Administrative Assistant Solutions Consultant

Kisha J. Small

Dynamic, Results-Focused Leader Dedicated to Optimizing Office Operations

Charlotte, NC 28278 718-***-**** **********@*******.*** Profile of Qualifications

Highly accomplished Administrative Assistant eager to contribute 25+ years of professional experience.

Influential self-starter who quickly rectifies on-site and virtual challenges by streamlining operations, eliminating customer-related risks, and adapting to evolving scenarios in fast-paced environments.

Strategically prioritize, coordinate, and manage multiple projects to optimize productivity and achieve on-time, on-budget, and high-quality performance goals.

Strong organizational skills required for arranging schedules, travel, meetings, and agendas.

Dynamic communication and interpersonal relation skills with a continual commitment to cultivating strong relations, motivating & leading teams, and aligning daily operations with long-term business objectives.

High level of professional integrity instrumental for maintaining confidential records, reports, and files.

Technology savvy, with proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook, Publisher), Adobe

(Photoshop, Illustrator) Concur, SharePoint, RedTail, Zoom and WebEx. Rapidly learns new systems and software supporting employer operations.

Professional Experience

ASSOCIATE STAFFING, LLC 6/2021 – 8/2021

LPL FINANCIAL – CHARLOTTE, NC (CONTRACT POSITION)

ADMIN SOLUTIONS CONSULTANT, ADMIN SOLUTIONS

• Researched complex situations, set client expectations, and defined the actions necessary to resolve inquiries in a timely manner.

• Assumed ownership of inquiries to see them through in a timely resolution.

• Submitted instructions for account activities on behalf of the advisor and end clients for account functions

(New Accounts, Cash Management, Transfers, Account Maintenance).

• Managed account notifications and resolution of NIGOs.

• Assisted with information and documentation requirements for new accounts, transfers and complex (non- investment related) activities.

TEACHERS INSURANCE AND ANNUITY ASSOCIATION (TIAA) – NEW YORK, NY 12/2007 – 11/2020 SR. ADMINISTRATIVE ASSISTANT – INDIVIDUAL ADVISORY SERVICES

• Provided dynamic administrative support to Directors, Wealth Management Advisors and Client Relationship Consultants by managing special events, schedules, meetings, travel arrangements, and ad hoc projects.

• Remained highly confidential and compliant with FINRA regulations when handling and maintaining sensitive records, documents, and correspondence.

• Prioritized daily workflow to achieve on-time and high-quality administrative goals.

• Displayed a friendly and professional demeanor when addressing client inquiries or concerns.

• Kept lines of communication open with clients, office facilities, consultants, and staff to discuss upcoming meetings, confirmations, and pertinent information.

• Controlled ordering and inventory to maintain optimal stock levels of office supplies and marketing materials.

• Utilized Excel and PowerPoint to create engaging presentations that highlight company performance and goals.

• Worked collaboratively with IT in identifying, troubleshooting, and resolving A/V issues.

• Conducted interviews for Wealth Management Group. TEACHERS INSURANCE AND ANNUITY ASSOCIATION (TIAA) – NEW YORK, NY SR. ADMINISTRATIVE ASSISTANT – FIELD CONSULTING GROUP

• Screened calls and responded to routine inquiries and made appointments for one-on-one counseling sessions.

• Maintained FINRA files for Registered Representatives.

• Handled confidential files, organizational charts and directories.

• Handled preparation for and attended Benefits Fairs and scheduled appointments for potential clients.

• Managed attendance for associates under several different managers.

• Ordered supplies for entire office, maintained copy machines, printers and fax machines.

• Reserved conference rooms for training and meetings.

• Made outbound calls to administrators at small institutions. Additional Work Experience

Standard & Poor’s, Compliance - New York, NY

Citigroup, Regulatory Affairs - New York, NY

Education

HS Diploma

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