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Wealth Manager Scheduler Resume

San Antonio, TX

SUMMARY:

  • While utilizing strong Administrative and Project Coordination skills, offering support services for a variety of duties to include: accounts payable (vendor management, invoicing, coding and G/L), intranet/form creation, financial reporting/presentations, expenses, and ordering of supplies/equipment
  • Proficient with MS Office, Word, Excel, PowerPoint, Adobe Professional and Workiva

TECHNICAL SKILLS:

  • OFFICE 2007 - 2013
  • ADOBE PROFESSIONAL 10
  • SALESFORCE
  • SHAREPOINT
  • WORKIVA
  • SAP R3

PROFESSIONAL EXPERIENCE:

Confidential, San Antonio, TX

Wealth Manager Scheduler

Responsibilities:

  • Used SalesForce, SharePoint and Outlook to schedule/reschedule/cancel members’ appointments with Wealth Managers
  • Attended and interacted with team during department meetings; provided feedback as needed regarding processes

Confidential, San Antonio, TX

Receptionist/Administrative Assistant

Responsibilities:

  • Ordered supplies for office; called vendors for repair of appliances/coffee machines in breakroom; contacted maintenance for repair/adjustment of anything in the office; answered/transferred phones
  • Monitored/controlled office entry: asked vendors/visitors to log-in and issued badges; contacted employee to escort visitor
  • Repaired/upgraded company contract in Word; created several new company documents/templates
  • Regularly: dismantled, cleaned and replenished commercial-grade coffee machine; replenished coffee/tea, cups, utensils, etc.

Confidential, Hershey, PA

Senior Executive Assistant

Responsibilities:

  • Assisted in the spin-off of the new Authorization Guidelines database in SAP (now VIMS); created intranet page; created Signature Approval Authorization Form in Adobe Designer/Excel and entered over 3,000 records in the software database
  • Database Administrator of (VIMS) Vendor Invoice Management System for entire U.S. and Canada for over four years; accounts payable administrator: coded cost centers/general ledger accounts for invoices to be processed for payment
  • Reported to Senior Director/staff: created/edited Word, Excel, PowerPoint documents; coded and processed invoices and Expense Reports
  • Intranet Manager for External Reporting/Compliance and Finance Departments
  • Managed/edited Word and workbook files of Forms 8-K, 10-Q and 10-K for SEC filings; utilizing WebFilings/Workiva software
  • Administered Corporate Certification of Representation process utilizing Exterro for domestic/international SOX compliance

Confidential, Lancaster, PA

Administrative Assistant — Flooring Marketing Department

Responsibilities:

  • Chaired meetings to update and complete new company Flooring Installation Manual (manual was completed)
  • Completed sections of inventory description projects utilizing company intranet site, SharePoint and Excel

Confidential, Chesterbrook, PA

Investor Relations Coordinator

Responsibilities:

  • Reported to VP-Corporate/Investor Relations, Chief Financial Officer, Corporate Controller and their staff
  • Reviewed and distributed SEC filings, financials and press releases over newswire
  • Coordinated all healthcare, investor relations & controllers’ conferences including events, travel arrangements, hotel room blocks, one-on-one sessions and PowerPoint presentations
  • Responsible for accounts payables: processed and prepared check requests for payment of invoices
  • Expedited financial material requests, correspondence, mail to staff and prepared merge mailings

Confidential, Florham Park, NJ

Office Manager/Production Coordinator

Responsibilities:

  • Opened new office, assisted in implementing floor plan, and was corporate and building management liaison
  • Responsible for monthly general ledger, accounts payables/receivables, expense and petty cash reports
  • Reconciled office phone account to save $2,000 per year; handled UPS, Pitney Bowes and plant maintenance contract
  • Successfully contracted UPS (mandated vendor) drop-off bin to be utilized by entire office park
  • Responsible for the daily functioning of the IP phones, printers, UPS WorldShip database and packages, digital camera, computer and street atlas software, office supplies, Act database and implemented/utilized file room system
  • Compiled demographic data, maps, images, logos and comparables to produce and replicate multiple investment packages

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