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Administrative Assistant Customer Service

Sugar Land, TX
September 24, 2019

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**** *********** **.

281-***-**** • E-MAIL



Over 10 years of Administrative and Customer Service experience to include excellent communications and leadership skills. Motivated professional experienced in the arena of database management, inventory, travel arrangements and event planning. Customer oriented, with care detail to attention and time management skills in fast paced work environments. Strong interpersonal skills in dealing with a diversity of professionals, clients and staff. Bilingual in English and Spanish


Administrative duties including records and file maintenance, customer service and procurement of office. Energetic and goal focused professional with solid qualifications in customer support/client care. Experienced with maintaining highly confidential documents and completing reports. Expert in Word, Excel, Access, PowerPoint and Microsoft FrontPage, 10 Key adding machine-160 key strokes per minute and type 100-105 wpm.


INVESCO 04/2013 to Current

Paralegal I (2017-Current)

Shareholder Meetings

Verifies and Approves Invoices

Prepares and Maintains Minutes and Records

Prepares agenda, script, ballots and other meeting documents

Gathers appropriate documents from Solicitors

Creates Shareholder Meeting Dates Chart

Prepares Shareholder Meeting Results


Prepares Annual Invesco Funds Directors and Officers (“D/O”) Questionnaires

Prepares Annual Regulatory Checklist for Compliance

Prepares Exhibits for D/O Questionnaire

Exchanges Correspondences wit Outside Counsel and Attorneys

Prepares Trustees Holdings

Gathers Information and Submits the Trustee Compensation Surveys

Verifies and Maintains Trustees Memberships and Subscriptions

Officer Lists

Reports Officer Changes

Proofs and Draft N-1A’s for Directors, Officers and Committee information

Updates to Legal Intranet Site

Computer Programs

Secretariat (Input & Output)

Secretariat & VIEWER (Document Tracking, Scanning, Linking, Indexing)

Research Request

Updating INVESCO’s Web-Site

Blueprint (input & output)

Research Request

TADA and SAP Business Objects (Boxi)

Uploading/Approving in Diligent

Legal Secretary II (2013-2017)

Heavy Data Processing.

Research, draft and edit legal documents.

Act as the point of updating and following up with the US Regulatory Tracker.

Review and assist with the new incoming rules and regulatory activity.

Use Intranet and Diligent web to file, update, prepare and maintain legal and board materials.

Manage travel and expense reports.

AIG American General 02/2008 to 12/2012

Sr. Administrative Assistant

Performed administrative support duties for fast paced Insurance Services Center.

Processed new hires to include obtaining badges and passwords for computer opened and closed accounts.

Prepared invoices in waves, reports, memos, financial statements and other documents for internal audits.

Drafted correspondence, scheduled appointments, organized and maintained paper and electronic files.

Maintained records management in company database and ordered supplies.

Updated, changed and maintained files to insure proper documentation and compliance.

Coordinated meetings with various Marketing departments and prepared expense reports in Concur.

Made travel arrangements for managers, recorded minutes at meetings and coordinated office moves.

Created, organized and maintained filing systems of weekly and monthly reports.

INVESCO 08/2000 to 02/2008

Legal Secretary

Provided administrative support for Legal department for Investment and Financial Firm.

Reviewed various documents, updated and make changes to information in system to ensure quality services.

Prepared and revised Board of Directors material.

Coordinated meetings, luncheons, travel arrangements, prepared expense reports and check request.

Updated Corporate Secretarial services/Board of Directors web documents and web editing.

Facilitated conference calls, answered incoming calls and directed callers to appropriate personnel.


Houston Community College

Pursing Bachelor’s Degree in Business Management

Bradford School

Certified Administrative Assistant

Stephen F. Austin High School


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