Amy Rua
South Windsor
Summary
Experienced operations professional with decades of success supporting executive leadership, coordinating office operations, and managing administrative functions in a fast paced professional environment. Strong background in organization, communication, client service, and multitasking with a reputation for professionalism and reliability.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Director of Operations
Ameriprise Financial- COUZENS, DOMINGOS, ALLEN & ASSOC.
Glastonbury, CT
10.2017 - Current
- Manage a team of 10 private wealth financial advisors and 3 supporting staff members.
- Onboarding, compliance, client relations
- Marketing of practice
- Client education and appreciation events coordination.
- Daily trades of clients’ portfolios with advisors direction
- New client account set up and maintenance
- A/P for practice
Defined benefit Pension Administrator
USI Consulting Group
Glastonbury, CT
09.2015 - 10.2017
- Sole DB plan Administrator for 4 large companies, back up administrator for several additional clients.
- Maintain compliance with IRS for clients.
- Prepare client with data for audits.
- Lead 2 lump sum payout projects with over 500 participants per plan.
- Setup new retirees in bank data bases for pension disbursements.
- Calculated retirement benefit using various formulas.
Nanny
11.2008 - 09.2015
- Care for 2 children from birth on a full time basis.
- Took on all duties associated with raising children; feeding, bathing, entertaining, educating and disciplining.
- Organized play dates and activities out of the home.
Administrative Assistant
Dr. Pierce – Psychiatrist
Glastonbury, CT
08.2013 - 01.2013
- Transferred entire practice over to an EHR system ( Macpractice)
- Filling and scanning charts
- Faxing documents
- Handled records transfers and intakes
- Maintained HIPPA compliance.
- A/P & A/R- using Quickbooks
Dental front desk receptionist
Dr. Mantikas – Dentist
East Hampton, CT
04.2005 - 11.2008
- Greeted patients
- Answered high volume phone calls
- Scheduled appointments using Dentrix software
- Processed outgoing insurance claims, processed incoming insurance payments
- Processed insurance predeterminations
- Billing and collection of patient payments both current and overdue.
- Handled all patient financial arrangements.
Dental front desk receptionist
Dr. Chiffer – Dentist
South Glastonbury, CT
10.2002 - 04.2005
- Greeted patients
- Answered phone calls
- Filed charts
- Scheduled patient appointments
- Processed outgoing insurance claims and incoming insurance payments
- Billing and collection of patient payments both current and overdue
Financial Coordinator/Receptionist
Smiles For the Future
Glastonbury, CT
05.1997 - 10.2002
- Chair side dental assistant in all restorative dentistry
- Chair side dental assistant in orthodontia
- Lab work– pour & cut models, made temporary retainers & bleaching trays.
- All front desk duties–answer phones, schedule appts, collect co-pays
- Financial coordinator–All insurance billing & patient billing.
Education
High School -
East Hartford High School
01-1996
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Central Connecticut State University
01-1998
Skills
- Proficient in Microsoft office suite
- Microsoft Teams
- Webex
- Basic proficiency of Quickbooks
Certification
CT Insurance Licensed
Notary Public- State of CT
Chartered Retirement Planning Counselor
Financial Paraplanner Qualified Proffesional
Timeline
Director of Operations
Ameriprise Financial- COUZENS, DOMINGOS, ALLEN & ASSOC.
10.2017 - Current
Defined benefit Pension Administrator
USI Consulting Group
09.2015 - 10.2017
Administrative Assistant
Dr. Pierce – Psychiatrist
08.2013 - 01.2013
Nanny
11.2008 - 09.2015
Dental front desk receptionist
Dr. Mantikas – Dentist
04.2005 - 11.2008
Dental front desk receptionist
Dr. Chiffer – Dentist
10.2002 - 04.2005
Financial Coordinator/Receptionist
Smiles For the Future
05.1997 - 10.2002
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Central Connecticut State University
High School -
East Hartford High School