Bridgette M. Spaeth

*** ********* ***** . **********, **** 45231

Phone: 513-***-****

ad0eez@r.postjobfree.com

Objective

To obtain part-time employment in a professional office environment, where I can utilize my extensive office experience for the friendly and efficient benefit of the organization.

Summary

24 years of professional experience as a Financial Assistant, Branch Managers Assistant and Senior Operations Assistant

Highly organized with extensive experience involving overall administrative support

Expertise includes employee training, advanced problem solving skills coordinating compliance reviews, overseeing cash flow transactions, and coordinating travel and client meetings

Counter well in high-stress environment

Excellent interpersonal skills and abilities

Self-motivated and capable of achieving urgent and long-term objectives and goals and meet procedural deadlines

Excellent organization and management skills

Goal oriented and ability to handle multiple tasks

Ability to maintain excellent relationships with customers

Professional Experience

John D. Dovich and Associates, LLC. 01/11-04/12

Administrative Assistant

Responsible for office travel arrangements and expense management

Ordered, inventoried, and managed supplies for office of 10 associates

Developed PowerPoint presentations for senior management

Performed receptionist duties, including mass-mailing of communication to clients including quarterly statements and audited for accuracy

Responsible for inter-office communication

Processed Long-Term Care applications

Legg Mason Wood Walker/ Smith Barney/ Citigroup 12/83 – 7/07

Citigroup is a Fortune 100 company providing financial service products to corporations, and individuals. This branch office is responsible for providing brokerage services.

Senior Operations Assistant

Responsible for ensuring all trades handled appropriately. Input and executed all stock/option and mutual fund orders

Input all incoming checks into clients’ accounts

Input all incoming stock certificates into clients’ accounts

Approved all outgoing checks along with paperwork needed

Co-ordinate with various staff for operational support activities of our office; served as a liaison between departments and operating units in the resolution of day-to-day administrative and operational problems

Managed front desk operations communicated reliable information to over 400 high net worth clients

Branch Office Manager’s Assistant

Provided administrative support for compliance and audit reviews

Schedule and coordinate meetings, interviews, appointments, events and other activities for six managers

Responsible for 35 financial advisors expense reports

Coordinated all travel arrangements

Trained all new incoming assistants/CSR’s

Assistant to Sarran/Bascom Wealth Management Group

Coordinated our group meetings

Helped clients with questions regarding their accounts

Was in charge of preparing monthly meetings with clients to review their accounts

Maintained daily appointment calendar

Acted as liaison between client and financial advisors

Prepared profit and loss reports for clients

Maintained all records for office trades

Other Experience

Proficient in basic operating systems such as Microsoft Word, Excel, PowerPoint, Windows XP and the Internet

Personal interests include walking, gardening, and walking my three dogs

References

Rich House - Director of Youth Ministries - Forest Chapel UMC- 513-***-****

William Sarran - Senior Vice President, Wealth Mgmt. Advisory Specialist, Morgan Stanley Smith Barney, 513-***-****

Jennifer Richards - Supervisor/Insurance Coordinator - John D. Dovich and Associates, LLC- 513-***-****

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