Associate finance representative vs office representative

Differences between associate finance representative and office representative duties and responsibilities

Associate finance representative example responsibilities.

• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Prepare relate documents for annuities and wire tickets for investments.
• Implement and provide ongoing comprehensive financial and retirement planning for individual clients using insurance, annuities, and securities.
• Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel
• Remain up to date on all HIPAA regulations to ensure compliance with guidelines are met.
• Generate reports, update patient files and ensure that patient information in keep confidential and in compliance with HIPAA.
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Office representative example responsibilities.

• Manage the medical front office and coordinate business operations with physicians and legal staff for a busy MRI facility.
• Manage correspondence and documentation for OSHA compliance and hold some accounts payable responsibilities by coding invoices for processing and payment.
• Manage operational FedEx relationship through order fulfillment, shipment tracking, and communication with parties involve in shipment transaction.
• Reconcile any EOB, insurance payment or discount errors.
• Perform physician coding abstracting medical records with ICD-10, and CPT.
• Post payments and enter charges utilizing appropriate ICD9 and CPT codes.
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