PAULA WHITMORE

ac8m5h@r.postjobfree.com

(***) *73-521

SKILLS SUMMARY

Supervision of office, Microsoft Office Proficient, Marketing, Sales, Advanced Customer Service Skills, Analyst and Problem Solving, Excellent Communication Skills both Oral and Written, Public Speaking, Calendar Management, Making Travel Arrangements and overseeing Reimbursements, Orchestrating Client Events, Seminars and other Customer Related Marketing activities. Overseeing that Confidential Information stayed Confidential, Set-up effective Filing Systems, Order Office Supplies, as needed, staying within Budget Constraints. Responsible for oversight of office systems upkeep and working with Landlord on any building issues repairs or replacements.

JOB EXPERIENCE

Edward Jones, Branch Office Administrator 2011 – 2018

●Worked in a client-focused environment directing and supporting a full range of customer service and administrative management functions for high-volume investments and financial services business.

●Initiated, organized and executed seminars, dinners and luncheons to secure new clients and drive revenue growth with existing clients.

●Developed marketing initiatives to introduce new products and service offerings.

●Handled all incoming phone calls while managing the front desk greeting clients upon arrival.

●Supported the needs of the Financial Advisor by coordinating appointments and appointment preparation paperwork while confirming client information was up-to-date.

●Researched and resolved issues associated with accounts and client investments.

●Supported company with attention to compliance both internal and external.

Progressive Group Alliance, Multi-Unit Solutions Program Administrator 1997-2009

●Progressive Group Alliance was a Foodservice Sales and Marketing group which aided smaller foodservice distributors by providing opportunities with education in sales, marketing and the ability to market a proprietary foodservice brand providing ways to compete with the larger foodservice companies.

●Strategically planned and rolled-out all contractual foodservice distribution agreements between Regional and National chain restaurant accounts and members of our foodservice distribution members.

●Tasked with making sure all contractual requirements were met in distributor pricing, providing proprietary items and on-time deliveries.

●Represented Multi-Unit Solutions members at franchise meetings.

●Assisted in putting together annual group meetings between, clients, suppliers and member distributors. Activities involved, travel plans for clients and staff members, opening reception, meals for the group, entertainment and activities after business meetings and maintenance of after-hour rooms.

Virginia Treatment Center for Child and Adolescent Psychiatry, Medical Records Technician 1991-1996

●Analyzed and maintained records of 40 bed hospital for psychiatric treatment of children and adolescents.

●Collected all required information while maintaining strict confidentiality and protecting privacy of patient’s medical record.

●Extensive knowledge in psychiatric and medical coding guidelines.

●Audited each medical record on inpatients and Partial-Hospitalized patients ensuring accurate and timely documentation for completeness and maintaining requirements of accreditation board.

●Provided training to all staff from MCV’s medical school rotating through for psychiatry training as Medical Students, Interns, Residents and Child Fellows.

●Supervised two Office Specialists and Front Desk Receptions.

EDUCATION

High School Graduate. VCU – Some college 1992-1994