Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
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
01/2015 to Current
Administrative Associate 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.
10/2012 to 05/2015
Professional Hairstylist2 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.
05/2013 to 12/2014
NannyCara 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
Expected in 2022
Associate of Arts: Transfer Degree Portland Community College - Portland, OR GPA:
I am currently working on an AA transfer degree with a focus on psychology.
Expected in 10/2011
Cosmetology: Hair Design Portland Beauty School - Portland, Oregon, GPA:
Expected in 11/1998
GED: Home School - Portland, OR, GPA:
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.
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