Confidential Administrative Specialist and Coordinator

MaryJo Ferro

716-***-**** ️ ***********@*******.***

PROFESSIONAL SUMMARY

Highly organized Administrative Assistant with extensive experience supporting executives and professional teams in fast-paced office environments. Trusted to handle confidential, sensitive, and proprietary information with discretion and professionalism. Proven ability to coordinate meetings, trainings, and events while managing calendars, communications, and office operations. Detail-oriented, reliable, and known for maintaining strict confidentiality standards.

CORE SKILLS

Administrative & Executive Support • Event & Meeting Coordination

Calendar & Schedule Management • Office Operations

Confidential & Sensitive Information Handling

Professional Communication (Phone & Email)

Document Preparation & Secure Record Management

CRM & Database Management • Microsoft Word & Excel

Time Management • Attention to Detail

PROFESSIONAL EXPERIENCE

Administrative Assistant / Client Service Associate

Cornerstone Capital Wealth Management October 2024 – Present

Provide administrative support to multiple advisors in a confidential, client-facing environment

Manage calendars, schedule meetings, and coordinate internal trainings and firm-wide events

Plan and support client-facing events, ensuring discretion and professionalism throughout

Prepare, organize, and maintain secure digital files containing sensitive client and business information

Serve as a trusted point of contact for confidential calls, emails, and inquiries

Accurately document interactions and service requests within CRM systems

Administrative Assistant

L&M Financial Services 2004 – 2008

Supported daily office operations while assisting Certified Financial Planners

Maintained confidentiality of client financial and personal information at all times

Coordinated meetings and assisted with client events and presentations

Prepared correspondence, reports, and confidential client documentation

Managed incoming calls with professionalism and discretion

Executive Assistant to Creative Director

New Era Cap 1992 – 1995

Handled confidential executive, personnel, and business information with integrity

Managed calendars, meetings, travel, and internal communications

Assisted with planning internal meetings and corporate events

Screened and prioritized communications while exercising sound judgment

Administrative Assistant to Owner

Crescent Manufacturing 1990 – 1992

Supported business owner while handling confidential business and financial records

Managed office files, correspondence, invoices, and purchasing documentation

Coordinated meetings, schedules, and company logistics

Maintained discretion in all internal and external communications

CAREER BREAK

Family Care Leave

Time dedicated to childbirth and family responsibilities

EDUCATION & CERTIFICATIONS

Erie Community College

Tonawanda High School — Diploma

Biblical Counseling Certificate — The Chapel at Crosspoint

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