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Customer Service Administrative Assistant

Plymouth Meeting, PA
April 15, 2016

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Mary Jo O. Webster

267-***-**** 2017 Cedar Drive, Warrington, PA 18976

Professional Summary:

Currently, employed as an Office Administrator with a professional eco-friendly cleaning service company, maintenance of accounts and invoices through QuickBooks, coordination of insurance benefits, continuous building of client relationships for life, preparation of newsletters, postcards, thank you notes, Safety Data Sheets, tax information to the accountant; Past experiences include: services provided to C-level management of a community bank anticipating an acquisition; research given to financial start-up company, scheduling clients, portfolio design, organization of calendars, events, marketing research and sales tracking. Prepare warranty, contract agreements, spreadsheets, accounting principles, work-flow charts, presentations, and manual preparation of site specific data with Safety Data Sheets. Research for all facets of Project Management procedures through SAP, SharePoint, UltiPro, Halogen and customer service survey reports. Expense report reconciliation for VISA purchases, Invoice tracking and data detail liaison with communications to different field offices while working with home offices of global companies (i.e., Thomson Reuters, IHS Global Insight (THE WEFA Group) leading their economic publications, Continued communications with clients and providing information to their inquiries and requests. Customer Service Satisfaction at The Bon-Ton, Macy’s Department Stores and Philadelphia Country Club; Former and present interactions with physicians, attorneys, scientists, engineers, architects and other entrepreneurs. These varied relationships bring a wealth of knowledge and diversity to adapt well with many organizations. Results driven that kept finances below budgetary obligations by over 45%


Notary Public Commission, Licensed to engage in the business of insurance in the Commonwealth of Pennsylvania, Resident Producer lines of authority in Life and Fixed Annuities, License Number: 736797, Certified Scopist for Court Reporters, Dictaphone Transcription, Medical Terminology, Insurance Financial Data, ServSafe Certification, Microsoft Office Suite, Access, QuickBooks, Publisher, Project, ACT!, Visio, Internet Research, Zoomerang, SAP, UltiPro, SharePoint, Halogen, Lexis-Nexis, Adobe, CRM software, Microsoft MapPoint. Create websites: healthier-cleaning- and


Berke Executive Group, LLC

Warrington, PA 18976

Executive Assistant to the CEO/Recruiter

October 2014 to April 2016 (Relocating to Florida)

Communications, Calendar Scheduling, and documents fulfilled electronically for successful placement of Executives with Life Sciences, Specialty and Generic Pharmaceutical Companies

Prepared letters, documents, e-mails through dictation from the Chairman/Owner

Organization and Implementation of office management participated as a liaison with the Board of Directors New Life Carpet & Upholstery Service, Inc.

Warrington, PA 18976

Operations Manager/Consultant

8/2000 to Present (Part-Time & Full-Time) Family business

Maintain QuickBooks database accounts while providing support to the President & Board of Directors

Research, telemarketing and establishing relationships with clients for life

Positive results adhering to budgets and growth for the business: 45%

Coordinate the acquisition of insurance information and HR coordination

Execute strategies to expand sales in different locations

Compile detailed data to the accountant

Prepare specific information in manuals with Safety Data Sheets

Create Newsletters, postcards, reminder cards, advertising materials, forms, documents

Organize the ordering of Procyon, eco-friendly cleaning products

Update the website and preparing Real Estate transactions and logistics 2

Mary Jo O. Webster

Huntingdon Valley Bank

Huntingdon Valley, PA

Executive Administrative Assistant, Supporting Chief Executive Officer and Associates 2/11/2013 to October 2014

Personalized service given to each executive, attorney, customer, visitor and staff

Coordinate functions of the office: mail, e-mails, forms, supplies, equipment, & logistics for department

Organize, modify, create and distribute customized data for Board of Trustees, Commercial & Residential Business Development

Assist with accounting principles, branch office customer mail merging and customized sales advertising

Maintain contracts, scan and update vendor filing system with compliance of bank policies and procedures

Communications and documents prepared with Attorneys, & Financial experts to process attempts for acquisition, Commercial/Residential Real Estate letters prepared relating to loans

American Bankers Association Certifications Completed Agenda Financial Group, LLC

Philadelphia, PA

Executive Assistant/Consultant to CEO

11/21/2008 to 2/11/2013 (Part Time)

Research product illustrations from various financial institutions for the CEO

Front Desk liaison for customer inquiries, and screening to the appropriate expert in financial markets

Manage Outlook Calendars, Schedule clients to discuss and design a personal portfolio to enhance their financial investing decisions while maintaining client relationships with integrity, respect, and support

Organization of calendars, itineraries, dinner arrangements for seminars, data delivery, sales tracking

Organize files, marketing research, and forms completed for each company provider Translogic Corporation d/b/a Swisslog Healthcare Solutions (Global Company) Warminster, PA (Satellite Office)

Administrative Project Assistant

1/11/2010 to 7/19/2012 (Part-Time)

Data liaison to different international offices, departments of the U.S. and home office in Denver, CO

Compile and prepare customized instructional manuals for site specific information with Material Safety Data Sheets as applicable to construction plan for diversified pneumatic tube systems and other manufactured components

Research completed for all facets of Project Management Procedures through SAP, SharePoint, UltiPro, Halogen, and customer service survey reports originating from closed project accounts for the installation of pneumatic tube systems

Prepare warranty letters, contract management, spreadsheets, work-flow folders, presentations, insurance and benefit management for employees at the satellite office

Reconciliation for monthly expense purchasing for the office with personal VISA card

Schedule and organize all facets of event planning and expenses for the purchases within the satellite office

Invoice maintenance and tracking

Coordinate functions of the office: mail, files, supplies, equipment and logistic maintenance for department relocation


Mary Jo O. Webster

Thomson Reuters

Philadelphia, PA

Institute for Scientific Information (Formerly) Philadelphia, PA and Mt. Laurel, NJ Executive Administrative Assistant, ISI Document Solution & Business Planning 1/97 to 8/2000

Spearheaded the logistics of the department relocation keeping within the budget & saving at least by 50% in time and materials

Prepared presentations, contract/agreement letters, and various reports utilizing Microsoft Word, PowerPoint, Excel, Outlook, ACT! and Access for Senior Vice Presidents and staff

Greeted all visitors and directed calls for ISI Document Solution and business planning departments

Established and maintained invoices and assisted with insurance plans and monthly expense analysis

Maintained calendars and daily tasks of Senior Vice Presidents and staff through diplomatic friendly interactions; Arranged travel itineraries, driving directions, and schedules

Coordinated vendors with Purchasing and Sustained the inventory of supplies

Verified and explained accounting variances; Updated Timesheets & Status Leave log for all employees; Adhered to the confidentiality of sensitive material for the executives and organization

Organized all arrangements for strategic planning seminars and conferences, luncheons, dinners, etc

Supported the marketing department with surveys, reports, and correspondence The WEFA Group (Formerly) Currently: IHS Global Insight Bala Cynwyd, PA

Executive Administrative Assistant

7/89 to 12/96

Assistant to Group Senior Vice Presidents and staff of an economic consulting firm

Compiled monthly and quarterly reports for the U.S. Short–Term and Long–Term Macroeconomic department. Continual diplomatic, friendly interaction with all departments and extensive field offices

Assisted with the statistical analysis of data and document preparation for their publications

Welcomed new visitors/associates to the office; Directed, screened and recorded executives’ phone calls in a pleasant, professional manner

Effective oral and written communications with associates, clients and field offices.

Prepared correspondence, minutes of meetings, documents, reports, and detailed presentations utilizing Microsoft Office Word, Outlook, PowerPoint, Excel, Word Perfect & ACT!

Edited and converted files for publication; Mailed & faxed data to clients

Controlled scheduling and streamlined the process of economic reports to clients on a timely basis

Supervised smooth flow of prepared economic reports with graphical illustrations to desk–top publisher, & printer while keeping an orderly, well-timed GDP-released structured schedule

Coordinated and assisted with the preparation of the U.S. Economic Outlook conferences, & seminars

Planned domestic and international travel schedules and itineraries; Prepared proposals, financial, expense, and consultation reports

Reproduced sector review/news releases to all in a timely manner 4

Mary Jo O. Webster

Medical College of Pennsylvania

East Falls, PA

Executive Secretary

Composed memoranda; Organized research seminars and residency programs

Posted consultation accounts

Attended meetings and compiled data and distributed minutes

Excellent phone manner and effective communications with all contacts

Library research for lectures, grants and presentations

Transcribed medical reports through audio dictation

Compiled specific data for safety awareness manuals

Prepared manuscripts, grants, consultations, evaluations and medical reports of various specialties (Neonatology, Radiology, and Pathology) with accurate edits

Main Line Personnel, Inc. Currently: Global Employment Solutions, Bala Cynwyd, PA Executive Secretary

Prepared résumés and contracts for the Vice President and fifteen consultants

Screened calls; Organized mail

Scheduled professionals for confidential interviews

Coordinated and attended client company meetings; Positive interaction with client company representatives

Maintained personal accounts of Vice President

Processed all paperwork for successful placement of professional candidates utilizing computer database Education

PA Life Insurance License: 736797

Currently: Kaplan University online courses for Health/Accident, Property/Casualty line of authorities Orleans Technical Institute 1991 Certified Scopist for Court Reporters; Scopist Program; 3.89 magna cum laude. Perfect Attendance; Temple University, Business Management, MCCC Notary Education Notary Public Commission

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