Executive Assistant Financial Services

Sheri riechmann

Saint Louis, MO ***** • 314-***-**** • *****.*********@*****.***

Professional Summary

Over 22 years of experience in the financial services industry.

Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills.

Skills

Travel Arrangement Coordination Executive Schedule Management

Expenditures Oversight Work Prioritization

Work History

CAT Admin-Customer Experience Coordinator-Claims, 10/2022 to present

Questpro-St. Louis, MO

• Process and distribute Public Adjuster/Attorney Acknowledgement letter.

• Review and Validation of documents for Assignment of Benefits.

• Process outstanding First Notices of Loss.

• Receive inbound calls to obtain property damage information.

• Make Outbound callbacks to insureds.

• Review and note Claims Verification documents.

• Assignment and reassignment of Examiners and Independent Adjusting Companies.

• Review and process workflow tasks.

• Collaborate on Shared and individual Ad hoc projects.

• Notation of claims.

Executive Assistant to Head of Financial Crimes, 04/2014 to 09/2021

Wells Fargo – St. Louis, MO Supported 5+ senior managers.

Organized and coordinated conferences, weekly and monthly meetings.

Responded to emails and other correspondence to facilitate communication and enhance business processes.

Booked travel, processed expenses and reimbursements for executive team and senior management group.

Upheld strict timetables by maintaining accurate, balanced calendars. Onboarded new employees and ordered equipment and systems access needed. Coordinated interviews.

Developed team communications and information for meetings.

Administrative Assistant to the Director of AML, 01/2008 to 03/2014

Wells Fargo Advisors – St. Louis, MO

Coached new employees on administrative procedures, company policies and performance standards.

Onboarded new employees with equipment and systems access needed for their specific job title.

Executed record filing system to improve document organization and management. Monitored managers work calendar and scheduled appointments, meetings and travel. Generated Monthly reports and prepared PowerPoint presentations.

Organized weekly staff meetings and logged minutes for corporate records.

Administrative Asst to the AML Compliance Officer, 01/2005 to 01/2008

A.G. Edwards & Sons – St. Louis, MO

Entered into record-keeping systems appropriate data needed to create new records or update

existing ones.

Processed and mailed client letters.

Took notes on investigations and specific case details, updated databases and produced reports outlining results of investigations.

Managed calendar, travel and expense reports Managed multi line phones.

Back up for other Administrative Assistants when additional help was needed.

Education

No Degree

Southern Illinois University Edwardsville - Edwardsville, IL

High School Diploma: 05/1993

Oakville Sr. High School - St Louis, MO

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