administrative assistant resume example with 7+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

Flexible hard worker ready to learn and contribute to team success.

I enjoy variety and becoming familiar with new skills. I learn by experience and having the freedom to ask questions. One of my hightest priorities is making sure things are done correctly and making any wrongs right. I remarried September of 2021 and am now a mother to 7, with 6 in the home regularly and another in the military. Life requires me to be organized, keep calm, communicate and grow as a problem solver.

  • Records management systems
  • Sensitive material handling
  • Microsoft
  • Back office operations
  • Check processing
  • Account balancing reconciliation
  • Onbase
  • Recordkeeping and bookkeeping
  • Data entry documentation
  • Document retrieval
  • CRM and office management software
  • Cash deposit preparation
  • Excel spreadsheets
  • QuickBooks
  • Transporting files
  • Mail management
  • Multitasking and prioritization
  • Payroll
  • Invoicing and billing
  • Account reconciliation
  • Database entry
  • Answer Phones
  • Confidential document control
  • Account management
  • Customer support
  • Database maintenance
  • Credit card payment processing
  • Strong sense of banking ethics
  • Exceptional customer service
  • Safe and vault operation
  • Risk management evaluation background
  • Debt and credit management
  • Excellent communication skills
  • Currency and coin counter
  • Friendly
  • Reliable
  • Approachable
  • Strong work ethic
09/2019 to Current
Administrative Assistant Motion Recruitment Gilbert, AZ,
  • Organized and maintained filing of documents into Onbase systems for each Consultant and their clients.
  • Directed customer communication to appropriate department personnel.
  • Assist walk in clients with their inquiries.
  • Prepare and send out mailings for monthly reviews and birthdays.
  • Clean up and maintain records in CRM as needed.
  • Daily interoffice mail run.
10/2018 to Current
Member Service Representative Hand & Stone Glen Mills, PA,
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Adhered to financial services security and audit procedures.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Directed specific questions to appropriate branch personnel.
  • Opened new checking, savings for customer accounts.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Kept teller window areas clean, organized and fully stocked.
  • Reconciled cash and checks against computer records at end of shift.
  • Responded and assisted customers with account inquiries and updates.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Entered transactions into computer and issued customer receipts.
  • Completed monthly audits and managed overdraft reports.
  • Explained bank services, financial products and applicable fees to customers.
  • Opened new accounts and served existing customers based on individual financial needs.
  • Promoted and sold banking products and financial services.
  • Performed currency transaction reports for foreign currency.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Maintained filing systems and other daily administrative and clerical support tasks to facilitate loans, deposits and account services.
  • Assisted customers with bank operations, opening accounts, accessing safe deposit boxes and ATM operations.
  • Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Researched account information regarding loans and deposits.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Addressed, documented and responded to incoming correspondences to address client queries.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
01/2014 to 03/2020
Financial Assistant Meruelo Group Ventura, CA,
  • Managed financial forms, permanent records and employee files.
  • Reduced financial discrepancies, ensuring on-time, accurate deposit balances, incoming checks.
  • Completed statement and account reconciliations and tracked down discrepancies.
  • Completed year-end closeout of all accounts and records.
  • Recorded incoming donations and maintained accurate records.
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Followed specific company rules to maintain integrity and security of data.
  • Greeted customers, answered account questions and resolved complaints.
  • Placed orders for office products, including paper and toner and kept strict eye on inventory.
  • Prepared biweekly payroll for team of salaried and hourly employees.
  • Updated, edited, printed and prepared weekly bulletin.
  • Performed database entry updates to keep information current.
  • Handled and prepared financial assistance inquiries for approval.
01/2022 to Current
DRIVER PAY Glendale Dining Services Hopkinton, MA,
03/2018 to 09/2018
Dietary Aide Company Name City, State,
  • Served specific meals to patients with special dietary needs.
  • Helped with meal prep for daily meals, following strict sanitation and food handling guidelines
  • Adhered to administrative departmental policies and procedures regarding safety, health and confidentiality.
  • Delivered designated trays and supplies to hospital patients as scheduled.
  • Collected dirty trays from compartments, washed dishes, and clean kitchen for closing.
Education and Training
Expected in 10/2018 to to
High School Diploma:
High School Equivalency - Elkhart, IN,

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Resume Overview

School Attended

  • High School Equivalency

Job Titles Held:

  • Administrative Assistant
  • Member Service Representative
  • Financial Assistant
  • Dietary Aide


  • High School Diploma

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