Samantha Frisman
Dedham
Summary
Highly motivated, reliable, flexible individual with excellent customer relation skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. A kind, patient, and compassionate personality. Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
Work History
Administrative Financial Assistant
Northwestern Mutual Life Insurance
01.2024 - 01.2026
- Prepared comprehensive financial plans for clients to achieve short and long-term financial goals.
- Coordinated scheduling of client appointments and medical exams, and follow-up communications.
- Reviewed and processed client transactions, maintaining accurate records.
- Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
- Tracked and assisted in underwriting process, including completing and providing necessary documents and information on behalf of both advisors and clients.
Administrator
ProSports Physical Therapy
06.2022 - 12.2023
- Managed patient scheduling and appointment coordination.
- Maintained patient records and updated internal databases to support document management.
- Screened and transferred incoming calls, took messages, and transmitted information and documents to internal personnel.
- Collected, validated, and distributed patient and billing information to third party vendors and partners.
- Computerized office activities, maintained customer communications, and tracked records through delivery.
Donor Solicitor and Support
Humane Society of the United States
08.2021 - 03.2022
- Call center and in person solicitation of charitable contributions.
- Maintained donor list and contact information to client database.
- Tracked scheduled contributions, and engaged in follow up for missed commitments.
Education
High School Diploma -
Acton Boxborough Regional High School
ActonSkills
- Multitasking and time management
- Customer service
- Information management
- Multi-line phone systems
- Data confidentiality
- Schedule coordination
Timeline
Administrative Financial Assistant
Northwestern Mutual Life Insurance
01.2024 - 01.2026
Administrator
ProSports Physical Therapy
06.2022 - 12.2023
Donor Solicitor and Support
Humane Society of the United States
08.2021 - 03.2022
High School Diploma -
Acton Boxborough Regional High School