Executive Assistant Human Resources

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Atlanta, GA ***** 917-***-**** ******.*********@*****.*** WWW: Bold Profile

TRICIA A. THORNE

PROFESSIONAL

SUMMARY

Polished Executive Assistant skilled at offering high-level administrative support to senior- level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills. SKILLS Meeting Agendas and

Minutes

Excel Spreadsheets

Employee Training

Business Correspondence

Advanced MS Office Suite

Proficiency

Human Resources Law

Conflict Management

Report Analysis

Interpersonal

Communications

Performance

Improvement

Strong Problem Solver

Process Improvement

Logistics and Schedule

Management

Report Generation

Project Management

Schedule Management

Executive Support

Travel Accommodations

Travel Arrangement

Coordination

Special Event Projects

Business Writing

Calendar and Scheduling

Software

Office Administration

WORK HISTORY LICENSED RELATIONSHIP BANKER 02/2022 to 08/2023 JPMorgan Chase

Analyzed customers' financial information to deliver personalized account guidance

Cultivated strong customer relationships by providing tailored advice and services

Implemented strategies to increase customer retention, enabling investment growth

Processed customer requests for statements, ordering additional checks, and updating customer personal information in database

Assisted customers with completing required forms for opening and closing bank accounts

Answered customer questions and explained available services such as deposit accounts, bonds, and securities

Resolved customer complaints and disputes to maintain satisfaction and loyalty

Educated hundreds of customers of applicable account terms and conditions

Greeted customers and delivered information about new account processes

Cultivated strong customer relationships by providing tailored advice and services BROKERAGE ASSISTANT 09/2017 to 02/2022

Wells Fargo

Supporting Advisors by managing large books of business ranging from five to two hundred million in assets including high net-worth business accounts

Preparing and executing detailed financial planning, conducting investment research, and completing trades and transactions

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Working with clients to plan for and fund retirement, IRA, QRP, IRA Rollovers, Advisory Portfolio set up, fee updates and customize and diversify portfolio

Cultivate and strengthen relationships with new as well as existing client through process, new technology and business services education

Ownership verification, fund transfer/distributions, wires, incoming ACAT, contributions, donations, contributions, Trusts, Divorce settlements, POA execution

Document security transactions such as purchases, sales and conversions to create in- depth database of clients and transactions

Educate clients on account services, including estate and trust planning and implementation

RMD and annuity processes

Coordinate with operations staff to resolve service issues and boost client satisfaction

Collect confidential financial information

Evaluate customer information to explore issues, develop potential solutions and maintain high-quality service

Conferred with customers to assess market fluctuations and correct account problems

Processed and verified all new account applications and documents

Organized securities sales and purchases on behalf of customers and companies

Prepared orders to orchestrate transfers, tracked transactions, and documented activities with detailed records

Developed strategies to improve processes and reduce costs

Verified ownership and transaction information and dividend distribution instructions to check conformance with governmental regulations using stock records and reports

Skilled at working independently or collaboratively in team environment

Self-motivated, with strong sense of personal responsibility EXECUTIVE ASSISTANT 03/2017

Wells Fargo

Administrative functions include complex calendar management with focus on proper allocation of executive availability

Streamlined operations and prioritized tasks, allowing senior staff to increase productivity

Manage emails and time sensitive correspondence to facilitate communication and enhance business processes

Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data

Organized international and domestic travel arrangements for up to eight staff members, including all transportation and hotel stays

Handled logistics, catering, agendas and travel arrangements for meeting and event planning for c-level staff

Promoted team productivity by keeping office products organized and supplied

Orchestrated successful conferences, including associated travel for all speakers and attendees

Compose company-wide announcements and correspondence

Booking conference rooms and catering for annual staff development forum ADDITIONAL

INFORMATION

Licenses, Series 6 And 63 Georgia Notary Public

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PLANT ENTHUSIAST,

ELDERLY CARE,

PATIENT CARE

ADVOCACY

My appreciation for plants came to be during covid. Plants became a way to bring the outside, inside. It creates a tranquility that can't be matched and has been known to create endorphins that manage depression and negative feelings. They are therapeutic and are known to clean the air in the environment.

I am the caretaker of my elderly mother who has been battling congestive heart failure and cancer. In my journey I've learned how to advocate for her care and I assist others who are facing a similar journey and don't quite know how to navigate proper care in the midst of medical crisis.

Contact this candidate