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Administrative Associate Resume Example

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ADMINISTRATIVE ASSOCIATE
Professional Summary

Organized and dedicated Administrative Associate with proven track record of providing exceptional customer service and managing day-to-day operations in fast-paced environment. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic with ability to perform effectively in independent or team environments. Five and a half years experience in the investment advising industry overseeing the secure handling of PII, monitoring trading activity and both initiating and overseeing ACH transactions, wires and account transfers.

Skills
  • Office administration
  • Scheduling and calendar management
  • ACH, ACAT and wire transfer oversight
  • Customer and client relations
  • Office 365 and Google suite
  • Innovative thinking
  • Practicality
  • Recordkeeping
  • Paperwork drafting
  • Filing and data archiving
  • Business correspondence
  • Audit prep and compliance
  • Empathetic communication
Work History
Administrative Associate , 01/2015 to Current
Berry Wealth – Portland, OR
  • Sole employee for a long-time independent investment advisor; essentially executive assistant, unlicensed admin associate and operations, all in one.
  • Responsible for investment account opening and servicing
  • Updated spreadsheets and databases to track, analyze and report on performance and trading activity.
  • Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Entered client data into Salesforce CRM system and updated customer contacts, account types and banking information to keep records current.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Managed boss's calendar to strategically coordinate meetings, appointments and events.
  • Produced highly accurate internal and external letters and memoranda.
  • Assisted over 500 advisory clients with their client-side online portals, monthly direct deposits and one time requests for fund transfers
  • Achieved perfect audits without exception by double-checking accuracy of compliance forms and requirements
  • Liaised between clients, fund companies and broker/dealer, maintaining effective lines of communication.
  • Proofread first and second draft client publications authored by boss, and gave editing feedback including suggestions for new copy
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Answered questions and addressed, resolved or escalated issues to broker/dealer back office service team to satisfy customers.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
Professional Hairstylist, 10/2012 to 05/2015
Self Employed – Portland, OR
  • Evaluated client needs and recommended treatments and strategy to achieve desired result, while maintaining hair health.
  • Kept work areas, tools and equipment clean and properly sanitized to minimize risk and cross-contamination.
  • Assessed customer hair texture, treatment history and desired outcome to identify appropriate services.
  • Built strong and lasting rapport with clients through consistent delivery of requested services and exceptional results.
  • Educated clients about products and self-maintenance for healthy hair based on needs and preferences.
  • Suggested treatments and styles to suit customers' appearance and desired look.
  • Scheduled onsite and offsite makeup appointments for clientele.
  • Conducted makeup classes for women who wanted help with their everyday routines.
Nanny, 05/2013 to 12/2014
Cara Hirsch – Portland, OR
  • Made healthy snacks and meals for one child.
  • Coordinated different types of activities to enhance physical and intellectual development.
  • Established and maintained safe play environment for child.
  • Monitored schedules to maintain sleeping, eating and activity schedules for child.
  • Encouraged child to be understanding of and patient with others.
  • Supervised child on playground to help develop physical and social skills.
  • Identified warning signs of emotional and developmental problems in child.
  • Offered positive and nurturing environments to support child social and emotional growth.
  • Assisted with light housekeeping duties as well as running errands.
  • Developed games and activities using arts and crafts to support learning and verbal skills.
  • Supported child in daily activities, including playing, meals and snacks, hygiene and socialization.
  • Balanced playtime and limited screen time to optimize types of stimulation and support development of fine motor, gross motor and cognitive skills.
  • Established lasting, professional connections with the Hirsch family and their (now) children by encouraging open communication and delivering positive feedback.
Education
Associate of Arts: Transfer Degree, Expected in 2022
Portland Community College - Portland, OR

I am currently working on an AA transfer degree with a focus on psychology.

Cosmetology: Hair Design, 10/2011
Portland Beauty School - Portland, Oregon
GED: 11/1998
Home School - Portland, OR

I was home schooled K-12. When I had completed my credit requirements, I took the SAT and the GED which were both easier to display to future employers than a home school, therefore self-generated, diploma.

Interests
  • I've loved to roller skate since I was five years old and the passion never wanes, although the ankles do.
  • I learned to square dance several years back with Portland's local gay square dance club, the Rosetown Ramblers. One day the pandemic will be over and we will dance again!
  • Cooking and eating are among life's chief delights and creating with ingredients is always on my mind. Gyoza, homemade stock and yeast rolls are among my favorite things to make.
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Resume Overview

Companies Worked For:

  • Berry Wealth
  • Self Employed
  • Cara Hirsch

School Attended

  • Portland Community College
  • Portland Beauty School
  • Home School

Job Titles Held:

  • Administrative Associate
  • Professional Hairstylist
  • Nanny

Degrees

  • Associate of Arts : Transfer Degree , Expected in 2022
    Cosmetology : Hair Design , 10/2011
    GED : 11/1998

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