Administrative Assistant Customer Service
Resume:
Annette M. Imperato
Philadelphia, PA 19148
*********@*******.***
February 2011
To Whom It May Concern:
Fifteen years of progressively more responsible Administrative Assistant
experience have provided me the opportunities to assist and support many
talented individuals at various levels of management. I am thoroughly
familiar with most office equipment and procedures and have excellent
computer skills. Known as a team player, I work well under pressure and
enjoy learning new things.
If you are looking for a true professional and my background and
qualifications are of interest, please do not hesitate to give me a call.
I am interested in the position and would like to meet and discuss the
possibilities.
Sincerely,
Annette M. Imperato
Annette M. Imperato
*Experience:
Morgan Stanley Smith Barney, Philadelphia, PA 2/10-9/10
Administrative Assistant
Wealth Management
Financial and Estate Planning Dept.
. Support and assist Director of Wealth Planning and CFP
. General administrative duties
Janney Montgomery Scott, LLC, Philadelphia, PA 2/05-2/10
Administrative Assistant
Wealth Management
Financial and Estate Planning Dept.
. Support 11 dept. staff members, including 3 Directors and 8 Financial
And Estate Planners
. Typing memo's, letters, and correspondence
. Direct incoming calls to planners based on nature of the calls
. Communications with over 900 Financial Consultants and 100+ Branch
Managers in various offices regarding planning process (i.e. paperwork
need to required complete planning plan)
. Communications with upper level management in home based office
. Maintain "Access" a database used to track plans along the planning
process
. Maintain survey information which requires sending FC's a survey form
to determine the success of the financial plan and record results
. Prepare and send Financial Planning Surveys
. Copy and Bind Financial and Estate Plans for planners
. Follow up and maintain database, which monitors the FC's, needs Re:
annuity, life insurance, money management, etc.
. Correspond with outside vendors, i.e. GBC binding, CCH, RIA, etc.
. Correspond with accounts payable, billing expenses
. Support Directors with business schedules, travel arrangements and
expense reports and maintained corporate calendar
. Prepare Financial Planning Brochures
. Prepare New Hire Packets and Welcome Kits to newly hired Financial
Consultants at JMS
. Maintain 3 years of financial planning plans providing access to
planners and FC's
. Maintain attendance records for all dept employees
. Maintain the overall super attitude of the Financial Planning
Department
Annette M. Imperato
Cobra Construction Co, Philadelphia, PA 8/04-11/04
Assistant Project Coordinator
Worked directly with owners, project managers, contractors, sub
contractors
. Correspond with township officials, owners, landlords, architects,
utility representatives
. Set up final site inspections via Licenses and Inspections, Fire
Marshall, Owners, Landlords
. Scheduled sub contractors to report to job site, as per trade timeline
. Interacted with vendors, general contractors, sub contractor and
potential bidders
. Coordinated final AIA closeout documents for final payment
. Filled in for receptionist when needed
. Opened and distributed mail accordingly
. Data entry to QuickBooks
Bidding Coordinator
. Scanned all incoming blueprints and various plans to Kip4000
. Called sub contractors to invite them to bid projects (union and open
shop)
. Printed out and sent plans to bidders via Fed Ex, UPS and US mail
. Responsible for incoming bids and final bid packages to be given to
estimator
. Had multiple projects out for bid simultaneously
. Worked directly with owner on special projects
The Martin Architectural Group, Philadelphia PA 2/03-11-03
Administrative Assistant
. Served as administrative assistant to 5 Principal/Partner Architects,
including owners, designers, project managers, drafters and land
planner
. Coordinate corporate travel arrangements
. Maintain and update all company databases
. Distribute all incoming mail and correspondence
. Type and distribute all field reports /AIA documents and contracts
. Kept records of all AIA continuing education credits for AIA members
. Applied for and renewed state to state licenses for Principals
. Maintained all client project files
. Maintained an orderly contract filing system
. Type all memos and letters as requested
. Assisted Accounting dept. in invoice mailings
. Typed and distributed all contracts, addendums and purchase orders
. Maintain catalogue library
. Ordered all office supplies
. Back to mail room personnel, secondary phones, also provided
administrative assistance to the Boca Raton, FL office
Annette M. Imperato
The Susan G. Komen Breast Cancer Foundation 8/01-9/02
Race for the Cure
Administrative Assistant
. Served as Administrative Assistant to The Executive Director of the
Phila. Affiliate
. Coordinate corporate travel and meeting schedules
. Assembled and prepared materials for Board of Directors Meetings
. Prepared and distributed all grant material
. Follow up with local, national and international sponsors
. Maintained and updated sponsor database
. Overseen switchboard, office supplies and bldg maintenance activities
. Handled all incoming mail distribution
. Assisted with all Komen Race for the Cure and Susan G. Komen events
and fundraisers
. Performed general administrative duties
Tangerine Technologies Inc./BioSupplies.com, Phila. PA 10/00- 7/01
Executive Assistant
. Served as administrative assistant to CEO, CFO and VP of Human
Resources
. Handled confidential and personnel matters for the above executives
. Coordinate corporate travel and meeting schedules and maintain
corporate calendar
. Overseen switchboard, office supplies and bldg maintenance activities
. Coordinate meetings and conference calls with Venture Capital firm
clients
. Distribute time sensitive materials (i.e. executive summaries,
business plans, sales documentation) to client, Venture Capital firms
. Data entry to Internal Venture Capital database
. Created Human Resources forms, employee separation agreement, employee
evaluation sheets, application for employment document, timesheets,
assisted in creating employee handbook
. Handle all incoming and outgoing mail
. Coordinate internal and external meeting via MS Outlook
. Utilize internet for research, travel arrangement, email
. Utilize UPS and FED Ex shipping online
. Performed general administrative duties
Annette M. Imperato
The Philadelphia Orchestra Assoc, Philadelphia, PA 1/99-
8/00
Administrative Assistant
. Served as administrative support "floater" for the POA, provided
interim administrative support for Human Resources, Public Relations,
Marketing, Operations, main switchboard consisting of over 300
extensions
. Assisted The Academy of Music Restoration Fund Office, oversaw all
donor and stock gift processing as well as program book revenue
. Served as administrative assistant and personal secretary to VP of
External Affairs and Director of Major Gifts
. Performed general administrative duties
. Promoted from contract temp to administrative assistant
S. Hecht & Sons Construction Co, Philadelphia, PA 7/97-8/98
Administrative/Receptionist
. Served as receptionist with responsibility for general office duties
. Processed invoices, receivables and building permits
. Coordinated communications and meetings with business owners, project
managers, architects, engineers and township officials
. Performed general administrative duties
. Assisted with customer service problem areas
*Education
Community College of Philadelphia 1996
. Completed GED
. Completed courses in computer terminology, data processing and micro
application
*Skills
. All MS applications, including Outlook, Word, Excel, Access
. Faxing, filing, scanning, copying -all general office equipment
Contact this candidate