Administrative Assistant / Receptionist

Theresa M. Mennella

** ****** *****, ****** ******, NY 10312, 917-***-****, ***********@***.***

EXPERIENCE:

**/**** – Present Community Agency for Senior Citizens, Staten Island, NY

Receptionist (Part-Time)

• Answer switchboard and direct calls to appropriate personnel.

• Receive and distribute all mail and faxes

• Compose and mail letters to crime victims over 60 years of age

• Complete crime complaint check list forms

• Maintain supply inventory

• Prepare daily schedule of personnel and email appropriate personnel

• Complete preliminary information requests for services form

06/2014 – Present J C Penny Staten Island, NY

Customer Care Specialist (Part-Time)

• Customer Service

• Work on a Register

• Clean and organize assigned areas

• Open new accounts

4/10/2005 – 12/05/2013 Gitterman & Associates Wealth Management, LLC Iselin, NJ

ABP Coordinator / Executive Assistant

• Assist in the following aspects of financial planning including initial meetings with clients, gathering of personal information,

paperwork preparation and processing, asset acquisition and investment objectives.

• Perform all administrative tasks including scheduling and coordination of meetings, managing of calendars, maintaining current licensing

and compliance, mailings

• Account management & operational support: Account reallocations, transactions, transfers, 401(a) & 403(b) application processing.

Responsible for all daily transactional, analytical and operational of a managed portfolio based on asset allocation.

• Client services & support: scheduling, correspondence, meeting preparations & troubleshooting

• Provider for the State of New Jersey Higher Education Pension System. Coordinate total financial planning for college and university

professors and staff

• Direct contact with Human Resource personnel at all the New Jersey colleges and universities to assist with the enrollment process

• Maintain Reports: update business logs daily and monthly reports for all outside business received

• Mail maintenance: log and distribute mail daily, prepare and track overnight packages, scan into laserfiche for record keeping

• Email: Daily contact with Financial Planners and assistants on status of incoming or outgoing funds and paperwork

• Process Alternative Investments - (REITS) and track until established in client’s accounts

• Performed Receptionist Duties - (part time – for 5years)

• Meet and greet clients

• Escort clients to conference room and offer them a variety of beverages

• Accept all packages and distribute

• Answer phones and direct to appropriate personnel

• Opened, distributed and arranged supplies accordingly

01/26/2004 – 04/2005 First Investors Corporation Raritan Center, NJ

Rollover Associate

• Operational support: opened & closed shareholders accounts, deposited incoming checks and rollovers into client’s accounts, tracked

status of pending transfers/ rollovers

• Maintained insurance files

• Mail maintenance: logged and distributed, prepared and tracked overnight packages

• Trained new associates

09/1998 – 01/2004 Precious Gifts & Baskets Staten Island, NY

Girl Friday (Part time)

• Involved all aspects of general bookkeeping for a small gift company

• Maintained all mailings: incoming and outgoing to clients and companies

• Performed general office duties

10/1990 – 12/2000 Christmas Around the World Brooklyn, NY

Party Coordinator/ Sales Person (Part time)

• Involved in all aspects of operating a small self- owned business

• Maintained all correspondence with customers

• Booked home parties

• Ordered and tracked all orders to make sure customer received and was satisfied

10/1991 – 06/1995 Metropolitan Ambulance Company Brooklyn, NY

Customer Service Representative

• Set appointments for customers roundtrip to medical treatments

• Verified all medical coverage

• Distpatched ambulances

• Maintained files

• Customer service

4/1986 – 12/1991 Merrill Lynch New York, NY

Administrative Assistant

• Operational support: opened & closed client accounts,

• deposited incoming checks and rollovers into client’s accounts

• tracked status of pending transfers/ rollovers

• Maintained files

• Customer service

10/1985 – 4/1986 Helmsley Spears New York, NY

Administrative Associate

• Operational support: maintained client’s accounts, tracked status of pending transfers/ rollovers

• Maintained Real Estate files

• Mail maintenance: logged and distributed, prepared and tracked overnight packages

• Scheduled appointments

• Customer service

10/1981 – 10/1985 AIG International New York, NY

Statistical Analyst / Claims Associate

• Prepared daily and monthly progress reports for the insurance side

• Maintained written ledgers on incoming and outgoing costs for the division

• Trained new associates

• Operational support: opened & closed shareholders accounts, deposited incoming checks and rollovers into client’s accounts, tracked

status of pending transfers/ rollovers

• Maintained claim files

Education

1977 – 1981 Nazareth Regional HS Brooklyn, NY

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SYSTEM SKILLS:

• Fidelity Wealth Central,streetscape, Oracle CRM, LaserFiche, Pershing NetXPro, ING Advisor Workstation, Proficient in MS Word,

Excel, Outlook, Access, Microsoft Office, PowerPoint, Adobe Acrobat

• Exceptionally strong written, verbal and interpersonal communications

Contact this candidate