifications involve Certified in Microsoft Office Suite Package and Certified in Human Resource Development. Technical skills involve Zoho CRM, IBM SmartCloud Notes, SAP CRM, Hootsuite, Lotus Notes, Mysis TIGER/PM/EMR, IBM Verse and eHR People View.

Challenges like managing contracted clients’ CRM systems and answering forwarded incoming calls from associates, employees, service providers, vendors, etc. on clients’ behalf were welcomed and successfully completed on a regular basis. Serving as an administrative assistant in a consulting company, assumed responsibility for all daily administrative tasks while prioritizing and organizing the client’s task list continuously through the day. Also, coordinated all travel arrangements (air, car, and hotel), itineraries and logistics. Moreover, planned and facilitated conference calls, webinars, training, (virtual and IRL), and team events.

Shared expertise by coordinating and performing a range of staff support activities for the unit; as well as serving as a liaison with other departments, directing reports and executives in the resolution of day-to-day administrative and operational problems. While working as an administrative assistant, provided administrative support for the departments such as answering telephones, assisting visitors, as well as resolving and referring a range of administrative problems and inquiries. Furthermore, operated personal computer to compose and edit correspondence and memoranda from dictation, verbal direction, as well as from knowledge of established office policies.

Would it be beneficial for your organization to employ an executive assistant with experience working in chemical and manufacturing industries? Systems knowledge consists of Zoho Customer Relations Management (CRM), Integrify Workflow Management System, Zoom/Go to Meeting and Concur Expense & Travel Management System.

Serving in a chemical company as an executive assistant, provided high level support to the CEO in matters where the goal was to shield the CEO from day-to-day operations. Some of the tasks were doing general scheduling, meeting planning, and personal errands/matters. Also, reported, audited and maintained business risk mitigation/supplemental financial reports/contingency plan/ sales programs/ templates/CEO letters / executive limitations/safety programs/CRM accuracy /expense reporting. Additionally, did budget preparation and reconciliation, as well as performed database management: Contract Research and Legal Documents.

As an executive assistant in a manufacturing company, provided administrative support to the President, VP-Legal, CFO, Japanese Nationals, Strategic Team and Accounting. Some of the tasks were maintaining calendars, as well as planning and scheduling meetings, including teleconferences. In addition, professionally and discretely handled highly sensitive confidential matters. Furthermore, negotiated favorable terms and pricing with resorts, vendors, caterers and other providers for service at events. Other duties were enhancing productivity and workflow between departments and the executive team, fostering a sense of teamwork.

Would a detail-oriented executive assistant with work experience in banking, e-commerce, financial services and professional services industries fit in your organization? Software skills involve Zoho CRM, Campaigner CRM Pro, Micro J+, Salesforce, Sageworks and Foxit Phantom PDF.

Some accomplishments included providing high-level administrative support to the market president and for the four other company branch presidents. While working in a bank as an executive assistant, managed the executive’s calendar; including scheduling meetings, conference calls and daily email correspondence on executive’s behalf to internal employees as well as external clients. Some of the tasks were doing meeting coordination, coordinating and making arrangements for on-site and off-site meetings or events including logistics (e.g., communication, location, meals, equipment, materials, and travel). Also, provided administrative support for the branch on a daily basis, such as ordering office supplies, monitoring supplies stock, routing phone calls, making copies and scanning.

The job entailed maintaining records of employee time sheets and being responsible for calculating & ensuring accurate paid commissions. Serving in an e-commerce company as an executive assistant, used Zoho CRM and Invoice tracking software. Part of the job was to read and analyze incoming memos and submissions, as well as distribute them as needed. Furthermore, maintained CEO’s calendar as well as planned and scheduled meetings, including teleconferences and travel.

Would hiring an executive assistant with experience working in construction, airlines/aviation and marketing/advertising industries help meet the needs of your organization? Software skills involve Zoho CRM, Prophet CRM, SAP, Salesforce, SharePoint, Photoshop, Visio, MS Project, Google Analytics, Concur and SnagIt.

Some of the tasks were assisting sales teams by developing sales materials including CEUs, flyers, presentations and events. Part of the job was to manage programs and conferences by arranging for facilities and caterer, issuing information or invitations, coordinating speakers, and controlling budget. Moreover, directed preparation of records such as agenda, notices, and minutes for corporate meetings.

While working for a construction company as an executive assistant, reported to the CEO as well as assisted the CFO and Safety Director as EA and Office Manager. Other duties were assisting in the development of a new logo, business cards, promotional items, and signage, aside from writing and distribution of all press materials. Also, was accountable for facilitating all legal contracts including MSAs, NDAs, CIOs, etc. Furthermore, maintained office efficiency by planning and negotiating favorable terms and agreements for facility vendors, including IT, travel companies, service providers, property owners, etc.