JOANNA RAMOS jr.ramos**@***-yahoo.***-**** com
Administrator
A include: bookkeeping, design communicates Excel well-& qualified & Windows. team implementation workflow at supervision Administrator all levels, scheduling of appointment and improved with development, & planning, 15 work scheduling years processes, customer of report experience & travel and service, a sound management, document in project the work finance preparation, ethic, coordination, purchasing, and a self-manufacturing client directed and excellent a account proficient professional problem-industries. and use solving data of who Microsoft Versatile management, successfully skills Word, in skills the Areas of Expertise
§ § § § Office Supervision Compose Client Management Relations Correspondence of Staff
§ § § § Operations/Executive Financial Licensing Reports Communication Account & Billings Openings
§ § § § Issuance Computer Legal Compliance Documentation of Processes Contracts Professional Experience
INDEX FRESH, CORONA, CA – EXECUTIVE TO CEO 2019 – CURRENT
§ § § § § § § § Provide Provide Generate Maintain Maintain Excellent Generate Plan and minutes executive manage confidentiality. calendar stock various written certificates for Company daily and level and Executive verbal provide and of administrative and expense events, communication. Board travel stock meetings, reports. transactions. Meetings. arrangements. support and Compose seminars. to CEO and and generate staff. correspondence at all levels. AMERIPRISE FINANCIAL, RIVERSIDE, CA - FINANCIAL PLANNING ASSISTANT 2016 - 2019
§ § § § § § § § Professionally Provide Maintain Provide Maintain Excellent Work Compliance independently, administrative superior confidentiality. calendar written adherence represent client and for exercise verbal appointments, to services. support Owner FINRA/communication. good for of SIPC Firm. daily judgement, meetings, Rules Provide operations & Regulations. and and executive travel. utilize pertaining strong level to of organizational client administrative financial skills. plans, support licensing, to Owner and and client staff. accounts. ANDERSON § § § § § § § § § § § § § Professionally Manage account Training Maintain Develop Provide Research, Maintain Excellent Ability Recommend Review Compliance to state the superior openings, planning FINANCIAL and owner’s confidentiality. written work analyze, daily adherence improvements and supervision represent independently, client and local and calendar strategies insurance and long-verbal MANAGEMENT laws, provide to services Owner of FINRA/term for staff. to for contracts, communication. policies, appointments, Firm’s exercise various high and operations of SIPC Firm. handle performance compliance, policies Rules and GROUP, financial good Provided agreements. of daily & judgement, Compose meetings, or administrative Regulations. REDLANDS, reports; procedures escalated and of executive projects licensing. and schedule and monitor calls generate CA level regarding utilize and support - regarding ADMINISTRATIVE travel, of office expenditures strong administrative correspondence services operations deadlines. and client organizational provide pertaining and accounts. and MANAGER support procurement support at client all to skills. levels. to office services. for Owner client activities. administration, and events. staff. 2004 client – 2015 Associate Continuous in Arts Education Leadership Degree, - - - - Cerritos - & Courses - - Training - College, & Conferences Norwalk, CA