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
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Work History
Administrative Associate , 01/2015 to Current
City Of San Antonio, Tx – San Antonio , TX
City Of San Antonio, Tx – San Antonio , TX
- 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
2 Fellas & A Big Vehicle – Broken Arrow , OK
2 Fellas & A Big Vehicle – Broken Arrow , OK
- 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 – City , STATE
Cara Hirsch – City , STATE
- 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 - City, State
Portland Community College - City, State
I am currently working on an AA transfer degree with a focus on psychology.
Cosmetology: Hair Design, 10/2011
Portland Beauty School - City
Portland Beauty School - City
GED: 11/1998
Home School - City
Home School - City
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
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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