WAVERLY ASHLEY MCCARTHY

817-***-****

acoy2n@r.postjobfree.com

QUALIFICATIONS

Executive level management administration

Excellent communication and strong organizational skills

Strong client relationship building abilities

Ability to problem solve

High level of confidentiality

Self motivated and driven

Concierge Family Medical Practice Current (Temporary)

Southlake, Texas

Concierge Administrative Assistant

Patient scheduling and appointment confirmation

Greet all guest and patients upon arrival

Invoice patient supplement and skin care purchases using QuickBooks

Manage and direct Constant Contact, SendaCard

Process and distribute mail

Digital chart documentation for patient correspondence and prescription requests.

April 2013 –September 2014

Oil and Gas Company

Oak Lawn Area - Dallas, Texas

Executive Administrative Assistant

Executive Administrative Assistant to President and Vice President .

Maintain, reconcile, deposit (manual and remote), payments, record, document compliant for 21 bank

accounts with four banking systems encompassing 20 companies and entities.

Joint Account Billing covering 5 companies using Rogars Oil & Gas Software.

Organize, communicate, problem-solve, distribute, process all incoming AFE’s, DVO’s, Railroad

Commission Dockets and Required Forms needed for drilling and repairing wells.

Manage, distribute and process mail.

Manage and process all paperwork and documents for executive’s personal interest including livestock

purchases and sales, agricultural licensing and billing, outside company loans to interested parties.

Create and maintain electronic files for all.

May 2012 – November 2012

SWS Financial Services, Inc.

Grapevine, Texas

Administrative Assistant

Assistant to Independent Financial Advisor.

Responsible for opening all new accounts, electronic maintenance of client files.

Communicate with clients regarding statements, check request, account inquiries and online access.

Process banking correspondence and transactions.

Maintenance and purchase of office supplies.

Negotiation of annual health insurance.

Assist with client presentations.

February 2002 – April 2012

Creative Geographics, Inc.

Southlake, Texas

Executive Administrative Assistant

Assist President and CEO with executive communications and correspondence.

Manage company health insurance program.

Maintain company shareholder list of investments.

Responsible for accounting overhead and process of payments.

Process in-house payroll.

Correspond with business professionals –CPA, clients, banking and internet services.

Coordinate shareholder meetings, travel arrangements.

Compile documents for client and investor evaluation.

Edit and assist in composing company offering documents.

Assist with power point presentations and executive communications

December 1980 – November 1996

Rauscher Pierce Refsnes, Inc.

(now RBC, Inc.)

Citiplace – Dallas, Texas

Administrative Assistant to Senior Vice Presdent

Administrative Assistant Partner to Senior Invesment Executive for seventeen years .

Responsible for manually preparing quarterly and annual client portfolio revues and reports .

Maintain and open all client accounts.

Develop long term relationships with clients and corporate departmental managers.

Answer phones, compose and draft client correspondance.

Supported compliance by keeping all required forms and documents current .

Recorded investment brokers client books and portfolio holding pages.

Education

Texas W omen’s University

Denton, Texas

Richland Community College

Dallas, Texas

Computer Software

QuickBooks Premier

MS Word, MS Outlook, MS Excel

Rogars Oil & Gas

Greenway Medical Records

Proprietary Software for Employers:

Rotan Mosle, Paine W ebber, Rauscher Pierce Refsnes, Creative GeoGraphcis,SWS Financial

Notary of Texas – Commission Expires 06/03/2017

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