Manager Executive Assistant

Shellie L. Newton

***** ** **** *******

Trenton, FL 32693

352-***-**** or 240-***-****

abi5yd@r.postjobfree.com

Experience

September 09 – Present

CVS/pharmacy – Chiefland, FL – Registered Pharmacy Technician

• Assist customers with inquiries

• Review and enter written, faxed and electronic prescriptions

• Contact insurance companies to resolve billing issues

• Run and review morning reports

• Request medication refills from physicians for customers

• Maintain current inventory by reviewing current stock

• Count and fill prescriptions for verification by Pharmacist

• Place order for out of stock medications

January 08 – July 09

ASHP – Bethesda, MD – Accounts Receivable Coordinator

• Run and review monthly aging reports

• Monitor receipts to ensure associates are complying with firm policies

• Review and apply incoming funds for major distributors

• Perform collections for accounts in violation of credit terms

• Monitor returns for accuracy and prompt processing

June 95 – December 07

Wachovia Securities – Bethesda, MD – Sr Branch Operation Manager

• Oversee daily branch operations for $15 million Complex

• Process order error and trade corrections

• Review and approve requests to move assets internally and externally

• Review incoming and outgoing correspondence

• Assist Branch Administration Manager and Branch Manager in audit preparation

• Process daily branch deposits and issuance of checks

• Process invoices for payment

Wachovia Securities – Bethesda, MD – Sr Registered Acct Administrator

• Research and resolve client inquiries

• Responsible for resolving PC problems for Bethesda Complex

• Train new branch support staff

• Assist Branch Manager with daily, weekly and monthly operations issues

• Assist Branch Manager with recruiting of new FAs

• Assist two Financial Advisors with administrative duties

Wachovia Securities – Bethesda, MD – Compliance Manager

• Maintained branch compliance files as required

• Reviewed daily, monthly and quarterly reports prior to submission to Manager

• Conducted review of daily trade blotter for errors and irregularities

• Entered all trade correction and order errors for branch

• Approved branch deposits and check disbursements

• Assisted in the training of associates in the Washington, DC Prudential office

First Union Securities – Chevy Chase, MD – Regional Executive Assistant

• Assisted Regional Staff with administrative duties

• Maintained files for 30 offices in Region

• Made travel arrangements and submitted expense reports

• Assisted with the hiring and termination of Financial Advisors

• Answered client inquiries and handled all order entries for Regional Director

• Assisted branch support personnel with administrative and operational questions

First Union Securities Chevy Chase, MD Operations Manager I

• Appointed Associate Vice President

• Assisted in the opening of two new branches

• Resolve daily branch and department differences

• Screen incoming and outgoing correspondence for compliance

• Maintain operations and compliance files

• Supervise and train new associates

• Developed a filing system to better organize compliance files

First Union Securities Chevy Chase, MD Account Administrator

• Researched and resolved client inquiries

• Responsible for resolving PC problems

• Ordered office supplies, equipment and marketing materials

• Interviewed and trained new account administrators

• Assisted Branch Manager with daily, weekly and monthly operations issues

• Assisted three Financial Consultants with administrative duties

Education

Montgomery College – Takoma Park, MD

Trenton State College Trenton, NJ

Special Skills

MS Windows, Excel, PowerPoint, Access

Type 60 wpm

PTCB Certified

References Available upon request

Contact this candidate