Cathleen A. Shaughnessy

**** ******* ****** *****, # *** • Lakeland, FL• 561-***-**** • acqxpl@r.postjobfree.com

Administrative assistant with more than 20 years of support experience. Accomplished, dedicated and versatile business professional with a solutions-focused approach. Skilled to serve as reserve staff and liaison between management, personnel and clients in multiple capacities

Cross-Functional • Responsive to Different Leadership Styles • Adept at Multitasking • Skilled at Maintaining Complex Filing Systems • Able to Operate Telecommunication Systems • Proficient at Written and Oral Communications • Able to Solve Problems and Provide Creative Results • Trustworthy with the Highest Level of Confidentiality

The following are core competencies offered to enhance the success of your organization:

Professionalism at all levels of management, staff and client relations

Data entry and word processing support, utilizing MS Office Suite

Calendar management and appointment scheduling

Processing of various types of reports, including expenses, medical and travel

A proven capacity to meet demanding deadlines in a fast-paced environment

WORK HISTORY

Client Services Coordinator/Admin Assist 2013 – 2015

Ameriprise Financial – Private Wealth Practice of Steve Petersen

Scheduling and maintaining calendar

Arranging for travel and hotel accomodations, tracking expenses

Printing service reports on advisors request

Address customer service issues with decorum and professionalism

Back office operations, setting up clients on systems and processing all requests

Following all compliance rules and SEC rules in regards to confidential matters

Maintaining a paperless office and updating electronic files according to our compliance department

Address customer service issues with decorum and professionalism

Utilized outstanding communication skills to address any and all questions or concerns

Client Services Coordinator 2012 – 2013

Bernstein, Miller & Associates- Ameriprise Financial

As a client services coordinator I have daily contact with the clients. I schedule meetings/calls in our various offices. I have also planned marketing events for the advisors, securing a place, venue and price for events. Offering solid administrative assistance to the staff and management

Maintaining calendars and scheduling for 4 advisors

Printing service reports on advisors request and on a timely basis

Marketing and event scheduling, planning and follow up

Arranging business trips, track expenses for reports

Address customer service issues with decorum and professionalism

Strong communication skills, expert knowledge and attention to detail.

Utilized outstanding communication skills to address any and all questions or concerns

Concierge 2011 – 2012

Venus Mini Medical Spa

Organize and maintain scheduling and calendar details, appointments and files

Addressed customer service issues with decorum and professionalism

Strong communication skills, expert knowledge and attention to detail.

Utilized outstanding communication skills to address any and all questions or concerns

Dreams Come True, Equestrian Therapeutic Riding 2000 – 2010

Somerset Handicapped Riding Program

Taught general horsemanship principles and skills; worked through behavioral issues; and collaborated with trainers to establish appropriate exercises, utilizing strong communication skills, expert knowledge and attention to detail.

Administrative Support 1999 – 2000

Sanders Morris Harris, Houston, TX

Offered solid administrative assistance to the staff and management who engaged creative and comprehensive investment banking services, particularly to those pursuing a strategic vision of growth through consolidation.

Managed fast-paced office environment, interfacing with various internal departments

Organize and maintain scheduling and calendar details, appointments and files

Operated multiline telephone phone system with technical expertise

Addressed customer service issues with decorum and professionalism

Administrative Assistant 1991 – 1999

Prudential Securities, Inc., NY

Provided polished support to various departments. Utilized outstanding communication skills to articulate company policies and procedures, as well as address employee and client. Experience and skills served the following departments including domestic and international:

Branch Automation – Implemented ways to have the branch work as one unit.

Kept all branches up to date on new systems and software programs.

Branch Liaison Services – Installed new systems and equipment in branches domestically and internationally. Trained employees on new equipment and systems.

Set up openings and closings of branches both domestically and internationally.

When the branches needed extra employees, Branch Liaison was there to help.

Affiliate Referral Program – Converted Insurance accounts to Security accounts.

We made the transition from Insurance to Securities as smooth as possible.

EDUCATION

Bachelor of Arts in Individual and Family Studies

Kent State University, Kent, OH

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