Executive Assistant

Colleen Barry

** ******** ***** ***** *****, New York 10980 845 / 558-6193 **************@*****.***

PROFILE

Dedicated, friendly and hardworking professional with excellent communication and interpersonal skills; creates and maintains professional relationships and works effectively with individuals at all levels and with a team. Strong

organizational skills and detail oriented. Adheres to deadlines.

Computer: Microsoft Word, Excel, Access, Outlook, PowerPoint; Data Navigator and Fiserv

EXPERIENCE

EDWARD JONES, New City, NY 2015-Present

Branch Office Administrator

• Answer Incoming calls, manage walk-Ins and phone calls from home office, set/confirm appointments, sort and respond to incoming mail, manage service requests, wires, faxes and emails. Process trade confirmations, maintain branch-office record keeping through scanning and filing, order supplies, and marketing literature, process branch expenses and maintain work space and office equipment.

• Estate account processing, cash instruments, securities, mutual fund, account transfer, account opening/closing, insurance/pension, retirement and trade administrative processing. Enter all daily tasks in notes, calendar and activities.

• Prepare appointments, update portfolios at the direction of financial advisor, prepare hypos/calc, enter information into financial assessment and solutions tool, prepare cost basis for client or tax preparer, integrate relationship manager into standard operating procedures, answer client administrative questions about statements, provide market information or quotes to clients as requested and allowed and respond to other client inquiries on administrative questions and refer all other inquires to the Financial Advisor.

• Manage the administrative aspects of a proactive contact management strategy through acceleration, process marketing mailings with word power letters and newsletters, make follow up calls on mailings, promote allowable savings, spending and borrowing solutions, promote account services such as account link, e-delivery, etc., plan and handle logistics for seminars and assist with key referral marketing (accountants, attorneys, solicitors

NORTH ROCKLAND EDUCATIONAL FEDERAL CREDIT UNION, Stony Point, NY 2009-2014

Member Service Representative (closed/merged)

• Handle member communication to access their financial needs, provide product and service recommendations as well as guidance of the membership process.

• Advise members of all services such as loans, visa credit cards, debit & ATM cards and certificate of deposits.

• Process and maintain daily electronic files for credit and debits to accounts.

• Maintain and coordinate all aspects of debit/ATM cards including chargebacks.

• Download and process electronic wires and post to checking account the credit and debits.

• Assist loan officer with loan process; check applications, generate credit reports, ensure complete and accurate loan document submission.

• Check the monthly bank reconciliation; Create and manage databases created in Access.

• Manage and process daily teller operations such as withdrawals, deposits and transfers.

• Maintain and coordinate all facets of office management; order and process checks, maintenance of office supplies, opening & closing procedures, generate & verify end of day general ledger and audit reports.

STAR TITLE AGENCY, Blauvelt, New York 2006-2007

Clearance Officer (company closed)

• Requested clearance from prior title companies and the holder of open liens to facilitate the clearance process.

• Coordinated with counsel, purchaser/borrowers and owners/sellers to obtain necessary information and documentation to clear title exceptions.

KANTROWITZ, GOLDHAMER & GRAIFMAN, Chestnut Ridge, New York

2005-2006

Legal Secretary

• Prepared real estate document’s such as deeds, closing packets, tax forms and filing paperwork.

• Prepared Living Wills, Health Care Proxies and Power of Attorney forms.

• Prepared Agreement’s and Exhibit’s, Summons, Complaints, Affidavits, Motions and Net worth Statements

• Scheduled appointments, phone coverage and e-mail communication.

WARREN P. KOSSIN, ESQ., Nanuet, New York 2003-2004

Legal Secretary

• Prepared real estate closing packets, contracts and other legal documents; Interfaced with all professionals. Scheduled appointments and ensuring timely communication to meet deadlines and ensure client satisfaction.

• Managed attorney’s schedule and handled document management and phone coverage.

ERIC OLE THORSEN, ESQ., New City, New York 1997-2000, 2002-2003

Legal Secretary

• Prepared legal document’s including Separation Agreements and Legal Exhibits.

• Filed documents and orders with County Clerk’s Office; meet and greet clients, file, fax and phone coverage.

EDUCATION

Dominican College, Orangeburg, New York

Bachelor of Science, Business Management

The Computer Learning Center, Paramus, New Jersey

Diploma in Micro-computer Business Systems

Rockland Community College, Suffern, New York

Associate of Applied Science, Business Office Technology

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