Rachel “Gabi” Gann

724-***-**** adx91v@r.postjobfree.com 1206 Taylor Road, Manchester, TN 37355

CORE COMPETENCIES

Customer Service

Fiscal Oversight

Electronic record management system

Adobe, Microsoft, Outlook, and Google Suite

Meticulous data entry

Systematic financial input

Creative solution focused

Accurately manages multiple tasks

Office management

Prioritizing high level executive decision making

Prioritizing high level client demands,

10 key data entry

RELATED EXPERIENCE

Premier Private Wealth 2019-2023

Wealth Management Assistant

● High-quality customer service across a multitude of communication platforms

● Monitored and processed financial investment requests for 50+ clients a month

● Prioritized client and advisor meetings, tasks and demands

● Prioritized Operations tasks and requests for accurate and efficient completion

● Responsible for maintaining financial advisors’ calendars,

● Populated and utilized weekly and monthly reports for internal compliance and client financial welfare

● Processed money movement requests, retirement contributions and distributions

● Proficient in inputting PIP/SWP plans for clients

● Created and maintained company procedure manual to ensure firm compliance

● Designed and maintained internal forms/documents to ensure appropriate information gathering and procedure execution

● Developed operational workflows to enhance efficiency in the office and streamline procedures

● Managed client onboarding, account opening, and paperwork preparation

● Executed client accounts and financial plan updates based on annual reviews

● Maintained the contact management system (CRM) to ensure accurate information for all client, vendor and professional profiles as well as mirroring saved documents/information on company share drive

● Trained 5 new employees and 1 summer intern on policies, procedures and the inter workings of the Operations side of the financial firm business

Heartland Dental Care 2017 –2019

Business Assistant 2014 –2016

● Provided focused, high-quality patient care, and customer service

● Maintained patient scheduling, financing, and the filing of insurance benefits

● Customer Service

● Fiscal Oversight

● Electronic record management system

● Adobe, Microsoft, Outlook, and Google

Suite

● Meticulous data entry

● Systematic financial input

● Creative solution focused

● Accurately manages multiple tasks

● Office management

● Prioritizing high level executive

decision making

● Prioritizing high level client demands,

● 10 key data entry

● Audited accounts for accuracy in insurance billing and patient invoicing

● Ensured proper inventory and ordered supplies to maintain day to day operations

● Worked collaboratively with external insurance companies and medical providers

● Ensuring accurate patient insurance and input personal patient information

● Pulled weekly and monthly business reports to verify accuracy of claim submission, coordination of benefits, invoicing, inventory and business development

● Processed bi-weekly payroll by reviewing employee timesheets, approved time-off requests and inputting data

● Conducted daily morning meetings to ensure all team members were efficiently collaborating

● Trained Business Assistants and Practice Manager of Operations on office management duties American Billing Company 2016-2017

Medical Billing Associate

● Communicated with insurance representatives to facilitate timely and accurate resolutions

● Managed billing and collections, including in-depth understanding of insurance EOBs

● Quickly and efficiently input patients personal and insurance information to ensure medical claims were submitted correctly

● Provided customer service by answering and directing calls to proper department employees KMART 2011-2012

Office Lead

● Managed Cash Office procedures

● Track and invoiced all incoming store materials

● Inventoried office supplies and ensured accurate orders for

● Maintained scheduling of associates

● Processed bi-weekly payroll for all hourly employees, tracked timesheets for errors

● Provided high quality onboarding procedures for all incoming employees EDUCATION and career advancement training

Beaver Area High School 2008

High School Diploma

Heartland Dental Trainings: 2015-2016

Dental University Communications

Business Assistant Mastery

Dental University Business if Dentistry

Premier Private Wealth 2021

Comm 101

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