Maria Rowana Brown Black Lafayette, LA *****

949-***-**** Cell.

Executive Administrative Assistant

Qualifications:

o Performing diverse administrative functions, requiring

confidentiality, initiative, thoughtfulness and follow through.

o Highly motivated and detail-oriented; able to work independently or

cooperatively as part of team to accomplish company goals.

o Effective communicator with demonstrated ability to quickly resolve

issues, upholding high standard of customer service.

o Intellectually & competively equipped to excel in a fast-paced and

challenging environment.

o Well organized with proven ability to effectively prioritize work,

completing multiple concurrent assignments in a timely and

professional manner.

o Ability to learn procedures and proprietary systems quickly.

Proficient Computer skills include MS Word, Excel, Power Point, as well

Financial Industry programs,

Bloomberg, Thompson Quote System, MorningStar System

EXPERIENCE:

Sterling Financial Partners, LLC, Lafayette, LA October, 2012

to Present

Sales Administrative Assistant

o Facilitate the on-boarding and on-going coordination of client

maintenance.

o Assisted with gathering, tracking, monitoring and maintaining

information and status from various sources and assist in the

submission of detailed due diligence reports and account opening

documentation.

o Execute client mailings (holiday cards, Reading list of material,

applications, etc.)

o Professionally field phone calls, address issues or redirect as

appropriate, and distribute messages in a timely and appropriate

manner.

o Assist with overflow projects and day to day tasks as assigned

o Coordinate with Agents/Advisors in some cases and follow-up with

additional information

o Schedule internal/external meetings, appointments and coordinate

conference calls.

o Assist Sales Manager, sending recruiting emails to qualified

candidates to solicit their interest in opportunities. Also

contacting candidates by telephone.

o Organize travel arrangements

o Compile and submit expense reports.

Freelance Work: August 2011

to Present

Virtual Administrative Assistant

o Provide executive administrative support via email for various

Independent clients on a virtual platform.

Western Financial Planning Corporation, Irvine, CA March 2007 -

August 2011

Executive Sales Administrative Assistant

Senior Investment Advisor Representative Assistant

o Provided executive administrative support to Branch Manager.

o Processed and follow up operational duties linked to new accounts,

Risk management, funds cashiering and other financial

responsibilities.

o Worked closely with the branch operations team and bank service desks

on resolving client inquiries.

o Followed up of deposits, transfers of cash, incoming and outgoing wire

transfers.

o Interfaced with branch management team as required.

o Monthly preparation and reporting of various investments portfolios

for review.

o Maintained individual client files verifying all client investments

and correspondence,

o Compiled and analyzed data and conducting market research monthly.

o Preparation of outgoing mail & correspondence faxes, e-mail and

overnight packages.

Morgan Stanley, Santa Ana, CA March 2000

-November 2006

Client Service Associate

o Coordinated the business operations of Top Producing Financial

Advisors managed and maintained executive schedules.

o Coordinated special events annually for clients' appreciation.

o Experienced in various departments within the firm, Operations, New

Accounts, Cashiering, and Branch Manager Assistant.

o Resolved discrepancies in client's accounts.

o Worked with back office departments to facilitate transferring of

stocks and bonds.

o Coordinated prepared and processed documentation as needed for client

accounts.

o Maintained client files and information in multiple databases.

o Tracked and maintained communications internally.

o Market research using MorningStar and Bloomberg programs.

Talent Tree Staffing Agency, Irvine California

1998 -2000

Temporary /Long-Term Assignments as Executive Administrative Assistant for

various corporations in Orange County, CA

o Managed all executive level administrative tasks that included

conference calls, meetings and arrangement of travel.

o Provided information to incoming calls and respond to internal

requests in a timely manner.

o Assisted in development of reports and presentations of executive

levels.

o Updated spreadsheets for monthly performance reports.

Heritage Gold Mining Co., Newport Beach, CA 1997 -

1998

Executive Administrative Assistant

Dean Witter Reynolds, Laguna Hills, CA

1996

Sales Assistant

Ryland Homes 1991 -

1992

Accounts Payable & Customer Service

Stone Petroleum Corporation (Stone Energy), Lafayette, LA

1979-1990

Receptionist - Engineering Administrative Assistant

Personnel-Insurance Assistant - Executive Tax Administrative Assistant.

o Employment with Stone Petroleum Corporation was 12 years which

included several positions Receptionist greeting clients as well as

handling incoming/outgoing calls.

o Engineering Adminstrative Assistant for 3 years working with both

Drilling and Production Engineers. Completed morning reports and

completing documents to drill wells on specific leased properties and

completed production reports for producing wells.

o Personnel/Insurance Assistant worked 6 years with management in

compiling multiple monthly reports of wells being drilled. This

information was then verified and forward to Insurance Company for

based premium on drilling wells.

o Tax Administrative Assistant worked 3 years with various accountants

in the preparation of yearly Tax Returns, K-1 Forms for drilling

programs. Also prepared various Ad Valorem Tax returns.

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