Alexis Bissett Email & Phone Number

Englewood, Colorado, United States

Denver, Colorado, United States

Clayton, Mo

- Maintaining services requests from our teams on a daily basis- Manages the account opening process for new clients including:o Completing applications and supplementary account forms o Reviewing supporting documentation o Resolving paperwork discrepancies o Tracking new account statuses and communicating updates to client teams- Monitors assets as they are received by the custodian and follows-up on any inconsistencies from statements audited against assets received.- Reviews new account and account maintenance workflows and updates as needed. Communicates updates to firm.- Maintains intranet as a source of information for teams.- Acts as the intermediary between client teams and custodian for issue resolution.- Communicates with the firm on updates to custodial requirements, regulatory impacts on process change, and modifications to processes and forms.- Fosters an environment of open, honest, and timely communication- Ensures the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position- Builds DocuSign process for custodian and client forms firm wide(Supervisors- Bethany Wilkinson and Jessica Rallo – 314.726.2300)

Rockville, Md

- Manages receptionist area and patient waiting area, orders supplies, greets patients, and escorts patients to examination rooms- Schedules patient appointments, create and update patient medical charts, consults with patients about the practice, forms, and provided services- Verifies insurance eligibility and benefits for patients- Operates financial inquires and processes payments- Assists with managing the nutritional page on company website- Creates event sign ups using Eventbrite for classes and seminars on health, nutrition, prenatal sessions - Manages class and seminar schedules and calendars using Microsoft Outlook and MeetingRoom- Assists with updating the classes and seminars on the practice website- Coordinates new baby registration and scheduling appointments - Coordinates nutrition appointments and verifies insurance benefits and coverage

Germantown, Md

Administrative Tasks:- Check patients in, distributed information about the services provided by the clinic, and answers questions in regards to services, payments, and scheduling - Operated and processed copays prior to therapy sessions- Initiate medical files for new patient - Administered patient intakes and reviewed forms for accuracy and completenessField Duties:- Ensured other technicians were performing their assigned tasks properly and efficiently - Assisted patients with their exercises and rotate patients through the appropriate equipment- Ensured the use of equipment is properly set up and safe to use- Set patients up to electro-stimulation/traction machines when directed by Physical Therapists and applied heat or ice packs appropriately to designated areas on the bodyRegulation Tasks:- Ensured there were clean towels for patients to use; the facility and clinic were clean by vacuuming and wiping down the equipment- Trains new technicians- Reviewed EOBs

Bachelor Of Arts (B.A.), Sociology And Anthropology

Emphasis in Anthropology and Archaeology

Associate Of Arts (A.A.), General Education