Project Manager Administrative Assistant
Resume:
Vicki Clakley
**** ******* ****, ***. ***, Houston, Texas 77081
*************@*****.***
Summary
More than 15 years' administrative experience in accounting, finance and
marketing. Adept at final review of marketing and financial statements to
ensure data is complete and error free. Proficient in Microsoft Office
Suite, including Word, Excel and PowerPoint. Accomplished leader and
communicator with strong written and oral communication skills. Wrote text
and served as project manager for retirement products and mutual funds
marketing materials. Ensured all printed materials and web site content met
FINRA and SEC requirements and branding was consistent and followed
corporate guidelines. Proven ability to maintain confidentiality of client
records. More than 10 years' experience leading and motivating volunteers
to ensure the successful completion of projects, including the Theatre
District Open House at the Alley Theatre in Houston for three years and
several regional conferences for District 56 Toastmasters. Led teams of
diverse volunteers to ensure the organization's needs were met, while
maximizing the use of the volunteers' time and talents. Developed minute-by-
minute schedule for conference to utilize facilities and personnel at their
optimum capacity.
Key Skills
Accomplished proofreader and copy editor Excellent organizational
skills
Detail-oriented and deadline-driven Skilled at motivating and
leading team members
Quality control specialist Accomplished and cooperative team
member
Proficient in Microsoft Office Suite Punctual, dependable and
discrete
Relevant Experience
CORNELIUS, STEGENT & PRICE, LLP May 2012 to Present
Administrative Assistant
. Assistant to partner responsible for firm's financial planning and
wealth management clients
. Reconcile clients' accounts with brokerage statements
. Perform trades and rebalance clients' portfolios as directed by partner
. Responsible for client quarterly billing and monthly reconciliations
. Keep track of weekly, monthly and quarterly tasks for compliance with
SEC and FINRA regulations
LIFECHEK DRUG August 2011 to April 2012
Assistant Manager
. Assisted customers with product and recommendations
. Balanced cash drawers and closed out registers
. Opened store and ensured cash registers had correct change for cashiers
VICKI CLAKLEY Various from March 2006 to December 2011
Freelance editing and technical writing - clients included:
Belt, Harris and Associates
Stewart Title Co.
IDEA Integration
The Advisors Resource Inc.
Yago Custom Home Builders
GS MARKETING, INC. June 2008 to January 2011
Proofreader and Copy Editor
. Read and edited materials for Toyota dealers, such as mailers, posters,
window clings and other marketing materials
. Ensured that materials complied with corporate identity standards and
were approved by internal legal department and that logos were properly
used
. Edited emails, newsletters and other materials designed for Toyota
dealers
Contract Administrative Assistant
. Entered data for new and ongoing projects using data tracking software
. Edited direct marketing materials for clients in 39 states
EFAST FUNDING LLC May 2005 to March 2006
Loan Officer
. Provided mortgage loans to homebuyers and equity loans to existing
homeowners in six states
. Made scripted and unscripted sales calls to potential clients
. Used customer service skills to communicate with clients, title
companies and mortgage holders
AIM DISTRIBUTORS, INC. June 1997 to May 2005
Proofreader; Financial Writer; Quality Control Coordinator
. Responsible for the final quality check before materials were released
to printer
. Licensed principal of the firm with the responsibility of ensuring
marketing materials were compliant with NASD regulations
. Created marketing materials, including investor guides, performance
reviews, forms, PowerPoint presentations and other materials used to
market mutual funds and retirement plans
. Updated Web materials monthly and quarterly to ensure the most-current
information was available for investors and brokers
. Edited copy and graphic presentations for both print and Web
applications
Education and Certifications
Sam Houston State University-Huntsville, Texas; Major: English; Minor:
History
Houston Community College-Houston, Texas; various business-related courses
General Life and Health Insurance License, 2011
DTM, Toastmasters International
FINRA/NASD Series 6 and 26 Licenses
Texas Loan Officer License, 2006
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