Administrative Assistant
Resume:
THERESA JANE KANTZ
Executive Administrative Assistant tkantz2013@gmail
.com
Unique Value:
Meticulous, detailed, multitasked professional with experience planning and
directing executive-level administrative affairs and support to senior
management. Combines strong planning, organizational, and communication
skills with the ability to independently plan and direct high-level
business events, eliciting confidence and diplomacy. Represents employer
intelligently and professionally.
Professional and articulate; work well with all levels of management in a
diplomatic and tactful manner. Deliver improvements in productivity and
operating efficiency, cost reduction and earnings. Outstanding
interpersonal skills. Possess unique sense of innovation and
resourcefulness with proven expertise in devising original solutions to
complex problems. Skilled liaison in building teamwork and implementing
management strategies.
Computer skills: MS Word, Excel, Outlook, PowerPoint, Access 2007, Lotus
Notes, Adobe Acrobat, QuickBooks, SharePoint 2010, Hyperion, SAP,
Salesforce.com, and Power Advocate
Core competencies:
Administrative Management ~ Verbal & Written Communication Skills ~ Record
Meetings ~ Training
Problem-Solving ~ Supplies & Equipment ~ Expense Reports ~ Scheduling ~
Travel Arrangements
Office Equipment ~ Software Systems ~ Customer Service ~ Implement
Management Strategies
PROFESSIONAL EXPERIENCE
Investec Asset Management Group, Inc., Houston, TX
Insurance and Client Services, 2014 - Present
Hired to direct the insurance department and provide administrative support
to the President, Vice President and staff for this company that worked
with high income clientele, providing advice on investments and insurance
policies. Reviewed current life, long term care and disability policies and
advised client on specific insurance needs, handling individual
applications from inception to policy issue.
. Managed a top VIP client who had a total of fifteen policies for his
family - oversaw the complex project from its inception to completion
for each policy, within a three-month time span - client was extremely
satisfied
. Organized an insurance program for a local judge & his high-level
attorney wife, to meet their specific needs
. Earned both the Group 1 Life & Health Insurance licenses, and the LOMA
Associate Life Management Institute - LOMA certification is the 2nd
highest certification for employees in the insurance industry
. Earned a reputation for handling any challenge that occurs by
researching what is needed and following it thru to completion - a
quick learner who searches for solutions to address problems
NAES CORPORATION, Houston, TX
Administrative Assistant, 2013 - 2014
Hired under contract to assist top management with documentation, file and
binder preparation, meeting arrangements, travel arrangements and
transcribing meeting notes.
. Cleaned up salesforce.com database by inactivating users to free up
licenses and customizing report formats and field labels - this
accurately portrayed what was in the sales pipeline and gave the
company an accurate view of project status at any point in time
. Recognized as the "go to" person for salesforce.com - trained over
200 sales managers on the database, as well as new hire employees on
the program
THERESA JANE KANTZ **********@*****.***
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SUN LIFE FINANCIAL, Houston, TX
Administrative Coordinator, 2006 - 2013
Supported the Regional Vice President in document and binder preparation,
marketing materials, PowerPoint presentations and other business
correspondence. Processed incoming quotes for three sales representatives,
with each rep bringing in over several million dollars in revenue. Handled
all new business contracts and final documentation for the company.
. Produced an Excel spreadsheet that provided vital information for a
group of 258 hospital benefit administrators to track their
employees who were on short term disability - information was sent out
weekly so administrators were up-to-date on their short term
disability employees - this enabled Sun Life to keep their biggest
client
. Trained all new hires on company systems so that training was uniform
and accurate
. Recognized as the computer expert for the company
. Obtained a Group 1 Life & Health Insurance License and maintained
continuing education to keep it current - only 1% of Administrative
Coordinators had a license
. Selected, as one of ten employees, to train employees on new quote and
policy system and to train field employees
GENWORTH FINANCIAL, Houston, TX
Administrative Field Sales Support Specialist, 2003 - 2006
Provided support to the Group Office Manager for any documentation,
marketing materials, presentation and formal correspondence that was
required. Also, supported two multimillion dollar sales representatives in
process incoming quotes from start to final sales - then processed all new
business contracts and final documentation.
. Selected to work on projects outside of job description due to
extensive computer experience at Compaq and Hewlett Packard
. Participated as a vital member of the company support team for the
rollout of Salesforce.com nationwide
. Self-taught on Salesforce.com, within three weeks, so that 200 field
sales managers could be trained - became the system administrator and
the point of contact nationwide
. Received the highest Customer Service award to work on a project
involving grouping several clients together and presenting them as one
- project was finished in 40% less time and brought in $1.5 million in
revenue
COMPAQ / HEWLETT PACKARD, Houston, TX
Administrative Assistant, 1992 - 2002
Provided executive level administrative support to the Director, eight
managers and 120 engineering staff.
. Created the department forecast module by producing an Excel
spreadsheet, while adhering to a strict deadline - module was used by
all departments to cost center expenses
. Chosen, as one of 20, to be a member of the emergency response team
for all company personnel - maintained the State of Texas Emergency
Care Attendant certification for 10 years
. Debugged software being distributed in consumer personal computer
packaging to ensure all new employee computers were virus free and
updated with necessary software
. Coordinated the highest participation in corporate blood drive through
volunteering with the Gulf Coast Regional Blood Center
Coursework completed in Accounting at Sacramento City College, Sacramento,
CA
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