Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
looking for a position using clinical skills while offering the opportunity to increase clerical skills, eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in the medical field
Skills
Financial Advising
Relationship building and management
Tax law expertise
Mutual Funds
Mutual Funds and Liabilities
Retirement Needs
Investment planning
Monitoring Patient Progress
Completing Insurance Forms
Indirect Patient Care
Insurance claims
Companionship and Emotional Support
Patient Scheduling
Medical Records Management
Payment collection
Feeding assistance expert
Direct Patient Care
Dementia and Alzheimer's knowledge
Ambulating and repositioning patients
Patient-focused care
Patient Assessments
Individual and family support
Research Support
Medical recordkeeping
Remote access support
Office support (phones, faxing, filing)
Medical terminology expert
Work History
12/2019 to CurrentFinancial AdvisorFuturity First Insurance Group | Austin, TX,
Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Boosted sales by 25% and exceeded sales target by employing consultative sales tactics and superior customer care.
Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
Researched rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Performed due diligence and valuation processes.
11/2018 to CurrentTax ProfessionalH&R Block, Inc. | Batesville, MS,
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Prepared tax returns for clients in Illinois and non local according to government regulations and requirements.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Completed and filed returns with tax departments at local, state and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Interviewed all clients to collect information and gather necessary paperwork prior to preparing tax returns.
Oversaw team of 20 tax professionals handling up to 900 clients per year just in the areas I managed
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Facilitated communication between clients and tax authorities.
Prepared US, multistate and international tax returns for business clients.
Maintained excellent attendance record, consistently arriving to work on time.
Resolved client problems, improved operations and provided exceptional client support.
Increased customer satisfaction by resolving issues.
Developed team communications and information for zoom meetings.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
04/2018 to 09/2018Dietary SupervisorHalifax Health | Edgewater, FL,
Educated clients about long-term health benefits of balanced diets and exercise programs.
Planned, directed and monitored clinical functions of CNA staff.
Monitored quality control procedures to guarantee preparation and delivery of healthy menu choices.
Educated patients about therapeutic nutrition, ingredients selection, food prep and meal planning.
Referred patients to appropriate outpatient settings for additional diet education and support.
Increased aide productivity by working closely with aides to redesign cleaning protocols, processes and workflows.
08/2017 to 05/2018Dietary SupervisorHalifax Health | Ormond Beach, FL,
Organized and planned medical nutrition therapy for 50 patients and residents.
Planned, directed and monitored clinical functions of CNA staff.
Educated patients about therapeutic nutrition, ingredients selection, food prep and meal planning.
Maintained systems for menu management and nutritional data.
Documented clinical findings and entered pertinent health data for processing, recordkeeping and use by other medical professionals.
Provided in-depth information on various modes of nutritional care to maximize options and paths to boosting health.
Referred patients to appropriate outpatient settings for additional diet education and support.
Monitored quality control procedures to guarantee preparation and delivery of healthy menu choices.
Maintained excellent attendance record, consistently arriving to work on time.
Drove operational improvements which resulted in savings and improved profit margins.
Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Education
Expected in 05/2017High School | GenCarrollton High School , Carrollton, IL, GPA:
Expected in | Business AdministrationLewis And Clark Community College, Godfrey, ILGPA:
Expected in 08/2022Bachelor of Health Science | Nursing EducationUniversity of Phoenix, Tempe, AZGPA:
Continuing education in health administration, Nursing
Coursework in Anatomy & Physiology, human biology, psychology
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