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Operations Associate/Administration Support

Location:
Antioch, CA
Salary:
63,000
Posted:
October 04, 2022

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Resume:

ABIGAIL TETTEH

(***) ******* ****.****@*****.***

EDUCATION

Bachelor of Science, RPT Administration California State University, Sacramento Graduated: Spring 2016 SKILLS

Proficient in Microsoft Office Suite, Google Suite, Windows OS, Slack, HubSpot, Adobe Acrobat Pro, Zoom, Microsoft Teams, Accutech Cheetah as well as MAC OS. Organized, adaptable, problem solver, multi-tasker, enthusiastic learner, effective communicator, team driven, customer service, independent, and detail oriented. RELEVANT WORK EXPERIENCE

IRAR Trust Walnut Creek, CA

Operations Associate Mar 2019 – Sept 2022

• Initiates and communicates transfer requests of funds and assets from other financial institutions and ensures they are processed to completion.

• Maintains high level of communication with clients and financial advisors of status updates relating to transactions in a timely, accurate, and professional manner.

• Ensures on-time payment of client invoices.

• Effectively finds alternative solutions to clientele problems as they arise.

• Performs administrative and clerical duties, such as managing company inbox, faxing, mail sorting, scanning, etc., as needed.

• Facilitates company’s policies and procedures to ensure efficiency and accuracy of client service requests.

• Verifies client submitted documents are completed correctly for processing.

• Provides information to potential clients about services offered by the company.

• Acts with a high level of discretion and confidentiality regarding clients’ accounts and personal information.

• Processes change of ownership paperwork and books alternative assets and real estate properties into clients’ accounts using Accutech Cheetah Software.

CSUS – Assistive Technology Lab Sacramento, CA

Alternative Media Specialist (Temp) Aug 2018 – Jan 2019

• Coordinate with staff, faculty, and vendors to ensure efficient delivery of academic services.

• Establish and maintain effective communication with over 120 students every semester.

• Create, update, and maintain manuals, databases, and spreadsheets for the Assistive Technology Lab.

• Train and supervise new employees and student assistants.

• Research, analyze, process, and assign time-sensitive tasks and projects to Admin Support Assistants.

• Provide quality control for specialty documents for students with disabilities in an accurate and timely manner.

• Manage confidential student information through the University’s PeopleSoft application database. CSUS – Assistive Technology Lab Sacramento, CA

Administrative Support Assistant II Nov 2016 – July 2018

• Manage and supervise computer lab center for students with special needs.

• Provide technical support and troubleshooting to students.

• Produce alternative forms of media to assist in the learning for special needs students.

• Provide informational tours to faculty, staff, and new students.

• Perform receptionist and clerical duties.

CSUS – Services to Students with Disabilities Sacramento, CA Project Support Assistant May 2015 – Aug 2015

• Schedule appointments in staffs’ electronic calendars.

• Review and process travel requests; complete travel reimbursements related to the Student Support Services Program.

• Review and process requests for purchase orders and check payments.

• Coordinate with staff, faculty, and vendors in event planning.

• Assist in maintaining and auditing student files pertaining to disability services received.



Contact this candidate