Tamara Rajner

**** *********** *****

Toledo, OH 43623

419-***-****

Professional Summary:

To provide effective and efficient, secretarial and office management support to the Directors/ Office/ Principal of the company. Bringing management experience and an eagerness for responsibility, in order to meet the office expectations. I am an enthusiastic team player, with a strong work ethic, superior office management and a variety of complex organizational skills.

Skills:

- Project Management

- Effective Leader

- Staff Training and Development

- Organizational skills

- Conflict Resolution

- Multitask oriented

- Customer Service

- Process, creation and implementation of rules and regulations

- Microsoft Office

- Proficient Communication

Work History:

●Director of Account Services

Camelot Portfolios, LLC: 1700 Woodlands Drive, Maumee, OH 43537 (January 2015- June 2020)

-Responsible for 47 plus advisor's, assistants and clients.

-All New business creation and current account monitoring with four separate Custodians.

-Financial transactions entered, and monitored weekly, monthly and quarterly.

-Collected pertinent & confidential information to provide accurate statements for compliance guidelines.

-Lead of Red-Carpet Committee (inside program for all advisors.) Organization, planning and execution of events, dates and travel.

-Performed all tasks and met all deadlines, with the utmost quality and care.

-Filing and processing large call volumes.

-Customer Inquiries

-Organized and prioritized a large amount of paperwork and accounts with distribution agendas

-Ordered and maintained office supplies.

-Incoming and Outgoing transfers

-Asset transactions

●Administrative Assistant/ Account Specialist/ Office Manager

MPM Wealth Advisors, 7429 International Drive, Suite A, Holland, OH 43528 (June 2008 -December 2014)

-Supported all client & Administrative services with three separate custodians.

-Maintained knowledge and procedures, while implementing new training guidelines.

-Accounts payable and billing

-Stock and Mutual Fund Trading

-Client Servicing

-New Account Establishment and Monitoring

-Coordinated Conference/ Client Meetings

-Assistant to Co-President, Clients and Travel Accommodations

-Developed and monitored communications to clients

-Responsible for Outside Advisors and their clients

-Ordered and Maintained Company Supplies

● Education

-Bachelor of Science; HR Management and Communications

-University of Toledo, Graduation 2002

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