Administrative Assistant Office

Carolann Y. Calizar

Torrance, CA *****

Mobile: 626-***-**** Email: ********@*****.***

CAREER SUMMARY

OBJECTIVE

A goal-oriented administrator with 15 years of administrative experience. Eleven years in the investments industry and four years in the non-profit sector. Well-organized and proactive in providing timely, efficient and accurate administrative support to customers and supervisors. Possessing the ability to multi-task with attention to detail. Works well independently and as a team player.

Currently seeking a high-level administration position with a reputable, ambitious company

PROFESSIONAL

EXPERIENCE

Senior Branch Office Administrator (BOA)

Edward Jones Investments

Responsible for financial advisor’s (FA) calendar and travel arrangements

Assist FA in leadership roles including Recruiting Leader, Performance Leader and Regional Leader

Develop reports for FA to track regional progress

Coordinate branch seminars for FA and firm regional meetings and events

Assist in branch business development and marketing strategies

Supervise part-time branch assistant

Responsible for account processing and maintenance

Provide client services and assist with client inquires

Executes applications for life, long-term care and annuity insurances

Aug.2005 –Present

Office Manager (July 2002 to April 2004)

Coalition to Abolish Slavery & Trafficking (CAST)

Provided admin support to the Executive Director and Board of Directors

Recorded minutes at staff and board meetings

Assisted with payroll and banking tasks

Maintained donor database, grant files and financial summaries

Supervised volunteers and Administrative Assistant

Developed and maintained contracts with vendors and contractors

Developed standard operating procedures, new hire application and orientation packet for new hires and volunteers

Obtained health and 457 retirement benefits for existing staff and new hires

July 2002-

March 2005

Night Shelter Manager (April 2004 to March 2005)

Coalition to Abolish Slavery & Trafficking (CAST)

Developed safety protocols and staff procedures

Organized and supervised volunteer program

Provided conflict resolutions and crisis intervention during PM shift

Responsible for collecting donations and donor database

Developed activities for residents.

Office Manager

Asian Pacific Policy & Planning Council (A3PCON)

Managed office independently. Provided admin support to the Executive Committee. Managed all incoming and outgoing phone, mail, fax and email communications. Maintained membership database. Produced bi-monthly newsletter and annual membership directory. Managed payment of operating expenses. Developed content for website. Recorded minutes at Executive Committee and membership meetings. Coordinated subcommittee meetings

Sept. 2001-

July 2002

RECOGNITIONS

WITH EDWARD JONES INVESTMENTS

2016 Ted Jones Entrepreneurial Award recipient: Presented to only 793 of its 14,000-plus branches, recognizes achievement in building client relationships

2013 Branch Office Administrator Managing Partner’s Conference qualifier: Qualifier must work at a branch that manages minimum of $103 million assets under care, represent the firm’s 55% of the largest practice management level and has outstanding performance review. Qualified BOAs for conference were 469 out of 11,690 offices across the U.S

2012 & 2013 Frank Finnegan Award recipient: Award recognizes branch teams (Financial Advisor & Branch Office Administrator) whose client relationships resulted in a minimum of $700,000 in gross commissions for calendar year

2011 & 2012 Edward Jones Top 25% Client Excellence Index Award recipient: Award recognizes top 25% of the country for excellence in client service, based on results of a survey in which random clients were asked to rank BOA services.

VOLUNTEER POSITIONS

Branch Office Administrator Mentor Coordinator: Implemented regional mentoring program for new BOA trainees. Established relationships for trainees with appropriate mentors. Supported trainees in achieving trainee modules. Reported to trainees’ FAs and corporate office regarding progress. Mentored two trainees in 2010 to 2011.

2009

Branch Office Administrator Marketing Assessment Group (California BOA Representative): Collaborated monthly with BOAs across the U.S. to provide feedback on the effectiveness of new technology enhancement systems, public marketing literature and firm marketing campaigns in my area.

2010-2011

EDUCATION

Bachelor of Arts in Journalism

California State University, Long Beach

Emphasis: Public Relations, Minor: Communication Studies

May 2000

Grant Writing Certification

Grantsmanship Center, Los Angeles

2002

Legal Secretary Certification

Los Angeles City College

2001

SKILLS

Experience with PC and Mac computers. Proficient in Windows Office. Type 72 WPM.

References given upon request

Contact this candidate