Wealth Manager Scheduler Resume San Antonio, TX - Hire IT People

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:

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