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Administrative Assistant Customer Service

Location:
Philadelphia, PA, 19148
Posted:
May 11, 2011

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Resume:

Annette M. Imperato

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

Philadelphia, PA 19148

215-***-****

abhi4m@r.postjobfree.com

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



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