Office Manager Executive Assistant
Resume:
JACQUI BULKLEY
Wealth Management BOA Office Manager C-Level Exec Assistant
Cartwright\La Quinta ~ Meadowcreek 713-***-****
Missouri City, TX 77459 **********@*****.***
SUMMARY OF QUALIFICATIONS
Creative and highly motivated Administrative and Documentation Specialist with over 15 years of experience providing administrative business support at the executive level. Motivated self-starter who thrives in a positive, fast-paced team environment. Exceptional multi-tasker with strong attention to detail, producing work of the highest quality. Experienced working with secured, confidential and high-priority information with an ability to adapt quickly to changing priorities.
PROFESSIONAL EXPERIENCE
POST OAK CAPITAL GROUP – AN AVANTAX BROKER/DEALER 01/2022 – 07/2024 Executive Assistant/Office Manager for Agent Keith W. Patterson
FINRA and SEC registered. NRFP filed with required Regulation Industries. (see previous)
Initiate process to move files to electronic filing system
Manage and generate all forms and paperwork required for requested processes relating to client brokerage and annuity accounts.
Track all task-requests to ensure timely resolutions of client projects.
Initiate all client-requested bank-wires, EFT’s, RMD’s, and account distributions from insurance, annuities, and brokerages.
Manage and maintain office, greet visitors, monitor and manage client communications, mailings, and vendor appointments. Proactive Conflict Resolutions and minor mediations. RISCH & ASSOCIATES – a Lincoln Broker/Dealer 08/2016 – 01/2022 Lincoln Financial Group
Executive Assistant/Office Manager for Agents Paul W. Risch & D. Brent Popplewell
● FINRA and SEC registered. NRFP filed with required Regulation Industries.
● Trained in Lincoln Financial programs, including AccessGateway, DST, RegEd, Firelight, OnmiSource, and RedTail systems.
● Familiar with various Brokerage account functions and activities including Forms, AML Security, Money Movement, Calendar scheduling for meetings, and travel arrangements.
● Track time-management of various processes and inform Agents of benchmarks for multiple clients.
● Responsible for onboarding new clients, opening new accounts for existing clients, sending, and receiving client deposits & withdrawals including domestic wires, assisting clients with online custodian and portal access, writing letters of authorization and proof funds documents, and interacting with client tax and legal professions regarding documentation needs
● Meritorious Client Support award for service above expectations ULTIMATE RADIANT BARRIER & INSULATION 10/2012 – 07/2016 Executive Assistant/Office Manager
● Managed office administration, and coordinated Executive staff meetings, correspondence, and confidential paperwork both external and internal in nature
● Managed Human Resources, Payroll, and Departmental Inventory process from purchasing through bill reconciliation. Handled Conflict Resolution incidents. Assist is creating company SOP’s
● Took on the responsibility of improving the filing system that ran the business.
● Screen incoming calls for company president and provided administrative support to the department.
● Create and maintain spreadsheets and databases, as well as new file data management system.
● After developing software and administrative processes I was responsible for training new hires and the rest of the company.
DINERSTEIN COMPANIES 06/2006 – 10/2010
Administrative Assistant, IT Department
● Coordinated company shipping, receiving, purchasing and bill reconciliation.
● Create and maintain spreadsheets and databases, relating to the IT Service Department’s needs.
● Acting Liaison between IT, Construction, and Accounting Departments; providing a cohesive environment to avoid miscommunications.
● Administer ‘dual-tracking’ filing systems, and individual inventories for projects and managed properties.
● Create and execute maintenance schedules for utility repairs at managed properties.
● Training in, and utilization of proprietary TrackIt!® Inventory Management program. Instruct staff in use of software.
EGAN & HINSON, INC. 03/2002 – 06/2006
Executive Assistant/Sales Secretary
● Assist management in writing corporate SOP Manual.
● Manage Calendars, schedules, appointments and meetings for Executive team and sales staff.
● Assist CEO with marketing programs; supervise Sales staff schedules, and flowcharts.
● Facilitate Conflict Resolution and oversee Quality Control.
● Authorize and execute Third-Party Financing program. Manage client payment schedules.
● Scheduled sales calls for outside sales staff.
EDUCATION
Blinn Jr. College, Brenham, TX 1996-2000
English Literature & Language Studies, Minor: Media Communications Further Education: Research Library
Continuing Education: IT System Functions, Software Platforms & Programs, Structure and Design TECHNICAL PROFICIENCY
● Microsoft Office Suite: Microsoft Word, Excel, PowerPoint, Publisher, Teams and Outlook
● Google Suite: Calendar, Drive, Docs, Slides, Sheets, Gmail, GVoice, Chats, etc..
● Photoshop; Sony Vegas
● Multiple Proprietary CRM’s and Systems; incl. RedTail CRM and Asana
● Windows OS; MAC OS; DOS
● EDI Purchasing Management Software
SugarLand, TX
**********@*****.***
SUMMARY
Creative and highly motivated Administrative
and Documentation Specialist with over 15
years of experience providing administrative
business support at the executive, C-Suite
level. Motivated self-starter who thrives in a
positive, fast-paced team environment.
Exceptional multi-tasker with strong attention
to detail, producing work of the highest
quality. Experienced working with secured,
confidential and high-priority information with
an ability to adapt quickly to changing
priorities.
Technical Proficiencies:
Microsoft Office Suite: Microsoft Word, Excel,
PowerPoint, Publisher, Teams and Outlook
Google Suite: Calendar, Drive, Docs, Slides,
Sheets, Gmail, G Voice, Chats
Photoshop; Sony Vegas
Multiple Proprietary CRM’s and Systems; incl.
RedTail CRM and Asana
Windows OS; MAC OS; DOS
EDI Purchasing Management Software
EDUCATION
Blinn Jr. College, Brenham, TX 1996-2000
English Literature & Language Studies
Minor: Media Communications
Further Education: Research Library
Continuing Education: IT System Functions,
Software Platforms & Programs, Structure
and Design
WORK HISTORY
Most Recent Job Title: BOA
Post Oak Capital Group / SugarLand, TX / 2022
-- 2024
Earlier Job Title: Executive Assistant
Lincoln Financial Advisors / Houston, TX / 2016
– 2022
RELEVANT SKILLS
FINANCIAL ADVISOR – Executive Assistant Office Manager
FINRA and SEC registered. NRFP filed with required Regulation Industries.
Trained in Lincoln Financial programs, including AccessGateway, DST, RegEd, Firelight eApps, OnmiSource, and RedTail systems.
Familiar with various Brokerage account functions and activities including Forms, AML Security, Money Movement, Calendar scheduling for meetings, and travel arrangements.
Track time-management of various processes and inform Agents of benchmarks for multiple clients.
Responsible for on boarding new clients, opening new accounts for existing clients, sending, and receiving client deposits & withdrawals including domestic wires, assisting clients with online custodian and portal access, writing letters of authorization and proof funds documents, and interacting with client tax and legal professions regarding documentation needs
Meritorious Client Support award for service above expectations PUBLIC SERVICES & SALES - Executive Assistant Office Manager
Manage office administration, and coordinate Executive staff meetings, correspondence, and confidential paperwork both external and internal in nature
Manage Human Resources, Payroll, and Departmental Inventory process from purchasing through bill reconciliation. Handled Conflict Resolution incidents. Assist is creating company SOP’s
Coordinated company shipping, receiving, purchasing and bill reconciliation
Took responsibility for improving company filing systems.
Screen incoming calls for C-Suite & company president providing administrative support to the department.
Create and maintain spreadsheets and databases, as well as create & design new file data management system.
Assisted in developing software and administrative processes. Responsible for training new hires and the company in new processes.
Facilitate Conflict Resolution and oversee Quality Control. IT SERVICES & SUPPORT MNGT - Administrative Assistant
Create and maintain spreadsheets and databases, relating to the IT Service Department’s needs.
Acting Liaison between IT, Construction, and Accounting Departments. Conflict Resolution solutions.
Administer ‘dual-tracking’ filing systems, and individual inventories for projects and managed properties.
Create and execute maintenance schedules for utility repairs at managed properties.
Training in, and utilization of proprietary TrackIt!® Inventory Management program. Instruct staff in use of software.
Salary Requirements: $42,000 - $45,000 annually
Jacqui Bulkley
C-Suite Assistant Executive Administrator
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