Management Assistant

Sherry Snyder

Email: *********@********.***

Address: *** ******* ****

City: Fairport

State: NY

Zip: 14450

Country: USA

Phone: 585-***-****

Skill Level: Experienced

Salary Range: $55,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

SHERRY A. SNYDER Fairport, NY 14450 *********@********.***

Business Management Support

Dedicated and technically skilled business professional with a versatile administrative skill set developed through experience as a business support manager, portfolio management assistant and administrative assistant.

Excel in resolving challenges with innovative solutions, and driving systems and process improvements proven to increase efficiency, customer satisfaction and the bottom line.

Offer advanced computer skills in MS Office Suite and many proprietary applications and web-based systems.

Key Skills

Office Management

Teambuilding & Supervision

Staff Development & Training

Policies & Procedures Manuals

Compliance Monitoring

Report & Document Preparation

Spreadsheet & Database Creation

Records Management

Inventory Management

Notary Public License

Meeting & Event Planning

Vendor Liaison

Expense Reduction

Proprietary Systems: AMTrust/PACE, AAM, Portview, IPS, Reg 9

Experience

Bank of America Private Wealth Management, Rochester, NY 1987 to 2012

Business Support Manager for Investment Management Group, Regional Level - 2004 to 2012

Sr Portfolio Management Assistant to President of Fleet Investment Advisors - 1990-2004

Executive Assistant to SVP Trust Operations - 1987 to 1990

Assistant to the Sr Vice President of Operations, and other executive staff, and earned a reputation for maintaining a positive attitude, producing high-quality work, and improving efficiency of office.

Assisted the President of a Registered Investment Advisor (SEC) with all aspects of business management, such as filing Form ADV, development of standard client presentation templates, off-site meetings and client events, technology systems roll-outs, office equipment maintenance, personnel issues.

Repeatedly promoted during 25-year tenure, culminating in current responsibility for coordinating all investment management support functions and supervising a team of eight Portfolio Management Assistants across the region.

Developed efficiency-enhancing workflow and process improvements that made it possible for the support staff to accommodate increased responsibilities due to additional risk management tasks being performed.

Decreased expenditures by monitoring vendor charges for technology and communications hardware/software, and by implementing more controls on supplies and standardizing ordering procedures.

Ensured staffs compliance with policies/procedures, including code of ethics and mandatory compliance-related training.

Served as executive assistant to the management team, functioned as primary liaison to customers and ensured a consistently positive customer experience; handled a busy phone system.

Created automated daily statistics report that reduced inaccuracies and provided management with an important decision-making tool.

Education

St. John Fisher College, Rochester, NY 1983-1987

Courses in Economics, Sociology, Accounting, Contract Law

Rochester Institute of Technology, Rochester, NY 1984

Courses in PC Technology

Brevard Community College, Cocoa, FL 1973

Associate of Science Degree, Secretarial Science

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