Resume

Sign in

Administrative Assistant Microsoft Office

Location:
Rockwall, Texas, United States
Posted:
November 28, 2017

Contact this candidate

DENISE DUNCAN-SMITH

**** ********* **., ********, ** 75087

Cell: 972-***-****

ac3ilr@r.postjobfree.com

Dedicated office administrator with extensive expertise in client relations. Highly organized and detail-oriented with strengths in project management and application processing. Exceptional written & verbal communication and time management skills. Seeking position in a challenging fast-paced team environment with a focus on working with people. Self-directed

Strong problem solver

Superior customer service

Detail oriented

Skilled multi-tasker

Strong interpersonal skills

Exceptional communication skills

Microsoft Office proficiency

09/2015 to Current

TEXAS FINANCIAL RESOURCES

Plano, Texas

Client Services Manager

Process client & advisor cashiering needs such as wires, EFT and check request within Fidelity Wealthscape Integrated Cashiering Platform.

Prepare and process new account applications, subscription documents, ACAT transfer, and wire request forms. Execute On-boarding procedures for all new clients. Input & maintain new client account information in Redtail CRM. Work with team members to manage workflow in Basecamp. Created daily activity log for tracking all client requests, service items, cashiering and application paperwork. Calculate & process yearly IRA RMD distributions and tax statements. Correspond directly with clients for cashiering, account information and online log in procedure or issues. Work closely with clients, advisors, broker dealer, custodian and third party managers to fulfill every aspect of service on new and existing client account needs.

05/2014 to 09/2015

INTEGRATED FINANCIAL SOLUTIONS GROUP

Plano, Texas

New Business Manager

Prepared, processed and submitted account paperwork for new & existing clients to include; subscription documents, broker dealer forms, fund transfer requests, change of beneficiary, liquidation and check request forms. Input pertinent client data into SmartOffice CRM computer files. Produced account applications and forms for client signature using Laser Apps software. Created and maintained commission spreadsheet for advisors. Worked closely with clients, advisors, custodians and broker dealer to ensure all paperwork, trades and account documents were in good order.

SUMMARY

SKILLS

EXPERIENCE

11/2013 to 05/2014

THE FEDERAL RESERVE BANK OF DALLAS

Dallas, Texas

Application Processing Specialist

Processed regulatory application paperwork

Accurately input & maintained data in tracking program data base. Generated, distributed schedule deadlines and correspondence to applicants, state regulatory agencies and Reserve Bank personnel.

Created, scanned, filed and mailed application agency correspondence. Worked with state and regulatory agencies to ensure application deadlines. 08/2001 to 07/2014

TEXAS CONGRESS OF PARENTS & TEACHERS (TX PTA)

Rockwall, Texas

Council PTA President, Secretary, Treasurer

Served in increasing positions of responsibility with as many as four separate 501(c)(3) organizations concurrently. Kept records of the organization to include minutes, plan of works and budgets. Created & maintained budgets over $150,000.

Prepared, filed and presented monthly financial and year end reports to include state and federal taxes. Conducted training for officers in leadership, ethics and conflict resolution. Managed 18 local PTA treasurers and conducted National PTA treasurer training. Presided over 20 local school PTA officers and committee chairs in the fulfillment of the PTA mission for Rockwall ISD.

06/1991 to 10/1996

BRINKER INTERNATIONAL

Dallas, Texas

Administrative Assistant

Provided administrative support to construction managers, coordinated travel, prepared presentations, weekly reports, and final walk through documents.

Reviewed supply contracts and processed monthly contractor draw payments. Coordinated delivery of building materials to job site. Worked closely with site superintendents and construction managers to facilitate all manners of the building process. 09/1986 to 01/1991

E-SYSTEMS

Fort Monmouth, New Jersey

Human Resources Specialist

Conducted preliminary employment interviews and application screening. Coordinated drug screening for technical personal. Facilitated benefit enrollment, in & out processing, workers compensation claims. Provided resource material for EAP, unemployment insurance and employee benefits. LIBERAL ARTS 1983

Ocean County College, Toms River, NJ

linkedin.com/in/denise-duncan-smith-b6764576

EDUCATION

PROFILES



Contact this candidate