Wendy C. Weitzel

**** ****** ****

Street, MD ***54

410-***-****

adkbp3@r.postjobfree.com

Summary

Throughout the last 20 years, I have had the opportunity to perform several different functions within an organization. This array of experience has enabled me to acquire the knowledge and experience to become an integral addition to any organization. My extensive interpersonal, computer and organizational skills allow me to provide concrete office management and administrative support.

Points of Experience

Office Management

Client Relations

Human Resources

Benefit Administration

Accounts Payable

Accounts Receivable

Financial Projections

Billing / Collections

Administrative Support

Employee Training

Marketing Development

Social Media

Professional Experience

Cornerstone Advisory - Hunt Valley, MD 03/18 – 7/20

Customer Relations Manager

Onboarding new clients

Completing all incoming client service requests

Preparing client meeting materials

Running reports through Morningstar for client review

Working to support advisors to assist clients as issues/requests arise

Updating CRM and paper files with client activity

Awesome Management Services, LLC. – Hunt Valley, MD 10/13 – Present

Executive Assistant

Responsible for marketing and product development.

Employee benefits administration.

Accounts payable and accounts receivable.

Perform general clerical support as needed for the owner and senior management.

Heritage Financial Consultants - Hunt Valley, MD 6/09 – 10/13

Executive Assistant

Worked with one of the Senior Partners of the group and expand my professional experience within the Financial Investment Industry.

Responsible for drafting correspondence to clients and internal personnel.

Scheduled client appointments.

Answered client questions and general customer service support.

Ferris, Baker Watts, Inc. / RBC Wealth Management - Baltimore, MD 4/07 – 4/09

Corporate Secretary / Executive Assistant

Responsible for general clerical functions including; creating and distributing correspondence, maintaining executive calendars, handling travel arrangements.

Answered phone calls, created and maintained various reports.

Worked as a liaison between Senior Management and various department heads to resolve issues as needed.

Created and distributed agendas and meeting minutes for the Board of Directors and Executive Committee meetings.

Handled all administrative and financial functions needed for the routine operation the office.

Duties included answering phones, weekly creation and distribution of the school newsletter.

Corresponded with parents and faculty on a regular basis.

Basic bookkeeping functions, upkeep of student records, admission requests, and various other administrative tasks.

Education

North Harford High School – Graduated (1994)

Harford Community College – General Studies

Certifications

I am a Notary Public in Harford County, Maryland

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