Edith Wade Email & Phone Number

Stamford, Connecticut, United States

Personal assistant to the ChairmanManage monthly utility and vendor invoices for the Florida and Connecticut residencesCompare bank statements against Quicken spreadsheet in order to create monthly reportsType personal and business correspondence, fax and copy documents for mailingMaintain personal and corporate files, answer phone, open and sort daily mailMake travel arrangements, doctor appointments Virtual assistant from November through June; instructions given via fax and/or phone

Responsible for processing purchase orders and invoices Organize faxes in bins for distribution to service department

Contact insurance carriers to verify coverage, update patient filesProcess monthly billing statements for mailing, create financial reportsCross sell Credit Care to patientsOccasionally schedule appointments and greet patients

Office Services (5/2005-12/2008)Responsible for facility maintenance requests and follow-upsPurchase office supplies for all departmentsWork with vendors used for office plants, snack machines and office equipmentCover reception, answer phone, meet and greet visitorsSupport principles in various departmentsEdit, proofread plan documents and client correspondence Manage time sensitive Form 5500 IRS filings for various clientsEnhance PowerPoint presentations both visually and conceptuallyPrepare and submit expense reportsCoordinate travel arrangements for meetings and training seminars