Administrative Assistant Office
Resume:
Andrea Bajorek
** **** ***** ****** *********, NV 89012
********@*****.***
OBJECTIVES
A position where I can utilize my exceptional organizational, banking, communication and technology skills to contribute to the success of a high level executive in need of an individual who values confidentiality and utilizes resources effectively to ALWAYS get the job done!
SUMMARY OF QUALIFICATIONS
Highly organized and detail-oriented with years of experience providing thorough and skillful administrative support to senior executives.
Dedicated and focused; able to prioritize and complete multiple tasks and follow through to achieve project goals in high pressure environments.
Superlative interpersonal and communication skills involving multiple levels of personnel from executive management to subordinates, as well as internal and external customers
Professional appearance and demeanor on the job and off the job, knowing that I am always representing the executive and the organization I work for.
Proficient in processing daily teller transactions, bank operations, loans and new accounts
Proficient in Microsoft Word, Excel, Access, PowerPoint, AS400, Salesforce, Maui and Outlook; ability to create a variety of Excel reports and PowerPoint presentations
Knowledge of Self-Directed IRA accounts and requirements
EXPERIENCE
Client Investment Agent Preferred Trust Company
2015-2017
Assisted clients with all requests, including investments and new accounts
Opened new self-directed IRA accounts
Managed all client investments with their Self-Directed IRA accounts
Posted all incoming and outgoing investment wires
Provided training and guidelines for the investment department
Managed office supplies
Collections on past due accounts and investments in default
Maintained all transactions were compliant with regulations
Medallion stamp certified
Notarized all documentation, as required
Processed deeds for investment properties
Managed Adobe EchoSign documents and templates for internal use
Maintained and organized investment files
Assisted marketing with client events
Client Service Supervisor First Foundation Bank
2013 – 2014
Provided administrative support to office
Assisted PBA with opening all new banking accounts
Processed banking transactions for all client inquiries
Verified transactions, overdrafts, check referrals
Processed all client requests and inquiries
Completed all wires and transfers for clients
Assisted IT Department when needed
Assisted Trust Department with filing
Completed necessary branch audits as assigned
Maintained organized files of required documents
Trained staff on procedures when needed
Answered main switchboard
Maintained office and branch supplies
Opened and closed branch according to banking standards
Ordered cash shipments as need
Completed special projects designated by management
Completed daily reports
Supervised staff when manager was out
Assisted branch management team with various tasks and projects
Daily balancing of vault, cash drawers and negotiable items
Notarized documents as needed
Sr. Personal Financial Assistant InTouch Credit Union
2010 – 2013
Provided administrative support to office
Opened all new banking accounts
Processed banking transactions for all client inquiries
Verified transactions, overdrafts, check referrals
Processed all client requests and inquiries
Completed necessary branch audits
Ability to cross sell additional products offered
Maintained organized files of required documents
Trained staff on procedures when needed
Answered main switchboard
Maintained office and branch supplies
Completely processed and funded loans
Opened and closed branch according to banking standards
Supervised and coached staff
Assisted branch management team with various tasks and projects
Daily balancing of vault, cash drawers and negotiable items
Notarized documents as needed
Personal Banker Wells Fargo Bank
2009 – 2010
Provided administrative support to office
Opened all new banking accounts
Processed banking transactions for all client inquiries
Verified transactions, overdrafts, check referrals
Maintained filing system of all new relationships
Processed loan payments
Processed all client requests and inquiries
Completed necessary audit requirements
Managed and maintained all office equipment and supplies
Answered main switchboard
Ability to cross sell multiple products
Gather information needed for loans and credit cards to lending department
Lending would typically send documentation to branch for signatures and funding
Banking Relationship Associate Northern Trust Bank FSB
2006 – 2009
Provided administrative support to office
Processed all invoices for payment
Opened all new banking accounts
Processed banking transactions for all client inquiries
Verified transactions, overdrafts, check referrals
Maintained filing system of all new relationships
Processed loan payments
Processed all client requests and inquiries
Completed necessary audit requirements
Managed and maintained all office equipment and supplies
Training and support for new teller system
Answered main switchboard
Ordered all office supplies; receive shipments and verify daily
Ability to cross sell additional services available
Executive Administrative Assistant Connecting Point Technology Center
2002 – 2006
Provide administrative support including managing busy calendar, travel arrangements, correspondence, filing, and personal errands
Dispatching and supervision for technical staff
Processing of all service billings and payroll for technicians
Customer service support, including responding to all customer complaints and resolving those issues in a timely and efficient manner.
Inventory, purchasing and procurement of all office supplies
Training for all employees on policies and procedures
Review and finalize all service contracts, scopes of work and vendor contracts, revising contract language and managing contract terms
On call support 24/7
REFERENCES
AVAILABLE UPON REQUEST
Contact this candidate