Open to opportunities

Jiselle Gonzalez

@jisellegonzalez

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Versatile financial advisor and medical assistant skilled in client service and documentation.

United States

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What I'm looking for

I’m looking for a role where I can support clients through clear communication and organized documentation—combining financial planning strength with a patient/client-first mindset, reliable scheduling, and compliance-focused service.

I’m a versatile professional who blends healthcare support and office administration with financial advising. I’m skilled in patient care, insurance verification, scheduling, documentation, and client communication—always focused on delivering efficient service and a positive experience.

As a Black Tie Funding Financial Advisor (2023–2025), I developed tailored financial plans and investment strategies. I conducted risk assessments, performed market research and asset allocation, and educated clients on insurance options, tax strategies, and long-term financial planning while maintaining compliance and documenting client interactions.

Before that, I built strong front-desk and medical support experience across roles like Office Assistant (ADCO Garage Doors), Front Desk / Medical Assistant (Apolo & Hernandez Foot & Ankle Surgery; OB-GYN Comprehensive Care), and Medical Assistant / Call Center Coordinator (My Cosmetic Surgery). I consistently managed scheduling, handled referrals and lab documentation, verified insurance, prepared exam rooms, sterilized tools, and coordinated day-to-day communications.

Experience

Work history, roles, and key accomplishments

Financial Advisor

Black Tie Funding

Jan 2023 - Jan 2025 (2 years)

Developed tailored financial plans and investment strategies through risk assessments, market research, and asset allocation. Educated clients on insurance options and tax strategies while maintaining compliance and documenting interactions.

Financial Planning Investment Strategies Risk Assessment Market Research Asset Allocation & Compliance Financial Options Tax Strategy

Office Assistant

ADCO Garage Doors

Jan 2022 - Jan 2023 (1 year)

Managed phones, emails, and daily office communications while organizing digital and physical filing. Prepared reports and correspondence, scheduled meetings, coordinated calendars, and maintained office supplies.

Office Administration Customer Service Scheduling Scheduling coordination Data Entry Document Processing Phone Support

Front Desk / Medical Assistant

Apolo & Hernandez Foot & Ankle Surgery

Jan 2020 - Jan 2022 (2 years)

Supported patient visits by verifying insurance, maintaining records, and preparing exam rooms. Processed lab work, referrals, and documentation, and scheduled appointments while responding to emails.

Insurance Verification Scheduling Medical Documentation Lab Processing Referrals Sterilization Vital Records

Front Desk / Medical Assistant

OB-GYN Comprehensive Care

Jan 2017 - Jan 2019 (2 years)

Handled calls and scheduled appointments, checking patients in and out during visits. Returned voicemails and supported compliance with annual visit scheduling.

Appointment Scheduling Voicemail Support Front Desk Operations Healthcare Documentation

Medical Assistant / Coordinator

My Cosmetic Surgery

Jan 2013 - Jan 2016 (3 years)

Provided customer service and coordinated appointments, including scheduling, cancellations, and referral processing. Supplied pre-surgery information, took vital signs, and managed lab documentation.

Customer Service Appointment Management Scheduling Referral Management Vital Signs Medical Documentation Call Center Support