Logan Katie Rogers

Collaborate and assist with senior advisors on concurrent projects - including new client documentation, existing clientele requests, data entry, compliance support, administrative tasks, requested diverse duties.

• Generate investment applications, contributions & distribution forms, transfer of asset documents from partnering investment companies, and general service work.
• Effectively communicate with clients, clearing broker-dealers and senior advisors regarding services being provided.

• Oversaw property staff, daily household operations, including maintenance, repairs, and ensuring the home is clean and organized.
• Entrusted to handle confidential and sensitive situations in professional matter.
• Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.

• Transport children (12yo & 15yo) to and from school each day
• Handle laundry, dry cleaning, and closet organization for the whole family
• Clean and maintain the interior and exterior of the house and manage/restock supplies
• Perform home maintenance and coordinate with third party contractors as needed
• Open all personal mail/bills and write checks as needed

• Cared for newborn (3mo) and toddler (4yo)
• Managed and maintained children’s nap, feeding, and activity schedules
• Followed food safety protocols and specific nutrition guidelines for children’s meals
• Performed basic housekeeping duties including laundry, tidying of living area and children’s rooms, cleaning of kitchen

• Registered new patients and update existing patient demographics by collecting detailed patient information including personal, financial and insurance information
• Facilitated patient flow by notifying the provider of patients' arrival, being aware of delays, and communicating with patients and clinical staff
• Communicated effectively with patients and referring dental offices concerning upcoming scheduled procedures
• Determined Medicaid and Medicare eligibility for patients

• Scheduled appointments and maintained client contact and insurance information
• Performed pre-screenings and assisted with frame and lens selection based on lifestyle and prescription needs
• Performed eyeglass adjustments and minor repairs
• Generated daily and monthly financial reports and sent recalls and patient statements
• Managed front office reception area and visitor lobby

• Directed all inbound communications, taking messages and following up as needed
• Contacted and communicated with all lines of business
• Collated and delivered mail
• Utilized effective filing and retrieval systems
• Managed front office reception area and visitor lobby

• Maintained records through data entry for both new and existing patients
• Facilitated office scheduling through direct communications with patients
• Prepared and distributed new patient intake forms for first time visits
• Ran weekly billing statements and managed distribution