Administrative Assistant Customer Service

Suzanne Tonge

***** ******** ***** *********, ** 28213 704-***-**** **************@*****.*** www.linkedin.com/in/suzannetonge

Qualifications Summary

Accomplished professional associate offering 12 years of administrative experience reporting to Financial Advisors and other top executives.

Self-motivated administrative assistant with significant years of relevant experience, related proficiencies, and a background in sales and office management.

Demonstrated history of successful office administration, effective issue resolution, and customer service.

Proficient user of Microsoft Office (Word, Excel, PowerPoint, Access, and Outlook).

Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.

Strong organizational, multi-tasking, and prioritizing skills.

Professional Experience

Executive Assistant, Oct 2015 to Present Wells Fargo CHARLOTTE, NC

Provide administrative and business support to the Executive of Supplier Diversity and 7 managers on the team.

Maintain Executive’s calendar on Microsoft Outlook -- plan and schedule meetings, teleconferences, and travel through Concur.

Negotiate favorable terms and pricing agreements with caterers and other providers for service at team meetings.

Improve office efficiency by providing up to date information.

Enhance communication between Executives and team members fostering a sense of teamwork and collaboration.

Facilitate onboarding of new hires.

Collect data and information for strategic use with diverse suppliers.

Creating spreadsheets using Excel.

Coordinate larger project meetings/special events.

Coordinate and manage agendas for management meetings, off sites and other events.

Compose complex, confidential correspondence, reports and presentations using PowerPoint.

Act as an information source on departmental/business unit policies and procedures.

Reconcile expense reports using Concur.

Assist, screen and/or selectively refer callers. Administrative Assistant/Contract, May 2015 to July 2015 Ecolab CHARLOTTE, NC

Created reports for senior management that shed light on improving our presence with existing customers.

Processed timely and accurate reports for representatives in the field.

Increased customer retention by providing up to date field support.

Allowed top managers to assess if the quotas were being met.

100% on time and attendance.

Senior Registered Associate, 2012 to 2014 Morgan Stanley Rochester, NY

Generated client loyalty by offering an unmatchable client experience.

Identified clients’ needs and resolved issues proactively.

Enhanced communication within the team by implementing a color-coded calendar.

Maintained Advisor’s calendar – planned and scheduled meetings and travel.

Planned and coordinated monthly luncheons and business development events. Financial Planning Assistant, 2011 to 2012 Crossbridge Financial Group LLC Rochester, NY

Provided administrative and business support to Advisors.

Maintained Advisor’s calendar – planned and scheduled meetings.

Planned and coordinated business development and client events.

Improved office efficiency by implementing a computer driven filing system and introducing additional time-saving measures.

Client Service Associate, 2001 to 2009 Smith Barney/Morgan Stanley Rochester, NY

Provided administrative and business support to Advisors.

Enhanced relationships with outside money managers, creating a sense of teamwork and collaboration.

Handled incoming and outgoing client accounts.

Served as a committee member of the American Diabetes Association, representing the firm in the Rochester area.

Education

BS in Communications, SUNY at Brockport ROCHESTER, NY

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