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Senior Administrative Assistant Resume Example

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SENIOR ADMINISTRATIVE ASSISTANT
Professional Summary

Accomplished Senior Administrative Assistant offering excellent communication, planning and prioritization skills demonstrated through 22 years of performance. Proficient in maintaining stringent financial controls and timelines. Skilled at drafting reports and business correspondence, updating tracking spreadsheets and technical training. Diplomatic and professional when communicating with stellar time management and multitasking expertise. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.

Work History
Company Name- Senior Administrative Assistant
City, State11/2016 - Current
  • Enhanced administrative productivity by creating beginning to end processing manual on dispensing disbursements via ACH, check, and wire transfer.
  • As well as account to account transfers, discretionary action memos and budgets in compliance with trust documents and departmental processing regulations.
  • Improved processing efficiency by creating distribution forms in compliance with departmental processing regulations.
  • Responsibilities:.
  • Provide administrative support to Personal Trust Advisors and Executives.
  • Responsible for processing account transactions such as international and domestic wire transfers, checks, bill pay, transfers and deposits with 100% accuracy by mandated deadlines.
  • Review account balances and daily activity, following-up on pending transactions and inquiries until completion.
  • Proficient in special project coordination with large and small volume processing, balancing and various entities.
  • Professional courtesy and communication with coworkers and clients.
Company Name- Senior Administrative Assistant
City, State10/2008 - 11/2016
  • Improved office efficiency by successfully introducing and training my manager and business unit to effectively use Microsoft Access in daily business operations.
  • Recognized business operations and implemented several tools to assist in achieving accuracy in processing.
  • Responsibilities:.
  • Provide administrative support to IRA Administration Executives.
  • Initiate IRA and Custodial Account openings and closings as well as processing distributions, contributions, trades, wires, and transfers with 100% accuracy and in a timely manner.
  • Prepare precise tax records for transactions reported to the IRS to insure accurate 1099 and 5498 tax forms are issued to our customers.
  • Greet and inform internal and external customers with a pleasant and accommodating manner.
Company Name- Administrative Assistant II
City, State04/2001 - 10/2008
  • Provide administrative support to Wealth & Institutional Management Executives.
  • Responsible for organizing executive's time, maintaining calendar affairs, coordinating events and meetings.
  • Gather data needed for reports as well as creating and formatting reports and presentations.
  • Properly maintain customer trust account information, as well as create and retain essential spreadsheets and documents.
  • Welcomes and disseminates information to internal and external customers, vendors and employees via telephone, e-mail, fax or in person with a friendly and helpful approach in addition to identifying and resolving concerns as needed.
  • Accurately prepare and distribute outgoing correspondence as required and follow-up on correspondence as necessary.
  • Maintain professionalism always and use discretion when handling confidential information.
Company Name- Administrative Assistant II
City, State01/2000 - 04/2001
  • Assisted Middle Market Banking Vice Presidents, Assistant Vice Presidents, Lending Assistants, and Loan Officers in daily responsibilities of providing excellent customer service to clients.
  • Accurately open and close accounts, process fund transfers between client accounts, produce microfilm check copies, administer stop payments on checks, in addition to processing domestic and foreign wire transfers.
  • Processed client loan documents by correctly completing loan requests, processing loan payments and advances, as well as advised clients and officers of account balances and transaction history.
  • Create and maintain binders, spreadsheets, and logs for each specific transaction processed.
  • Prioritized work and effectively managed time to insure work is completed in a timely manner based on priority.
Accomplishments
  • Developed and implemented [Procedure description], which resulted in increased company efficiency and productivity.
  • Training - Responsible for training all new employees to ensure continued quality of customer service.
  • Updated and maintained company database to reflect current and accurate client records for more than 2500 accounts.
  • Policy Development - Developed and implemented employee manual outlining all proper business procedures and office policies.
Skills
  • Creative problem-solving skills
  • Resourceful project management skills
  • Excellent customer service skills
  • Microsoft Office
  • Microsoft Project
  • Microsoft Visio
  • ComTRAC
  • Hogan
  • Administrative
  • Administrative support
  • Approach
  • Banking
  • Budgets
  • Business Management
  • Business operations
  • Clients
  • Client
  • Excellent customer service
  • E-mail
  • Fax
  • Forms
  • Hogan
  • Market
  • Meetings
  • Microsoft Access
  • Microsoft Office
  • Office
  • Microsoft Project
  • Microsoft Visio
  • Organizing
  • Organizational skills
  • Presentations
  • Problem-solving skills
  • Project coordination
  • Project management
  • Spreadsheets
  • Tax
  • Telephone
  • Optimizing Processes
  • Staff Management
  • Accounting Skills
  • Document Management
  • Advanced MS Office Suite
  • Business administration
  • Conflict management
  • Employee training and development
  • Financial services
  • Resourceful
  • Office administration
  • Technical Support
  • Strategic Planning
  • Office management
  • Performance improvement
Education
Macomb Community CollegeBusiness Management, ABA: General Studies
Macomb Community CollegeAssociate Degree
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Resume Overview

School Attended

  • Macomb Community College

Job Titles Held:

  • Senior Administrative Assistant
  • Administrative Assistant II

Degrees

  • Business Management, ABA : General Studies
    Associate Degree

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