Administrative Assistant Executive
Resume:
WAVERLY ASHLEY MCCARTHY
*******@*****.***
QUALIFICATIONS
Executive level management administration
Excellent communication and strong organizational skills
Strong client relationship building abilities
Ability to problem solve
High level of confidentiality
Self motivated and driven
Concierge Family Medical Practice Current (Temporary)
Southlake, Texas
Concierge Administrative Assistant
Patient scheduling and appointment confirmation
Greet all guest and patients upon arrival
Invoice patient supplement and skin care purchases using QuickBooks
Manage and direct Constant Contact, SendaCard
Process and distribute mail
Digital chart documentation for patient correspondence and prescription requests.
April 2013 –September 2014
Oil and Gas Company
Oak Lawn Area - Dallas, Texas
Executive Administrative Assistant
Executive Administrative Assistant to President and Vice President .
Maintain, reconcile, deposit (manual and remote), payments, record, document compliant for 21 bank
accounts with four banking systems encompassing 20 companies and entities.
Joint Account Billing covering 5 companies using Rogars Oil & Gas Software.
Organize, communicate, problem-solve, distribute, process all incoming AFE’s, DVO’s, Railroad
Commission Dockets and Required Forms needed for drilling and repairing wells.
Manage, distribute and process mail.
Manage and process all paperwork and documents for executive’s personal interest including livestock
purchases and sales, agricultural licensing and billing, outside company loans to interested parties.
Create and maintain electronic files for all.
May 2012 – November 2012
SWS Financial Services, Inc.
Grapevine, Texas
Administrative Assistant
Assistant to Independent Financial Advisor.
Responsible for opening all new accounts, electronic maintenance of client files.
Communicate with clients regarding statements, check request, account inquiries and online access.
Process banking correspondence and transactions.
Maintenance and purchase of office supplies.
Negotiation of annual health insurance.
Assist with client presentations.
February 2002 – April 2012
Creative Geographics, Inc.
Southlake, Texas
Executive Administrative Assistant
Assist President and CEO with executive communications and correspondence.
Manage company health insurance program.
Maintain company shareholder list of investments.
Responsible for accounting overhead and process of payments.
Process in-house payroll.
Correspond with business professionals –CPA, clients, banking and internet services.
Coordinate shareholder meetings, travel arrangements.
Compile documents for client and investor evaluation.
Edit and assist in composing company offering documents.
Assist with power point presentations and executive communications
December 1980 – November 1996
Rauscher Pierce Refsnes, Inc.
(now RBC, Inc.)
Citiplace – Dallas, Texas
Administrative Assistant to Senior Vice Presdent
Administrative Assistant Partner to Senior Invesment Executive for seventeen years .
Responsible for manually preparing quarterly and annual client portfolio revues and reports .
Maintain and open all client accounts.
Develop long term relationships with clients and corporate departmental managers.
Answer phones, compose and draft client correspondance.
Supported compliance by keeping all required forms and documents current .
Recorded investment brokers client books and portfolio holding pages.
Education
Texas W omen’s University
Denton, Texas
Richland Community College
Dallas, Texas
Computer Software
QuickBooks Premier
MS Word, MS Outlook, MS Excel
Rogars Oil & Gas
Greenway Medical Records
Proprietary Software for Employers:
Rotan Mosle, Paine W ebber, Rauscher Pierce Refsnes, Creative GeoGraphcis,SWS Financial
Notary of Texas – Commission Expires 06/03/2017
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