Assistant Administrative
Resume:
Dianne Swanson
Eden Prairie, MN 55347
*********@***.***
A highly dynamic, talented, and professional Executive Administrative Assistant with more than twenty years of experience in Administrative Management.
Professional Strengths:
Excellent verbal, written and organizational skills
Detail oriented and able to multi-task effectively
Above average proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
fax/copier/calculator/computer/multi-line telephone
Professional Experience:
Accredited Investors 6/2015 – present
Wealth Management Assistant
Create and execute contracts for new clients.
Enter new client information into CRM and maintain database for existing clients – ensure data integrity.
Maintain and coordinate very busy executive calendars.
Sort and filter tasks in CRM to complete annual summary of client milestones.
Enter data for recurring calculations and spreadsheets.
Compile historical client financial data.
Schedule, prepare and attend client/vendor presentations as requested.
Prepare technology in conference rooms; send links to clients to effectively facilitate remote meetings; troubleshoot as necessary.
Compile account information needed for tax planning.
Obtain planning documents from attorneys, CPAs, insurance agents and lenders.
Prepare and mail credit report requests.
Prepare Income Tax estimated payment vouchers.
Prepare various client service forms.
Schedule internal planning, preparation, and performance management meetings for wealth management team members.
Prepare, proof read, print, and mail letters/other correspondence to clients.
Compile and track team members’ continuing education credits.
Assist in preparing agendas and notes for internal meetings (e.g. internal education meetings, continuing education meetings).
Schedule client meetings for lead wealth managers.
Attend client meetings to provide Notary Public services.
Detect ways to improve workload and efficiency for team.
Monitor email for out of office and terminated staff.
Assist with interviewing, onboarding, and offboarding of staff.
Record/track external client advisor interactions/events.
Plan and execute internal and external client events and all staff events.
Help prepare agenda and documents for Firm Growth Committee. Create meeting minutes and coordinate action items.
Work closely with marketing team to achieve Firm Growth objectives.
Execute and maintain all Constant Contact campaigns and Media Blasts.
Provide backup for receptionist, facilities manager and operations as needed.
RBC Wealth Management 9/2012 – 6/2015
Senior Registered Client Associate
Responsible for daily maintenance of accounts, files, and reports.
Handle all incoming phone calls and respond to questions and/or requests in a professional manner for top senior executives.
Interact with colleagues and management regarding company and industry changes and updates.
Draft and coordinate correspondence, both incoming and outgoing.
Compile information from various sources to prepare spreadsheets, graphs, and documents as required on Word, Excel, and PowerPoint.
Create, print, and bind meeting presentations.
Prepare and process forms.
Greet customers, visitors, and associates wishing to see financial representatives.
Schedule travel for executives.
Manage busy calendar for top executives.
Schedule and confirm appointments using Microsoft Outlook.
Arrange meeting rooms, set up beverages or food for clients as required.
Establish and maintain filing systems.
Maintain contact lists and electronic client management system.
Assist in onboarding of staff.
Complete scheduled and unscheduled projects.
Wells Fargo Advisors 3/2001 – 9/2012
Registered Client Associate
Responsible for daily maintenance of existing accounts as well as creating compliant approved accounts for new clients. Prepare and process all client service forms.
Assist with onboarding and offboarding of staff.
Handle busy phones and calendars for senior executives.
Order office supplies, business cards and marketing materials from several vendors.
Work with Regional Officers and other departments to develop and administer data and materials.
Prepare spreadsheets, graphs, and documents as required on Word, Excel, and/or PowerPoint.
Greet customers, visitors, and associates wishing to see financial representatives.
Schedule and confirm appointments as required.
Develop and maintain filing system to facilitate swift retrieval of information.
First Union Securities 10/1998 - 03/2001
Registered Sales Assistant
Responsible for daily maintenance of existing accounts as well as creating proper accounts for new clients.
Handled busy phones for account executives, opened and processed mail, scheduled client meetings and completed projects as needed.
Served as back-up cashier, back-up receptionist and new assistant trainer. I also was responsible for the scheduling of wholesaler lunches and meetings.
Dain Rauscher 03/1996 - 10/1998
Registered Sales Assistant
Responsible for daily maintenance of existing accounts as well as creating proper accounts for new clients.
Handled busy phones for several account executives, opened and processed mail, scheduled client meetings and completed projects as needed.
Served as back-up cashier, back-up receptionist and new assistant trainer. I also was responsible for ordering and maintaining office supplies and marketing materials.
Education
Name: University of Minnesota
Education: 2 years, no degree
Major: Business
Name: Totino Grace
Dates Attended: 1978 - 1982
Education: High School Diploma
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