Margaret Daly-Bannon

Summary Dedicated and focused Administrative Assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.

Highlights

Microsoft Office proficiency Excel spreadsheets eMoney, Morningstar, Laserfiche, Laserapp Meticulous attention to detail Time management Professional and mature

9673 Great Egret Court, West Palm Beach FL 33411 Home: 410-***-**** - acfwvv@r.postjobfree.com

Strong problem solver Resourceful Dedicated team player Strong interpersonal skills Medical terminology

Accomplishments

Provide exceptional administrative support, communication and workflow management skills; continuously project a friendly and professional image. Key Strengths: Highly organized, conscientious and even-tempered; entrusted by management with confidential materials. Adapt quickly to new and evolving environments. Promoted to Operations Manager after 10 months of employment. Received a merit raise for strong attention to detail, exemplary customer service and team-player attitude. Part Time: Medical Assistant to Nutritionist, Medical Assistant to Chiropractor, Ward Clerk in Nursing Home, Macy's Retail, on-camera commercials, real estate.

Experience Financial Advisor's Assistant / Operations Manager November 2012 to August 2014 Strategic Wealth Management Group LLC - MD

Open accounts and process paperwork for new and existing clients. Verify and monitor clients' accounts. Checking of trades daily. Facilitate Account Representative Meetings bi-monthly. Train and manage Account Representatives. Work directly with Charles Schwab on a daily basis. Provide support to financial advisors - reports and review material for meetings with clients. Daily use of Laserfiche, LaserApp, eMoney Wealth Management System, Morningstar and DB Cams. Go to person for computer issues, office procedures, training and direction. Administrative Assistant February 2008 to September 2012 Raphael Sanders Goldberg Nikpour & Cohen, CPA's, PLLC - Woodbury, NY

Provide administrative support for five partners in a fast paced environment. Daily preparation and typing of corporate financial statements, involving calculation of balance sheets, income statements, and cash flows to be distributed to Board of Directors and Shareholders. Monthly, quarterly, semi- annual and annual billing to clients. Bank and credit card reconciliations - QuickBooks. General administrative office support, additional duties as assigned. Capable of meeting deadlines in a timely and efficient manner. Office Manager October 2000 to December 2007 Cohen, Phillips & Seiden, LLP - Hicksville, NY

Performed all accounting related data input for tax returns and general client business needs. Provided solutions for clients and acted as company liaison when principals were unavailable. Responsible for all office purchasing and inventory. Administrative Assistant January 1998 to January 2000 Adults & Children - Bethpage, NY

Performed various office and accounting support duties. Logged daily charitable contributions from external. donors to organization. Data entry for all accounting functions. Assisted in planning of fundraising marketing and off-site events. Assistant Agent January 1985 to January 1987 William Morris Agency - New York, NY

Responsible for day-to-day tracking on issued contracts and deposits. Prepared and issued contracts to Artist & Buyers. Daily communication with Actor and Agency related to casting calls and call backs for voiceovers and on-camera auditions

Education Nassau Community College Medical Assistant School Real Estate