Executive Assistant/Office Manager Resume Example Daniel Wealth Management

EXECUTIVE ASSISTANT/OFFICE MANAGER

Summary

Skills

Wireless service expert
Knowledge of UPS and Fed Ex shipping systems
Expert communicator
Excellent oral and written communication
Filing experience
Retail industry expertise

Customer care experience
Office management expertise
Client relations expertise
Customer experience
Customer relations experience
Excellent troubleshooting proficiency

Experience

Executive Assistant/Office Manager
Sumter, SCDaniel Wealth Management/Jan 2020 to Current

Orchestrated and confirmed senior executive travel accommodations and schedules for 1 advisor+ personnel.
Obtained signatures for important financial and legal documents.
Revised and maintained master calendar for client appointments.
Worked closely with auditors during review process, providing clerical support and completing assigned tasks.
Facilitated accurate schedule management and event coordination for senior leadership.
Organized and scheduled all web meetings with Business partners using video teleconference.
Liaised between Other Businesses and clients regarding client accounts and new business.
Spearheaded design of internal database to produce social media, client gatherings, seminars, and business lunches.
Entered customer information and updates in database system to track leads, interactions, relationships and propel sales opportunities.
Checked office supplies stock and placed orders to maintain levels.
Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
Served as point of contact for data acquisition and research.
Restocked office and break room supplies independently to maximize team productivity.
Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
Attended conferences in person and via e-conference format to represent organization and executives.
Addressed and responded to incoming correspondence.
Crafted proposals and memos using desktop publishing and word processing software.
Processed executive subscriptions, license renewals, continuing education requirements and membership renewals.
Supported marketing and advertising efforts by creating marketing materials such as email blasts and Mass mail communications.
Conducted required research, documentation and reports for executive team, board members and stakeholders.
Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
Prepared and updated office records, spreadsheets and presentations to support executive needs and enhance office efficiency.
Handled and distributed all incoming and outgoing mail for advisor-member executive team.
Answered phones and emails for Advisor with efficiency and appropriate responses.
Supported office needs including taking messages, scanning documents and routing business correspondence.
Opened, read and wrote answers to routine letters and correspondence for executives.
Verified operation of office equipment by completing preventive maintenance requirements and calling for repairs.
Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
Coordinated customer-facing webinars, including developing relationships with vendors, tracking customer attendance and post-webinar follow-up.

Shift Manager
Multiple, SCAAFES/Jan 2019 to Nov 2020

Increased customer base and market share by promoting product through diverse channels.
Managed schedules, accepted time off requests and found coverage for shifts.
Generated reports to assess performance and make adjustments.
Enhanced operations and boosted efficiency through employee training, coaching and creating work schedules and assignments.
Positioned skilled staff in key areas throughout shift to optimIze department productivity.
Documented receipts, employee hours and inventory movements.
Upheld company standards and compliance requirements for operations and cleanliness of all areas.
Inputted customer data into AAFES system, safeguarding financial and personal information to avoid breaches.
Forecasted trends in expected business levels and adjusted labor and inventory to match expectations.
Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Directed schedule of weekly projects and anticipated timelines for milestones and completion dates.
Addressed internal and customer-related issues each day and affected strategic resolutions.
Extended existing customer relationships through extensive communication and tried-and-true marketing strategies.
Analyzed operations and market data to assess areas in need of improvement and capitalize on changing conditions.
Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations.
Assessed, optimized and elevated operations to target current and expected demands.
Met with each associate to establish realistic monthly sales goals.
Cross-trained in every store role to maximize operational knowledge.
Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.
Streamlined efficiency, reduced labor hours and boosted profitability to optimize overall productivity.
Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Established ambitious goals for employees to promote achievement and surpass business targets.
Spearheaded training initiatives to improve employee performance and bottom-line business results.
Mitigated risk by ensuring regulatory compliance for required licensing.

Department Manager
Sumter, SCWalmart/Mar 2016 to Jan 2017

Enforced safety rules and other policies to protect employees and minimize company liability.
Kept department on-target to meet sales and profit objectives by minimizing waste and pursuing revenue generation opportunities.
Balanced workloads to meet targets without overtaxing employees.
Oversaw efficient receiving and inventory management to keep stock within optimal levels.
Assessed, optimized and elevated operations to target current and expected demands.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Cultivated talented team of departmental employees through outstanding mentoring, coaching and teaching skills.
Streamlined ordering and Inventory procedures to identify top sellers and reduce over-stock.
Treated associates with fairness and respect, providing recognition of accomplishments.

Customer Service Manager
Sumter, SCKmart/Oct 2015 to Mar 2016

Education and Training

High School DiplomaCrestwood High SchoolMay 2007Sumter, SC

Resume Overview

Companies Worked For:

Daniel Wealth Management
AAFES
Walmart
Kmart

School Attended

Crestwood High School

Job Titles Held:

Executive Assistant/Office Manager
Shift Manager
Department Manager
Customer Service Manager

Degrees

High School Diploma

Executive Assistant/Office Manager Resume Example

Resume Score: 80%

DISCLAIMER

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes