Colleen Barry

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

Stony Point, NY 10980 US

Phone: +1-845-***-****

ac2dsa@r.postjobfree.com

OBJECTIVE

Dedicated, friendly and hardworking professional with excellent communication and interpersonal skills; creates and maintains professional relationships and works effectively with individuals at all levels and with a team. Strong organizational skills and detail oriented. Adheres to deadlines. Computer: Microsoft Word, Excel, Access, Outlook, PowerPoint; Data Navigator and Fiserv

EMPLOYMENT HISTORY

Executive Assistant

THRIVENT FINANCIAL

January, 2017 Present (9 months)

Position Roles/Responsibilities: Handles incoming calls to the financial representative and responds to requests for information. Performs routine administrative duties such as maintaining office supplies and processing mail. Prepares or coordinates the preparation of routine correspondence, reports, and special projects

Supports projects, administration of various programs and processing functions as needed. Drive client/member facing activity in the practice by scheduling meetings with clients/members. Update the contact management system with client/member contact and preference information. Assist the FR in the preparation and follow up for the client/member meetings. Tracks practice expenses and oversees the practice bill paying. Provides back up support on tasks, run existing and new life illustrations and creates monthly call lists. Participate in the business planning process and client service model. Computer Programs: FieldNet, Salesforce, TIA an Forefield

Branch Office Administrator

EDWARD JONES

April, 2014 December, 2015 (1 year 8 months)

Answer Incoming calls, manage walk-Ins and phone calls from home office, set/confirm appointments, sort and respond to incoming mail, manage service requests, wires, faxes and emails

Process trade confirmations, maintain branch-office record keeping through scanning and filing, order supplies, and marketing literature, process branch expenses and maintain work space and office equipment, process estate processing, cash instruments, securities, mutual fund, transfers, account opening/closing, process insurance/pension applications and work with product partners, retirement and trade administrative processing

Enter all daily tasks in notes, calendar and activities

Prepare appointments, monitor calendar, update portfolios, prepare hypos/calc, enter information into the financial assessment and solutions tool, prepare cost basis for client or tax preparer, integrate relationship manager into standard operating procedures, answer client administrative questions about statements, provide market information or quotes to clients as requested and allowed and respond to other client inquiries on administrative questions and refer all other inquires to the Financial Advisor

Manage the administrative aspects of a proactive contact management strategy through acceleration, process marketing mailings with word power letters and newsletters, make follow up calls on mailings, promote allowable savings, spending and borrowing solutions, promote account services such as account link, e-delivery, etc., plan and handle logistics for seminars and assist with key referral marketing (accountants, attorneys, solicitors

Online training, system enhancements, review firm information, support regional activities and complete annual review of compliance manual.

Member Service Representative

NORTH ROCKLAND EDUCATIONAL FEDERAL CREDIT UNION

June, 2009 November, 2014 (5 years 5 months)

Handle member communication to access their financial needs, provide product and service recommendations as well as

guidance of the membership process

Advise members of all services such as loans, visa credit cards, debit & ATM cards and certificate of deposits

Process and maintain daily electronic files for credit and debits to accounts

Maintain and coordinate all aspects of debit/ATM cards including chargebacks

Download and process electronic wires and post to checking account the credit and debits

Assist loan officer with loan process; check applications, generate credit reports, ensure complete and accurate loan

document submission

Check the monthly bank reconciliation; Create and manage databases created in Access

Manage and process daily teller operations such as withdrawals, deposits and transfers

Maintain and coordinate all facets of office management; order and process checks, maintenance of office supplies,

opening & closing procedures, generate & verify end of day general ledger and audit reports.

Clearance Officer

STAR TITLE AGENCY

January, 2006 January, 2007 (1 year)

Requested clearance from prior title companies and the holder of open liens to facilitate the clearance process

Coordinated with counsel, purchaser/borrowers and owners/sellers to obtain necessary information and documentation

to clear title exceptions.

Legal Secretary

KANTROWITZ, GOLDHAMER & GRAIFMAN

January, 2005 January, 2006 (1 year)

Prepared real estate document's such as deeds, closing packets, tax forms and filing paperwork

Prepared Living Wills, Health Care Proxies and Power of Attorney forms

Prepared Agreement's and Exhibit's, Summons, Complaints, Affidavits, Motions and Net worth Statements

Scheduled appointments, phone coverage and e-mail communication.

Legal Secretary

WARREN P. KOSSIN, ESQ.

January, 2003 January, 2004 (1 year)

Prepared real estate closing packets, contracts and other legal documents; Interfaced with all professionals

Scheduled appointments and ensuring timely communication to meet deadlines and ensure client satisfaction

Managed attorney's schedule and handled document management and phone coverage.

Legal Secretary

ERIC OLE THORSEN, ESQ.

January, 1997 January, 2000 (2 years 12 months)

EDUCATION

Dominican College

Bachelors, Business Management

January, 2010 December, 2015

Degree date: 2015

Rockland Community College

Business Office Technology, Business

September, 1989 December, 1992

Degree date: 1992

2015-2016: Computer Support Courses; Microsoft Access, Microsoft Excel, Visual Basic, Microsoft Word, & Networking Systems Design

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