Trust manager assistant vs finance assistant

Differences between trust manager assistant and finance assistant duties and responsibilities

Trust manager assistant example responsibilities.

• Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
• Focuse on evaluating collateral assets cash flow and portfolio performance to deliver financial obligations as required by legal CMBS/RMBS notes.
• Perform bi-weekly payroll using ADP system and schedule family educators for workshops.

Finance assistant example responsibilities.

• Manage finance operations of assign USPS location.
• Manage patient and insurance account receivables, perform patient account reconciliations, account audits, process insurance billing/correspondence.
• Maintain cash receipts and disbursement records using QuickBooks and prepare bank reconciliations.
• Provide emergency Medicaid screening for undocument patients, and perform necessary follow-up calls pertaining to NYC Medicaid applications.
• Interpret information requests and correspond with patients and agencies in accordance with hospital, state and HIPAA regulations.
• Schedule appointments, request prior authorization with appropriate CPT and ICD-9 codes, coordinate surgeries, procedures, etc.
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