Travel Coordinator Client Service

Janice R. Maxwell

*** **** *** *** **, Concord, NC 28025 704-***-**** ********@******.***

PROFESSIONAL SUMMARY

Dedicated administrative professional with over a decade of experience providing comprehensive support in a family office environment. Skilled in optimizing efficiency and ensuring seamless operations with a background in process improvement and project management. Seeking to utilize my extensive experience for the betterment of your organization.

SKILLS AND PROFICIENCIES

Microsoft Office

Microsoft Dynamics – Great Plains

Salesforce (CRM)

EXPERIENCE

OFFICE ADMINISTRATOR CERITY PARTNERS AUG 2024- MARCH 2025

Engage with new clients during the onboarding process.

Coordinate all contract submissions.

Complete client requests and ensure timely updates to their submissions.

Serve as liaison for all projects between advisors and custodians.

Manage CRM (Salesforce) tasks and reporting

ADMINISTRATIVE PROFESSIONAL SPANGLER COMPANIES, INC. JAN 2014-FEB 2024

Managed office operations including client engagement and supplier relations.

Coordinated company sponsored events including travel arrangements for up to 75 individuals.

Ensured accuracy and timeliness of invoice and billing management

Maintained records of rental income, including sales tax reporting.

Collaborated with internal stakeholders to sustain efficient workflow.

Reconciled company credit card statements and maintained proper records.

Drafted and maintained corporate communications for philanthropic and endowment endeavors.

Maintained certificates of liability for applicable vendors/contractors performing work at the company owned real estate.

ASSOCIATE INVESTMENT MONITORING - SENIOR COMPLIANCE SURVEILLANCE SPECIALIST BANK OF AMERICA SEPT 2006 – DEC 2013

Facilitated global compliance training online, in person, and via conference calls for managers, associates, and summer interns.

Executed online mandatory and annual compliance certifications for several lines of business, including Global Technology and Operation.

Maintained complex Excel spreadsheets for tracking annual certifications. GLOBAL WEALTH INVESTMENT MANAGEMENT - PROJECT MANAGER BANK OF AMERICA JUNE 2003 – SEPT 2006

Managed and facilitated the onboarding process of new financial advisors.

Worked with various line-of-business managers to hire and onboard established financial advisors from outside brokerage firms to Bank of America.

Reviewed client investments and books of business to identify any investment positions that may create a challenge or be non-transferable.

Assisted new financial advisors and office staff in notifying clients of their move to Bank of America by mailing new account paperwork, transfer documents, and answering any questions. 2

INVESTMENT OPERATIONS MANAGER BANK OF AMERICA SEPT 2001 – JUNE 2003

Managed a team that processed and expedited the transfer of assets, both internally and from an outside broker/dealer to Bank of America/Fidelity (clearing company). This was done via ACATS, non-ACATS, DTCs, and Journal entries.

Resolved complex issues and successfully executed transfers in a timely manner.

Led Green Belt Projects, focused on process improvement within the transfers team.

Responsible for leading, coaching, development, and administrative duties of 25 associates.

Registered Representative Series 7 and Series 6 licensed.

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