Back Office Assistant Resume Samples
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Back Office Assistant Resume Samples
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RZ
R Zulauf
Rebeca
Zulauf
3626 Kohler Viaduct
Chicago
IL
+1 (555) 601 2822
3626 Kohler Viaduct
Chicago
IL
Phone
p
+1 (555) 601 2822
Experience
Experience
Dallas, TX
Back Office Assistant
Dallas, TX
Jacobi, Dooley and Watsica
Dallas, TX
Back Office Assistant
- Updating the information systems with technical data to ensure timely communication to the finance department
- Manually entering mutual fund and equity trades
- Support Managers in the process of assisting auditors and consultants by providing documentation and information
- Supervision and processing of incoming and outgoing mail
- Sense of responsibility and commitment
- Good attention to details
Phoenix, AZ
Back Office Assistant With French
Phoenix, AZ
Muller, Tremblay and Herzog
Phoenix, AZ
Back Office Assistant With French
- Develops improvements to processes and local work instructions as instructed
- Prioritizes tasks and workload
- Applies attention to details, delivers high quality outputs
- Self-motivated, positive attitude and approach
- General insurance knowledge or economical background is a plus
- Drafting Proof of loss, debit notes, co-insurance or re-insurance recoveries, and other documents related to claims to be submitted to Managers for verification and execution
- Liaising with policy holders, attorneys, loss adjusters, and brokers to support the management of claims in the most effective manner
present
Phoenix, AZ
Back Office Assistant Advanced Endoscopy Center
Phoenix, AZ
Yost, Treutel and Veum
present
Phoenix, AZ
Back Office Assistant Advanced Endoscopy Center
present
- Supporting the Managers in drafting the periodical Insurance reports, to be presented to the Management by running information system queries
- Producing reports accurately and in a timely fashion
- Preparing the underwriting documents, debit notes, certificates and other documents related to claims to be submitted to Managers for verification and execution
- Communicating with internal and external representatives regarding account details
- Supporting the Claims Manager in the process of drafting the periodical Claims reports
- Entering data into various spreadsheets and client software
- Working closely with management to adhere to stringent rules and regulations set forth by the securities industry
Education
Education
Bachelor’s Degree
Bachelor’s Degree
Arizona State University
Bachelor’s Degree
6 Back Office Assistant resume templates
Read our complete resume writing guides
1
Back Office Assistant With French Resume Examples & Samples
- Demonstrates and delivers excellent client care skills
- Applies attention to details, delivers high quality outputs
- Prioritizes tasks and workload
- Develops improvements to processes and local work instructions as instructed
- Complies with all client and Accenture Data Security and Quality requirements
- Follow the internal working procedures and meet all the required deadlines
- Fluency in French (English is always a must)
- Minimum bachelor degree
- Very good problem solving, analysis skills and attention to details
- Self-motivated, positive attitude and approach
- Previous work experience in Customer Service or Back Office activities is a plus
- General insurance knowledge or economical background is a plus
2
Back Office Assistant Resume Examples & Samples
- Preparing the underwriting documents, debit notes, certificates and other documents related to claims to be submitted to Managers for verification and execution
- Updating the information systems with technical data to ensure timely communication to the finance department
- Supporting the Managers in drafting the periodical Insurance reports, to be presented to the Management by running information system queries
- Liaising with underwriting and accounting units to ensure proper recording of data and payments and to verify data concerning insurance accounts payable/receivable
- Drafting Proof of loss, debit notes, co-insurance or re-insurance recoveries, and other documents related to claims to be submitted to Managers for verification and execution
- Entering and updating the claims and reinsured claims data in the appropriate systems
- Supporting the Claims Manager in the process of drafting the periodical Claims reports
- Liaising with policy holders, attorneys, loss adjusters, and brokers to support the management of claims in the most effective manner
- Support Managers in the process of assisting auditors and consultants by providing documentation and information
- Sense of responsibility and commitment
- Good attention to details
- Strong communication and interpersonal skills and positive attitude
3
Back Office Assistant Resume Examples & Samples
- Manually entering mutual fund and equity trades
- Entering data into various spreadsheets and client software
- Communicating with internal and external representatives regarding account details
- Working closely with management to adhere to stringent rules and regulations set forth by the securities industry
- Supervision and processing of incoming and outgoing mail
- Producing reports accurately and in a timely fashion
- Previous office experience in a professional setting
- Strong competency using Microsoft Office Suite
- Proven track record mastering attention to detail
- Excellent documentation and follow-up skills
- Previous experience in banking or other financial environment required
- Previous college coursework in finance or accounting preferred
- Candidate must be willing to take the Series 6 exam within 90 days
4
Back Office Assistant Resume Examples & Samples
- Oversee all daily office functions accurately and efficiently ensuring the organization and staff have a satisfying work environment
- Be responsible for all vendor management which includes ordering equipment and supplies, managing and monitoring service levels, invoice reconciliation and addressing unsatisfactory vendor services
- Perform reception tasks (answer and forward any incoming phone call, post & package services management, visitors’ attendance, among others)
- Manage incoming mailing, bills, invoicing, coordination with accounting
- Coordinate planning for in-house or off-site activities
- Partner with Marketing / Retail Team with any day to day administrative support as required
- 3 years of proven experience as backoffice assistant / recepcionist
- Proficiency in MS Office (MS Excel and MS Outlook)
- Good time management skills and ability to multi-task and prioritize work in a fast-paced environment
- Ability to take initiative and work independently and collaboratively as a team member
- Commitment to providing exceptional service
- Creative thinking and problem-solving skills
- Fluent Spanish is a must (daily remote partnership with our HQ in Spain)
5
Back Office Assistant Heart Valve Clinic Resume Examples & Samples
- Demonstrates competent knowledge, in the following
- Administrative Duties
- Facilitates the registration and scheduling process for patients presenting to the Valve Center
- Greets visitors promptly and courteously, using eye contact upon their arrival in the
- Valve Center
- Answers phones and assists walk-in patients, consistently providing timely and accurate
- Information to patients, physicians, organization personnel, and public sector to achieve the highest possible level of satisfaction
- Collects initial demographic and other information and enters it into the EMR
- Enters charges into the system
- Complies outside records and prepares a “day medical record” for new patients; prepares charts for the next day; prints physician and nurses schedules
- Works with volunteer coordinator to assemble patient education materials
- Acts as a resource and provides guidance to new employees, offering assistance and direction to less-experienced team members
- Aids in maintaining appropriate supply levels for the Valve center, providing input for the office supply ordering. Assists with the receipt, distribution, and storage of supplies
- Supports patient appointment scheduling placing calls to patients who need appointment notification or reminders, including time, date, and address/directions for the Valve Center. Place schedule for education classes and physician clinic days into HER (Electronic Health Record) as directed by the NPs
- Communicates with the HVI schedulers and uses software to determine exam room availability,
- Audio Visual (AV) equipment needs, etc. Assures AV equipment and exam room cabinets are properly maintained in a locked status
- Responds appropriately to inquiries and complaints. Ensures Front Office equipment functions
- Properly, placing service calls when required as per policy
- Assists with supply inventory
- Performs clerical functions for the Valve Center, maintaining statistical and financial data as Requested
6
Back Office Assistant Heart Valve Clinic Resume Examples & Samples
- Actively works with patient/physician/physician’s office/manager/staff members to facilitate the scheduling procedures for the different HVI departments
- Organizes the schedules to best utilize the department facilities and staffing
- Communicates effectively with team regarding changes in schedule, patient issues and physician office concerns
- Maintains accurate information and utilizes various software, including department specific programs, to schedule, enter charges, find and scan documents, and accurately enter patient information
- With changes, follows through with timely communication to all appropriate locations and individuals of patient location/assignment, schedule changes
- Provides information per request (i.e. patient reports, schedules) in a timely and accurate fashion
- Greets customers, assists patients with completion of required paperwork and answers department phone in a timely, helpful and friendly manner
- Ensures that patient charts have all the required paperwork prior to the patient’s procedure
- As directed by clinical staff, places orders for patient tests to be performed as needed during patient stay
- Assist clinical staff as needed with patients and family members
- Demonstrates the ability to organize and plan daily work with completion requirements
- Maintains patient confidentiality at all times
- Position may require working for various HVI departments as needed
7
Treasury Ops-back Office Assistant Resume Examples & Samples
- Execute all external and internal deal settlements and ensure all payments are made by SWIFT within the required cut-off times
- Monitor the Treasury SWIFT Interface System (TSI) to ensure all FX and Money market deals are confirmed electronically within the required cut-off time
- Work with the dealing team or relevant counterparty bank to resolve any unmatched or unconfirmed deals
- Perform daily bank reconciliations on approximately 95 accounts. This includes ensuring that zero-balancing transactions have taken place and back valuations have been correctly applied
- Log investigations in the Investigator system and then work to resolve all investigations by contacting the dealing team, cash management bank or counterparty bank concerned
- Report investigation KPIs and root cause analysis to Head of Back Office in London for inclusion in compliance reports
- In the event of compensation claims with banks, negotiate settlement amounts payable to or receivable from the bank. Monitor the claim to ensure timely settlement
- Perform all daily control actions relevant to the back office activities and maintain appropriate records
- Ensure any manual payment requests and bank account transfers are processed correctly and on time
- Support cash forecasting analysis in reviewing and challenging cash forecasts coming through the region in coordination with shared service center
- Support Treasury systems upgrade projects by performing user testing and providing feedback to the project team as required
- Provide support to the Treasury Managers on change projects. (e.g. such as business reorganizations, implementation of new countries/entities or migrations to Finance Operations.)
- Actively pursue process improvements including higher levels of automation and straight through processing
- Maintain up to date procedures manuals for back office processes
- Initiate requests for changes to Quantum static data where necessary
- Maintain the back office sections of the Business Continuity Plan (BCP) Participate in local and global BCP practice exercises at intervals throughout the year
- Participate in process improvement/change projects as required
- Act as focal point for the department’s TRIM records management process
- Assist the Head of Operations on Cash Management initiatives including the monitoring of Primary Bank KPIs
8
Back Office Assistant Advanced Endoscopy Center Resume Examples & Samples
- Performs general Back Office Assistant duties for the quality care of the patient
- Assists Physician with examination or procedures and carries out orders as directed
- Answers telephones, schedules appointments and handles front office duties as directed and as required
- Demonstrates skill in the use of equipment and devices pertinent to treatment, procedures and practices
- Charts patient vital signs and medical history
- Stocks supplies in examination rooms and set-up of exam rooms appropriately for each physician
- Communicates changes in the patient's condition to the registered nurse or the physician directing the care of the patient
- Provides appropriate information for all patient procedures and ensures patient/significant other understanding prior to start of procedure
- Correctly collects, handles, and labels specimens utilizing Standard Precautions, as well as documenting in the patient record
- Adheres to Infection Control policies and procedures, follows Standard Precautions and specific isolation precautions for the prevention and spread of blood borne pathogens and other communicable diseases
- High School Diploma, Experience working in medical back office. BLS certification required. Preferred: One or more years of experience in a physician specialty office
- Basic keyboarding skills
- Proven ability to interface with all customer levels (physician, Organization staff, insurance companies, patient and family members) Strong trouble-shooting and problem-solving skills
- Demonstrates effective communication, interpersonal skills, organizational ability, knowledge of proper body mechanics, safety measures and infection control, ability to follow instructions, knowledge of age of population served, and additional skills and knowledge of equipment may be required for hire into some patient care departments
