Branch Manager Assistant/CSA Resume , N.A - Hire IT People

SUMMARY:

A highly organized and detail oriented professional with excellent research and writing skills; able to grow positive relationships with clients and colleagues at all organizational levels.
Dedicated and focused; able to prioritize and complete multiple tasks, team player and follow through to achieve project goals.

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential

Branch Manager Assistant/CSA

Responsibilities:

Responsible for handling Branch Manager’s book of business
Answer incoming calls for the Branch Manager and assistance in answering incoming calls for Confidential main telephone line. Transfer calls and taking messages for appropriate financial broker
Greeting and announcing clients to their appropriate broker upon entering Branch
Responsible for scheduling Wholesaler meeting for the entire Branch calendar
Responsible for all catering, video/audio and conference room bookings as required
Schedule travel and create/submitting expense reports for Branch Manager via CSTO/concur
Copying/scanning/filing documents in various formats
Responsible for handling Branch related on/off site client events

Confidential, N.A

Executive Assistant to Financial

Responsibilities:

Updated and maintained AML Director calendars, scheduling appointments/meetings, booking travel (domestic/international) arrangements and ensuring that expenses are processed in a timely manner.
Onboarding all full - time and contractors within NY/DE including offshore teams which included all hardware/software and systems applications needed for the AML department.
Completes a variety of administrative and support duties, often of a confidential nature and unique to assigned area, including researching information and data, maintaining department records/filing system, developing and producing reports and presentations.
Assisting in the administration of the Business Continuity Plan (BCP).
Produce letters, reports, memoranda, forms and schedules as requested.
Conducts investigative background inquiries at the request of Senior Management.
Coordinated catering for the department.
Assist in event planning for department.

Confidential

Administrative Assistant

Responsibilities:

Created and maintained highly effective organizational files for 9 supporting organizations including offsite storage, resulting in easy access to critical information.
Cash Management ~ maintained cash balances for checking accounts. Prepared summary of checking account activity. Prepared wire transfers for 9 companies, alerting money managers and custodians of transfers pending.
Responsible for vendor payables and running of checks.
Maintained departmental attendance records for staff.
Coordinated Board of Directors financial statement reports.