Heather M. Email & Phone Number

Rockport, Ma

- Point person for Brokerage communication (Fidelity, Schwab)- Process all client requests (wires/gifts/new accounts/etc)- Client data maintenance & correspondence- Monthly /quarterly reports (rates, dividends, client assets, RMD tracking)- Certified Trust Administrator- Calendar maintenance & meeting preparation- Assist with client trades- Processing corporate actions - Notary

Rockport, Ma

Same responsibilities as role of Operations Manager (2023)Notable achievements during this period:2017 - Point person on converting clients from brokerage Retail platform to Institutional platform2020 - Assisted with preparing for working from home in response to Covid2022 - Obtained certification in Trust Administration through ABA

Beverly, Ma

Winter part time billing support 2013-2015Part time billing support 2016

Beverly Ma

- Vendor Contact / Negotiation (reduced cost of supplies by 15%)- Uniform & Supply shipping / inventory control / ordering / recycling of discarded items- Supply order - Administrative support: President, VP of Operations, Regional & Account Managers- Monthly reports regarding volume.- Schedule travel for VP Operations & Regional / Account Managers- Expense report review- Mail, Fax, 6-line switchboardReason for leaving: Company acquired, position eliminated.

Beverly Ma

- Electronic medical billing- Accounts receivable- Auto insurance and Workers Compensation claim file- Transcribe medical records- Arrange MRI and preauthorization- Phones, fax, mail, scheduling, payment collection, record requests, supply orderReason for leaving: Inconsistent hours and no room for advancement.

Woburn, Ma

- Daily tracking production compliance and yield- Report production & staffing levels for daily/weekly/monthly- Inventory tracking, recertification, disposal- Created and maintained master production log by product- Track Weekly and Monthly meeting minutes- Supply ordering for production floor and officesThe creation of the master production log tracked yield and vital information regarding all products. This helped with scheduling set attainable goals for the production crew.Reason for leaving: Permanent gainful employment obtained

Woburn Ma

- Process invoices for payment to subcontractors - Billing clients for services rendered – non warranty- DICE monitoring billing for clients- Track changes for client billing protocols- Track missing paperwork- Phone, fax, front desk coverage as neededReason for leaving: Temp contract expired

Beverly Ma

- Appointment scheduling- Maintain clinic / medication / eligibility databases- Record requests- Process authorization requests- Chart creation / maintenance- Medical billing - TOPS report maintenance, distribution of reports- Collecting copays, tenant rents and process bank depositsI implemented the use of software available through the Department of Health to streamline the daily eligibility check, reducing the amount of time from five hours to one to complete this task.Reason for leaving: Budget cuts and downsizing.

Gloucester Massachusetts

- Route all calls- Paging for on call physicians & emergency announcements- Maintain on-call schedules- Maintain deceased log, coordination with organ bank and funeral homeReason for leaving: No opportunities for advancement.

Reception / Customer Relations

03/02-5/02 Receptionist: - Route all incoming calls - Serve as the initial company contact for vendors, travelers- Sort, log, and distribute mail- Complete projects for Marketing Department. - Assist Customer Relations Department with letter responses, creation of credit certificates05/02-10/02 Customer Relations Representative: In addition to above:- Respond to all pre-trip letters & post-trip letters. - Create credit vouchers for departments- Maintain AS400 records & Excel logs dailyI was able to retain 85% of all passengers unhappy with their travel, 50% would rebook within 10 days.10/02-06/03 Internal Quality Control; - Creation of internal quality department, audit forms & quality guidelines. - Audit all internal departments- Report findings bi-weekly to management. - Minutes for monthly quality meeting- Monitor Customer Care E-Mail- Maintain IntraNet - Process Refer-A-Friend payments- Assist with Customer Relation responsibilities 06/04-03/2005 Customer Relations/Quality Associate - Respond to all pre-trip & post-trip letters - Continue Monthly Quality Meeting- Process referral payments & credit vouchers- Generate product-wide compensation. - Assist Customer Service with inbound calls. 2006 Operational Administrative Support- Follow up on contracts for hotel and transportation regarding:Land Tours, Ocean Cruises, River Boat Cruises.Reason for leaving: Full time gainful employment obtained closer to home

Beverly Ma (Formerly Datum)

- Route incoming calls - Initial contact for vendors, customers. - Administrative support to all departments- Maintaining Company’s ISO Practices, customer/contract files, and employee timesheetsReason for leaving: Company sold and eliminated duplicate roles.

Beverly Ma - Company Defunct

- Benefits and compensation administration, - Maintain contract files, - Accounts payable and receivable- New hire orientation and training. - HR initiatives - staff development, performance management and EEO compliance. - Development first employee handbook - Established protocol for the administration and tracking of PTO. - Converted A/P and A/R to computerized spreadsheets for easy tracking and reporting.- Order supplies and managed petty cash - Served as the IT Manager;- maintenance to computers, - Set up of new employee’s work stations, - locating solutions to Crashes, program ‘malfunctions’, virus’Reason for Leaving: Company went out of business due to technology crash.

Bachelor’S Degree, Major: Business Administration; Minor: Human Resources Management, 3.75 Gpa

Activities and Societies: Ashford University Magna Cum Laude graduate with a Bachelor's degrees in Business Administration, minoring.

General Studies, Business Classes