Office Manager

• Jul 2020 - Present

Office Administrator

• Jan 2018 - Jul 2020

Client Concierge

• Jul 2016 - Jan 2018

Willis Johnson & Associates is a wealth management firm that specializes in helping corporate professionals with their financial planning needs. Our thorough understanding of the transitions in your corporate life allows us to appreciate where you have been and assist with where you are headed.Willis Johnson & Associates is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Show less

Senior Administrative Assistant/Patient Coordinator

• Jun 2013 - Jul 2016

-Manage day to day operations of office and all office staff-Oversee and update all scheduled therapy sessions on master calendar for 200+ weekly appointments-Handle all correspondence relating to requests for medical records and insurance authorizations; liaison with internal billing department and insurance companies-Ensure timely payment of vendor and all third party invoices-Create new detailed records for patient tracking database; file and maintain organized electronic and hard copy records for all patients-Follow-up on all doctor referrals and act as first point of contact for scheduling new patient evaluations-Organize scheduling of interviews between owner and new hire candidates-Draft detailed interview notes and conference with owner regarding quality of candidates-Conduct office orientation and job training for all new hires; confer with owner relating to new hire progress-Coordinate and draft monthly work schedule calendar for all office employees; track PTO-Manage various administrative projects and tasks as designated by owner Show less

Office Assistant/Physical Therapy Technician

• Sep 2012 - Jun 2013

-Answer and direct incoming phone calls-Contact insurer to verify patient insurance benefits-Assist with various administrative projects and tasks-File medical records in onsite storage-Assist Physical Therapist with patients’ therapy session-Administer modalities such as Electrical Stimulation, Ultrasound, and Kinesio taping-Assess new patient physical strength, range of motion and limitations as well as standard vital signs

Counselor

• Aug 2009 - Jan 2012

-Provided quality after school care to elementary children with educational and enrichment programs and activities in a positive learning environment -Oversee front deck check in/out and accounted for children at all times -Assisted with children’s school work and tutor as needed -Created and organized weekly themed gym games and arts and crafts -Provided quality after school care to elementary children with educational and enrichment programs and activities in a positive learning environment -Oversee front deck check in/out and accounted for children at all times -Assisted with children’s school work and tutor as needed -Created and organized weekly themed gym games and arts and crafts