Administrative Assistant Medical
Resume:
Diane Ortiz
Bayonne, NJ ****2
acel7y@r.postjobfree.com
OBJECTIVE: To seek employment with a company where I can apply my skills, contribute hard working abilities, continue professional growth and success within the company.
WORK EXPERIENCE:
Health Care Associate 4/2012-12/2013
Ihealth Technologies/Care Management International, Hoboken, NJ
• Conducted outbound calls and maintained call center database.
• Entered medical information and medications lists for company members.
• Answered general inquiries from members.
• Scheduled appointments for members to speak to pharmacists.
• Assisted in the Clerical Department in processing information packing to potential clients.
Customer Support Associate/Margin Specialist 4/2008-3/2012
Genesis Securities LLC./Sogo Trade, New York, NY
• Responsible for enforcing Federal Reg-T, House, NYSE, FINRA, SEC requirements. Authorized daily payments of incoming and outgoing collateral.
• Enforced NYSE regulations on properly margined accounts .
• Reviewed margin accounts for excessive day trading, liquidation and enforced 90 day restrictions.
• Responsible for monitoring and notifying clients of exchange/house/fed/day trade calls generated.
• Analyzed daily management reports for equity deficiencies, concentration and liquidity issues, and uncovered option positions.
• Assisted Clients with all aspects of their accounts utilizing Telephone, Live chat and email.
Customer Processing Associate 4/2004-10/2007
Pershing LLC., Jersey City, NJ
• Processed account transfers for clients according to the quality standards.
• Sent quality rejects back to broker dealers and companies for corrections and adjustments.
• Assisted with follow-up calls to broker dealers and companies in order to update client accounts.
• Updated disk downloads for Fed Ex terminal and printed out labels and packages sent out on a daily basis.
• Distributed phone reports to managers and supervisors in different departments.
EDUCATION:
• American Institute of Finance Jersey City, NJ
Certificate in Computerized Financial Services 1996
• P.C. Tech Learning Center Jersey City, NJ
Medical Administrative Assistant Certificate 2004
LICENSES AND CERTIFICATIONS:
• Health Insurance Portability and Accountability Act(HIPAA) and Fraud Waste and Abuse (FWA) Certified
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