Phyllis Thompson

779 Seaman Lane, Johns Island, SC 29455

843-460-7076
E-mail: pt4d6b8a@westpost.net

BREIF SUMMARY OF STRENGTHS:

Administrative Assistant to the Chief Financial Officer, Chief Operations Office
r, Director of Finance, Site Coordinators and Board of Directors.
Secretary, Data Entry, Clerical and Customer Service Support.
Day-to-day-Operations to include Payroll, General Accounting, Bookkeeping, Liais
on, Supervision, Purchasing, Inventory, Human Resource (Hiring and Orientation),
Billing, opening and closing business and organizational skills.

EMPLOYMENT DETAILS:
October 5, 2007 to April 24, 2009
United Insurance of America * (Fiduciary Agent) Lenny Swain
2413 Savannah Highway, Charleston, SC 29414 (843) 766-8353
o Sold, wrote, field underwriter, financial planner, prospected, organized and m
aintained insurance for customers.
o Prepared weekly financial statement of premiums collected.
o Maintained rapport with office staff, customers, other agents,
o and case management.
July 8, 2002 - October 5, 2007
Sea Island Medical Center * (Administrative Assistant/Payable Clerk) Gloria Satt
erfield/David Trout
3627 Maybank Highway, Johns Island, SC 29455 - (843) 559-3676
o Opened and closed office, pick up and distribute daily mail from Post Office,
received and shipped mail by DHL- FedEx, UPS, relieved front office staff (CSRs)
, distributed fax (es), verified insurance.
o Microsoft (Word - Excel - PowerPoint), Publisher.
o Office manager, supervision of site coordinators and transportation driver, pa
tient complaints/comments, human resource (hiring and orientation), payroll (ADP
- 28 to 32 employees), travel, special event planning, collaborative programs,
state and federal programs associated with Community Health Centers, Board of Di
rectors (Staff Secretary).
o DOF (monthly statement for BOD), CPA (prepared end of the year audit statement
s), cash flow statements, GL entries (Peachtree), AP/AR, purchased inventory, b
udget, maintained three bank accounts (reconciled - deposits - transferred funds
) electronically filed taxes, billing of two federally programs, organized and s
ubmitted paperwork to receive federal funds,
o data entry and secretary duties.
August 2001 - March 2002
Allegheny Personnel Services * (Data Entry Clerk and Secretary Specialist Positi
ons)
Patsy Bradshaw
120 Fifth Avenue, Suite 2100, Pittsburgh, PA 15222 - (412) 391-2044
o Data Entry for HMOs.
o Organization of payment and rejection of insurance accounts.
o Court forms, court system (Juvenile Justice), transcription.
o Human Resource, procedure manuals, information packets (Employee's of Mellon B
ank),
o and other clerical functions.
EDUCATION:
Trinity College and University
BA Business Administrative / Computer Information Technology
Certificate
Office Support Technology
Diploma
Executive Secretarial Science