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Administrative Assistant Customer Support

Location:
Washington, DC
Posted:
January 09, 2024

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Resume:

Continued

Ashley Best

Washington, DC

202-***-****

ad2lhc@r.postjobfree.com

Qualification Summary

Highly versatile professional with more than 10 years of administrative experience in a financial and legal environment. Adept at providing exceptional customer support, streamlining office operations and handling multiple projects simultaneously

Experience

Sales Support Administrator Executive Administrative Assistant October 2021 – Present PNC Private Bank Washington, DC

• Provide sales, service and execution support for new and ongoing client relationships and serve as a customer solutions resource

• Support sales leader by coordinating team meetings, support initiatives, calendar, travel and expense management market leader

• Gather required documentation. Prepare, review and verify documents and relevant information for accuracy. Perform common processing and ensure compliance with standard regulations and processes. Administer complex implementation plans and related client interactions

• Act as a point of contact for clients, client teams and service partners and act as an escalation point for complex client implementation and servicing issues Administrative Assistant August 2014 – October 2021 PNC Realty Investors, Inc. Washington, DC

As sole administrative assistant within PNC Realty Investors, Inc. (PRI); support asset managers and transaction team members with travel scheduling, expense reimbursements, appointment scheduling, generating reports and other administrative tasks

Routinely support portfolio management by performing a variety of tasks, including coordinating quarterly appraisal calls, arranging meetings with third party service providers and distributing quarterly reports

Primarily responsible for producing Investment Committee materials and publishing the client Property Profiles

Record meeting minutes, distribute agenda and meeting materials for the PRI Board of Directors and Management Operating Risk Committee meetings

Provide notary services for PRI and other PNC Bank departments

Process property legal bills and PRI invoices through SharePoint and PeopleSoft Financials

Perform compliance for Investment Committee minutes using Onbase

Act as PRI’s New Employee Onboarding Ambassador, complete I-9 forms and software entitlement requests for new hires

Submit OFAC checks and PNC Conflicts checks

Manage paper and electronic files for three PRI offices using Iron Mountain Connect Ashely Best Page 2

Administrative Accounting Assistant January 2014 – August 2014 AGA Group, LLC Lanham, MD

Assisted with preparing simple to complex tax returns for individuals and small businesses using Drake filing software

Created client data reports, and file IRS tax forms within appropriate divisions

Ensured a copy of the completed return was provided to the client

Reviewed financial records; income statements and documentation of expenditures

Assisted with bookkeeping; reviewed bank statements and reconciling transactions

Managed calendars for the CPA, completed errands and other requests as needed Office Assistant July 2011 – December 2013

Stinson Morrison Hecker Washington, DC

Provided administrative support to paralegals, legal assistants and attorneys

Edited correspondence and memoranda, created and updated spreadsheets for incoming responses

Scheduled and coordinated meetings and events for attorneys, including travel and lodging arrangements

Assisted with entering attorney time, prepared hardcopy and ECF filings

Prepared agendas and minutes for various attorney and staff meetings

Processed attorney reimbursements and account invoices utilizing Chrome River software

Served as a liaison between the office manager, vendors, staff and attorneys

Responsible for office services department; supplies, catering, and equipment maintenance Education

Theodore Roosevelt Senior High School June 2003

High School Diploma



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