Amy Houghton
Calgary,AB
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, organization and problem-solving skills. Hardworking, talented, passionate and dependable candidate successful at managing multiple priorities with a positive attitude. Demonstrated experience providing administrative support services. Excellent communication and interpersonal skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Medical Office Assistant
Caleo Health
02.2024 - Current
- Improve patient satisfaction by efficiently scheduling appointments and managing patient records.
- Increase accuracy of billing processes by carefully reviewing invoices and verifying insurance coverage before submission.
- Maintained strict compliance with HIPAA regulations, ensuring confidentiality of sensitive patient information.
- Provide compassionate support to patients during check-in/check-out process, addressing concerns and answering questions as needed.
- Ensure smooth daily operations by managing incoming calls professionally while addressing inquiries or directing them to appropriate personnel.
- Promote excellent customer service experience through prompt responses to voicemails and emails, addressing patient inquiries or concerns.
- Update patient information and insurance details for accurate electronic medical records.
- Use Wolf and Practice Perfect to schedule appointments for doctor visits and procedures.
- Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
- Obtained pre-authorization from insurance companies ahead of medical services.
- Performed various administrative tasks by filing, copying and faxing documents.
Licensed Associate
Stinton Financial Group
10.2018 - 03.2023
- Liaising with new and current clients regarding questions or concerns via email phone and in person
- Prepare presentations for client meetings
- Prepare quarterly and year end statements
- Confirming client suitability for investment sales, make sure all is within compliance regulations
- Preparing all documentation for new and existing clients for account openings and all trades (sells/buys, switches, transfer ins)
- Update tracking tools monthly, quarterly and yearly
- Work with clients to make sure accounts are in good order with CRA.
Debt Relief Specialist
Bromwich & Smith Insolvency Trustees
03.2018 - 06.2018
- Answer incoming calls in regards to debt relief solutions
- Prepare all Consumer Proposal documents for signing
- Advise callers about differences between Consumer Proposal and Bankruptcy
- Follow up with clients as to documentation required for their file and book signing appointment
- Keep CRM up to date
Receptionist
Olympia Trust Company
11.2017 - 01.2018
- Answer incoming calls and direct them to appropriate officer
- Prepare rush and regular request orders for Purolator and other couriers
- Receive incoming mail, distribute to all employees
- Greet clients upon entering office
- Order office supplies
- General filing
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
Keyholder
Kiehls Since 1851
06.2017 - 11.2017
- Greet customers upon entrance to boutique
- Assist customers in finding products that meet their individual needs
- Complete skin care consultations
- Set up store animations as per home office instructions
- Open and close store as well as cash registers
- Report daily sales, and deposit in store safe
- Cash out customers at end of visit
Tax Agent
Canada Revenue Agency
01.2017 - 04.2017
- Answer incoming calls in regards to personal taxes
- Research correct and concise answers to Taxpayers question
- Make sure all mailing requests are complete then clerical department can send required documents to taxpayers
- Send links to taxpayers for reference
- Prepare documents for accounting changes
Banking Advisor
RBC
08.2006 - 06.2016
- Assist clients with personal banking
- Open new bank accounts, RRSP and TFSA
- Prepare and adjudicate applications for loans, lines of credit and credit cards on behalf of clients
- Process financial and mutual fund transactions
- Administrative paperwork and filing
- Contact client lawyers and First Canadian Title in regards to transactions
- Open branch in morning and close at night, sign off on monies being shipped at night
- Mentor and train new employees
- Greet clients as they enter branch, complete inquiries, book appointments, contact clients for follow ups
Education
Diploma - MOA / Unit Clerk
MCG Career College
Calgary, AB02.2024
Certificate - First Aid CPR/AED
First Aid Training Calgary
Calgary, AB12.2023
Certificate - Personal Financial Services Advice
CSI
Calgary, AB12.2013
Certificate - Investment Funds in Canada
CSI
Calgary, AB11.2006
High school diploma or GED -
Queen Elizabeth High School
Calgary, AB05.1996
Skills
- Organizational skills, attention to detail
- Interpersonal skills and leadership qualities
- Problem solving, decision making and analytical thinking
- Prioritizing and Planning
- Willing to Learn and Adaptability
- Courteous and Professional
- Customer/Patient Service, Engagement and Relationship Building
- Customer Relationship Management (CRM)
- Sales Expertise, Cash handling and payment collection
- Microsoft Office and Excel proficiency
- EMR Software
- Medical Records Maintenance
- Multitasking and Organization
- Medical office administration
- Medical Terminology
- Appointment/Patient Scheduling
- Regulatory compliance
- Banking, Investment Services and Advice
- Financial Services
Certification
- Investment Funds in Canada, 11/01/06
- Personal Financial Services Advice, 02/01/10
Languages
English
Native or Bilingual
Groups
- Young Stroke Survivors, 05/01/13 to05/01/14
- INSPIRES, 05/01/13 to 03/01/14
- Catholic Family Services Young Mothers Group, 01/01/02 to 02/01/03
Timeline
Medical Office Assistant
Caleo Health
02.2024 - Current
Licensed Associate
Stinton Financial Group
10.2018 - 03.2023
Debt Relief Specialist
Bromwich & Smith Insolvency Trustees
03.2018 - 06.2018
Receptionist
Olympia Trust Company
11.2017 - 01.2018
Keyholder
Kiehls Since 1851
06.2017 - 11.2017
Tax Agent
Canada Revenue Agency
01.2017 - 04.2017
Banking Advisor
RBC
08.2006 - 06.2016
Diploma - MOA / Unit Clerk
MCG Career College
Certificate - First Aid CPR/AED
First Aid Training Calgary
Certificate - Personal Financial Services Advice
CSI
Certificate - Investment Funds in Canada
CSI
High school diploma or GED -
Queen Elizabeth High School
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