RIKETA SHAH

Buffalo Grove, Il *****

847-***-**** adrp9h@r.postjobfree.com

OFFICE ADMINISTRATOR

Accomplished Branch administrators responsible for operation of day-to-day success of the branch. Maintains up to date and accurate filing systems for all administration and customer correspondence to ensure ease of access to information when required. Act as a culture carrier as it relates to the core values of the firm.

CORE COMPETENCIES

Expense Management Event Planning/Management Human Resource Support Operations Management Customer Engagement

EXPERIENCE

Morgan Stanley, Naperville, IL 2019 – 2022

Branch Administrator

Provide overall admin support for the branch, including assisting the branch manage in connection with matters That affect the branch facilities, financial advisors, and support staff. Point of the contact for branch facilities Management, branch personnel needs, local administrative tasks, and technology projects.

Serve as a point of contact for personnel needs (bonuses, benefits enrollment, registration/licensing, and communication of policy and updates as it relates to HR and Registration matters).

Coordinate events and meetings for the Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, Councils, National Sales partners, and external wholesalers.

Act as a point of contact for technology projects, migrations, equipment installs/ replacements.

Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers, and employee termination paperwork).

Maintain and review Branch finance and expense management information in collaboration with Branch and complex managers.

Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations.

PNC BANK 2005 – 2019

Assistant Branch Manager, Arlington Heights, IL 2011 – 2019 Managed all operational functions of the banking center including customer transactions, coaching and compliance. Maintaining high levels of controls through daily observations, coaching, and weekly assigned projects dispersed among the management team, tellers, and bankers. Provide high net worth individuals and business owners with specialized investment, asset management and estate planning for PNC Wealth group.

Ranked Top 6 in selling banking products and customer service for last 3 consecutively in the whole Chicago/Wisconsin region.

Advised credit, banking and mortgage solutions to affluent clients and refer customers to specialists RIKETA SHAH adrp9h@r.postjobfree.com Page Two

in other lines of business.

Team leader at current branch and trained all co-workers in new software integration platform.

Coached team on proper execution of sales process and role model desired behaviors-Adhered to compliance and operation risk controls in accordance with the company and regulatory standards, policies, and practices.

Banker, Buffalo Grove. IL 2005 – 2011

Demonstrated friendly, efficient customer services, opened new accounts, suggested customer benefits, and resolved customer complaints promptly. EDUCATION

Proficiency in MS Office/Excel, MS Teams, Word, and One Note HTML and Web Development

Oakton Community College, Des Plaines, IL

Associate of Commerce Certificate

M. S. University, Gujarat, India

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