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Alternative Investment Administrative Assistant II Resume Example

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ALTERNATIVE INVESTMENT ADMINISTRATIVE ASSISTANT II
Professional Summary

Systematic Administrative Assistant with over 12 years of experience in fast-paced office settings. Hardworking team-player with expertise completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.

Skills
  • Office administration
  • Spreadsheet management
  • Process optimization
  • Microsoft Office Suite/Outlook
  • Wolters Kluwer XCM
  • Practice Management/Axcess Practice Management
  • Concur
  • Allscripts
  • Touchworks
  • ACIS
  • CRM/RPM/Document Indexing Application/Business Management Program
Work History
Alternative Investment Administrative Assistant II, 10/2018 to Current
Richey May & Co – Englewood, CO
  • Performed migration of 563 Audit clients/projects, 900+ Tax clients, And 1500+ Tax projects from Practice Management to Axcess Practice
  • Perform Executive Assistant duties for AI Partners including, but not limited to, calendar management, time and expense entry, and preparing proposals
  • Process and/or review client deliverables, including, financial statements and management letters, checking for quality and correctness throughout.
  • Preparation of client engagement letters, tracking, and follow up.
  • Supported efficient meetings by organizing spaces and materials, documenting discussions, distributing meeting notes, and coordinating meals when necessary.
  • Assisted Partners and Managers with preparation for department meetings, conducting research as requested, developing meeting agendas, attend such meetings, and taking notes.
  • Assisted with booking of travel for off-site engagements and other business travel through Concur, acting as point of contact for Partners, Managers, and team members.
  • Act as Administrator for XCM project management system
  • Assist management with client billings, responding to internal Client inquiries, resolving issues that arise, and making account adjustments as necessary
  • Responsible for tracking and entering department staff CPE into CE Manager
  • Coordinate meal orders daily during busy season and when requested
  • Input new clients into CRM system and continuously update new employees, contacts and address changes as this information is communicated
  • Responsible for processing 900+ client tax extensions and returns through XCM and electronic filing system
  • Conduct research on various projects including prospects, AI consulting ideas, industry trends, news and articles
  • Prepare all shipments and mailings which included transporting all shipments and mailings to appropriate drop box or post office
  • Generate weekly department productivity reports, forwarding to department Partners, and Managers.
  • Assist with call/meeting scheduling for department leaders, managers, and other team members as requested.
  • Created PowerPoint presentations for business development purposes.
  • Assist with project tracking, including sending reminders to department members.
  • Managed office inventory by restocking snacks/supplies and placing purchase orders to maintain adequate stock levels.
  • Act as back-up phone receptionist when necessary.
  • Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments.
  • Coached new employees on administrative procedures, company policies, and performance standards.
Medicare Billing Specialist/Senior/Lead Billing Specialist, 06/2013 to 10/2018
Coram/CVS Specialty Infusion Services – Centennial, CO
  • Provide project support to Medicare supervisor
  • Assist supervisor with daily task management
  • Complete projects handed down from management to clear suspend by 80%
  • Assisted management in creating new training materials/documents for all of Medicare Billing department
  • Provide training for newly hired employees as well as performance-enhancing/continued learning for current team members
  • Prepared required billing documents to send to patients/physicians for signature
  • Reviewed Billing documents of all Medicare team members to ensure quality/accuracy before sending to prescribing doctor and/or patients
  • Reviewed adjustments sent by team members to ensure that correct items/amounts were adjusted for valid reasons
  • Receive signed billing documents from physicians/patients, reviewed to ensure quality/accuracy and filed through DIA/BPM/RPM
  • Placed Medicare Rx on file in ACIS, printed electronic Certificate of Medicare Necessity forms, and filed them in patient electronic charts
  • Review requests from Patient Financial Services for account corrections completed corrections and sent account back from completion
  • Complete Medicare verification for eligibility and Same and Similar dates to ensure claims are sent out correctly
  • Answer phones with patients questions, billing questions, and physician office calls
  • Call physician offices to request patient records and clinical information necessary to bill Medicare
Medical Records Technician, 08/2008 to 06/2013
South Denver Cardiology AssociatesPC – Littleton, Colorado
  • Communicated effectively with staff, patients, and insurance companies by email and telephone.
  • Provide lead office support for nineteen cardiologists as well as nursing departments in fast-paced, rapidly changing environment
  • Work closely with five medical records professionals to provide outstanding patient care and internal support for physicians
  • Responsible for sorting, scanning, filing records in Touchworks,
  • Prepared between 45-70 charts, both paper and electronic, for daily physician, nurse and diagnostic testing appointments
  • Assist in 100% conversion of paper records to electronic records system, Touchworks
  • Answer both physician and patient phone lines.
  • Utilize Touchworks to manage and confirm patient data, such as insurance, demographic and medical history information.
Education
High School Diploma: 2005
Cherry Creek High School - Greenwood Village, CO
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Resume Overview

Companies Worked For:

  • Richey May & Co
  • Coram/CVS Specialty Infusion Services
  • South Denver Cardiology AssociatesPC

School Attended

  • Cherry Creek High School

Job Titles Held:

  • Alternative Investment Administrative Assistant II
  • Medicare Billing Specialist/Senior/Lead Billing Specialist
  • Medical Records Technician

Degrees

  • High School Diploma : 2005

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