Administrative Associate Resume Example
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ADMINISTRATIVE ASSOCIATE
Summary
Personable Administrative Associate with experience employing exceptional relationship-building abilities to cultivate positive rapport among clients, staff and management. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Goal-driven with extensive background managing busy reception areas and multi-line telephone systems. Security-conscious and astute in control of confidential documentation.
Skills
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Experience
Administrative Associate, College Possible, December 2010-May 2019Omaha , NE
- Assisted eleven financial advisors in a fast paced office environment.
- Handled client inquiries via email, telephone and in person, providing updated account values, statement dates, address changes, scheduled meetings, processed distributions from specified accounts, processed contributions to specified accounts and placed client requested trades.
- Scheduled client meetings for all advisors and maintained updated calendars using Microsoft Office as well as Excel Spreadsheets.
- Greeted all clients and vendors as they entered the office.
- Signed for all deliveries, opened mail daily, and was responsible for distributing mail to appropriate advisors and delegating tasks with specific incoming mail.
- Single handedly calculated and processed all Required Minimum Distributions every year. This included every client that was age 70.5 or older, for all 11 advisors at Knox Wealth Partners.
- Created workflow files in RedTail CRM and distributed to appropriate personnel to maintain required steps on how to successfully complete any task request.
- Oversaw training of new employees.
- Supervised set up of conference room and ordering food for vendor meetings and other events for advisors.
- Monitored office supply inventory and replenishment, including liaising with vendors to negotiate optimal pricing.
- Managed electronic calendars and scheduled meetings, appointments and conference calls.
- Delivered exceptional customer service through direct communication with clients and team members.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Oversaw filing systems and scanned documents to manage physical and electronic documents and information.
- Spearheaded special projects and efficiently carried out effective problem-solving.
- Wrote email messages, memos and business letters for management and proofread all documentation to provide error-free correspondence.
- Set travel arrangements and gathered documents for management and executive staff meetings and trips.
- Answered daily phone calls on multi-line phone system and transferred calls appropriately.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Resolved technical issues with Branchnet, Redtail CRM & Microsoft Office quickly and escalated critical problems immediately to LPL Technical Support or our personal Technical Support contact.
- Elevated customer satisfaction ratings by resolving issues for speedy resolution.
Administrative Assistant, Hines, May 2008-December 2010Munich , DE
- Called patients to schedule appointments, consistently double-checking information and availability.
- Maintained office supplies inventory by checking stock and ordering new supplies as needed.
- Answered phone calls to provide assistance, information and medical personnel access to maximize office efficiency.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Managed physician calendar, including scheduling patient appointments and procedures.
- Compiled physical and digital documents, charts and reports to meet business and patient need.
- Updated patient financial information to promote accurate record keeping.
- Scheduled and confirmed patient appointments for diagnostic, surgical and consultation services.
Manager, Belle Tire, January 2006-January 2008Columbus , IN
- Evaluated store performance by receiving, analyzing and incorporating feedback from store inspections to implement action plans for improvements.
- Facilitated month-end journal entries and invoicing.
- Greeted and encouraged feedback from customers to implement in-store operational changes.
- Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Extended existing customer relationships through extensive communication
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Directed schedule of weekly projects and anticipated timelines for milestones and completion dates.
Education and Training
Some College (No Degree)The University of Tennessee - Knoxville, CityState
Associate of ArtsPellissippi State Community College, , CityStateMay 2005
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Resume Overview
School Attended
- The University of Tennessee - Knoxville
- Pellissippi State Community College
Job Titles Held:
- Administrative Associate
- Administrative Assistant
- Manager
Degrees
- Some College (No Degree)
Associate of Arts
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