Administrative / Medical Assistant with background in Financial Investments
St. Charles,MO
Summary
Demonstrated skills in managing data, customer service and business communication, as well as performing standard procedures in the industry and handling all administrative requirements with speed, efficiency and professionalism.
Overview
22
22
years of professional experience
Work History
Administrative Executive
The Pisa Group
Saint Charles, MO
08.2014 - 05.2019
Upheld protocol flawlessly in both normal work procedures and at special events.
Gathered information, scanned records and maintained confidentiality of electronic data.
Produced and distributed memos, newsletters, and other forms of communication.
Scheduled and coordinated meetings and travel arrangements for staff.
Answered and routed phone calls and emails, always maintaining confidentiality.
Prepared invoices and drafted memos for executives.
Reviewed incoming reports, applications and memos to determine workplace priorities.
Filtered important calls and spam calls to help executives prioritize specific clients and expedite daily operations.
Delivered optimal administrative, customer service and case management support.
Provided accurate, up-to-date information to external parties through emails, phone calls and in-person interactions.
Relayed messages, retrieved reports and printed documents for co-workers to assist with office workflow.
Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
Medical Office Administrative Assistant
Take Care Health Clinic
Ellisville, ILMO
11.2006 - 05.2009
Completed and safeguarded medical records, securing patient information to maintain confidentiality.
Collected co-pays and insurance data, applying full and proper payment to patient accounts.
Maintained confidentiality of records relating to clients' treatment
Communicated with patients to resolve inquiries, schedule appointments and address billing questions.
Submitted diagnosis and procedure codes for insurance companies.
Cleaned and disinfected exam tables, trays and lamps to comply with infection control policy.
Registered patients and scheduled appointments.
Maintained smooth flow of examinations to keep appointments on schedule.
Received and screened telephone calls and visitors by determining or addressing needs.
Cooperated with Medicare, Medicaid and private insurance providers to resolve billing issues.
Adhered to HIPAA requirements to safeguard patient confidentiality.
Ordered and maintained supply inventory for medical office.
Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Medical Assistant
T.J. McCaffrey & Associates, OBGYN
St Louis, MO
03.2003 - 09.2006
Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
Cleaned and maintained medical equipment following procedures and standards.
Organized charts, documents and supplies to maintain team productivity.
Secured patient information and maintained patient confidence by completing and safeguarding medical records.
Responded to patient callbacks and phone-in prescription refill requests.
Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
Incorporated outside records into charts and EHR.
Scheduled appointments for patients via phone and in person.
Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
Answered phones, scheduled appointments, greeted patients and ordered supplies.
Assisted back office patient processes to reduce office wait times.
Senior Operations Specialist
Edward Jones
Maryland Heights, MO
09.1997 - 12.2003
Data entry of checks received into client investment accounts
Exceptional customer service to branch offices, nationwide
Investigate and process returned checks
Trained, mentored and motivated employees to maximize team productivity.
Identify needs of customers promptly and efficiently.