Antoinette “Toni” Kaiser

adszl2@r.postjobfree.com

*** ******** ***** *********, ** 72719

951-***-**** See my profile on LinkedIn

OBJECTIVE

Motivated professional looking to secure a position in a customer focused organization where my skill & experience are utilized.

EXPERIENCE

Business Office Assistant 2021 to Current

Raymond James Investments

Full cycle office procedures to ensure high customer experience

Excellent communication with both financial advisor & client to maintain standards

Have strong organizational details along with ability to meet deadlines

Buy/sell stocks, bonds and mutual funds with direction from licensed financial advisors

Process opening/closing and maintaining a $200m+ account portfolio

Plan and prepare from start to finish all seminars approved by Compliance

Proform branch office scanning/word power letters / wires

Very adept customer service skills

Complete all cash / administrative processing

Assist clients with asset placement to appropriate portfolios

Schedule and maintain Financial Advisor’s calendar’s

Create numerous custom SOP’s to benefit all office routines & streamline efficiency

Business Office Assistant 2013 to 2021

Edward Jones Investments

Full cycle office procedures to ensure high customer experience

Excellent communication with both advisor & clients to maintain high standards

Opening/closing and maintenance of $20m+ of financial accounts

Do all branch office scanning/word power letters / wires

Complete all cash / administrative processing

Maintain Financial Advisor calendar

Assist clients with placement of funds to appropriate portfolios

Performed Accounts payable functions

Plan / Prepare any seminars or radio advertising approved by Compliance

Prepared & implemented SOP’s to benefit office procedures

Administrative Assistant 2006 to 2008

Eagles Peak Charter School, Vista, CA

Administrative assistant to home school director

Maintained all the front office duties: Organized and scheduled appointments

Liaison between parents, educator, and management

High resolution scanning Communications and student enrollment coordinator

Purchasing and inventory control

Human Resources/Office Manager 2005 to 2006

The Santa Rosa Academy, Murrieta, CA

Facilities manager; administrative assistant to the Principal

Canon scanning equipment; digitized media for archived records

School Registrar (school transcripts, student cumulative files, etc.)

Records filing with County of Riverside

Audit & maintain records on all Special Educational Students (SPED)

Secretary for Student Study Team (SST)

Communications and student enrollment coordinator

Organized and scheduled appointments

Liaison between parents, educator, and management

Facilities Manager 2001 to 2005

Julian Charter School

Staff supervisor; administrative assistant to the Director of Riverside County

Audit & maintain records for Special Educational students (SPED)

Audit & maintain records for Secretary for Student Study Team (SST)

Managed scheduling of office spaces

Purchasing and inventory control

Organized and scheduled appointments

Coordination of School-wide Events

Education

Attended 4 years towards Associates Degree in Social Work circa 1998: Mount San Jacinto College (Riverside California)

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