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
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Work History
Alternative Investment Administrative Assistant II, 10/2018 to Current
Highmark Inc. – Charleston , WV
Highmark Inc. – Charleston , WV
- 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 – City , STATE
Coram/CVS Specialty Infusion Services – City , STATE
- 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 – City , STATE
South Denver Cardiology AssociatesPC – City , STATE
- 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 - City, State
Cherry Creek High School - City, State
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Resume Overview
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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