Administrative Support Resume

SUMMARY

Dedicated administrative/customer service professional with 25 years of experience in office management and financial services reporting directly to CEO and top - level management. Trustworthy, ethical, discreet and committed to superior customer service. I am a team player recognized by co-workers and supervisors for accuracy and reliability as well as a creative problem solver with excellent interpersonal and communication skills. Highly organized, detail-oriented and resourceful in completing projects while multi-tasking effectively.

EXPERIENCE

Administrative Support

Reported directly to Director and Management team preparing letters, memos and ordered office supplies.
Maintained all HR records for employees; while assisting Manager in new hire process, meeting, greeting, scheduling and attending new hire process.
Maintained itineraries for all Management Team, scheduled meetings, conference calls, luncheons, etc.
Opened all incoming mail, separated correspondence, client specific information and other time sensitive items for attention and general reading.
Handled inventory and requisition of supplies, researched to secure savings of all items.
Assist in all opening and closing procedures including but not limited to disarming alarm system, opening vault, counting and verifying monies, night drop, ATM deposits, and receiving and delivering monies offsite through Garda.
Receive and count working cash at beginning of shift. Balance currency, cash and checks in cash drawer at end of each shift.
Identify customers, validate and cash checks. Accept cash and checks for deposit and check accuracy of deposit slip. Process cash withdrawals.
Perform specialized tasks such as preparing cashier’s checks, personal money orders, issuing travelers checks and exchanging foreign currency. Perform services for customers such as ordering bank cards and checks.
Receive and verify loan, auto and mortgage payments. Record all transactions promptly, accurately and in compliance with bank procedures.
Answer inquiries regarding checking and savings accounts as well as meeting and exceeding referral and quarterly sales quotas.
Explain, advise on and promote bank products and services to customers as well as meet and exceed sales goals quarterly.
Organized President’s schedule and notified him of next meeting, action or activity as it/they became due. Scheduled client meetings and conference calls as well as interviewed clients, prospects and vendors.
Coordinated speaking engagements, business trips, seminars, luncheons, maintained calendars, itineraries, agendas and preparation of tax reports.
Coordinated holiday, get-well, wedding and baby gifts for clients as well as mailing thank you, birthday and get-well greeting cards.
Assisted Advisor in all day to day services including but not limited to; maintaining all customer and compliance files, opening new accounts, transferring assets from prior custodian, drafting documentation for clients, completing all new account paperwork, processing check requests, wire transfers and billing fee based accounts.
Responsible for all financial record keeping for clientele.
Prepared work orders, estimates and bills.
Executed word processing projects, including large-scale mailings, correspondence and manuals.
Actively involved in creations of procedures manual.
Responsible for ensuring licensing, registration and re-certifications were renewed.

Communication/Customer Relations

Demonstrated ability to maintain composure and work efficiently in a fast paced environment.
Exercised independent judgment, decision-making abilities while preserving strict confidentiality.
Provided excellent customer service ensuring client satisfaction and retention.
Distributed income projection schedules, capital gains reporting and portfolio evaluations to clients.
Delivered investment and asset allocations, research and other judgment ideas to clients from advisor as requested.
Placed equity and fixed income trades for clients and reported executions.
Coordinated the interview process between management and “new hire” candidates as well as train new hire in all aspects of customer service, including call procedures, systems, etc.
Troubleshot and resolved problems and handled customer complaints.

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