Administrative Assistant Quality Assurance
Resume:
KATHERINE WEISS
*****.**@*****.***
Executive Administrative Assistant
Self-motivated, with ten years of experience as an assistant to senior level management. Highly organized, able
to coordinate administrative office, and personal activities. Possesses outstanding communication and
interpersonal skills combined with a strong work ethic. Detail oriented and able to multi-task effectively in a
fast paced environment. Performs as a liaison with proven ability to manage confidential functions. Computer
skills include Word, Excel, PowerPoint, Outlook, and Internet savvy.
Core Skills
Research & Analysis Compliance
Adaptable Workflow Management
Budget Conscious Project Prioritizing
Client Relations Quality Assurance
Records Management Management Support
Integrity Decisive
Professional Experience
Client Services Associate 2007-2011
UBS Financial Services Inc, Greenwich, CT
Primary point of contact, provided high quality service for all Private client needs. Focused on servicing and
growing Financial Advisors business.
Worked in a team-oriented environment to deliver a seamless and integrated client experience.
Managed daily client transactions within established deadlines, in accordance with existing policies and
procedures. Researched and resolved client inquires/problems.
Interfaced with management and performed administrative duties.
Office Administrative/Execute Assistant 2000-2007
BEV Capital, Stamford, CT
Managed four General Partners and three professionals maintaining smooth operation of firm.
Initiated wire transfers, stock and cash distributions and managed securities.
Coordinated meetings, processed expense reports, administered benefits program.
Assisted in preparation and distribution of quarterly partnership statements. Supported external
accountant with tax and audit activities.
Organized annual meeting details. Selected venues, prepared invitations, handouts, and communicated
with investors.
Maintained filing system, contact database, as well as office equipment and services.
Education
Gibbs College - Norwalk, CT
Administrative Assistant/Office Administration Certificate
Contact this candidate