Summary
Overview
Work History
Education
Skills
Timeline
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Heather Arnold

Brandon,MS

Summary

Dynamic professional with experience as an Assistant Compliance Consultant at Blue Chip Retirement Plans, Inc. Proven ability in compliance reporting and account reconciliation, complemented by strong organizational skills. Recognized for enhancing client communication and delivering accurate annual reports, fostering a collaborative team environment focused on excellence.


Overview

14
14
years of professional experience

Work History

Assistant Compliance Consultant

Blue Chip Retirement Plans, Inc.
08.2022 - 06.2025
  • Perform census verification
  • Verify plan eligibility.
  • Reconcile financial and participant accounts
  • Complete annual compliance testing (including ADP/ACP, 402(g), annual additions, 404 deductibility, 410(b) and 401(a))
  • Prepare annual 5500's, 8955-SSA's, extensions when necessary.
  • Prepare plan documents in FT Williams,
  • Enter data in Datair, Pension Pal, and Pension Reporter.
  • Prepare final reports for clients
  • Communicate with client regarding their plan.
  • Special projects as requested.

Reception Manager

Animal Health Center of Madison
06.2012 - 12.2022


  • Track patient accounts, applying payments and reconciling patient accounts.
  • Find and correct account errors/billing errors.
  • Run daily accounting reports.
  • Print monthly invoices and mail them out.
  • Balance daily cash intake and make bank deposits.
  • Order supplies, verify invoices and orders.
  • Make weekly/monthly schedule for four receptionist.
  • Answer multi-line phones and direct call to appropriate department.
  • Fax, Scan, Copy and File documents.
  • Improved customer satisfaction by implementing efficient front desk procedures and streamlining check-in/check-out processes.
  • Provided support to colleagues during challenging situations by offering assistance, guidance, and encouragement as needed.
  • Assisted in the hiring, training, and mentoring of new staff members, fostering a collaborative work environment focused on excellent customer service.
  • Fostered a welcoming atmosphere for guests upon arrival by maintaining a clean reception area and ensuring prompt assistance from staff members when needed.
  • Assist Clinic Manager as directed.

Medical Secretary

Medical Clinic of MS
01.2011 - 06.2012
  • Receive and post patients payments.
  • Run daily reports for insurance billings
  • Prepare attorney billings and correspondence
  • Insurance coding and billing.
  • Prioritized calls through screening process and transferred calls and recorded messages for appropriate personnel.
  • Managed front desk operations efficiently while greeting patients warmly and addressing their concerns professionally.
  • Maintained a clean and organized office environment to promote a positive atmosphere for both staff and patients.
  • Kept information confidential and followed HIPAA guidelines to maintain patient trust.
  • Supported office staff and operational requirements with administrative tasks.
  • Located, checked in, and pulled medical records for patient appointments and incomplete charts.

Education

High School Diploma -

Vicksburg High School
Vicksburg, MS
05-2003

Skills

  • Typing
  • Compliance reporting
  • Data entry
  • 10 key calculator
  • Organization and Time Management
  • Teamwork and collaboration
  • Attention to detail
  • Reconciling accounts
  • Time management
  • Microsoft Word and Microsoft Excel
  • Multitasking
  • Reports and Documentation
  • Multi-line phone

Timeline

Assistant Compliance Consultant

Blue Chip Retirement Plans, Inc.
08.2022 - 06.2025

Reception Manager

Animal Health Center of Madison
06.2012 - 12.2022

Medical Secretary

Medical Clinic of MS
01.2011 - 06.2012

High School Diploma -

Vicksburg High School

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Heather Arnold